THE KENNETH LEVENTHAL FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE KENNETH LEVENTHAL FOUNDATION (EIN 45-3195090)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-06
- IRS object ID
- 201431269349101223
- Schema version
- 2013v3.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-06T17:37:38-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL BERRY CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5045 | AddressLine1 |
| City | CULVER CITY | City |
| State | CA | State |
| ZIP Code | 90230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453195090 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KENNETH AND ELAINE O LEVENTHAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENN | BusinessNameControlTxt |
| Phone | 3105565860 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2029 CENTURY PARK EAST NO 1600 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90067 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL KESTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3107854070 | PhoneNum |
| Signature | 2014-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL BERRY | PreparerPersonNm |
| PTIN | P00179412 | PTIN |
| Phone | 4242098821 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,438,120 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $17,910 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,910 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $55,979 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,979 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $134,708 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,567,108 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $134,708 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $208,597 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $208,597 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,650 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,650 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,463 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,912 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,398 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,654 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,822 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,832 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,077 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,285 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,404 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $100,577 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,285 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $71,904 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $108,020 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $186,312 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $883,009 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $330,810 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $352,335 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $352,335 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $101,150 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $102,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $515,596 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $515,596 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,764,662 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,562,835 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,562,835 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,668 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,354 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,354 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,187,299 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,438,120 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,438,120 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,280 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,117 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,280 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,117 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,185,019 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,432,003 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,185,019 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,432,003 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,187,299 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,438,120 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,185,019 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $108,020 | ExcessRevenueOverExpensesAmt |
| Other Increases | $138,964 | OtherIncreasesAmt |
| Subtotal | $3,432,003 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,432,003 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| UBS | $464,961 | $499,601 | -$34,640 | -$34,640 |
| UBS | $1,102,147 | $932,799 | $169,348 | $169,348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $134,708 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,556 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,590,896 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.002864 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,278 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,009 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.757062 | DistributionYr2Rt |
| Total Distribution | 0.759926 | TotalDistributionRt |
| Average Distribution | 0.379963 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,331,620 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,265,892 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,863 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,267,755 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $71,904 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,726 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,726 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,726 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,309 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,309 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,417 | 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 | PERRI POLANSKY | IndividualWithBooksNm |
| Phone | 3105565860 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2029 CENTURY PARK EAST 1600 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90067 | ZIPCode |
| 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PERRI POLANSKY | ||||||||
| 2029 CENTURY PARK EAST SUITE 1600 | LOS ANGELES | CA | 90067 | DIRECTOR/VP/CFO/SECRETA | 2.00 | $0 | $0 | $0 |
| PHILLIP R NICHOLSON | ||||||||
| 2029 CENTURY PARK EAST SUITE 1600 | LOS ANGELES | CA | 90067 | DIRECTOR/VP | 0.50 | $0 | $0 | $0 |
| PAUL KESTER | ||||||||
| 2029 CENTURY PARK EAST SUITE 1600 | LOS ANGELES | CA | 90067 | DIRECTOR/PRESIDENT | 0.50 | $0 | $0 | $0 |
| MARY STREIT | ||||||||
| 2029 CENTURY PARK EAST SUITE 1600 | LOS ANGELES | CA | 90067 | DIRECTOR (PART OF YEAR) | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $2,788,025 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $594,330 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,382,355 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,382,355 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,735 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,331,620 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $166,581 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $166,581 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,726 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,726 | TotalTaxAmt |
| Distributable Before Adj | $162,855 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $162,855 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $162,855 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $71,904 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $71,904 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $71,904 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $162,855 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $71,518 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $71,904 | QualifyingDistributionsAmt |
| Applied To Year1 | $71,518 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $386 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $162,469 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COUNTERTERRORISM & SECURITY EDUCATION & RESEARCH FOUNDATION | ||||||
| PO BOX 100688 | ARLINGTON | VA | 22210 | PUBLIC CHARITY | GENERAL | $5,000 |
| MIDDLE EAST FORUM | ||||||
| 1500 WALNUT STREET 1050 | PHILADELPHIA | PA | 19102 | PUBLIC CHARITY | GENERAL | $5,000 |
| CAMERA | ||||||
| PO BOX 35040 | BOSTON | MA | 02135 | PUBLIC CHARITY | GENERAL | $500 |
| THE WASHINGTON INSTITUTE | ||||||
| 1828 L STREET 1050 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL | $15,000 |
| ISRAEL EMERGENCY ALLIANCE DBA STAND WITH US | ||||||
| PO BOX 100688 | LOS ANGELES | CA | 90034 | PUBLIC CHARITY | GENERAL | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,910 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,979 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $134,708 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $208,597 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $208,597 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDITING | CategoryTxt |
| Amt | $21,375 | Amt |
| Net Investment Income | $1,463 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,912 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MERRILL LYNCH- CORPORATE BONDS | BondNm |
| EOY Book Value | $515,596 | EOYBookValueAmt |
| EOYFMV | $515,596 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS CLOSED END & EXCHANGE TRADED FUNDS- EQUITIES | FMV | $1,006,987 | $1,006,987 |
| UBS MUTUAL FUNDS- EQUITIES | FMV | $121,139 | $121,139 |
| UBS MORTGAGE BACKED SECURITIES | FMV | $21,135 | $21,135 |
| UBS CLOSED END & EXCHANGE TRADED FUNDS- FIXED INCOME | FMV | $442,083 | $442,083 |
| UBS MUTUAL FUNDS- FIXED INCOME | FMV | $971,491 | $971,491 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,650 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,650 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST RECEIVABLE | $943 | $4,978 | $4,978 |
| DIVIDENDS RECEIVABLE | $4,725 | $2,368 | $2,368 |
| OTHER | $8 | $8 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $24 | $0 | $24 |
| FILING FEES | $170 | $0 | $170 |
| INSURANCE | $2,584 | $0 | $2,584 |
| INVESTMENT FEES | $20,822 | $20,822 | $0 |
| POSTAGE | $54 | $0 | $54 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHANGE IN UNREALIZED GAINS/LOSSES | Description |
| Amount | $138,964 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| TAXES PAYABLE- CURRENT | $2,280 | $2,417 |
| TAXES PAYABLE- DEFERRED | $0 | $3,700 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $6,388 | $0 | $0 |
| CA TAXES | $10 | $0 | $10 |
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