MAYTIV FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MAYTIV FOUNDATION (EIN 95-4788738)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201343199349101919
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Schedule B
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T15:55:50-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952399533 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NSBN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9454 WILSHIRE BLVD 4TH FLOOR | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 902122907 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954788738 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAYTIV FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MAYT | NameControl |
| Phone | 3102805015 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5150 OVERLAND AVENUE | AddressLine1 |
| City | CULVER CITY | City |
| State | CA | State |
| ZIP Code | 90230 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ADAM BERKOWITZ | Name |
| Title | DIRECTOR | Title |
| Phone | 3102805015 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBIN BROCK | Name |
| PTIN | P00185893 | PTIN |
| Phone | 3102732501 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 20037969 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 412891 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 489167 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 489167 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 813963 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 68812194 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 813963 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1716021 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1303130 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 1950 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 975 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 975 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 4150 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2075 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 2075 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5030 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 30 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 5957 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 5957 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 211437 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 211437 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 228524 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 220444 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3080 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 868030 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 868030 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1096554 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 220444 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 871110 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 619467 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1082686 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 462875 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1234477 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1234477 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 396105 | OtherNotesAndLoansReceivable |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Other Notes And Loans Rcvbl BOY | 812677 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 396105 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 396105 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Corp Stock BOY | 8538710 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 8920107 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 10479153 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 4031021 | InvestmentsOtherBOY |
| Investments Other EOY | 3917855 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 7928234 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 13845283 | TotalAssetsBOY |
| Total Assets EOY | 14468544 | TotalAssetsEOY |
| Total Assets EOYFMV | 20037969 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 16805 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 20599 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 16805 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 20599 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 13828478 | RetainedEarningsBOY |
| Retained Earnings EOY | 14447945 | RetainedEarningsEOY |
| Total Net Assets BOY | 13828478 | TotalNetAssetsBOY |
| Total Net Assets EOY | 14447945 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 13845283 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 14468544 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 13828478 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 619467 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 14447945 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 14447945 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| INTERACTIVE BROKERS - PUBLICLY TRADED SECURITIES | 61074307 | 60333495 | 740812 | 740812 | |
| ICTI - PUBLICLY TRADED SECURITIES | 877119 | 802102 | 75017 | 75017 | |
| CHARLES SCHWAB - PUBLICLY TRADED SECURITIES | 4935052 | 4833952 | 101100 | 101100 | |
| AFH HOLDINGS AND ADVISORS | 350000 | -350000 | -350000 | P | |
| DOUBLE ARROW | 350099 | 167357 | 182742 | 182742 | P |
| QED BENCHMARK - K-1 | 11341 | -11341 | -11341 | P | |
| BARCLAYS - PUBLICLY TRADED SECURITES | 1575617 | 1499984 | 75633 | 75633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 813963 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 736872 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 18730613 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.039341 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 580999 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 14411600 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.040315 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 521462 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 11652924 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.044749 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 180822 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 9876959 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.018307 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 146095 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6787199 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.021525 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.164237 | TotalDistributionRatio |
| Average Distribution Ratio | 0.032847 | AverageDistributionRatio |
| Net Noncharitable Assets | 18523683 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 608447 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 10827 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 619274 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 871110 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 10827 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 10827 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 10827 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4529 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 15000 | TaxPaidWithExtension |
| Total Credits And Payments | 19529 | TotalCreditsAndPayments |
| Penalty For Underpayment | 92 | PenaltyForUnderpayment |
| Overpayment | 8610 | Overpayment |
| Amount Credited To Next Year | 8610 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | IVAN AND FRANCESCA BERKOWITZ | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3102805015 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5150 OVERLAND AVENUE | AddressLine1 |
| City | CULVER CITY | City |
| State | CA | State |
| ZIP Code | 90230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| IVAN BERKOWITZ | ||||||||
| 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| FRANCESCA BERKOWITZ | ||||||||
| 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | SECRETARY | 1.00 | 0 | 0 | 0 |
| ERIC BERKOWITZ | ||||||||
| 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | MEMBER-BOARD OF DIRECTORS | 1.00 | 0 | 0 | 0 |
| ELIZABETH BERKOWITZ | ||||||||
| 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | MEMBER-BOARD OF DIRECTORS | 1.00 | 0 | 0 | 0 |
| ADAM BERKOWITZ | ||||||||
| 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | MEMBER-BOARD OF DIRECTORS | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 8659146 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2154349 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 7992275 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 18805770 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 18805770 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 282087 | CashDeemedCharitable |
| Net Noncharitable Assets | 18523683 | NetNoncharitableAssets |
| Minimum Investment Return | 926184 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 926184 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 10827 | TaxBasedOnInvestmentIncome |
| Total Tax | 10827 | TotalTax |
| Distributable Amount Before Adj | 915357 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 915357 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 915357 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 871110 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 871110 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 10827 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 860283 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 915357 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 835793 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 871110 | QualifyingDistributions |
| Applied To Year1 | 835793 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 35317 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 880040 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 50000 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALEPH SOCIETY | |||||||
| 25 W 45TH STREET SUITE 1405 | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $360 |
| AMIT | |||||||
| 817 BROADWAY | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $190 |
| BEACH MINYAN | |||||||
| JESSUP ROAD | WEST HAMPTON BEACH | NY | 11978 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $3,600 |
| BEIT ELAZAKI | |||||||
| 158 BEDFORD AVE | BROOKLYN | NY | 11211 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $250 |
| BIKUR CHOLIM OF MANHATTAN | |||||||
| 180 RIVERSIDE DRIVE | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | PUPLIC SUPPORT OF ORGANIZATION MISSION | $180 |
| BNOS BAIS YAAKOV | |||||||
| 613 BEACH 9TH STREET | FAR ROCKAWAY | NY | 11691 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $250 |
| CAMP (CONGREGATION) NEVEH SHALOM | |||||||
| 2900 SOUTHWEST PEACEFUL LANE | PORTLAND | OR | 97239 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $320,000 |
| CONGREGATION ATERES SHALOM | |||||||
| 1402 44TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100,000 |
| CONGREGATION CHAKAL YITZCHOK SPINKA | |||||||
| 1462 56TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,500 |
| CONGREGATION CHOK L'YSROEL | |||||||
| 48 CLYMER STREET 142 | BROOKLYN | NY | 11211 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $122,000 |
| CONGREGATION OHAV SHALOM | |||||||
| 113 NEW KRUMKILL ROAD | ALBANY | NY | 12208 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $750 |
| CONGREGATION SONS OF ISREAL | |||||||
| 33 GORDONS CORNER RD | MANALAPAN | NJ | 07726 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $180 |
| CONGREGATION TOLDOS YITZCOK SPINKA | |||||||
| 1279 E 24TH STREET | BROOKLYN | NY | 11210 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $180 |
| COUNCIL FOR ECONOMIC EDUCATION | |||||||
| 122 EAST 42ND STREET SUITE 2600 | NEW YORK | NY | 10168 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| ETZION FOUNDATION | |||||||
| 111 GALWAY PLACE SUITE 203 | TEANECK | NJ | 07666 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $250 |
| KEREN SHLOMO MEMORIAL | |||||||
| 20 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $180,000 |
| LINCOLN SQUARE SYNAGOGUE | |||||||
| 200 AMSTERDAM AVE | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,380 |
| PARK EAST SYNAGOGUE | |||||||
| 163 EAST 67TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $3,850 |
| RUSSIAN AMERICAN JEWISH EXPERIENCE | |||||||
| 2915 OCEAN PARKWAY 4TH FLOOR | BROOKLYN | NY | 11235 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| THE HAMPTON SYNAGOGUE | |||||||
| 154 SUNSET AVENUE | WEST HAMPTON BEACH | NY | 11978 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $15,000 |
| WEST SIDE INSTITUTIONAL SYNAGOGUE | |||||||
| 120 WEST 76TH STREET | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $4,610 |
| YESHIVA GEDOLAH OF LOS ANGELES | |||||||
| 5444 W OLYMPIC BLVD | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| YESHIVA OHR MOLEH | |||||||
| 1383 44TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100,000 |
| YOUNG ISRAEL BETH EL OF BORO PARK | |||||||
| 111 JOHN STREET | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 868030 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $489,167 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $813,963 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,303,130 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1303130 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Contributor Name IndividualContributorNameIndividual |
|---|---|---|---|---|---|---|---|
| KEST 2009 CHARITABLE LEAD ANNUITY TRUST NO 1 | |||||||
| 1 | 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | 306391 | X | |
| (no name) | |||||||
| 2 | 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | 56500 | X | EZRA KEST |
| GOLDRICH FAMILY FOUNDATION | |||||||
| 3 | 5150 OVERLAND AVENUE | CULVER CITY | CA | 90230 | 50000 | X | |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | 990-PF, PART XIII, LINE 4C | ReturnReference |
| Explanation | ON FEBURARY 3, 2012, THE MAYTIV FOUNDATION RECEIVED A DONATION OF $50,000 FROM THE GOLDRICH FAMILY FOUNDATION (EIN 95-4155986). PURSUANT TO IRC SEC. 4942(G)(3), THE MAYTIV FOUNDATION WILL MAKE A QUALIFIED CHARITABLE DISTRIBUTION OF $50,000 OUT OF CORPUS IN 2013. | Explanation |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (5 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| INVESTMENT - WESTOR CAPITAL | 60000 | 0 |
| INVESTMENT - BARCLAYS CAPITAL | 3895396 | 5171287 |
| INVESTMENT - CHARLES SCHWAB | 324628 | 319156 |
| INVESTMENT - ICTI | 0 | 0 |
| INVESTMENT - INTERACTIVE BROKERS | 4640083 | 4988710 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (8 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| INVESTMENT - DOUBLE ARROW SERIES JUNE 08 | AT COST | 0 | 0 |
| INVESTMENT - NIRTZAN EDITING | AT COST | 4165 | 4165 |
| INVESTMENT - ART | AT COST | 53104 | 53104 |
| INVESTMENT - TZP CAPITAL PARTNERS | AT COST | 638459 | 638459 |
| INVESTMENT - QED BENCHMARK FUND | AT COST | 216349 | 500084 |
| INVESTMENT - VISION OPPORTUNITIES FUND | AT COST | 2858466 | 6585110 |
| INVESTMENT - ALPHA PLUS ADVISORS | AT COST | 47312 | 47312 |
| INVESTMENT - INFUSION TELCOMUNICATIONS | AT COST | 100000 | 100000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $1,950 | Amount |
| Net Investment Income | 975 | NetInvestmentIncome |
| Disbursements Charitable Prps | 975 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK FEES | 130 | 130 | 0 |
| BROKER AND INVESTMENT ADVISOR FEES | 125481 | 125481 | 0 |
| INTEREST | 17102 | 17102 | 0 |
| PAYMENT IN LIEU OF DIVIDENDS | 33701 | 33701 | 0 |
| MANAGEMENT FEES | 35023 | 35023 | 0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| DEFERRED GAIN - ELITE FINANCIAL | 9577 | 9577 |
| MISC. LIABILITIES | 7228 | 11022 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | Category |
| Amount | $4,150 | Amount |
| Net Investment Income | 2075 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2075 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TAXES-FRANCHISE TAX BOARD | $10 | 0 | 10 |
| TAXES-SECRETARY OF STATE | $20 | 0 | 20 |
| TAXES-INTERNAL REVENUE SERVICE | $5,000 | 0 | 0 |