THE KENNETH LEVENTHAL FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE KENNETH LEVENTHAL FOUNDATION (EIN 45-3195090)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-18
- IRS object ID
- 201712619349100501
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-18T11:22:02-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael Berry CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 5045 | AddressLine1Txt |
| City | Culver City | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90230 | 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 | 453195090 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Kenneth and Elaine O Leventhal | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENN | BusinessNameControlTxt |
| Phone | 3107854070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2029 Century Park East No 1600 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Paul Kester | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3105565860 | PhoneNum |
| Signature | 2017-09-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Berry | PreparerPersonNm |
| PTIN | P00179412 | PTIN |
| Phone | 3107454027 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.241.196.243 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-09-18 | IPDt |
| IP Tm | 11:21:23 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 534C5DC62E592C4D45D0606B04BF9A727A9D0FB1 | 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 | $42,630,069 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $39,502,246 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $774 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $774 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $316,536 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $151,401 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$66,248 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,760,847 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $39,753,308 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $152,175 | 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 | $8,242 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,242 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,675 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,675 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,915 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $270 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $60 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $1,200 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,200 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,962 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,962 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,494 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,945 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,964 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $305,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $305,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $346,494 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,945 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $320,964 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $39,406,814 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $129,230 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $551,250 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,725,486 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,725,486 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $26,000,482 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $26,000,482 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $631,265 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,043,064 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,043,064 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,885,412 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,860,262 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,860,262 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $775 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $775 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,067,927 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,630,069 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,630,069 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,156 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,156 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,066,771 | UnrestrictedBOYAmt |
| Unrestricted EOY | $42,630,069 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,066,771 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,630,069 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,067,927 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,630,069 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,066,771 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $39,406,814 | ExcessRevenueOverExpensesAmt |
| Other Increases | $156,484 | OtherIncreasesAmt |
| Subtotal | $42,630,069 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,630,069 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| UBS #838 | $1,213,763 | $1,289,854 | -$76,091 | -$76,091 |
| ubs #838 | $138,575 | $139,486 | -$911 | -$911 |
| UBS #839 | $380,673 | $372,906 | $7,767 | $7,767 |
| UBS #839 | $27,836 | $24,849 | $2,987 | $2,987 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$66,248 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $191,431 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,235,949 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059158 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $168,334 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,446,250 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048846 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $71,904 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,331,620 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.021582 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,556 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,590,896 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.002864 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,278 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,009 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.757062 | DistributionYr5Rt |
| Total Distribution | 0.889512 | TotalDistributionRt |
| Average Distribution | 0.177902 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,020,358 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,604,740 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,292 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,606,032 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $320,964 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,585 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,585 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,585 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,360 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,860 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,275 | OverpaymentAmt |
| Applied To ES Tax | $1,275 | 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 | Yes (1) | 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 | Perri Polansky | IndividualWithBooksNm |
| Phone | 3105565860 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2029 Century Park East 1600 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 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 |
|---|---|---|---|---|---|---|---|---|
| Perri Polansky | ||||||||
| 2029 Century Park East Suite 1600 | Los Angeles | CA | 90067 | Director/VP/CFO/Secreta | 5.00 | $0 | $0 | $0 |
| Paul Kester | ||||||||
| 2029 Century Park East Suite 1600 | Los Angeles | CA | 90067 | Director/President | 0.50 | $0 | $0 | $0 |
| Mary Streit | ||||||||
| 2029 Century Park East Suite 1600 | Los Angeles | CA | 90067 | Director, VP | 2.00 | $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 | $7,469,191 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,688,533 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,157,724 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,157,724 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $137,366 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,020,358 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $451,018 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $451,018 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,585 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,585 | TotalTaxAmt |
| Distributable Before Adj | $448,433 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $448,433 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $448,433 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $320,964 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $320,964 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $320,964 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $448,433 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $131,898 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $320,964 | QualifyingDistributionsAmt |
| Applied To Year1 | $131,898 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $189,066 | 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 | $259,367 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CAMERA | ||||||
| PO Box 35040 | Boston | MA | 02135 | public Charity | general | $5,000 |
| Honest Reporting | ||||||
| 165 E 56th Street | New York | NY | 10022 | public Charity | general | $20,000 |
| Israel Emergency Alliance dba Stand with us | ||||||
| PO Box 341069 | Los Angeles | CA | 90034 | public Charity | General | $100,000 |
| Middle East Forum | ||||||
| 1650 Market Street 3600 | Philadelphia | PA | 19103 | Public Charity | General | $35,000 |
| Sinai Temple | ||||||
| 10400 Wilshire Blvd | Los Angeles | CA | 90024 | public Charity | Sinai Temple's Israel Center | $20,000 |
| The Investigative Project on Terrorism Foundation | ||||||
| 5614 Connecticut ave NW 341 | Washington | DC | 20015 | Public Charity | General | $30,000 |
| THE MIDDLE EAST MEDIA RESEARCH INSTITUTE | ||||||
| 1819 L Street NW 5th Floor | Washington | DC | 20036 | PUblic Charity | general | $10,000 |
| The Orthodox Union | ||||||
| 11 Broadway | New York | NY | 10004 | public Charity | Jewish Student Union | $20,000 |
| The Washington Institute | ||||||
| 1111 19th Street NW | Washington | DC | 20036 | public Charity | General | $40,000 |
| The Central Fund of Israel | ||||||
| 980 Avenue of the Americas | New York | NY | 10018 | Public Charity | General | $5,000 |
| Israel Christian Nexus | ||||||
| 11039 McCormick Street | North Hollywood | CA | 91601 | Public Charity | General | $10,000 |
| Builders of Jewish Education | ||||||
| 6505 Wilshire Blvd 300 | Los Angeles | CA | 90048 | Public Charity | General | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $305,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $774 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $316,536 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$66,248 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $251,062 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $251,062 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Kenneth Leventhal Marital Deduction Trust | |||||||
| 1 | 12301 Wilshire Blvd 550 | Los Angeles | CA | 90025 | $16,870,629 | Yes (X) | |
| Kenneth Leventhal Marital Deduction Trust | |||||||
| 2 | 12301 Wilshire Blvd 550 | Los Angeles | CA | 90025 | $16,891,658 | Yes (X) | |
| Kenneth Leventhal Marital Deduction Trust | |||||||
| 3 | 12301 Wilshire Blvd 550 | Los Angeles | CA | 90025 | $5,739,959 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | marketable securities | $16,891,658 | 2016-11-03 |
| 3 | Marketable Securities | $5,739,959 | 2016-11-17 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS- Common Stocks | $348,820 | $348,820 |
| Merrill Lynch- Common Stocks | $4,694,244 | $4,694,244 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $15,998,400 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $15,998,400 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $10,002,082 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $10,002,082 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS- Closed End & Exchange Traded Funds- Equities | FMV | $605,647 | $605,647 |
| UBS - Asset Backed Securities | FMV | $8,193 | $8,193 |
| ubs- Closed End & Exchange Traded Funds- Fixed Income | FMV | $923,588 | $923,588 |
| UBS - Mutual Funds- fixed income | FMV | $75,953 | $75,953 |
| UBS- Mutual Funds- Non Traditional | FMV | $40,119 | $40,119 |
| UBS- Closed end & exchanged traded funds- commodities | FMV | $56,930 | $56,930 |
| Merrill Lynch- Mutual Funds- equities | FMV | $3,747,997 | $3,747,997 |
| Merrill Lynch- Mutual Funds- fixed income | FMV | $3,273,121 | $3,273,121 |
| Merrill Lynch- Mutual Funds- Alternatives | FMV | $994,431 | $994,431 |
| Merrill Lynch- accrued interest | FMV | $134,283 | $134,283 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $8,242 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,242 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income tax receivable | Desc |
| EOY Book Value | $775 | EOYBookValueAmt |
| EOYFMV | $775 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Fees | $36 | $0 | $36 |
| Insurance | $1,886 | $0 | $1,886 |
| Travel | $40 | $0 | $40 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Change in Unrealized Gains/Losses | Desc |
| Amt | $156,484 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | taxes payable- current | Desc |
| BOY Book Value | $1,156 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Invsestment Fees | CategoryTxt |
| Amt | $22,675 | Amt |
| Net Investment Income | $22,675 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kenneth Leventhal Marital Deduction Trust | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12301 Wilshire Blvd 550 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Excise Tax- Current | $2,585 | $0 | $0 |
| CA Taxes & fees | $60 | $0 | $60 |
| Foreign Taxes | $270 | $270 | $0 |
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