ZEBULUN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ZEBULUN FOUNDATION (EIN 95-4864537)
- Tax period
- 2016-05-01 to 2017-04-30
- Filed
- 2017-05-26
- IRS object ID
- 201731469349100108
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-26T11:36:54-05:00 | ReturnTs |
| Tax Period End | 2017-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954203670 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN M FRANKIEL CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 642987 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954864537 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZEBULUN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZEBU | BusinessNameControlTxt |
| Phone | 3107208451 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10530 TENNESSEE AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN M FRANKIEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3107208451 | PhoneNum |
| Signature | 2017-05-26 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN FRANKIEL | PreparerPersonNm |
| PTIN | P00295193 | PTIN |
| Phone | 3107208451 | PhoneNum |
| Preparation | 2017-05-25 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 45.49.185.88 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-26 | IPDt |
| IP Tm | 09:34:27 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2A7DC8AFA8E32B345C1A440A5139D605F55F39A4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2EEB308B06CCC0A5975D12574E7849D109EAAD3A | 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 | $120,214 | 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 | $8,641 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,538 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,538 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,038 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,636 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $553 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,141 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,091 | 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 | $140 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $74 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $179 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,733 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,733 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,912 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,229 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,015 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,865 | CashBOYAmt |
| Cash EOY | $5,022 | CashEOYAmt |
| Cash EOYFMV | $5,022 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $35,687 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,340 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,340 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $66,420 | CorporateStockBOYAmt |
| Corporate Stock EOY | $53,625 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $56,712 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,821 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,035 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,140 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $111,793 | TotalAssetsBOYAmt |
| Total Assets EOY | $117,022 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $120,214 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $111,793 | RetainedEarningBOYAmt |
| Retained Earning EOY | $117,022 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $111,793 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $117,022 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $111,793 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $117,022 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $111,793 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,229 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $117,022 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $117,022 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| INLAND REALTY | P | 2013-07-12 | 2016-05-13 | $5,000 | $5,154 | -$154 | -$154 |
| ALLEGHENY TECH | P | 2014-02-04 | 2016-08-15 | $1,721 | $3,008 | -$1,287 | -$1,287 |
| BB&T CORP | P | 2005-04-22 | 2016-08-15 | $1,516 | $2,298 | -$782 | -$782 |
| FLY LEASING LTD | P | 2015-07-09 | 2016-08-15 | $1,773 | $2,334 | -$561 | -$561 |
| MICROSOFT | D | 2015-10-23 | 2016-08-15 | $5,792 | $2,696 | $3,096 | $3,096 |
| ANNALY CAPITAL MGMT | P | 2011-03-07 | 2016-11-11 | $997 | $1,784 | -$787 | -$787 |
| PRUDENTIAL FINANCIAL | P | 2015-08-27 | 2016-11-11 | $4,837 | $3,809 | $1,028 | $1,028 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $553 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,368 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $98,994 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054226 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,869 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $94,120 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051732 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,501 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $79,957 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043786 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,371 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $69,259 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063111 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,410 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $57,506 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041909 | DistributionYr5Rt |
| Total Distribution | 0.254764 | TotalDistributionRt |
| Average Distribution | 0.050953 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $112,702 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,743 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $40 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,783 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,775 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $80 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $80 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $80 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $80 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARLENE B FRANKIEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104703516 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10530 TENNESSEE AVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900642328 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN M FRANKIEL | ||||||||
| 10530 TENNESSEE AVE | LOS ANGELES | CA | 90064 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARLENE B FRANKIEL | ||||||||
| 10530 TENNESSEE AVE | LOS ANGELES | CA | 90064 | TREAS/SECTRY | 0.00 | $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 | $61,989 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,429 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $114,418 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $114,418 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,716 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $112,702 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,635 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,635 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $80 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $80 | TotalTaxAmt |
| Distributable Before Adj | $5,555 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,555 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,555 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,775 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,775 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,775 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,555 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $529 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $529 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,775 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,775 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $529 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $529 | 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 | $251 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN M FRANKIEL | ContributingManagerNm |
| Contributing Manager | MARLENE B FRANKIEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF YESHIVA IMREI EMES | |||||||
| 3822 15TH AVE | BROOKLYN | NY | 11218 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $613 |
| CHMOL | |||||||
| 5225 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $380 |
| EZER YOLDOT HAMERCAZI | |||||||
| 1312 44TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $360 |
| GLOBAL KINDNESS | |||||||
| PO BOX 67427 | LOS ANGELES | CA | 90067 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $100 |
| HEAL THE BAY | |||||||
| 1444 9TH STREET | SANTA MONICA | CA | 90401 | NONE | PUBLICLY SUPPORTED | ENVIRONMENTAL PRESERVATION & CONSERVATION | $180 |
| MESIVTHA TIFERETH JERUSALEM OF AMERICA | |||||||
| 145 EAST BROADWAY | NEW YORK | NY | 10002 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $480 |
| WESTSIDE KOLLEL | |||||||
| 1453 S ROBERTSON | LOS ANGELES | CA | 90035 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $200 |
| WESTWOOD KEHILLA | |||||||
| 10523 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $920 |
| MESIVTA OF GREATER LOS ANGELES | |||||||
| 25115 MUREAU ROAD | CALABASAS | CA | 91302 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $240 |
| YESHIVA MINYAN INC | |||||||
| PO BOX 6620 | BEVERLY HILLS | CA | 90212 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $200 |
| KOLLEL - LOS ANGELES | |||||||
| PO BOX 480460 | LOS ANGELES | CA | 90048 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $180 |
| KOL TORAH CENTER | |||||||
| PO BOX 24346 | LOS ANGELES | CA | 90024 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $180 |
| SLABODKA YESHIVA | |||||||
| 169 PARKVILLE AVE | BROOKLYN | NY | 11230 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $100 |
| ORTHODOX UNION | |||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $200 |
| CHEN V'CHESED V'RACHAMIN | |||||||
| 1375 CONEY ISLAND AVE | BROOKLYN | NY | 11230 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $200 |
| MONO LAKE FOUNDATION | |||||||
| PO BOX 29 | LEE VINING | CA | 93541 | NONE | PUBLICLY SUPPORTED | ENVIRONMENTAL PRESERVATION & CONSERVATION | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,733 | 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 | $3,538 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,038 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,500 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,500 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | STEVEN AND MARLENE FRANKIEL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10530 TENNESSEE AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900642328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,641 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 100 SHARES CONNECTICUT WATER SERVICES | NoncashPropertyDesc |
| Fair Market Value | $5,641 | FairMarketValueAmt |
| Received | 2016-11-23 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CA WATER SERVICE GROUP | $3,404 | $5,355 |
| UNITI GROUP | $1,872 | $2,746 |
| EPR PROPERTIES | $4,901 | $5,170 |
| EQUITY COMMONWEALTH | $4,125 | $5,158 |
| HEALTHCARE REALTY | $3,263 | $3,280 |
| MFA FINANCIAL | $13,508 | $13,460 |
| NATIONAL GRID PLC | $6,220 | $6,487 |
| SHIP FINANCE INTERNATIONAL | $2,345 | $1,405 |
| TOTAL SA | $5,043 | $5,117 |
| WASHINGTON REALTY | $3,303 | $3,167 |
| CONNECTICUT WATER SERVICE | $5,641 | $5,367 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PIMCO CORP & INC OPPTY | AT COST | $2,821 | $2,408 |
| ISHARES MSCI UK | AT COST | $2,979 | $3,310 |
| POWERSHARES EMERGING MARKETS | AT COST | $4,235 | $4,422 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGE | $37 | $0 | $37 |
| ADR FEE | $2 | $2 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INTERNAL REVENUE SERVICE | $61 | $0 | $0 |
| FRANCHISE TAX BOARD | $10 | $5 | $5 |
| FRENCH INCOME TAX | $69 | $69 | $0 |
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