CHARLES AND EDNA LEVINE FAMILY FOUNDATION INC: Form 990PF, tax year 2016
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- Organization
- CHARLES AND EDNA LEVINE FAMILY FOUNDATION INC (EIN 52-2232281)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-04
- IRS object ID
- 201711249349100111
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-04T09:40:38-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 Road 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 | 2016-01-01 | 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 | 2017-05-01 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.123.84.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-01 | IPDt |
| IP Tm | 17:19:24 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5250D6311072AD721258C1FEB433447654803A00 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9FC89E8682FAA7D825F7B8CBAE6FD7977FB8BB87 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $401,546 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,682 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,284 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,689 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,389 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,689 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,371 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,973 | 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 | $456 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $217 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,189 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,189 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,645 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,406 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,645 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,406 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,274 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,567 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,786 | CashBOYAmt |
| Cash EOY | $14,282 | CashEOYAmt |
| Cash EOYFMV | $14,282 | CashEOYFMVAmt |
| Corporate Stock BOY | $312,153 | CorporateStockBOYAmt |
| Corporate Stock EOY | $301,383 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $387,264 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $324,939 | TotalAssetsBOYAmt |
| Total Assets EOY | $315,665 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $401,546 | 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 | -$204,284 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$213,558 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $324,939 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $315,665 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $324,939 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $315,665 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $324,939 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,274 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $315,665 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $315,665 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Deutsche Enhanced Commodity Strat. | P | 2016-04-28 | 2016-12-07 | $686 | $695 | -$9 | -$9 |
| Goldman Sachs Comm Strat. | P | 2015-12-01 | 2016-04-27 | $19 | $41 | -$22 | -$22 |
| Pimco Commodities Plus | P | 2015-12-01 | 2016-04-27 | $94 | $181 | -$87 | -$87 |
| AMG Mangers Skyline special | P | 2015-08-19 | 2016-12-07 | $3,337 | $3,328 | $9 | $9 |
| Diamond Hill Small Cap | P | 2015-08-19 | 2016-12-07 | $1,755 | $1,744 | $11 | $11 |
| Emerald Growth Institutional | P | 2015-08-19 | 2016-12-07 | $1,321 | $1,467 | -$146 | -$146 |
| Goldman Sachs Comm Strat. | P | 2015-12-01 | 2016-04-27 | $4,123 | $8,898 | -$4,775 | -$4,775 |
| Harding Sachs Comm | P | 2015-08-19 | 2016-08-24 | $485 | $454 | $31 | $31 |
| Ishares Core | P | 2010-02-04 | 2016-12-07 | $4,950 | $2,380 | $2,570 | $2,570 |
| Ishares Russell 200 | P | 2010-02-04 | 2016-12-07 | $8,109 | $3,766 | $4,343 | $4,343 |
| Ishares Trust Core | P | 2013-06-20 | 2016-12-07 | $801 | $783 | $18 | $18 |
| John Hancock Disciplined | P | 2012-07-13 | 2016-12-07 | $5,704 | $4,139 | $1,565 | $1,565 |
| MFS International | P | 2010-02-04 | 2016-08-24 | $5,333 | $3,317 | $2,016 | $2,016 |
| Oppenheimer International growth | P | 2011-12-02 | 2016-08-24 | $708 | $514 | $194 | $194 |
| Pimco Commodities Plus | P | 2015-12-01 | 2016-04-27 | $5,059 | $9,720 | -$4,661 | -$4,661 |
| Principal real estate SEC | P | 2014-05-07 | 2016-08-24 | $5,769 | $4,863 | $906 | $906 |
| Vanguard index FDS | P | 2013-06-20 | 2016-08-24 | $4,135 | $3,003 | $1,132 | $1,132 |
| Vanguard Morgan Growth | P | 2010-02-04 | 2016-12-07 | $606 | $407 | $199 | $199 |
| Capital Gains Dividends | P | $2,395 | $2,395 | $2,395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,689 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $24,864 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $404,949 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061400 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $22,246 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $424,830 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052364 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $395,406 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037936 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $349,268 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042947 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $15,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $360,888 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041564 | DistributionYr5Rt |
| Total Distribution | 0.236211 | TotalDistributionRt |
| Average Distribution | 0.047242 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $390,928 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,468 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $66 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,534 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $131 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $131 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $131 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $438 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $438 | TotalPaymentsAndCreditsAmt |
| Overpayment | $307 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $307 | 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 |
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 | $383,347 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,534 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $396,881 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $396,881 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,953 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $390,928 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,546 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,546 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $131 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $131 | TotalTaxAmt |
| Distributable Before Adj | $19,415 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,415 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,415 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,415 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $966 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,889 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,855 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,415 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,415 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,440 | 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 | $3,440 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $3,440 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Ahavas Yisrael Charity Fund | |||||||
| 3706 Clarks Lane | Baltimore | MD | 21215 | NONE | 501(c)3 | Provide assistance to needy families | $2,000 |
| Netivot Shalom | |||||||
| 7602 Labyrinth Rd | Pikesville | MD | 21208 | NONE | Public Charity | To assist religous and charitable activity | $1,500 |
| 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 | $7,000 |
| Planned Parenthood | |||||||
| 123 William Street | New York | NY | 10038 | NONE | 501(c)3 | Education for women and men | $2,500 |
| 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 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,000 | 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 | $7,682 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,689 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,371 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,371 | 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 | $301,383 | EOYBookValueAmt |
| EOYFMV | $387,264 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Advisory fees | Desc |
| Revenue And Expenses Per Books | $5,189 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,189 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes Paid | $217 | $217 | $0 |
| Excise Tax | $239 | $0 | $0 |
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