ZEBULUN FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ZEBULUN FOUNDATION (EIN 95-4864537)
Tax period
2015-05-01 to 2016-04-30
Filed
2016-08-11
IRS object ID
201602249349101265
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-11T19:48:34-05:00ReturnTs
Tax Period End2016-04-30TaxPeriodEndDt

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 Begin2015-05-01TaxPeriodBeginDt

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
Phone3104703516PhoneNum

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
Signature2016-08-11SignatureDt
Discuss With Paid Preparer0DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN FRANKIELPreparerPersonNm
PTINP00295193PTIN
Phone3107208451PhoneNum
Preparation2016-08-11PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$107,591FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,287ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4,189DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,189DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$75NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$22,229GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,921CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,551TotalRevAndExpnssAmt
Total Net Invst Incm$6,110TotalNetInvstIncmAmt
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$106TaxesRevAndExpnssAmt
Taxes Net Invst Incm$51TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$5TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$16OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$14OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$122TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$53TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$19TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,410ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,410ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,532TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$53TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,429TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,019ExcessRevenueOverExpensesAmt
Net Investment Income$6,057NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,348CashBOYAmt
Cash EOY$6,865CashEOYAmt
Cash EOYFMV$6,865CashEOYFMVAmt
Sav And Temp Cash Invst BOY$23,958SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$35,687SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$35,687SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$68,647CorporateStockBOYAmt
Corporate Stock EOY$66,420CorporateStockEOYAmt
Corporate Stock EOYFMV$62,957CorporateStockEOYFMVAmt
Other Investments BOY$2,821OtherInvestmentsBOYAmt
Other Investments EOY$2,821OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,082OtherInvestmentsEOYFMVAmt
Total Assets BOY$102,774TotalAssetsBOYAmt
Total Assets EOY$111,793TotalAssetsEOYAmt
Total Assets EOYFMV$107,591TotalAssetsEOYFMVAmt
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$102,774RetainedEarningBOYAmt
Retained Earning EOY$111,793RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$102,774TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$111,793TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$102,774TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$111,793TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$102,774TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,019ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$111,793SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$111,793TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MONTPELIERP2011-05-232015-06-29$7,800$7,896-$96-$96
OUTFRONT MEDIAP2014-04-072015-12-30$2,510$2,966-$456-$456
FIRST LONG ISLANDP2014-04-252015-12-30$4,516$3,539$977$977
KANSAS CITY LIFED2013-12-052015-12-21$5,250$3,104$2,146$2,146
INLAND REAL ESTATEP2007-11-082016-04-01$2,120$2,803-$683-$683
BBT CASH IN LIEU OF SHARESP2005-04-222016-04-08$33$33$33
FieldValueIRS element (for citing)
Capital Gain Net Income$1,921CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,869AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$94,120NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051732DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,501AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$79,957NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043786DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,371AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$69,259NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.063111DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,410AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$57,506NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.041909DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,245AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$48,368NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.046415DistributionYr5Rt
Total Distribution0.246953TotalDistributionRt
Average Distribution0.049391AverageDistributionRt
Net Vl Noncharitable Assets$98,994NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,889AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$61NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,950AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,429QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$61InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$61SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$61TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$61TaxDueAmt

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$67,182AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,320AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$100,502TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$100,502AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,508CashDeemedCharitableAmt
Net Vl Noncharitable Assets$98,994NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,950MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,950MinimumInvestmentReturnAmt
Tax Based On Investment Income$61TaxBasedOnInvestmentIncomeAmt
Total Tax$61TotalTaxAmt
Distributable Before Adj$4,889DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,889DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,889DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,429ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,429QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$61PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$5,368AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,889DistributableAsAdjustedAmt
Undistributed Income PY$11UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$5,429QualifyingDistributionsAmt
Applied To Year1$11AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,889AppliedToCurrentYearAmt
Remaining Distri From Corpus$529RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$529TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$529ExcessDistriCyovToNextYrAmt
Excess From Current Year$529ExcessFromCurrentYearAmt

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 (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AGUDATH ISRAEL OF AMERICA
42 BROADWAYNEW YORKNY10004NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$180
AMERICAN FRIENDS OF YESHIVA IMREI EMES
3822 15TH AVEBROOKLYNNY11218NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$720
GLOBAL KINDNESS
PO BOX 67427LOS ANGELESCA90067NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$100
CHMOL
5225 NEW UTRECHT AVEBROOKLYNNY11219NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$100
CONGREGATION MOGEN DAVID
9717 WEST PICO BLVDLOS ANGELESCA90035NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$880
HEAL THE BAY
1444 9TH STREETSANTA MONICACA90401NONEPUBLICLY SUPPORTEDENVIRONMENTAL PRESERVATION & CONSERVATION$180
MESIVTHA TIFERETH JERUSALEM OF AMERICA
145 EAST BROADWAYNEW YORKNY10002NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$240
LOS ANGELES REGIONAL FOOD BANK
PO BOX 511242LOS ANGELESCA90051NONEPUBLICLY SUPPORTEDALLEVIATION OF POVERTY$200
WESTWOOD KEHILLA
10523 SANTA MONICA BLVDLOS ANGELESCA90025NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$1,000
BETH MEDRASH GOVOHA
617 SIXTH STREETLAKEWOODNJ08701NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$100
TZIDKAT JOSEF NAPHTALI
5121 17TH AVEBROOKLYNNY11204NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$200
BIKUR CHOLIM
8489 WEST THIRD STREETLOS ANGELESCA90048NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$330
KEREN YESOMIM
10 EMES LANEMONSEYNY10952NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$100
MESIVTA YESHIVA RABBI CHAIM BERLIN
1593 CONEY ISLAND AVEBROOKLYNNY11230NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$100
MIKVAH USA
1451 52ND STREETBROOKLYNNY11219NONEPUBLICLY SUPPORTEDTRADTIONAL JEWISH PRACTICE$100
AMERICAN FRIENDS OF TAL LATAF
1274 49TH STREETBROOKLYNNY11219NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$240
EZER YOLDOT HAMERCAZI
1312 44TH STREETBROOKLYNNY11219NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$360
THE HEBRON FUND
1760 OCEAN AVEBROOKLYNNY11230NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$180
WESTSIDE KOLLEL
1453 S ROBERTSONLOS ANGELESCA90035NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,410TotalGrantOrContriPdDurYrAmt
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$4,189ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$75ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,264ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,264TotalIncomeProducingActyAmt

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$10,287TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property100 SHARES MICROSOFT CORPNoncashPropertyDesc
Fair Market Value$5,287FairMarketValueAmt
Received2015-10-23ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALLEGHENY TECH INC$3,008$1,634
ANNALY CAPITAL MGMT$1,784$1,042
EPR PROPERTIES$4,901$5,290
EQUITY COMMONWEALTH$4,125$5,100
HEALTHCARE REALTY$3,263$3,028
INLAND REAL ESTATE$5,154$5,050
MFA FINANCIAL$13,508$12,700
SHIP FINANCE INTERNATIONAL$2,345$1,517
TOTAL SA$2,805$2,537
WASHINGTON REALTY$3,303$2,867
CA WATER SERVICE GROUP$3,404$4,190
NATIONAL GRID PLC$3,220$3,601
FLY LEASING LTD$2,334$1,758
PRUDENTIAL FINANCIAL$3,809$3,882
MICROSOFT CORP$5,287$4,987
COMMUNICATION SALES$1,872$2,323
BB&T$2,298$1,451

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPIMCO CORP & INC OPPTYCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,821BookValueAmt
EOYFMV$2,082EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGE$14$0$14
ADR FEE$2$2$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INTERNAL REVENUE SERVICE$50$0$0
FRANCHISE TAX BOARD$10$5$5
FRENCH INCOME TAX$40$40$0
IRISH INCOME TAX$6$6$0

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