CHARLES AND EDNA LEVINE FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES AND EDNA LEVINE FAMILY FOUNDATION INC (EIN 52-2232281)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-14
- IRS object ID
- 202611049349100726
- Schema version
- 2025v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-14T10:55:19-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521645472 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEIL AKMAN BAYLIN & COLEMAN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 WEST PADONIA RD SUITE 600 | AddressLine1Txt |
| City | TIMONIUM | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 210932186 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522232281 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARLES AND EDNA LEVINE | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATIONINC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 4104868999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3111 HATTON ROAD | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN HENRI LEVINE COLEMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4104868999 | PhoneNum |
| Signature | 2026-02-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE TREMBLAY CPA | PreparerPersonNm |
| PTIN | P00034757 | PTIN |
| Phone | 4105614411 | PhoneNum |
| Preparation | 2026-02-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $481,424 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $11,340 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,862 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,310 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $74,817 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,310 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $29,650 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,172 | 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 |
| Other Expenses Rev And Expnss | $6,271 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,271 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,271 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,271 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,271 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,271 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,621 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,901 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,330 | CashBOYAmt |
| Cash EOY | $15,221 | CashEOYAmt |
| Cash EOYFMV | $15,221 | CashEOYFMVAmt |
| Corporate Stock BOY | $381,502 | CorporateStockBOYAmt |
| Corporate Stock EOY | $369,990 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $466,203 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $388,832 | TotalAssetsBOYAmt |
| Total Assets EOY | $385,211 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $481,424 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $529,223 | CapitalStockBOYAmt |
| Capital Stock EOY | $529,223 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$140,391 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$144,012 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $388,832 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $385,211 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $388,832 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $385,211 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $388,832 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,621 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $385,211 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $385,211 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| DWS INTERMEDIATE TAXFREE FUND INSTL CL, SZMIX, 25159H504 | P | 2025-05-25 | $557 | $599 | -$42 | -$42 | |
| DWS INTERMEDIATE TAXFREE FUND INSTL CL, | P | 2025-05-25 | $17,715 | $19,052 | -$1,337 | -$1,337 | |
| FIDELITY ADVISOR FOCUSED EMERG MKTS I | P | 2025-10-31 | $2,601 | $1,706 | $895 | $895 | 2023-08-15 |
| HARTFORD INTL VALUE FUND CLASSY | P | 2025-10-31 | $5,709 | $4,052 | $1,657 | $1,657 | 2024-01-17 |
| INVESCO DISCOVERY Y | P | 2025-10-31 | $2,881 | $2,245 | $636 | $636 | |
| ISHARES NATIONAL MUNI BOND ETF, | P | 2025-05-05 | $7,912 | $8,089 | -$177 | -$177 | 2022-12-06 |
| MACQUARIE TAX FREE USA INTERMEDIATE I, | P | 2025-05-05 | $8,104 | $8,925 | -$821 | -$821 | |
| VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1 | P | 2025-05-05 | $3,470 | $2,076 | $1,394 | $1,394 | 2022-12-06 |
| VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1 | P | 2025-10-31 | $15,894 | $7,325 | $8,569 | $8,569 | 2022-12-06 |
| VICTORY TRIVALENT INTL SMALL CAP I | P | 2025-10-31 | $3,524 | $2,438 | $1,086 | $1,086 | 2022-06-08 |
| CAPITAL GAINS DIVIDENDS | P | $6,450 | $6,450 | $6,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,310 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $291 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $291 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $291 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,047 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,047 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $756 | OverpaymentAmt |
| Applied To ES Tax | $756 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | MD | 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 | JEFFREY M COLEMAN | IndividualWithBooksNm |
| Phone | 4104868999 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3111 HATTON ROAD | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21208 | ZIPCd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD M LEVINE | |||||||||||
| 3 BILU KATAMON | JERUSALEM | IS | PRESIDENT/TRUSTEE | 0.00 | $0 | $0 | $0 | ||||
| JERROLD S LEVINE | |||||||||||
| VICE-PRESIDENT/TRUSTEE | 0.00 | $0 | $0 | $0 | 1909 OAK CREST DRIVE | OAKLAND | CA | 94602 | |||
| SUSAN HENRI LEVINE COLEMAN | |||||||||||
| SECRETARY-TREASURER/TRUSTE | 0.00 | $0 | $0 | $0 | 3111 HATTON ROAD | BALTIMORE | MD | 21208 | |||
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $462,503 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,187 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $472,690 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $472,690 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,090 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $465,600 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,280 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,280 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $291 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $291 | TotalTaxAmt |
| Distributable Before Adj | $22,989 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,989 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,989 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,989 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,908 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,405 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $770 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,380 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,480 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,943 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,989 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,011 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,954 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,908 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,046 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,405 | ExcessFromYear4Amt |
| Excess From Year3 | $770 | ExcessFromYear3Amt |
| Excess From Year2 | $3,380 | ExcessFromYear2Amt |
| Excess From Year1 | $4,480 | ExcessFromYear1Amt |
| Excess From Current Year | $4,011 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NETIVOT SHALOM | |||||||
| 3111 HATTON RD | BALTIMORE | MD | 21208 | NONE | SO I | TO ASSIST RELIGOUS AND CHARITABLE ACTIVITY | $800 |
| FRIENDS OF THE IDF | |||||||
| PO BOX 395 | STEVENSON | MD | 21153 | NONE | SO I | TO OFFER EDUCATIONAL, CULTURAL, RECREATIONAL,SOCIAL SERVICES, PROGRAMS, AND FACILITIES TO SUPPORT SOLDIERS. | $1,800 |
| STAND WITH US | |||||||
| 1801 W OLYMPIC BLVD | PASADENA | CA | 91199 | NONE | SO I | THE PREMIER PRO-ISRAEL CONFERENCE, UNITING LEADERS, STUDENTS, AND ACTIVISTS FROM ALL OVER THE WORLD TO CONFRONT ANTISEMITISM AND RALLY FOR ISRAEL. | $1,000 |
| AMERICAN FRIENDS OF LEKET ISRAEL | |||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | NONE | SO I | FEEDING PEOPLE- MEAT MEALS | $1,500 |
| AHAVAS YISRAEL CHARITY FUND | |||||||
| 115 SUDBROOK LN STE E | BALTIMORE | MD | 212084184 | NONE | SO I | PROVIDE ASSISTANCE TO NEEDY FAMILIES | $1,800 |
| CHASDAY NAOMI USA FRIENDS | |||||||
| 10101 FONDREN ROAD SUITE 400 | HOUSTON | TX | 770965122 | NONE | SO I | SUPPORTS SICK CHILDREN, ORPHANS, FAMILIES THAT CANNOT AFFORD THEM, ETC. | $1,800 |
| MD FOOD BANK | |||||||
| 2200 HALETHORPE FARMS RD | BALTIMORE | MD | 212274551 | NONE | SO I | PROVIDE FOOD FOR NEEDY PEOPLE | $1,800 |
| PEF - ISRAEL ENDOWMENT FUNDS FOR KEHILAT BORCHA YERUSHALAIM | |||||||
| 630 3RD AVE ROOM 1501 | NEW YORK | NY | 100176745 | NONE | SO I | DEDICATED TO CREATING A VERY SPECIAL SHUL, ONE THAT IS WELCOMING, JOYFUL AND RESPECTFUL, AND MEETS THE NEEDS OF THE JEWISH PEOPLE. | $2,500 |
| ALAMEDA COUNTY COMMUNITY FOOD BANK | |||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | NONE | SO I | PROVIDE FOOD FOR NEEDY PEOPLE | $3,000 |
| JEWISH COMMUNITY RELATIONS COUNCIL | |||||||
| 121 STEUART ST 301 | SAN FRANCISCO | CA | 94105 | NONE | SO I | PURSUING A JUST SOCIETY AND A SECURE JEWISH FUTURE | $3,000 |
| PLANNED PARENTHOOD FOUNDATION OF AMERICA | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | NONE | SO I | WORKS TO ADVANCE ACCESS TO SEXUAL HEALTH CARE AND DEFEND REPRODUCTIVE RIGHTS. | $3,000 |
| PEF - ISRAEL ENDOWMENT FUNDS FOR HALACHA BERURA INSTITUTE | |||||||
| 630 3RD AVE ROOM 1501 | NEW YORK | NY | 100176745 | NONE | SO I | PROVIDES FOOD & VARIOUS SERVICES FOR NEEDY PEOPLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,340 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,310 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $29,650 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,650 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE SECURITIES/MUTUAL FUNDS | StockNm |
| EOY Book Value | $369,990 | EOYBookValueAmt |
| EOYFMV | $466,203 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $6,271 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,271 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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