HOWARD AND IRENE LEVINE FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD AND IRENE LEVINE FAMILY FOUNDATION (EIN 95-4663360)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-14
- IRS object ID
- 202532879349100323
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-14T20:08:28-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3558 ROUND BARN BOULEVARD SUITE 300 | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954663360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD AND IRENE LEVINE | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 4155616540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID LEVINE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4155616540 | PhoneNum |
| Signature | 2025-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LUMSDEN | PreparerPersonNm |
| PTIN | P01262236 | PTIN |
| Phone | 7075270800 | PhoneNum |
| Preparation | 2025-10-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,502,719 | 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 | $287,907 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $287,907 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,611,086 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,300,343 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,611,086 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,898,993 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,898,993 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $120,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $102,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $87,699 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $13,155 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $74,544 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,444 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,673 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,935 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,738 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $111,314 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66,421 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $44,893 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,179 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,593 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $352,309 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $101,511 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $239,768 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,290,144 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,290,144 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,642,453 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $101,511 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,529,912 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,743,460 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,797,482 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $565,057 | CashBOYAmt |
| Cash EOY | $219,223 | CashEOYAmt |
| Cash EOYFMV | $219,223 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,344 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,678 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,678 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,745,236 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,330,412 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,436,860 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,000,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,000,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $826,958 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,312,637 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,569,313 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,502,719 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,312,637 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,569,313 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,312,637 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,569,313 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,312,637 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,569,313 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,312,637 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,743,460 | ExcessRevenueOverExpensesAmt |
| Other Increases | $136 | OtherIncreasesAmt |
| Subtotal | $11,569,313 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,569,313 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,300,343 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,689,257 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,611,086 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,611,086 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,611,086 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,611,086 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,985 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,985 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,985 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,251 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,251 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $11,734 | 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 |
| Individual With Books | PACIFIC FOUNDATION SERVICES | IndividualWithBooksNm |
| Phone | 4155616540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| HOWARD LEVINE | ||||||||
| 1660 BUSH STREET 300 | SAN FRANCISCO | CA | 94109 | PRESIDENT & TREASURER (THRU 09/24) | 1.00 | $0 | $0 | $0 |
| IRENE LEVINE | ||||||||
| 1660 BUSH STREET 300 | SAN FRANCISCO | CA | 94109 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DAVID LEVINE | ||||||||
| 1660 BUSH STREET 300 | SAN FRANCISCO | CA | 94109 | EXECUTIVE DIRECTOR | 30.00 | $120,000 | $78,503 | $0 |
| JAY LEVINE | ||||||||
| 1660 BUSH STREET 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR / AUDIT CHAIR | 1.00 | $0 | $0 | $0 |
| MARCI DOLLINGER | ||||||||
| 1660 BUSH STREET 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CERTUITY | |||||
| 1295 US HIGHWAY 1 | NORTH PALM BEACH | FL | 33408 | INVESTMENT ADVISOR FEES | $58,676 |
| PACIFIC FOUNDATION SERVICES | |||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | MANAGEMENT / GRANTMAKING SUPPORT SERVICES | $51,633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $17,524,778 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $805,912 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,330,690 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,330,690 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $274,960 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,055,730 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $902,787 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $902,787 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,985 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,985 | TotalTaxAmt |
| Distributable Before Adj | $877,802 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $877,802 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $877,802 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,529,912 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,529,912 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $877,802 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $203,398 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,550,110 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,753,508 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,529,912 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $877,802 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,652,110 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,405,618 | 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 | $5,405,618 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $203,398 | ExcessFromYear2Amt |
| Excess From Year1 | $2,550,110 | ExcessFromYear1Amt |
| Excess From Current Year | $2,652,110 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HOWARD LEVINE | ContributingManagerNm |
| Contributing Manager | IRENE LEVINE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (89 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALEPH INSTITUTE | ||||||||
| 9540 COLLINS AVENUE | SURFSIDE | FL | 331542613 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| AMERICAN ALPINE CLUB | ||||||||
| 710 TENTH STREET SUITE 100 | GOLDEN | CO | 80401 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| AMERICAN FRIENDS OF LEKET ISRAEL | ||||||||
| PO BOX 2090 | TEANECK | NJ | 076661490 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| AMERICAN JEWISH HISTORICAL SOCIETY | ||||||||
| 15 W 16TH ST FLOOR 5 | NEW YORK | NY | 100116301 | N/A | PC | ANNUAL FUND | $5,000 | |
| AMERICAN JEWISH UNIVERSITY | ||||||||
| 15600 MULHOLLAND DRIVE | LOS ANGELES | CA | 90077 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| AMERICAN JEWISH WORLD SERVICE INC | ||||||||
| 45 WEST 36TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT / ANNUAL FUND | $9,500 | |
| AMERICANS FOR BEN-GURION UNIVERSITY INC | ||||||||
| 1001 AVENUE OF THE AMERICAS 19TH | NEW YORK | NY | 10018 | N/A | PC | ANNUAL FUND | $10,000 | FLOOR |
| AUTISTIC SELF ADVOCACY NETWORK | ||||||||
| PO BOX 66122 | WASHINGTON | DC | 20035 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| BERNARD OSHER MARIN JEWISH COMMUNITY CENTER | ||||||||
| 200 NORTH SAN PEDRO ROAD | SAN RAFAEL | CA | 94903 | N/A | PC | JEWISH LEARNING CIRCLE PROJECT | $25,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BOYS & GIRLS CLUBS OF GREATER OXNARD AND PORT HUENEME | ||||||||
| 1900 W FIFTH STREET | OXNARD | CA | 93030 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BRANDEIS HILLEL DAY SCHOOL - MARIN | ||||||||
| 180 N SAN PEDRO ROAD | SAN RAFAEL | CA | 94903 | N/A | PC | ANNUAL FUND | $11,000 | |
| BROTHERS FOR LIFE | ||||||||
| 1126 34TH AVENUE SUITE 309 | SEATTLE | WA | 98122 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CAMP RAMAH IN CALIFORNIA INC | ||||||||
| 17525 VENTURA BOULEVARD 310 | ENCINO | CA | 91316 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| CANAL ALLIANCE | ||||||||
| 91 LARKSPUR STREET | SAN RAFAEL | CA | 94901 | N/A | PC | ANNUAL FUND | $1,300 | |
| CHABAD HOUSE OF HARVARD SQUARE INC | ||||||||
| 38 BANKS STREET | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| CHABAD OF SONOMA COUNTY | ||||||||
| 2461 SUMMERFIELD ROAD | SANTA ROSA | CA | 954057815 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CHILD MIND INSTITUTE INC | ||||||||
| 101 EAST 56TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CITY HARVEST INC | ||||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | KOSHER INITIATIVE | $10,000 | |
| COMBAT CAMPUS ANTISEMITISM FOUNDATION | ||||||||
| 322 W 52ND STREET PO BOX 563 | NEW YORK | NY | 10101 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CONGREGATION EMANU-EL | ||||||||
| 2 LAKE STREET | SAN FRANCISCO | CA | 94118 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CONGREGATION RODEF SHOLOM OF MARIN | ||||||||
| 170 NO SAN PEDRO ROAD | SAN RAFAEL | CA | 94903 | N/A | PC | JEWISH LEARNING CIRLCE PROJECT AND SOCIAL JUSTICE INITIATIVE | $25,000 | |
| CONGREGATION SHOMREI TORAH | ||||||||
| 2600 BENNETT VALLEY ROAD | SANTA ROSA | CA | 954045693 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CONTEMPORARY JEWISH MUSEUM | ||||||||
| 736 MISSION STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| EDEN HOUSING INC | ||||||||
| 22645 GRAND STREET | HAYWARD | CA | 945415031 | N/A | PC | ANNUAL FUND | $5,000 | |
| ELSIE ALLEN HIGH SCHOOL FOUNDATION | ||||||||
| 599 BELLEVUE AVENUE | SANTA ROSA | CA | 95407 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| FARM TO PANTRY | ||||||||
| PO BOX 191 | HEALDSBURG | CA | 95448 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| FUTURES WITHOUT VIOLENCE | ||||||||
| 100 MONTGOMERY STREET THE PRESIDIO | SAN FRANCISCO | CA | 94129 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| GLIDE FOUNDATION | ||||||||
| 330 ELLIS STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | ANNUAL FUND | $11,000 | |
| GOOD PEOPLE FUND INC | ||||||||
| 384 WYOMING AVENUE | MILLBURN | NJ | 07041 | N/A | PC | CHARITABLE PURPOSES OF KAIMA ORGANIC FARM | $15,000 | |
| GREENLIGHT CLINIC | ||||||||
| 336 BON AIR CENTER SUITE 511 | GREENBRAE | CA | 94904 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| HEALDSBURG SHARED MINISTRIES | ||||||||
| 1505 HEALDSBURG AVENUE PO BOX 1646 | HEALDSBURG | CA | 954483206 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HEALTHCARE FOUNDATION NORTHERN SONOMA COUNTY | ||||||||
| PO BOX 1025 | HEALDSBURG | CA | 95448 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO | ||||||||
| 131 STEUART STREET SUITE 520 | SAN FRANCISCO | CA | 94105 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION | ||||||||
| 3101 CLIFTON AVE | CINCINNATI | OH | 452202404 | N/A | PC | ANNUAL FUND | $5,000 | |
| HILEL FOUNDATION OF CAMBRIDGE INC | ||||||||
| 52 MT AUBURN STREET | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| HOW WOMEN LEAD | ||||||||
| 1947 VISTA CAUDAL | NEWPORT BEACH | CA | 92660 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| IDEAGARDEN INSTITUTE INC | ||||||||
| 4015 WESTSIDE RD | HEALDSBURG | CA | 95448 | N/A | PC | CHARITABLE ACTIVITIES OF FARMPRENEURS | $5,000 | |
| ISRAAID US INC | ||||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ISRAEL 21C | ||||||||
| 44 MONTGOMERY STREET SUITE 3700 | SAN FRANCISCO | CA | 94104 | N/A | PC | PILOT A TWO-YEAR COMMUNITY RESOURCE AND ENGAGEMENT PLAN | $25,000 | |
| ISRAEL-AMERICA ACADEMIC EXCHANGE | ||||||||
| 8383 WILSHIRE BOULEVARD SUITE 400 | BEVERLY HILLS | CA | 90211 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| JEWISH COMMUNITY CENTER OF THE EAST BAY | ||||||||
| 1414 WALNUT STREET | BERKELEY | CA | 94709 | N/A | PC | SCHOLARSHIPS | $6,000 | |
| JEWISH COMMUNITY FREE CLINIC | ||||||||
| 50 MONTGOMERY DRIVE | SANTA ROSA | CA | 954046615 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| JEWISH COMMUNITY HIGH SCHOOL OF THE BAY | ||||||||
| 1835 ELLIS STREET | SAN FRANCISCO | CA | 94115 | N/A | PC | TEACHER SUPPORT FUND | $3,600 | |
| JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO | ||||||||
| 121 STEUART STREET 301 | SAN FRANCISCO | CA | 941051221 | N/A | PC | JEWISH COALITION LITERACY; ANNUAL FUND | $7,000 | |
| JEWISH FREE LOAN ASSOCIATION | ||||||||
| 6505 WILSHIRE BOULEVARD SUITE 715 | LOS ANGELES | CA | 90048 | N/A | PC | TO SUPPORT STAFF DEVELOPMENT AND APPRECIATION | $10,000 | |
| JEWISH LEARNINGWORKS | ||||||||
| 1770 POST STREET 145 | SAN FRANCISCO | CA | 94115 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| JVS SOCIAL | ||||||||
| 6505 WILSHIRE BLVD SUITE 200 | LOS ANGELES | CA | 90048 | N/A | PC | TO SUPPORT STAFF DEVELOPMENT AND APPRECIATION | $10,000 | |
| LOS ANGELES JEWISH HOME FOR THE AGING | ||||||||
| 7150 TAMPA AVENUE | RESEDA | CA | 91335 | N/A | PC | TO ESTABLISH THE SPIRITUAL LIFE PROGRAM AT FOUNTAINVIEW GONDA AND TERRACE PAVILLION | $1,000,000 | |
| MERCY HOUSING CALIFORNIA | ||||||||
| 1256 MARKET STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | TO SUPPORT DEVELOPMENT AND CONSTRUCTION OF THE COMMUNITY CENTER AND GYMNASIUM AT THE SUNNYDALE HUB; GENERAL OPERATING SUPPORT. | $210,000 | |
| MOISHE HOUSE | ||||||||
| 441 SAXONY RD | ENCINITAS | CA | 92024 | N/A | PC | FOR BASE IN LOS ANGELES; TO SUPPORT MOISHE HOUSE LOS ANGELES - PICO-ROBERTSON; GENERAL OPERATING SUPPORT | $119,944 | |
| MYRIAD USA INC | ||||||||
| 551 FIFTH AVENUE SUITE 2400 | NEW YORK | NY | 10176 | N/A | PC | CHARITABLE PURPOSES THE TAUBE CENTER FOUNDATION IN POLAND FOR JAKUB IN UKRAINE | $10,000 | |
| NAMI NATIONAL | ||||||||
| 4301 WILSON BLVD 300 | ARLINGTON | VA | 22203 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| NATIONAL COURT APPOINTED SPECIAL ADVOCATE ASSOCIATION | ||||||||
| 100 W HARRISON STREET NORTH TOWER | SEATTLE | WA | 98119 | N/A | PC | ANNUAL FUND | $2,000 | SUITE 500 |
| NEW ISRAEL FUND | ||||||||
| 1320 19TH STREET NW SUITE 1400 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | ||||||||
| 630 THIRD AVENUE RM 1500 | NEW YORK | NY | 10017 | N/A | PC | TO SUPPORT CHARITABLE PURPOSES OF STANDING TOGETHER (51-5495067); TO SUPPORT CHARIABLE PURPOSES OF ISRAEL TRAUMA COALITION (58-0455491) | $26,000 | |
| PACIFIC UNIVERSITY | ||||||||
| 2043 COLLEGE WAY | FOREST GROVE | OR | 97116 | N/A | PC | TO SUPPORT MFA IN WRITING PROGRAM'S AMY PATERSON FUND FOR MEDICAL NARRATIVES. | $5,000 | |
| PATH (PEOPLE ASSISTING THE HOMELESS) | ||||||||
| 340 N MADISON AVENUE | LOS ANGELES | CA | 90004 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| PATROL BASE ABBATE | ||||||||
| 1400 S WALTER REED DRIVE | ARLINGTON | VA | 22204 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| PENN HILLEL | ||||||||
| 215 S 39TH STREET STEINHARDT HALL | PHILADELPHIA | PA | 19104 | N/A | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| REACH FOR HOME | ||||||||
| 443 HUDSON STREET | HEALDSBURG | CA | 95448 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| REBOOT INC | ||||||||
| 734 LONGMEADOW ST UNIT 103 | LONGMEADOW | MA | 01106 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| RYE COUNTRY DAY SCHOOL | ||||||||
| 3 CEDAR STREET | RYE | NY | 10580 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| SAN FRANCISCO FOOD BANK | ||||||||
| PO BOX 7203 | SAN FRANCISCO | CA | 94120 | N/A | PC | ANNUAL FUND | $10,000 | |
| SAN FRANCISCO FREE CLINIC | ||||||||
| 4900 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| SCOPA HAS A DREAM | ||||||||
| PO BOX 1004 | HEALDSBURG | CA | 95448 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SHARSHERET | ||||||||
| 1086 TEANECK ROAD SUITE 2G | TEANECK | NJ | 07666 | N/A | PC | WEST COAST CHAPTER SUPPORT | $5,000 | |
| SKIDMORE COLLEGE | ||||||||
| 815 NORTH BROADWAY OFFICE OF | SARATOGA SPRINGS | NY | 12866 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | ADVANCEMENT NORTH HALL |
| SONOMA COUNTY COMMUNITY FOUNDATION | ||||||||
| 120 STONY POINT ROAD SUITE 220 | SANTA ROSA | CA | 95401 | N/A | PC | TO SUPPORT HEALDSBURG FOREVER | $1,000 | |
| STARTOUT | ||||||||
| FOUR EMBARCADERO CENTER 1400 | SAN FRANCISCO | CA | 94111 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| TAWONGA JEWISH COMMUNITY CORPORATION | ||||||||
| 131 STEUART STREET SUITE 460 | SAN FRANCISCO | CA | 94105 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| TEMPLE SHOLOM | ||||||||
| 300 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE KITCHEN SF | ||||||||
| 2443 FILLMORE STREET SUITE 310 | SAN FRANCISCO | CA | 941151814 | N/A | PC | ANNUAL FUND | $5,000 | |
| THE LOUIS D BRANDEIS CENTER INC | ||||||||
| 1717 PENNSYLVANIA AVENUE NW 1025 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | ||||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA | ||||||||
| 475 RIVERSIDE DRIVE SUITE 1450 | NEW YORK | NY | 10115 | N/A | PC | FOR WORK IN LOS ANGELES | $60,000 | |
| THE WENDE MUSEUM OF THE COLD WAR INC | ||||||||
| 10808 CULVER BLVD | CULVER CITY | CA | 902303738 | N/A | PC | RENOVATION OF A NEW ARCHIVAL RESEARCH SPACE AT THE ROBIN CENTER FOR RUSSIAN-SPEAKING JEWRY. | $25,000 | |
| TIDES CENTER | ||||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | N/A | PC | CHARITABLE PURPOSES OF SHALOM BAYIT | $3,600 | |
| T'RUAH | ||||||||
| 266 W 37TH ST RM 803 | NEW YORK | NY | 100186669 | N/A | PC | ANNUAL FUND | $10,000 | |
| TWLOHA INC | ||||||||
| PO BOX 2203 | MELBOURNE | FL | 32902 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| UCLA FOUNDATION | ||||||||
| 10889 WILSHIRE BLVD 1100 | LOS ANGELES | CA | 90024 | N/A | PC | TO SUPPORT THE ESTABLISHMENT OF FCHAIR IN MOVEMENT DISORDERS; ENDOWED MOVEMENT DISORDERS RESEARCH FUND. | $1,000,000 | |
| UJA FEDERATION OF JEWISH PHILANTHROPIES OF NY | ||||||||
| 925 WESTCHESTER AVENUE SUITE 200 | WHITE PLAINS | NY | 10604 | N/A | PC | TO SUPPORT REAL ESTATE DIVISION | $4,500 | |
| UNION FOR REFORM JUDAISM | ||||||||
| 4088 PORTER CREEK ROAD | SANTA ROSA | CA | 95404 | N/A | PC | TO SUPPORT SCHOLARSHIPS; ANNUAL FUND | $22,000 | |
| URBAN ADAMAH | ||||||||
| URBAN ADAMAH 1151 SIXTH STREET | BERKELEY | CA | 94710 | N/A | PC | GENERAL OPERATING SUPPORT | $6,500 | |
| VALLEY BETH SHALOM | ||||||||
| 15739 VENTURE BOULEVARD | ENCINO | CA | 91436 | N/A | PC | FOR RABBI NOLAN'S DISCRETIONARY FUNDS; FOR RABBI FEINSTEIN'S DISCRETIONARY FUNDS; GENERAL OPERATING SUPPORT. | $107,200 | |
| VALUE CULTURE | ||||||||
| 400 SPEAR STREET | SAN FRANCISCO | CA | 94105 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| VENICE FAMILY CLINIC | ||||||||
| 604 ROSE AVE | LOS ANGELES | CA | 902912767 | N/A | PC | FOR THE COMMUNITY CONNECTION INFANT MENTAL HEALTH PROGRAMMING. | $25,000 | |
| YOUTH ALIVE | ||||||||
| 3300 ELM STREET | OAKLAND | CA | 94609 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,290,144 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $287,907 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,611,086 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,898,993 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,898,993 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AUDIT FEES | $9,123 | $1,825 | $0 | $7,298 |
| BOOKKEEPING FEES | $4,050 | $810 | $0 | $3,240 |
| TAX FEES | $6,500 | $1,300 | $0 | $5,200 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF NY MELLON CO | $24,580 | $649,877 |
| VANGUARD 500 INDEX ADMIRAL MUTUAL FUND | $3,457,818 | $7,004,165 |
| AMPLIFY BLUESTAR ISRAEL ETF | $439,973 | $317,706 |
| FT NASDAQ ARTIFIC ETF | $195,505 | $201,554 |
| GLOBAL X FUND GLB X ART ETF | $195,733 | $270,403 |
| ISHARES CORE S&P SMALL ETF | $1,181,943 | $1,485,412 |
| ISHARES MSCI ACWI LW ETF | $264,498 | $404,534 |
| ISHARES MSCI ISRAEL ETF | $258,131 | $345,899 |
| ISHARES US TECHNOLOGY ETF | $327,920 | $520,656 |
| SCHWAB INTERNATIONAL ETF | $2,133,868 | $2,337,908 |
| SELECT SECOR HEALTH ETF | $195,665 | $198,926 |
| SPDR MSCI USA GENDER ETF | $257,970 | $394,817 |
| SPDR S&P BIOTECH ETF | $797,567 | $760,164 |
| VANGUARD INFORMATION ETF | $599,241 | $1,544,839 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,444 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM-RELATED INVESTMENTS | Desc |
| BOY Book Value | $1,000,000 | BOYBookValueAmt |
| EOY Book Value | $1,000,000 | EOYBookValueAmt |
| EOYFMV | $826,958 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $586 | $0 | $0 | $0 |
| BANK FEES | $18 | $0 | $0 | $18 |
| CALIFORNIA RRF-1 FILING FEES | $75 | $0 | $0 | $75 |
| MEMBERSHIP DUES | $2,500 | $0 | $0 | $2,500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $136 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $58,676 | $58,676 | $0 | $0 |
| MANAGEMENT & OPERATIONAL SERVICES | $51,633 | $7,745 | $0 | $43,888 |
| PAYROLL FEES | $1,005 | $0 | $0 | $1,005 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments