CHARLES AND EDNA LEVINE FAMILY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
CHARLES AND EDNA LEVINE FAMILY FOUNDATION INC (EIN 52-2232281)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-07
IRS object ID
201531279349101428
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)
Return2015-05-07T12:00:25-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522232281EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Charles and Edna Levine Family FoundationIncBusinessNameLine1Txt
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
Signature2015-05-01SignatureDt
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)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$429,617FMVAssetsEOYAmt
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$8,088DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,750DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$18,881NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$35,543GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$18,881CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$26,969TotalRevAndExpnssAmt
Total Net Invst Incm$25,631TotalNetInvstIncmAmt
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$478TaxesRevAndExpnssAmt
Taxes Net Invst Incm$224TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$478TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$224TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,978TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$224TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,991ExcessRevenueOverExpensesAmt
Net Investment Income$25,407NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$13,489CashBOYAmt
Cash EOY$10,101CashEOYAmt
Cash EOYFMV$10,101CashEOYFMVAmt
Other Nts And Loans Rcvbl$10,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$10,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$10,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$10,000OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$307,646CorporateStockBOYAmt
Corporate Stock EOY$315,025CorporateStockEOYAmt
Corporate Stock EOYFMV$409,516CorporateStockEOYFMVAmt
Total Assets BOY$331,135TotalAssetsBOYAmt
Total Assets EOY$335,126TotalAssetsEOYAmt
Total Assets EOYFMV$429,617TotalAssetsEOYFMVAmt
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-$198,088RetainedEarningBOYAmt
Retained Earning EOY-$194,097RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$331,135TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$335,126TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$331,135TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$335,126TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$331,135TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,991ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$335,126SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$335,126TotNetAstOrFundBalancesEOYAmt

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
ISHARES CORE S&P 500 ETFP2010-02-042014-11-26$5,624$2,921$2,703$2,703
ISHARES CORE S&P 500 ETFP2010-02-042014-11-26$2,499$1,296$1,203$1,203
VANGUARD MORGAN GROWTH INVESTORP2010-02-042014-11-26$7,352$3,918$3,434$3,434
VOYA REAL ESTATE CLASS WP2014-05-06$211$170$41$41
VOYA REAL ESTATE CLASS WP2014-05-06$10,362$8,357$2,005$2,005
Capital Gains DividendsP$9,495$9,495$9,495
FieldValueIRS element (for citing)
Capital Gain Net Income$18,881CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$15,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$395,406NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.037936DistributionYr1Rt
Adjusted Qlfy Distri Yr2$15,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$349,268NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.042947DistributionYr2Rt
Adjusted Qlfy Distri Yr3$15,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$360,888NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.041564DistributionYr3Rt
Adjusted Qlfy Distri Yr4$23,575AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$344,699NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.068393DistributionYr4Rt
Adjusted Qlfy Distri Yr5$6,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$289,529NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.020723DistributionYr5Rt
Total Distribution0.211563TotalDistributionRt
Average Distribution0.042313AverageDistributionRt
Net Vl Noncharitable Assets$424,830NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$17,976AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$254NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$18,230AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$22,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$254InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$254SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$254TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$254TaxDueAmt

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$409,506AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,793AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$10,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$431,299TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$431,299AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,469CashDeemedCharitableAmt
Net Vl Noncharitable Assets$424,830NetVlNoncharitableAssetsAmt
Minimum Investment Return$21,242MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$21,242MinimumInvestmentReturnAmt
Tax Based On Investment Income$254TaxBasedOnInvestmentIncomeAmt
Total Tax$254TotalTaxAmt
Distributable Before Adj$20,988DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$20,988DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$20,988DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$22,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$254PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$22,246AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$20,988DistributableAsAdjustedAmt
Undistributed Income PY$546UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$22,500QualifyingDistributionsAmt
Applied To Year1$546AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$20,988AppliedToCurrentYearAmt
Remaining Distri From Corpus$966RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$966TotalCorpusAmt
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$966ExcessDistriCyovToNextYrAmt
Excess From Current Year$966ExcessFromCurrentYearAmt

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.$6,000
Netivot Shalom
7602 Labyrinth RdPikesvilleMD21208NONEPublic CharityTo assist religous and charitable activity$1,000
PEF - Israel Endowment Funds Inc
317 Madison Ave - Suite 607New YorkNY10017NONE501(c)3Provides food & various services for needy people$8,000
Pacific Community Ventures
51 Federal StSan FranciscoCA94107NONE501(c)3Organization stimulates business and job creation in lower income communities$2,750
Temple Beth Abraham
336 Euglid AvenueOaklandCA94610NoneReligiousCharitable$2,750
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,500TotalGrantOrContriPdDurYrAmt
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$8,088ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$18,881ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$26,969ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$26,969TotalIncomeProducingActyAmt

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$315,025EOYBookValueAmt
EOYFMV$409,516EOYFMVAmt

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$224$224$0
Excise Tax$254$0$0

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