ZEBULUN FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ZEBULUN FOUNDATION (EIN 95-4864537)
Tax period
2014-05-01 to 2015-04-30
Filed
2015-07-03
IRS object ID
201501849349100300
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-07-03T17:29:37-05:00ReturnTs
Tax Period End2015-04-30TaxPeriodEndDt

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 Begin2014-05-01TaxPeriodBeginDt

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
Signature2015-07-03SignatureDt
Discuss With Paid Preparer0DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN FRANKIELPreparerPersonNm
PTINP00295193PTIN
Phone3107208451PhoneNum
Preparation2015-07-03PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$98,535FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$9,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4,212DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,212DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,069NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,971GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$790CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$11,143TotalRevAndExpnssAmt
Total Net Invst Incm$5,002TotalNetInvstIncmAmt
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$133TaxesRevAndExpnssAmt
Taxes Net Invst Incm$50TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$5TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$28OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$28OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$161TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$50TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$33TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,886ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,886ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,047TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$50TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,919TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,096ExcessRevenueOverExpensesAmt
Net Investment Income$4,952NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,352CashBOYAmt
Cash EOY$7,348CashEOYAmt
Cash EOYFMV$7,348CashEOYFMVAmt
Sav And Temp Cash Invst BOY$13,771SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$23,958SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$23,958SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$76,734CorporateStockBOYAmt
Corporate Stock EOY$68,647CorporateStockEOYAmt
Corporate Stock EOYFMV$64,848CorporateStockEOYFMVAmt
Other Investments BOY$2,821OtherInvestmentsBOYAmt
Other Investments EOY$2,821OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,381OtherInvestmentsEOYFMVAmt
Total Assets BOY$96,678TotalAssetsBOYAmt
Total Assets EOY$102,774TotalAssetsEOYAmt
Total Assets EOYFMV$98,535TotalAssetsEOYFMVAmt
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$96,678RetainedEarningBOYAmt
Retained Earning EOY$102,774RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$96,678TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$102,774TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$96,678TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$102,774TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$96,678TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,096ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$102,774SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$102,774TotNetAstOrFundBalancesEOYAmt

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
100 SHARES ANNALY CAPITAL MGMTP2011-03-072014-10-29$1,122$1,784-$662-$662
100 APOLLO INVESTMENT CORPP2007-02-122014-10-29$809$2,333-$1,524-$1,524
100 UTAH MEDICAL PRODUCTSD2013-12-232014-10-29$5,076$2,843$2,233$2,233
100 CONAGRA FOODS INCP2014-06-302015-04-16$3,756$2,986$770$770
200 VALLEY NATIONAL BANKP2012-05-232015-04-16$1,883$2,235-$352-$352
CAPITAL GAINS DIVIDENDSP$325$325$325
FieldValueIRS element (for citing)
Capital Gain Net Income$790CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,501AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$79,957NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.043786DistributionYr1Rt
Adjusted Qlfy Distri Yr2$4,371AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$69,259NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.063111DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,410AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$57,506NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.041909DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,245AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$48,368NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046415DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,978AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$35,594NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.055571DistributionYr5Rt
Total Distribution0.250792TotalDistributionRt
Average Distribution0.050158AverageDistributionRt
Net Vl Noncharitable Assets$94,120NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,721AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$50NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,771AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,919QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$50InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$50SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$50TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$50TaxDueAmt

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$73,181AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$22,372AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$95,553TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$95,553AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,433CashDeemedCharitableAmt
Net Vl Noncharitable Assets$94,120NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,706MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,706MinimumInvestmentReturnAmt
Tax Based On Investment Income$50TaxBasedOnInvestmentIncomeAmt
Total Tax$50TotalTaxAmt
Distributable Before Adj$4,656DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,656DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,656DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,919ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,919QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$50PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,869AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,656DistributableAsAdjustedAmt
Undistributed Income PY$274UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$4,919QualifyingDistributionsAmt
Applied To Year1$274AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,645AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$11UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

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 (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MESIVTHA TIFERETH JERUSALEM OF AMERICA
145 EAST BROADWAYNEW YORKNY10002NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$360
TOMCHEI SHABBOS
PO BOX 481270LOS ANGELESCA90048NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$126
WESTWOOD KEHILLA
10523 SANTA MONICA BLVDLOS ANGELESCA90025NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$1,560
CHMOL
5225 NEW UTRECHT AVEBROOKLYNNY11219NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$380
SAVE THE REDWOODS
PO BOX 44000SAN FRANCISCOCA94144NONEPUBLICLY SUPPORTEDENVIRONMENTAL PRESERVATION & CONSERVATION$150
AMERICAN FRIENDS OF BAR ILAN UNIVERSITY
160 E 56TH STNEW YORKNY10126NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$240
ORTHODOX UNION
11 BROADWAYNEW YORKNY10004NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$200
YESHIVATH BETH MOSHE
930 HICKORY STREETSCRANTONPA18501NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$200
EARTHJUSTICE
426 17TH STOAKLANDCA94612NONEPUBLICLY SUPPORTEDENVIRONMENTAL PRESERVATION & CONSERVATION$200
AMERICAN FRIENDS OF YESHIVA IMREI EMES
3822 15TH AVEBROOKLYNNY11218NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$750
YOUNG ISRAEL OF CENTURY CITY
9317 WEST PICO BLVDLOS ANGELESCA90035NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$100
CONGREGATION MOGEN DAVID
9717 WEST PICO BLVDLOS ANGELESCA90035NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$420
HEAL THE BAY
1444 9TH STREETSANTA MONICACA90401NONEPUBLICLY SUPPORTEDENVIRONMENTAL PRESERVATION & CONSERVATION$100
AMERICAN RED MAGEN DAVID FOR ISRAEL
PO BOX 30999LOS ANGELESCA90030NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,886TotalGrantOrContriPdDurYrAmt
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$4,212ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$2,069ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,143ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,143TotalIncomeProducingActyAmt

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 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$9,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALLEGHENY TECH INC$3,008$3,399
ANNALY CAPITAL MGMT$1,784$1,007
OUTFRONT MEDIA$2,966$3,217
EQUITY COMMONWEALTH$4,125$4,852
EPR PROPERTIES$4,901$5,170
FIRST LONG ISLAND CORP$3,539$3,753
HEALTHCARE REALTY$3,263$2,560
INLAND REAL ESTATE$7,957$7,372
KANSAS CITY LIFE INSURANCE$4,950$4,488
MFA FINANCIAL$13,508$13,088
MONTPELIER RE HOLDINGS$7,895$7,827
NATIONAL PENN BANCSHARES$2,298$1,362
SHIP FINANCE INTERNATIONAL$2,345$1,576
TOTAL SA$2,805$2,705
WASHINGTON REALTY$3,303$2,472

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$2,381EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGEDesc
Revenue And Expenses Per Books$28RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$28DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INTERNAL REVENUE SERVICE$78$0$0
FRANCHISE TAX BOARD$10$5$5
FRENCH INCOME TAX$45$45$0

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