ARLENE FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
ARLENE FOUNDATION (EIN 32-0158768)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-11-14
IRS object ID
201123189349101652
Schema version
2010v3.4
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)
Timestamp2011-11-14T15:52:22-06:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SHUWARGER & COMPANY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line111075 SANTA MONICA BLVD 150AddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90025ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN320158768EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ARLENE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlARLENameControl
Phone3108992062Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 WILSHIRE BLVD 1760AddressLine1
CitySANTA MONICACity
StateCAState
ZIP Code904011142ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSTEVE LEVINEName
TitleTRUSTEETitle
Phone3108992062Phone
Date Signed2011-11-07DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameROBERT SHUWARGERName
Phone3104737575Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY155816FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss304790ContriReceivedRevAndExpnss
Dividends Rev And Expnss10DividendsRevAndExpnss
Dividends Net Invst Incm10DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses304800TotalRevenueAndExpenses
Total Net Investment Income10TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss4790AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm2395AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps2395AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss96OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm18OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps78OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss4886TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm2413TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps2473TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss251950ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps251950ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss256836TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm2413TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps254423TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses47964ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY98455CashBOY
Cash EOY47450CashEOY
Cash EOYFMV47450CashEOYFMV
Savings And Temp Cash Invst BOY9397SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY108366SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV108366SavingsAndTempCashInvstEOYFMV
Total Assets BOY107852TotalAssetsBOY
Total Assets EOY155816TotalAssetsEOY
Total Assets EOYFMV155816TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY107852RetainedEarningsBOY
Retained Earnings EOY155816RetainedEarningsEOY
Total Net Assets BOY107852TotalNetAssetsBOY
Total Net Assets EOY155816TotalNetAssetsEOY
Total Liabilities Net Assets BOY107852TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY155816TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY107852TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses47964ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal155816Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY155816TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1465234QualifyingDistributionsYear1
Noncharitable Assets Year1178496NoncharitableAssetsYear1
Distribution Ratio Year12.606411DistributionRatioYear1
Qualifying Distributions Year2274285QualifyingDistributionsYear2
Noncharitable Assets Year2494830NoncharitableAssetsYear2
Distribution Ratio Year20.554301DistributionRatioYear2
Qualifying Distributions Year3276251QualifyingDistributionsYear3
Noncharitable Assets Year3399852NoncharitableAssetsYear3
Distribution Ratio Year30.690883DistributionRatioYear3
Qualifying Distributions Year4174730QualifyingDistributionsYear4
Noncharitable Assets Year4229197NoncharitableAssetsYear4
Distribution Ratio Year40.762357DistributionRatioYear4
Qualifying Distributions Year515QualifyingDistributionsYear5
Noncharitable Assets Year51619NoncharitableAssetsYear5
Distribution Ratio Year50.009265DistributionRatioYear5
Total Distribution Ratio4.623217TotalDistributionRatio
Average Distribution Ratio0.924643AverageDistributionRatio
Net Noncharitable Assets182149NetNoncharitableAssets
Adjusted Noncharitable Assets168423AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One168423AdjNonchrtblAssetsAndOnePct
Qualifying Distributions254423QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment799EstTaxPaymentsAndOverpayment
Total Credits And Payments799TotalCreditsAndPayments
Overpayment799Overpayment
Amount Credited To Next Year799AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameSTEVEN LEVINEBooksInCareOfPersonName
Books In Care Of Phone Number3104737575BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1100 WILSHIRE BLVD 1760AddressLine1
CitySANTA MONICACity
StateCAState
ZIP Code90401ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person1FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions0ActsFailToQualifyAsExceptions
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
STEVEN D LEVINE
100 WILSHIRE BLVD 1760SANTA MONICACA904011142TRUSTEE1.00000
LOREN L LEVINE
100 WILSHIRE BLVD 1760SANTA MONICACA904011142TRUSTEE1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances184923AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets184923TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets184923AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable2774CashDeemedCharitable
Net Noncharitable Assets182149NetNoncharitableAssets
Minimum Investment Return9107MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return9107MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj9107DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded9107DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted9107DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions254423ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions254423QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions254423AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted9107DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year4163314ExcessDistriCarryoverYear4
Excess Distri Carryover Year3256596ExcessDistriCarryoverYear3
Excess Distri Carryover Year2251143ExcessDistriCarryoverYear2
Excess Distri Carryover Year1456311ExcessDistriCarryoverYear1
Total Excess Distri Carryover1127364TotalExcessDistriCarryover
Qualifying Distributions254423QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year9107AppliedToCurrentYear
Remaining Distri From Corpus245316RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus1372680TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year1372680ExcessDistriCyovToNextYear
Excess From Year4163314ExcessFromYear4
Excess From Year3256596ExcessFromYear3
Excess From Year2251143ExcessFromYear2
Excess From Year1456311ExcessFromYear1
Excess From Current Year245316ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerSTEVEN D LEVINEContributingManager
Contributing ManagerLOREN L LEVINEContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ANGELS FOSTER CARE
3905 STATE ST UNIT 7-115SANTA BARBARACA93105N/APUBLICGENERAL$3,000
FRIENDS OF IKAMVA LABANTU
215 OVERLOOK ROADNEW ROCHELLENY10804N/APUBLICGENERAL$150,000
INTERNATIONAL MEDICAL CORPS
1919 SANTA MONICA BLVD SUITE 400SANTA MONICACA90404N/APUBLICHAITI RELIEF EFFORT$17,000
INTERNATIONAL MEDICAL CORPS
1919 SANTA MONICA BLVD SUITE 400SANTA MONICACA90404N/APUBLICGENERAL$30,000
MAPENDO INTERNATIONAL
689 MASSACHUSETTS AVENUE 2ND FLOORCAMBRIDGEMA02139N/APUBLICGENERAL$25,000
THE SMILE TRAIN
41 MADISON AVENUE 28TH FLOORNEW YORKNY10010N/APUBLICGENERAL$5,000
INTERNATIONAL MEDICAL CORPS
1919 SANTA MONICA BLVD SUITE 400SANTA MONICACA90404N/APUBLICGENERAL$1,000
THE RAPE FOUNDATION
1223 WILSHIRE BOULEVARD SUITE 410SANTA MONICACA90403N/APUBLICGENERAL$14,750
THE RAPE FOUNDATION
1223 WILSHIRE BOULEVARD SUITE 410SANTA MONICACA90403N/APUBLICGENERAL$2,000
MILK BOOKIES
2934 1/2 BEVERLY GLEN CIRCLE 244LOS ANGELESCA90077N/APUBLICGENERAL$200
SPCA
5026 W JEFFERSON BLVDLOS ANGELESCA90016N/APUBLICGENERAL$300
INTERNATIONAL MEDICAL CORPS
1919 SANTA MONICA BLVD SUITE 400SANTA BARBARACA90404N/APUBLICGENERAL$3,700
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year251950TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$10ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$10ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA10TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualSTEVEN LOREN LEVINEContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1529 SPOLETO DRIVEAddressLine1
CityPACIFIC PALISADESCity
StateCAState
ZIP Code90272ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions304790AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$4,790Amount
Net Investment Income2395NetInvestmentIncome
Disbursements Charitable Prps2395DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FILING FEES60060
BANK CHARGE361818

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameSTEVEN LOREN LEVINEPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 WILSHIRE BLVD 1760AddressLine1
CitySANTA MONICACity
StateCAState
ZIP Code904011142ZIPCode

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