CHARLES AND EDNA LEVINE FAMILY FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
CHARLES AND EDNA LEVINE FAMILY FOUNDATION INC (EIN 52-2232281)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-11
IRS object ID
201621329349101457
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)
Return2016-05-11T10:12:15-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521645472PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Weil Akman Baylin & Coleman PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 West Padonia Road Suite 600AddressLine1Txt
CityTimoniumCityNm
State AbbreviationMDStateAbbreviationCd
ZIP210932186ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522232281EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Charles and Edna LevineBusinessNameLine1Txt
Business Name Line2Family FoundationIncBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone4104868999PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13111 Hatton RoadAddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21208ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personcharles levinePersonNm
Person TitleTrusteePersonTitleTxt
Phone4104868999PhoneNum
Signature2016-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey Coleman JD CPAABV CVAPreparerPersonNm
PTINP00026041PTIN
Phone4105614411PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$392,216FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$7,355DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,005DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,846NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$73,258GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,846CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$19,201TotalRevAndExpnssAmt
Total Net Invst Incm$17,851TotalNetInvstIncmAmt
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$329TaxesRevAndExpnssAmt
Taxes Net Invst Incm$193TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,059OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,059OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,388TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,252TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$29,388TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,252TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,187ExcessRevenueOverExpensesAmt
Net Investment Income$13,599NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,101CashBOYAmt
Cash EOY$12,786CashEOYAmt
Cash EOYFMV$12,786CashEOYFMVAmt
Other Nts And Loans Rcvbl BOY$10,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$315,025CorporateStockBOYAmt
Corporate Stock EOY$312,153CorporateStockEOYAmt
Corporate Stock EOYFMV$379,430CorporateStockEOYFMVAmt
Total Assets BOY$335,126TotalAssetsBOYAmt
Total Assets EOY$324,939TotalAssetsEOYAmt
Total Assets EOYFMV$392,216TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$529,223CapitalStockBOYAmt
Capital Stock EOY$529,223CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$194,097RetainedEarningBOYAmt
Retained Earning EOY-$204,284RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$335,126TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$324,939TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$335,126TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$324,939TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$335,126TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,187ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$324,939SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$324,939TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
78.692 Shares of SKSEXP2015-08-192015-12-07$3,047$3,164-$117-$117
51.703 Shares of BERWXP2014-12-302015-08-18$1,522$1,296$226$226
66.908 Shares of DHSIXP2015-08-192015-12-07$2,165$2,252-$87-$87
68.436 Shares of FGROXP2015-08-192015-12-07$1,380$1,538-$158-$158
31.445 Shares of LZEMXP2014-12-222015-08-18$480$574-$94-$94
18.487 Shares of SATMXP2014-12-302015-08-18$606$604$2$2
100.991 Shares of WISVXP2014-12-172015-08-18$1,313$1,066$247$247
271.447 Shares of BERWXP2015-08-18$7,990$6,807$1,183$1,183
77 Shares of ISHARE IWMP2010-04-042015-12-07$8,960$4,603$4,357$4,357
957.092 Shares of LZEMXP2015-08-18$14,610$17,460-$2,850-$2,850
82.565 Shares of ODIYXP2012-10-052015-12-07$6,941$5,872$1,069$1,069
237.692 Shares of SATMXP2015-08-18$7,797$7,765$32$32
48.311 Shares of VMRGXP2010-02-042014-12-07$1,315$787$528$528
722.305 Shares of WISVXP2015-08-18$9,391$7,624$1,767$1,767
Capital Gains DividendsP$5,741$5,741$5,741
FieldValueIRS element (for citing)
Capital Gain Net Income$11,846CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$22,246AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$424,830NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052364DistributionYr1Rt
Adjusted Qlfy Distri Yr2$15,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$395,406NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.037936DistributionYr2Rt
Adjusted Qlfy Distri Yr3$15,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$349,268NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.042947DistributionYr3Rt
Adjusted Qlfy Distri Yr4$15,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$360,888NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.041564DistributionYr4Rt
Adjusted Qlfy Distri Yr5$23,575AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$344,699NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.068393DistributionYr5Rt
Total Distribution0.243204TotalDistributionRt
Average Distribution0.048641AverageDistributionRt
Net Vl Noncharitable Assets$404,949NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$19,697AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$136NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$19,833AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$136InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$136SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$136TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$136TaxDueAmt

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 StateMDOrgReportOrRegisterStateCd
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
Individual With BooksJeffrey M ColemanIndividualWithBooksNm
Phone4104868999PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13111 Hatton RoadAddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21208ZIPCd
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 (3 entries)

Address Line1ForeignAddress/AddressLine1TxtCountryForeignAddress/CountryCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
Richard M Levine
3 Bilu KatamonISPresident/Trustee0.00$0$0$0
Jerrold S Levine
Vice-President/Trustee0.00$0$0$01909 Oak Crest DriveOaklandCA94602
Susan Henri Levine Coleman
Secretary-Treasurer/Truste0.00$0$0$03111 Hatton RoadBaltimoreMD21208
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

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$394,473AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,443AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$5,200FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$411,116TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$411,116AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,167CashDeemedCharitableAmt
Net Vl Noncharitable Assets$404,949NetVlNoncharitableAssetsAmt
Minimum Investment Return$20,247MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$20,247MinimumInvestmentReturnAmt
Tax Based On Investment Income$136TaxBasedOnInvestmentIncomeAmt
Total Tax$136TotalTaxAmt
Distributable Before Adj$20,111DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$20,111DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$20,111DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$136PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$24,864AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$20,111DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$966ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$966TotalExcessDistributionCyovAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$20,111AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,889RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,855TotalCorpusAmt
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$5,855ExcessDistriCyovToNextYrAmt
Excess From Year1$966ExcessFromYear1Amt
Excess From Current Year$4,889ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Ahavas Yisrael Charity Fund
3706 Clarks LaneBaltimoreMD21215NONE501(c)3Provide assistance to needy families$2,000
Friends of the Israel Defense Forces
1430 BroadwayNew YorkNY10018None501(c)3Charitable.$1,000
Netivot Shalom
7602 Labyrinth RdPikesvilleMD21208NONEPublic CharityTo assist religous and charitable activity$11,000
PEF - Israel Endowment Funds Inc
317 Madison Ave - Suite 607New YorkNY10017NONE501(c)3Provides food & various services for needy people$6,000
American Jewish World Services
35 W 36th StNew YorkNY10018NONEPublic CharityTo assist religous and charitable activity$2,500
Common Cause Education Funds
1133 19th Street NW FL 9WashingtonDC20036NONEPublic CharityProvide assistance to needy families$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,000TotalGrantOrContriPdDurYrAmt
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$7,355ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$11,846ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$19,201ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,201TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCorporate Securities/Mutual FundsStockNm
EOY Book Value$312,153EOYBookValueAmt
EOYFMV$379,430EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescInvestment Advisory feesDesc
Revenue And Expenses Per Books$4,059RevenueAndExpensesPerBooksAmt
Net Investment Income$4,059NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Netivot Shalom SynagougeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Insider RelationshipNoneInsiderRelationshipTxt
Loan Original$10,000LoanOriginalAmt
Balance Due$0BalanceDueAmt
Note2005-09NoteDt
Loan Maturity2010-09LoanMaturityDt
Repayment TermsOn MaturityRepaymentTermsTxt
Interest6.000000000000InterestRt
Security Provided BorrowerPromissory NoteSecurityProvidedBorrowerTxt
Loan PurposeReligiousLoanPurposeTxt
Consideration FMV$0ConsiderationFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Foreign Taxes Paid$193$193$0
Excise Tax$136$0$0

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