Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
THE ABNER LEVY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)6636 VARIEL AVENUE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CANOGA PARK, CA91303
A Employer identification number

20-1824387
B Telephone number (see instructions)

(818) 999-2828
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,568,651
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 125,000
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 62 62  
4 Dividends and interest from securities...... 75,750 75,750  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 143,543
b Gross sales price for all assets on line 6a 1,141,344
7 Capital gain net income (from Part IV, line 2)... 143,543
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 344,355 219,355 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 1,924 0 0 1,924
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 213 0 0 50
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 300 300 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,437 300 0 1,974
25 Contributions, gifts, grants paid........ 41,610 28,110
26 Total expenses and disbursements. Add lines 24 and 25 44,047 300 0 30,084
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 300,308
b Net investment income (if negative, enter -0-) 219,055
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 24,879 59,060 59,060
2 Savings and temporary cash investments.......... 546,145 107,856 107,856
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 705,752 Click to see attachment1,392,912 1,401,735
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,276,776 1,559,828 1,568,651
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 1,276,776 1,559,828
30 Total net assets or fund balances (see instructions)...... 1,276,776 1,559,828
31 Total liabilities and net assets/fund balances (see instructions).. 1,276,776 1,559,828
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 1,276,776
2 Enter amount from Part I, line 27a..................... 2 300,308
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 1,577,084
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 17,256
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,559,828
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a 5000 SHS OF CITIGROUP INC COM NEW P 2010-06-29 2014-01-14
b 497 SHS OF DREYFUS GREATER CHINA A P 2009-10-20 2014-02-05
c 13 SHS OF DREYFUS GREATER CHINA A P 2010-12-23 2014-02-05
d 31 SHS OF DREYFUS GREATER CHINA A P 2011-12-22 2014-02-05
e 0.881 SHS OF DREYFUS GREATER CHINA A P 2011-12-22 2014-02-05
462 SHS OF PRDNTL JEN NAT RES FD A P 2009-10-20 2014-02-03
1 SHS OF PRDNTL JEN NAT RES FD A P 2009-11-25 2014-02-03
7 SHS OF PRDNTL JEN NAT RES FD A P 2009-11-25 2014-02-03
1 SHS OF PRDNTL JEN NAT RES FD A P 2010-12-01 2014-02-03
5 SHS OF PRDNTL JEN NAT RES FDA P 2010-12-01 2014-02-03
0.008 SHS OF PRDNTL JEN NAT RES FD A P 2010-12-01 2014-02-03
1574 SHS OF FIRST EAG GLOBAL CL I. P 2009-10-20 2014-02-05
1 SHS OF FIRST EAG GLOBAL CL I P 2009-12-18 2014-02-05
22 SHS OF FIRST EAG GLOBAL CL I P 2009-12-18 2014-02-05
22 SHS OF FIRST EAG GLOBAL CL I P 2010-12-20 2014-02-05
22 SHS OF FIRST EAG GLOBAL CL I P 2011-12-15 2014-02-05
1 SHS OF FIRST EAG GLOBAL CL I P 2011-12-15 2014-02-05
19 SHS OF FIRST EAG GLOBAL CL I P 2011-12-15 2014-02-05
46 SHS OF FIRST EAG GLOBAL CL I P 2012-12-17 2014-02-05
1 SHS OF FIRST EAG GLOBAL CL I P 2012-12-17 2014-02-05
21 SHS OF FIRST EAG GLOBAL CL I P 2012-12-17 2014-02-05
9 SHS OF FIRST EAG GLOBAL CL I P 2012-12-17 2014-02-05
48 SHS OF FIRST EAG GLOBAL CL I P 2013-12-19 2014-02-05
26 SHS OF FIRST EAG GLOBAL CL I P 2013-12-19 2014-02-05
1 SHS OF FIRST EAG GLOBAL CL I P 2013-12-19 2014-02-05
10 SHS OF FIRST EAG GLOBAL CL I P 2013-12-19 2014-02-05
0.801 SHS OF FIRST EAG GLOBAL CL I P 2013-12-19 2014-02-05
2986 SHS OF MFS EMGING MKTS DEBT I P 2009-10-20 2014-02-05
4 SHS OF MFS EMGING MKTS DEBT I P 2009-11-03 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT I P 2009-12-02 2014-02-05
15 SHS OF MFS EMGING MKTS DEBT I P 2009-12-02 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT I P 2010-01-05 2014-02-05
22 SHS OF MFS EMGING MKTS DEBT I P 2010-01-05 2014-02-05
15 SHS OF MFS EMGING MKTS DEBT I P 2010-02-02 2014-02-05
15 SHS OF MFS EMGING MKTS DEBT I P 2010-03-02 2014-02-05
14 SHS OF MFS EMGING MKTS DEBT I P 2010-04-05 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT I P 2010-05-04 2014-02-05
14 SHS OF MFS EMGING MKTS DEBT I P 2010-05-04 2014-02-05
14 SHS OF MFS EMGING MKTS DEBT I P 2010-06-02 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT I P 2010-07-02 2014-02-05
14 SHS OF MFS EMGING MKTS DEBT I P 2010-07-02 2014-02-05
13 SHS OF MFS EMGING MKTS DEBT I P 2010-08-03 2014-02-05
12 SHS OF MFS EMGING MKTS DEBT I P 2010-09-02 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT I P 2010-10-04 2014-02-05
120000 SHS OF MFS EMGING MKTS DEBT I P 2010-10-04 2014-02-05
12 SHS OF MFS EMGING MKTS DEBT I P 2010-11-02 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT I P 2010-12-02 2014-02-05
12 SHS OF MFS EMGING MKTS DEBT I P 2010-12-02 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT I P 2010-12-13 2014-02-05
60 SHS OF MFS EMGING MKTS DEBT I P 2010-12-13 2014-02-05
7 SHS OF MFS EMGING MKTS DEBT I P 2010-12-13 2014-02-05
13 SHS OF MFS EMGING MKTS DEBT I P 2011-01-04 2014-02-05
14 SHS OF MFS EMGING MKTS DEBT I P 2011-02-02 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT I P 2011-03-02 2014-02-05
14 SHS OF MFS EMGING MKTS DEBT I P 2011-03-02 2014-02-05
14 SHS OF MFS EMGING MKTS DEBT I P 2011-04-04 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT I P 2011-05-03 2014-02-05
14 SHS OF MFS EMGING MKTS DEBT I P 2011-05-03 2014-02-05
14 SHS OF MFS EMGING MKTS DEBT I P 2011-06-02 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT I P 2011-07-05 2014-02-05
14 SHS OF MFS EMGING MKTS DEBT I P 2011-07-05 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT I P 2011-08-02 2014-02-05
140000 SHS OF MFS EMGING MKTS DEBT I P 2011-08-02 2014-02-05
1 SHS OF MPS EMGING MKTS DEBT I P 2011-09-02 2014-02-05
14 SHS OF MFS EMGING MKTS DEBT I P 2011-09-02 2014-02-05
15 SHS OF MFS EMGING MKTS DEBT I P 2011-10-04 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT I P 2011-11-02 2014-02-05
15 SHS OF MFS EMGING MKTS DEBT I P 2011-11-02 2014-02-05
15 SHS OF MFS EMGING MKTS DEBT I P 2011-12-02 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT I P 2011-12-12 2014-02-05
8 SHS OF MFS EMGING MKTS DEBT I P 2011-12-12 2014-02-05
2 SHS OF MFS EMGING MKTS DEBT I P 2011-12-12 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT I P 2012-01-04 2014-02-05
19 SHS OF MFS EMGING MKTS DEBT I P 2012-01-04 2014-02-05
15 SHS OF MFS EMGING MKTS DEBT I P 2012-02-02 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT I P 2012-03-02 2014-02-05
14 SHS OF MFS EMGING MKTS DEBT I P 2012-03-02 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT I P 2012-04-03 2014-02-05
14 SHS OF MFS EMGING MKTS DEBT I P 2012-04-03 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT I P 2012-05-02 2014-02-05
14 SHS OF MFS EMGING MKTS DEBT I P 2012-05-02 2014-02-05
4 SHS OF MFS EMGING MKTS DEBT I P 2012-05-10 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT I P 2012-06-04 2014-02-05
10 SHS OF MFS EMGING MKTS DEBT I P 2012-06-04 2014-02-05
15 SHS OF MFS EMGING MKTS DEBT I P 2012-07-03 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT I P 2012-08-02 2014-02-05
14 SHS OF MFS EMGING MKTS DEBT I P 2012-08-02 2014-02-05
14 SHS OF MFS EMGING MKTS DEBT I P 2012-09-05 2014-02-05
14 SHS OF MFS EMGING MKTS DEBT I P 2012-10-02 2014-02-05
10000 SHS OF MFS EMGING MKTS DEBT I P 2012-11-02 2014-02-05
140000 SHS OF MFS EMGING MKTS DEBT I P 2012-11-02 2014-02-05
14 SHS OF MFS EMGING MKTS DEBT I P 2012-12-04 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT I P 2012-12-13 2014-02-05
11 SHS OF MFS EMGING MKTS DEBT I P 2012-12-13 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT I P 2012-12-13 2014-02-05
11 SHS OF MFS EMGING MKTS DEBT I P 2012-12-13 2014-02-05
18 SHS OF MFS EMGING MKTS DEBT I P 2013-01-03 2014-02-05
14 SHS OF MFS EMGING MKTS DEBT I P 2013-02-04 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT I P 2013-03-04 2014-02-05
14 SHS OF MFS EMGING MKTS DEBT I P 2013-03-04 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT I P 2013-04-02 2014-02-05
14 SHS OF MFS EMGING MKTS DEBT I P 2013-04-02 2014-02-05
14 SHS OF MFS EMGING MKTS DEBT 1 P 2013-05-02 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT [ P 2013-06-04 2014-02-05
14 SHS OF MFS EMGING MKTS DEBT I P 2013-06-04 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT 1 P 2013-07-02 2014-02-05
15 SHS OF MFS EMGING MKTS DEBT I P 2013-07-02 2014-02-05
15 SHS OF MFS EMGING MKTS DEBT 1 P 2013-08-02 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT 1 P 2013-09-04 2014-02-05
15 SHS OF MFS EMGING MKTS DEBT 1 P 2013-09-04 2014-02-05
15 SHS OF MFS EMGING MKTS DEBT 1 P 2013-10-02 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT 1 P 2013-11-04 2014-02-05
14 SHS OF MFS EMGING MKTS DEBT 1 P 2013-11-04 2014-02-05
15 SHS OF MFS EMGING MKTS DEBT 1 P 2013-12-03 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT 1 P 2013-12-12 2014-02-05
17 SHS OF MFS EMGING MKTS DEBT 1 P 2013-12-12 2014-02-05
1 SHS OF MFS EMGING MKTS DEBT 1 P 2014-01-03 2014-02-05
15 SHS OF MFS EMGING MKTS DEBT 1 P 2014-01-03 2014-02-05
0.121 SHS OF MFS EMGING MKTS DEBT 1 P 2014-01-31 2014-02-05
2 SHS OF MFS EMGING MKTS DEBT 1 P 2014-01-31 2014-02-05
1498 SHS OF FAIRHOLME FUND P 2009-10-20 2014-02-03
1 SHS OF FAIRHOLME FUND P 2009-12-17 2014-02-03
13 SHS OF FAIRHOLME FUND P 2009-12-17 2014-02-03
1 SHS OF FAIRHOLME FUND P 2010-03-30 2014-02-03
318 SHS OF FAIRHOLME FUND P 2010-03-30 2014-02-03
90 SHS OF FAIRHOLME FUND P 2010-12-17 2014-02-03
1 SHS OF FAIRHOLME FUND P 2010-12-17 2014-02-03
16 SHS OF FAIRHOLME FUND P 2010-12-17 2014-02-03
40000 SHS OF FAIRHOLME FUND P 2011-01-03 2014-02-03
1 SHS OF FAIRHOLME FUND P 2011-12-19 2014-02-03
75 SHS OF FAIRHOLME FUND P 2011-12-19 2014-02-03
175 SHS OF FAIRHOLME FUND P 2013-12-30 2014-02-03
0.725 SHS OF FAIRHOLME FUND P 2013-12-30 2014-02-03
164 SHS OF WELLSFARGO PREC MET ADM P 2009-10-20 2014-02-05
1 SHS OF WELLSFARGO PREC MET ADM P 2011-12-13 2014-02-05
2 SHS OF WELLSFARGO PREC MET ADM P 2011-12-19 2014-02-05
1 SHS OF WELLSFARGO PREC MET ADM P 2012-12-11 2014-02-05
5 SHS OF WELLSFARGO PREC MET ADM P 2012-12-11 2014-02-05
1 SHS OF WELLSFARGO PREC MET ADM P 2013-12-11 2014-02-05
0.847 SHS OF WELLSFARGO PREC MET ADM P 2013-12-11 2014-02-05
1076 SHS OF VIRTUS PRM ALPHASECTOR 1 P 2011-06-08 2014-02-05
3 SHS OF VIRTUS PRM ALPHASECTOR 1 P 2011-06-30 2014-02-05
1 SHS OF VIRTUS PRM ALPHASECTOR 1 P 2011-12-30 2014-02-05
5 SHS OF VIRTUS PRM ALPHASECTOR 1 P 2011-12-30 2014-02-05
5 SHS OF VIRTUS PRM ALPHASECTOR 1 P 2012-06-29 2014-02-05
7 SHS OF VIRTUS PRM ALPHASECTOR 1 P 2012-12-31 2014-02-05
4 SHS OF VIRTUS PRM ALPHASECTOR 1 P 2013-06-28 2014-02-05
1 SHS OF VIRTUS PRM ALPHASECTOR I P 2013-12-31 2014-02-05
20 SHS OF VIRTUS PRM ALPHASECTOR 1 P 2013-12-31 2014-02-05
1 SHS OF VIRTUS PRM ALPHASECTOR 1 P 2013-12-31 2014-02-05
8 SHS OF VIRTUS PRM ALPHASECTOR 1 P 2013-12-31 2014-02-05
2 SHS OF VIRTUS PRM ALPHASECTOR 1 P 2013-12-31 2014-02-05
0.94 SHS OF VIRTUS PRM ALPHASECTOR 1 P 2013-12-31 2014-02-05
1752 SHS OF SIERRA CORE RETIREMENT P 2009-10-20 2014-02-05
1 SHS OF SIERRA CORE RETIREMENT P 2009-12-24 2014-02-05
101 SHS OF SIERRA CORE RETIREMENT P 2009-12-24 2014-02-05
1 SHS OF SIERRA CORE RETIREMENT P 2009-12-24 2014-02-05
1 SHS OF SIERRA CORE RETIREMENT P 2010-01-04 2014-02-05
27 SHS OF SIERRA CORE RETIREMENT P 2010-01-04 2014-02-05
1 SHS OF SIERRA CORE RETIREMENT P 2010-04-01 2014-02-05
18 SHS OF SIERRA CORE RETIREMENT P 2010-04-01 2014-02-05
1 SHS OF SIERRA CORE RETIREMENT P 2010-07-01 2014-02-05
8 SHS OF SIERRA CORE RETIREMENT P 2010-07-01 2014-02-05
13 SHS OF SIERRA CORE RETIREMENT P 2010-09-30 2014-02-05
1 SHS OF SIERRA CORE RETIREMENT P 2010-12-31 2014-02-05
38 SHS OF SIERRA CORE RETIREMENT P 2010-12-31 2014-02-05
31 SHS OF SIERRA CORE RETIREMENT P 2010-12-31 2014-02-05
1 SHS OF SIERRA CORE RETIREMENT P 2010-12-31 2014-02-05
18 SHS OF SIERRA CORE RETIREMENT P 2010-12-31 2014-02-05
21 SHS OF SIERRA CORE RETIREMENT P 2011-03-31 2014-02-05
1 SHS OF SIERRA CORE RETIREMENT P 2011-06-30 2014-02-05
19 SHS OF SIERRA CORE RETIREMENT P 2011-06-30 2014-02-05
1 SHS OF SIERRA CORE RETIREMENT P 2011-09-30 2014-02-05
10 SHS OF SIERRA CORE RETIREMENT P 2011-09-30 2014-02-05
1 SHS OF SIERRA CORE RETIREMENT P 2012-01-03 2014-02-05
15 SHS OF SIERRA CORE RETIREMENT P 2012-01-03 2014-02-05
9 SHS OF SIERRA CORE RETIREMENT P 2012-01-03 2014-02-05
14 SHS OF SIERRA CORE RETIREMENT P 2012-03-30 2014-02-05
15 SHS OF SIERRA CORE RETIREMENT P 2012-06-29 2014-02-05
1 SHS OF SIERRA CORE RETIREMENT P 2012-10-01 2014-02-05
14 SHS OF SIERRA CORE RETIREMENT P 2012-10-01 2014-02-05
24 SHS OF SIERRA CORE RETIREMENT P 2012-12-28 2014-02-05
1 SHS OF SIERRA CORE RETIREMENT P 2013-03-28 2014-02-05
12 SHS OF SIERRA CORE RETIREMENT P 2013-03-28 2014-02-05
10000 SHS OF SIERRA CORE RETIREMENT P 2013-06-28 2014-02-05
13 SHS OF SIERRA CORE RETIREMENT P 2013-06-28 2014-02-05
53 SHS OF SIERRA CORE RETIREMENT P 2013-12-30 2014-02-05
2 SHS OF SIERRA CORE RETIREMENT P 2013-12-30 2014-02-05
0.873 SHS OF SIERRA CORE RETIREMENT P 2013-12-30 2014-02-05
2814 SHS OF 1VA WORLDWIDE P 2009-10-20 2014-02-05
67 SHS OF IVA WORLDWIDE P 2009-12-18 2014-02-05
1 SHS OF IVA WORLDWIDE P 2009-12-18 2014-02-05
19 SHS OF IVA WORLDWIDE P 2009-12-18 2014-02-05
40 SHS OF IVA WORLDWIDE P 2010-12-17 2014-02-05
1 SHS OF IVA WORLDWIDE P 2010-12-17 2014-02-05
32 SHS OF IVA WORLDWIDE P 2010-12-17 2014-02-05
1 SHS OF IVA WORLDWIDE P 2010-12-17 2014-02-05
11 SHS OF IVA WORLDWIDE P 2010-12-17 2014-02-05
118 SHS OF IVA WORLDWIDE P 2011-12-16 2014-02-05
1 SHS OF IVA WORLDWIDE P 2011-12-16 2014-02-05
49 SHS OF IVA WORLDWIDE P 2011-12-16 2014-02-05
1 SHS OF IVA WORLDWIDE P 2011-12-16 2014-02-05
23 SHS OF IVA WORLDWIDE P 2011-12-16 2014-02-05
61 SHS OF IVA WORLDWIDE P 2012-12-17 2014-02-05
34 SHS OF IVA WORLDWIDE P 2012-12-17 2014-02-05
1 SHS OF IVA WORLDWIDE P 2013-12-19 2014-02-05
85 SHS OF IVA WORLDWIDE P 2013-12-19 2014-02-05
1 SHS OF IVA WORLDWIDE P 2013-12-19 2014-02-05
37 SHS OF IVA WORLDWIDE P 2013-12-19 2014-02-05
18 SHS OF IVA WORLDWIDE P 2013-12-19 2014-02-05
0.512 SHS OF IVA WORLDWIDE P 2013-12-19 2014-02-05
6006 SHS OF TMPLTN GLBL BD FD ADV CL P 2008-09-15 2014-02-05
0.233 SHS OF TMPLTN GLBL BD FD ADV CL P 2008-09-15 2014-02-05
45 SHS OF TMPLTN GLBL BD FD ADV CL P 2008-09-19 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2008-09-22 2014-02-05
46 SHS OF TMPLTN GLBL BD FD ADV CL P 2008-10-17 2014-02-05
47 SHS OF TMPLTN GLBL BD FD ADV CL P 2008-11-21 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2008-11-24 2014-02-05
441 SHS OF TMPLTN GLBL BD FD ADV CL P 2008-12-19 2014-02-05
47 SHS OF TMPLTN GLBL BD FD ADV CL P 2009-01-20 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2009-01-21 2014-02-05
50 SHS OF TMPLTN GLBL BD FD ADV CL P 2009-02-19 2014-02-05
50 SHS OF TMPLTN GLBL BD FD ADV CL P 2009-03-18 2014-02-05
25 SHS OF TMPLTN GLBL BD FD ADV CL P 2009-11-18 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2009-11-18 2014-02-05
25 SHS OF TMPLTN GLBL BD FD ADV CL P 2009-12-17 2014-02-05
25 SHS OF TMPLTN GLBL BD FD ADV CL P 2010-01-20 2014-02-05
25 SHS OF TMPLTN GLBL BD FD ADV CL P 2010-02-18 2014-02-05
24 SHS OF TMPLTN GLBL BD FD ADV CL P 2010-03-17 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2010-03-17 2014-02-05
815 SHS OF TMPLTN GLBL BD FD ADV CL P 2010-03-30 2014-02-05
27 SHS OF TMPLTN GLBL BD FD ADV CL P 2010-04-19 2014-02-05
30 SHS OF TMPLTN GLBL BD FD ADV CL P 2010-05-19 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2010-05-19 2014-02-05
31 SHS OF TMPLTN GLBL BD FD ADV CL P 2010-06-17 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2010-06-17 2014-02-05
31 SHS OF TMPLTN GLBL BD FD ADV CL P 2010-07-19 2014-02-05
30 SHS OF TMPLTN GLBL BD FD ADV CL P 2010-08-20 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2010-08-20 2014-02-05
30 SHS OF TMPLTN GLBL BD FD ADV CL P 2010-09-17 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2010-09-17 2014-02-05
30 SHS OF TMPLTN GLBL BD FD ADV CL P 2010-11-17 2014-02-05
109 SHS OF TMPLTN GLBL BD FD ADV CL P 2010-12-17 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2010-12-17 2014-02-05
31 SHS OF TMPLTN GLBL BD FD ADV CL P 2011-01-20 2014-02-05
31 SHS OF TMPLTN GLBL BD FD ADV CL P 2011-02-17 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2011-02-17 2014-02-05
32 SHS OF TMPLTN GLBL BD FD ADV CL P 2011-03-17 2014-02-05
11 SHS OF TMPLTN GLBL BD FD ADV CL P 2011-08-17 2014-02-05
32 SHS OF TMPLTN GLBL BD FD ADV CL P 2011-09-19 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2011-09-19 2014-02-05
33 SHS OF TMPLTN GLBL BD FD ADV CL P 2011-10-19 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2011-10-19 2014-02-05
34 SHS OF TMPLTN GLBL BD FD ADV CL P 2011-11-17 2014-02-05
170 SHS OF TMPLTN GLBL BD FD ADV CL P 2011-12-19 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2011-12-19 2014-02-05
54 SHS OF TMPLTN GLBL BD FD ADV CL P 2011-12-19 2014-02-05
35 SHS OF TMPLTN GLBL BD FD ADV CL P 2012-01-19 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2012-01-19 2014-02-05
34 SHS OF TMPLTN GLBL BD FD ADV CL P 2012-02-17 2014-02-05
34 SHS OF TMPLTN GLBL BD FD ADV CL P 2012-03-19 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2012-03-19 2014-02-05
35 SHS OF TMPLTN GLBL BD FD ADV CL P 2012-04-18 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2012-04-18 2014-02-05
36 SHS OF TMPLTN GLBL BD FD ADV CL P 2012-05-17 2014-02-05
36 SHS OF TMPLTN GLBL BD FD ADV CL P 2012-06-19 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2012-06-19 2014-02-05
35 SHS OF TMPLTN GLBL BD FD ADV CL P 2012-07-18 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2012-07-18 2014-02-05
35 SHS OF TMPLTN GLBL BD FD ADV CL P 2012-08-17 2014-02-05
28 SHS OF TMPLTN GLBL BD FD ADV CL P 2012-09-19 2014-02-05
28 SHS OF TMPLTN GLBL BD FD ADV CL P 2012-10-17 2014-02-05
28 SHS OF TMPLTN GLBL BD FD ADV CL P 2012-11-19 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2012-11-19 2014-02-05
173 SHS OF TMPLTN GLBL BD FD ADV CL P 2012-12-19 2014-02-05
114 SHS OF TMPLTN GLBL BD FD ADV CL P 2012-12-19 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2012-12-19 2014-02-05
29 SHS OF TMPLTN GLBL BD FD ADV CL P 2013-01-17 2014-02-05
29 SHS OF TMPLTN GLBL BD FD ADV CL P 2013-02-20 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2013-02-20 2014-02-05
29 SHS OF TMPLTN GLBL BD FD ADV CL P 2013-03-19 2014-02-05
29 SHS OF TMPLTN GLBL BD FD ADV CL P 2013-04-17 2014-02-05
28 SHS OF TMPLTN GLBL BD FD ADV CL P 2013-05-17 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2013-05-17 2014-02-05
30 SHS OF TMPLTN GLBL BD FD ADV CL P 2013-06-19 2014-02-05
30 SHS OF TMPLTN GLBL BD FD ADV CL P 2013-07-17 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2013-07-17 2014-02-05
31 SHS OF TMPLTN GLBL BD FD ADV CL P 2013-08-19 2014-02-05
30 SHS OF TMPLTN GLBL BD FD ADV CL P 2013-09-18 2014-02-05
30 SHS OF TMPLTN GLBL BD FD ADV CL P 2013-10-17 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2013-10-17 2014-02-05
30 SHS OF TMPLTN GLBL BD FD ADV CL P 2013-11-19 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2013-11-19 2014-02-05
65 SHS OF TMPLTN GLBL BD FD ADV CL P 2013-12-18 2014-02-05
2 SHS OF TMPLTN GLBL BD FD ADV CL P 2013-12-18 2014-02-05
31 SHS OF TMPLTN GLBL BD FD ADV CL P 2014-01-17 2014-02-05
1 SHS OF TMPLTN GLBL BD FD ADV CL P 2014-01-30 2014-02-05
345 SHS OF BLACKROCK LATIN AMERIC A P 2009-10-20 2014-02-05
1 SHS OF BLACKROCK LATIN AMERIC A P 2009-12-21 2014-02-05
4 SHS OF BLACKROCK LATIN AMERIC A P 2009-12-21 2014-02-05
1 SHS OF BLACKROCK LATIN AMERIC A P 2010-12-21 2014-02-05
5 SHS OF BLACKROCK LATIN AMERIC A P 2010-12-21 2014-02-05
1 SHS OF BLACKROCK LATIN AMERIC A P 2011-12-20 2014-02-05
1 SHS OF BLACKROCK LATIN AMERIC A P 2011-12-20 2014-02-05
5 SHS OF BLACKROCK LATIN AMERIC A P 2012-12-20 2014-02-05
2 SHS OF BLACKROCK LATIN AMERIC A P 2013-12-18 2014-02-05
0.657 SHS OF BLACKROCK LATIN AMERIC A P 2013-12-18 2014-02-05
107 SHS OF JN HNCK CLASSIC VAL FD 1 P 2014-01-15 2014-03-25
0.18 SHS OF JN HNCK CLASSIC VAL FD 1 P 2014-03-11 2014-03-25
1465 SHS OF OPPNHEIMR RISING D1V Y P 2014-01-15 2014-03-25
1 SHS OF OPPNHEIMR RISING D1V Y P 2014-02-05 2014-03-25
632 SHS OF OPPNHEIMR RISING D1V Y P 2014-02-05 2014-03-25
0.501 SHS OF OPPNHEIMR RISING DIV Y P 2014-03-21 2014-03-25
32 SHS OF VICTORY SMALL COMPANY P 2014-01-15 2014-03-25
0.08 SHS OF VICTORY SMALL COMPANY P 2014-03-11 2014-03-25
738 SHS OF LAZRD EMRG MKT PTF INSTL P 2014-01-15 2014-03-25
1 SHS OF LAZRD EMRG MKT PTF INSTL P 2014-02-05 2014-03-25
49 SHS OF LAZRD EMRG MKT PTF INSTL P 2014-02-05 2014-03-25
0.058 SHS OF LAZRD EMRG MKT PTF INSTL P 2014-03-11 2014-03-25
24 SHS OF DREYFUS APPRECIATION FD P 2014-01-15 2014-03-25
0.074 SHS OF DREYFUS APPRECIATION FD P 2014-03-11 2014-03-25
1099 SHS OF JIM HNCK CLASSIC VAL FD 1 P 2014-01-15 2014-06-25
1 SHS OF JN HNCK CLASSIC VAL FD 1 P 2014-02-05 2014-06-25
1619 SHS OF JN HNCK CLASSIC VAL FD 1 P 2014-02-05 2014-06-25
13080000 SHS OF MAINSTAY LG CP GRTH CL 1 P 2014-01-15 2014-06-20
0.093 SHS OF MAINSTAY LARGE CAP P 2014-01-15 2014-06-20
0.052 SHS OF MAINSTAY LG CP GRTH CL 1 P 2014-03-25 2014-06-20
690 SHS OF LAZRD EMRG MKT PTF INSTL P 2014-01-15 2014-06-20
48 SHS OF LAZRD EMRG MKT PTF INSTL P 2014-01-15 2014-06-25
219 SHS OF LAZRD EMRG MKT PTF INSTL P 2014-02-05 2014-06-25
0.374 SHS OF LAZRD EMRG MKT PTF INSTL P 2014-03-11 2014-06-20
339 SHS OF DREYFUS APPRECIATION FD P 2014-01-15 2014-06-25
793 SHS OF DREYFUS APPRECIATION FD P 2014-02-05 2014-06-25
1 SHS OF DREYFUS APPRECIATION FD P 2014-03-11 2014-06-25
6710000 SHS OF DREYFUS APPRECIATION FD P 2014-03-11 2014-06-25
1 SHS OF DREYFUS APPRECIATION FD P 2014-03-31 2014-06-25
8 SHS OF DREYFUS APPRECIATION FD P 2014-03-31 2014-06-25
1445 SHS OF BLACKROCK EQ DIVIDEND 1 P 2014-01-15 2014-06-25
773 SHS OF BLACKROCK EQ DIVIDEND 1 P 2014-02-05 2014-06-25
0.036 SHS OF DREYFUS APPRECIATION FD P 2014-03-31 2014-07-22
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 268,607   187,625 80,982
b 19,796   21,247 -1,451
c 518   656 -138
d 1,235   923 312
e 35   39 -4
21,548   21,221 327
47   46 1
326   308 18
47   45 2
233   262 -29
      0
82,304   63,725 18,579
52   40 12
1,150   893 257
1,150   1,012 138
1,150   984 166
52   44 8
994   850 144
2,405   2,214 191
52   48 4
1,098   1,011 87
471   433 38
2,510   2,504 6
1,360   1,356 4
52   50 2
523   522 1
42   42 0
43,058   42,503 555
58   56 2
14   14 0
216   210 6
14   14 0
317   309 8
216   210 6
216   211 5
202   202 0
14   14 0
202   203 -1
202   196 6
14   14 0
202   200 2
187   192 -5
173   180 -7
14   15 -1
173   182 -9
173   184 -11
14   15 -1
173   178 -5
14   15 -1
865   875 -10
101   102 -1
187   189 -2
202   201 1
14   15 -1
202   201 1
202   203 -1
14   14 0
202   205 -3
202   206 -4
14   15 -1
202   207 -5
14   15 -1
202   210 -8
14   15 -1
202   208 -6
216   211 5
14   14 0
216   221 -5
216   216 0
14   14 0
115   116 -1
29   29 0
14   15 -1
274   276 -2
216   222 -6
14   15 -1
202   214 -12
14   15 -1
202   212 -10
14   15 -1
202   214 -12
58   61 -3
14   15 -1
144   148 -4
216   228 -12
14   15 -1
202   220 -18
202   222 -20
202   225 -23
14   16 -2
202   226 -24
202   228 -26
14   16 -2
159   180 -21
14   16 -2
159   180 -21
260   294 -34
202   226 -24
14   16 -2
202   225 -23
14   16 -2
202   222 -20
202   226 -24
14   16 -2
202   218 -16
14   15 -1
216   221 -5
216   222 -6
14   15 -1
216   215 1
216   220 -4
14   15 -1
202   209 -7
216   219 -3
14   15 -1
245   247 -2
14   15 -1
216   218 -2
2   2 0
29   29 0
55,830   42,498 13,332
37   29 8
485   386 99
37   34 3
11,852   10,833 1,019
3,354   3,064 290
37   34 3
596   545 51
149   142 7
37   33 4
2,795   1,761 1,034
6,522   6,829 -307
27   28 -1
5,997   11,768 -5,771
37   82 -45
73   144 -71
37   72 -35
183   324 -141
37   33 4
31   51 -20
16,850   13,508 3,342
47   38 9
16   13 3
78   61 17
78   63 15
110   91 19
63   60 3
16   14 2
313   330 -17
16   17 -1
125   132 -7
31   33 -2
15   16 -1
39,735   42,495 -2,760
23   24 -1
2,291   2,333 -42
23   23 0
23   23 0
612   617 -5
23   23 0
408   422 -14
23   23 0
181   187 -6
295   313 -18
23   24 -1
862   874 -12
703   713 -10
23   23 0
408   414 -6
476   489 -13
23   23 0
431   442 -11
23   23 0
227   229 -2
23   23 0
340   341 -1
204   204 0
318   322 -4
340   346 -6
23   23 0
318   329 -11
544   563 -19
23   24 -1
272   283 -11
23   23 0
295   300 -5
1,202   1,188 14
45   45 0
20   20 0
49,132   42,506 6,626
1,170   988 182
17   15 2
332   280 52
698   663 35
17   16 1
559   530 29
17   17 0
192   182 10
2,060   1,778 282
17   15 2
856   738 118
17   15 2
402   347 55
1,065   967 98
594   539 55
17   16 1
1,484   1,483 1
17   17 0
646   646 0
314   314 0
9   9 0
76,757   68,295 8,462
3   3 0
575   505 70
13   11 2
588   510 78
601   510 91
13   11 2
5,636   4,862 774
601   530 71
13   11 2
639   539 100
639   541 98
320   319 1
13   13 0
320   315 5
320   324 -4
320   321 -1
307   316 -9
13   13 0
10,416   10,863 -447
345   365 -20
383   397 -14
13   13 0
396   403 -7
13   13 0
396   404 -8
383   401 -18
13   13 0
383   405 -22
13   14 -1
383   407 -24
1,393   1,458 -65
13   13 0
396   419 -23
396   419 -23
13   13 0
409   428 -19
141   151 -10
409   425 -16
13   13 0
422   427 -5
13   12 1
435   436 -1
2,173   2,084 89
13   13 0
690   662 28
447   441 6
13   13 0
435   446 -11
435   448 -13
13   13 0
447   453 -6
13   13 0
460   453 7
460   451 9
13   13 0
447   450 -3
13   13 0
447   461 -14
358   373 -15
358   375 -17
358   375 -17
13   13 0
2,211   2,284 -73
1,457   1,505 -48
13   13 0
371   389 -18
371   390 -19
13   14 -1
371   390 -19
371   392 -21
358   382 -24
13   13 0
383   391 -8
383   390 -7
13   13 0
396   397 -1
383   388 -5
383   393 -10
13   13 0
383   391 -8
13   13 0
831   845 -14
26   26 0
396   404 -8
13   13 0
16,125   21,226 -5,101
47   62 -15
187   246 -59
47   65 -18
234   357 -123
47   56 -9
47   55 -8
234   300 -66
93   102 -9
31   35 -4
2,627   2,620 7
4   4 0
29,754   29,534 220
20   20 0
12,836   11,995 841
10   10 0
1,326   1,291 35
3   3 0
13,159   13,424 -265
18   17 1
874   828 46
1   1 0
1,254   1,242 12
4   4 0
28,310   26,915 1,395
26   24 2
41,705   37,221 4,484
13,930   13,603 327
1   1 0
1   1 0
13,910   12,261 1,649
973   853 120
4,439   3,699 740
8   6 2
18,940   17,547 1,393
44,305   38,643 5,662
56   50 6
37,489   34,946 2,543
56   52 4
447   420 27
36,703   34,911 1,792
19,634   17,709 1,925
2   2 0
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       80,982
b       -1,451
c       -138
d       312
e       -4
      327
      1
      18
      2
      -29
      0
      18,579
      12
      257
      138
      166
      8
      144
      191
      4
      87
      38
      6
      4
      2
      1
      0
      555
      2
      0
      6
      0
      8
      6
      5
      0
      0
      -1
      6
      0
      2
      -5
      -7
      -1
      -9
      -11
      -1
      -5
      -1
      -10
      -1
      -2
      1
      -1
      1
      -1
      0
      -3
      -4
      -1
      -5
      -1
      -8
      -1
      -6
      5
      0
      -5
      0
      0
      -1
      0
      -1
      -2
      -6
      -1
      -12
      -1
      -10
      -1
      -12
      -3
      -1
      -4
      -12
      -1
      -18
      -20
      -23
      -2
      -24
      -26
      -2
      -21
      -2
      -21
      -34
      -24
      -2
      -23
      -2
      -20
      -24
      -2
      -16
      -1
      -5
      -6
      -1
      1
      -4
      -1
      -7
      -3
      -1
      -2
      -1
      -2
      0
      0
      13,332
      8
      99
      3
      1,019
      290
      3
      51
      7
      4
      1,034
      -307
      -1
      -5,771
      -45
      -71
      -35
      -141
      4
      -20
      3,342
      9
      3
      17
      15
      19
      3
      2
      -17
      -1
      -7
      -2
      -1
      -2,760
      -1
      -42
      0
      0
      -5
      0
      -14
      0
      -6
      -18
      -1
      -12
      -10
      0
      -6
      -13
      0
      -11
      0
      -2
      0
      -1
      0
      -4
      -6
      0
      -11
      -19
      -1
      -11
      0
      -5
      14
      0
      0
      6,626
      182
      2
      52
      35
      1
      29
      0
      10
      282
      2
      118
      2
      55
      98
      55
      1
      1
      0
      0
      0
      0
      8,462
      0
      70
      2
      78
      91
      2
      774
      71
      2
      100
      98
      1
      0
      5
      -4
      -1
      -9
      0
      -447
      -20
      -14
      0
      -7
      0
      -8
      -18
      0
      -22
      -1
      -24
      -65
      0
      -23
      -23
      0
      -19
      -10
      -16
      0
      -5
      1
      -1
      89
      0
      28
      6
      0
      -11
      -13
      0
      -6
      0
      7
      9
      0
      -3
      0
      -14
      -15
      -17
      -17
      0
      -73
      -48
      0
      -18
      -19
      -1
      -19
      -21
      -24
      0
      -8
      -7
      0
      -1
      -5
      -10
      0
      -8
      0
      -14
      0
      -8
      0
      -5,101
      -15
      -59
      -18
      -123
      -9
      -8
      -66
      -9
      -4
      7
      0
      220
      0
      841
      0
      35
      0
      -265
      1
      46
      0
      12
      0
      1,395
      2
      4,484
      327
      0
      0
      1,649
      120
      740
      2
      1,393
      5,662
      6
      2,543
      4
      27
      1,792
      1,925
      0
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 143,543
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 13,142 1,163,599 0.011294
2012 21,702 1,095,592 0.019808
2011 161,942 952,433 0.170030
2010 30,769 814,277 0.037787
2009 85,739 577,267 0.148526
2 Total of line 1, column (d) ...................... 2 0.387445
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.077489
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,433,853
5 Multiply line 4 by line 3....................... 5 111,108
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,191
7 Add lines 5 and 6......................... 7 113,299
8 Enter qualifying distributions from Part XII, line 4.............. 8 30,084
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 4,381
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,381
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,381
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 905
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 7,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,405
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,024
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet4,024 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJESSE PALAGANAS Telephone no.bullet (818) 999-2828
    Located atbullet6636 VARIEL AVENUECANOGA PARKCA ZIP+4bullet91303
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    DAVID SARRAF PRESIDENT
    2.00
    0 0 0
    6636 VARIEL AVENUE
    CANOGA PARK,CA91303
    NATALIE SARRAF CFO
    2.00
    0 0 0
    6636 VARIEL AVENUE
    CANOGA PARK,CA91303
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,256,194
    b
    Average of monthly cash balances.......................
    1b
    199,494
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,455,688
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,455,688
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    21,835
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,433,853
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    71,693
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    71,693
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    4,381
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,381
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    67,312
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    67,312
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    67,312
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    30,084
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    30,084
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    30,084
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2013
    (c)
    2013
    (d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 67,312
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011....... 99,263
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 99,263
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 30,084
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2014 distributable amount..... 30,084
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 37,228 37,228
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 62,035
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    62,035
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011.... 62,035
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    DAVID SARRAF
    NATALIE SARRAF
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    SHOFAR CULTURAL FOUNDATION
    PO BOX 222136
    GREAT NECK,NY11022
    NONE EXEMPT GENERAL 500
    TASHBAR TORAT HAYIM HEBREW ACADEMY
    1210 S CIENEGA BLVD
    LOS ANGELES,CA90035
    NONE EXEMPT GENERAL 700
    HOPE FOUNDATION
    PO BOX 18280
    BEVERLY HILLS,CA90209
    NONE EXEMPT GENERAL 100
    THE NATIONAL CHILDRENS CANCER SOCIETY
    PO BOX 8966
    TOPEKA,KS66608
    NONE EXEMPT GENERAL 26
    AMERICAN LUNG ASSOCIATION
    3325 WILSHIRE BLVD
    LOS ANGELES,CA90010
    NONE EXEMPT GENERAL 26
    WOUNDED WARRIOR PROJECT
    4899 BELLFORT ROAD STE 300
    JACKSONVILLE,FL32256
    NONE EXEMPT GENERAL 26
    CHILDREN CANCER RESEARCH FUND
    PO BOX 7006
    ALBERT LEA,MN56007
    NONE EXEMPT GENERAL 26
    FRIENDS OF ISRAEL DISABLED VETERANS
    1133 BROADWAY STE 232
    NEW YORK,NY10010
    NONE EXEMPT GENERAL 26
    PARALYZED VETERANS OF AMERICA
    801 EIGHTEENTH ST NW
    WASHINGTON,DC20006
    NONE EXEMPT GENERAL 26
    MOUTH AND FOOT PAINTING ARTIST
    2070 PEACHTREE INDUSTRIAL COURT STE
    101
    ATLANTA,GA30341
    NONE EXEMPT GENERAL 26
    DISABLED VETERANS NATIONAL FOUNDATION INC
    PO BOX 96262
    WASHINGTON,DC20090
    NONE EXEMPT GENERAL 26
    NATLIONAL FEDERATION OF THE BLIND
    200 EAST WELLS ST
    BALTIMORE,MD21230
    NONE EXEMPT GENERAL 26
    MAZON
    10495 SANTA MONICA BLVD STE 100
    LOS ANGELES,CA90025
    NONE EXEMPT GENERAL 26
    ISRAEL CHILDREN'S CANCER FOUNDATION
    141 WASHINGTON AVENUE SUITE 205
    LAWRENCE,NY11559
    NONE EXEMPT GENERAL 26
    B' NAI B'RITH INTERNATIONAL
    2020 K STREET NW 7TH FLR
    WASHINGTON,DC20006
    NONE EXEMPT GENERAL 26
    AMBASSADOR RONALD S LAUDER
    PO BOX 11032
    LEWISTON,ME04243
    NONE EXEMPT GENERAL 26
    BRAILLE BOOKS FOR BLIND CHILDREN
    741 NORTH VERMONT AVE
    LOS ANGELES,CA90029
    NONE EXEMPT GENERAL 26
    MADD- MOTHERS AGAINST DRUNK DRIVING
    PO BOX 758522
    TOPEKA,KS66675
    NONE EXEMPT GENERAL 26
    REB MEIR BAAL AANESS SHAREI TZION
    3014 AVENUE L
    BROOKLYN,NY11210
    NONE EXEMPT GENERAL 26
    NATIONAL JEWISH HEALTH
    PO BOX 5898
    DENVER,CO80217
    NONE EXEMPT GENERAL 26
    NATIONAL GLAUCOMA RESEARCH
    22512 GATEWAY CENTER DRIVE PO BOX
    1962
    CLARKSBURGH,MD20871
    NONE EXEMPT GENERAL 26
    EZER MIZION
    1281 49TH STREET
    BROOKLYN,NY11219
    NONE EXEMPT GENERAL 26
    DAVID HOROWITZ FREEDOM CENTER
    14148 MAGNOLIA BLVD NO 103
    SHERMAN OAKS,CA91423
    NONE EXEMPT GENERAL 26
    AMERICAN FRIENDS OF MAGEN DAVID ADON
    352 SEVENTH AVE STE 400
    NEW YORK,NY10001
    NONE EXEMPT GENERAL 26
    JEWISH WAR VETERANS OF THE USA
    PO BOX 1575
    MERRIFIELD,VA22116
    NONE EXEMPT GENERAL 26
    MIKI JORDAN- JUNIOR BLIND OF AMERICA
    5300 ANGELES VISTA BLVD
    LOS ANGELES,CA90043
    NONE EXEMPT GENERAL 26
    POLICE FAMILY SURVIVORS FUND
    6350 HORIZON DRIVE
    TITUSVILLE,FL32780
    NONE EXEMPT GENERAL 26
    THE HOME OF THE SAYERS OF ISRAEL
    980 N MICHIGAN AVENUE SUITE 1400
    CHICAGO,IL60611
    NONE EXEMPT GENERAL 26
    THE GLAUCOMA FOUNDATION
    80 MAIDEN LANE STE 700
    NEW YORK,NY10038
    NONE EXEMPT GENERAL 26
    EPILEPSY FOUNDATION
    PO BOX 96546
    WASHINGTON,DC20077
    NONE EXEMPT GENERAL 26
    ADL-ANTI- DEFAMATION LEAGUE
    PO BOX 96226
    WASHINGTON,DC20090
    NONE EXEMPT GENERAL 26
    MUSCULAR DEGENERATION RESEARCH
    22512 GATEWAY CENTE DRIVE
    CLARKSBURG,MD20871
    NONE EXEMPT GENERAL 26
    ARTHRITIS FOUNDATION
    PO BOX 96280
    WASHINGTON,DC20077
    NONE EXEMPT GENERAL 26
    DISABLED AMERICAN VETERANS
    11000 WILSHIRE BLVD
    LOS ANGELES,CA90024
    NONE EXEMPT GENERAL 26
    ALZHEIMERS DISEASE RESEARCH
    22512 GATEWAY CENTER DRIVE PO BOX
    1950
    CLARKSBURGH,MD20871
    NONE EXEMPT GENERAL 26
    AMERICAN KIDNEY FUND
    11921 ROCKVILLE PIKE STE 300
    ROCKVILLE,MD20852
    NONE EXEMPT GENERAL 26
    AFB-AMERICAN FOUNDATION OF THE BLIND
    2 PENN PLAZA STE 1102
    NEW YORK,NY10121
    NONE EXEMPT GENERAL 26
    NATIONAL JEWISH HEALTH
    PO BOX 5898
    DENVER,CO80217
    NONE EXEMPT GENERAL 26
    THE LEUKEMIA & LYMPHOMA SOCIETY
    PO BOX 9031
    PITTSFIELD,MA01202
    NONE EXEMPT GENERAL 26
    JEWISH WAR VETERANS OF THE USA
    PO BOX 1575
    MERRIFIELD,VA22116
    NONE EXEMPT GENERAL 26
    AMERICAN DIABETES ASSOCIATION
    PO BOX 1834
    MERRIFIELD,VA22116
    NONE EXEMPT GENERAL 26
    CYSTIC FIBROSIS FOUNDATION
    4929 WILSHIRE BLVD702
    LOS ANGELES,CA90010
    NONE EXEMPT GENERAL 26
    CYSTIC FIBROSIS FOUNDATION
    4929 WILSHIRE BLVD702
    LOS ANGELES,CA90010
    NONE EXEMPT GENERAL 26
    WORLD JEWISH CONGRESS ARMENIAN SECTION
    2125 BISCAYNE BLVD STE 310
    MIAMI,FL33137
    NONE EXEMPT GENERAL 26
    NATIONAL CAMPS FOR BLIND
    200 EAST WELLS ST
    BALTIMORE,MD21230
    NONE EXEMPT GENERAL 26
    NATIONAL FEDERATION OF THE BLIND
    200 EAST WELLS ST
    BALTIMORE,MD21230
    NONE EXEMPT GENERAL 26
    AMERICAN FEDERATION OF POLICE AND CONCERNED CITIZEN
    6350 HORIZON DRIVE
    TITUSVILLE,FL32780
    NONE EXEMPT GENERAL 26
    MEMORIAL SLOAN KETTERING
    PO BOX 5028
    HAGERSTOWN,MD21741
    NONE EXEMPT GENERAL 26
    ST JUDE CHILDREN'S RESEARCH
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105
    NONE EXEMPT GENERAL 26
    HOPE FOUNDATION
    PO BOX 18280
    BEVERLY HILLS,CA90209
    NONE EXEMPT GENERAL 100
    PAYAM CULTURAL SOCIETY
    PO BOX 22078
    GREAT NECK,NY11022
    NONE EXEMPT GENERAL 120
    MEMORAH FOUNDATION
    1 SAN SEBASTIAN
    NEWPORT BEACH,CA92600
    NONE EXEMPT GENERAL 2,000
    HOPE FOUNDATION
    PO BOX 18280
    BEVERLY HILLS,CA90209
    NONE EXEMPT GENERAL 100
    CALIFONIA HIGHWAY PATROL 11-99 FOUNDATION
    2244 NORTH STATE COLLEGE BLVD
    FULLERTON,CA92831
    NONE EXEMPT GENERAL 2,500
    HOPE FOUNDATION
    PO BOX 18280
    BEVERLY HILLS,CA90209
    NONE EXEMPT GENERAL 100
    MASCULAR DEGENERATION RESEARCH
    22512 GATEWAY CENTE DRIVE
    CLARKSBURG,MD20871
    NONE EXEMPT GENERAL 26
    HADASHA
    455 ROBERTSON BLVD
    BEVERLY HILLS,CA90211
    NONE EXEMPT GENERAL 1,000
    MAGBIT FOUNDATION OF GREATER LOS ANGELES
    433 N CAMDEN DR 4TH FLOOR NO 102
    BEVERLY HILLS,CA90210
    NONE EXEMPT GENERAL 2,000
    HOPE FOUNDATION
    PO BOX 18280
    BEVERLY HILLS,CA90209
    NONE EXEMPT GENERAL 100
    HOPE FOUNDATION
    PO BOX 18280
    BEVERLY HILLS,CA90209
    NONE EXEMPT GENERAL 100
    HOPE FOUNDATION
    PO BOX 18280
    BEVERLY HILLS,CA90209
    NONE EXEMPT GENERAL 100
    202020
    420 FIFTH AVENUE
    NEW YORK,NY10018
    NONE EXEMPT GENERAL 26
    ALZHEIMERS DISEASE RESEARCH
    22512 GATEWAY CENTER DRIVE PO BOX
    1950
    CLARKSBURGH,MD20871
    NONE EXEMPT GENERAL 26
    AMERICAN DIABETES ASSOCIATION
    PO BOX 1834
    MERRIFIELD,VA22116
    NONE EXEMPT GENERAL 26
    AMERICAN FEDERATION OF POLICE AND CONCERNED CITIZEN
    6350 HORIZON DRIVE
    TITUSVILLE,FL32780
    NONE EXEMPT GENERAL 26
    AMERICAN FOUNDATION FOR THE BLIND
    PO BOX 96051
    WASHINGTON,DC20077
    NONE EXEMPT GENERAL 26
    AMERICAN FRIENDS OF MAGEN DAVID ADON
    352 SEVENTH AVE STE 400
    NEW YORK,NY10001
    NONE EXEMPT GENERAL 26
    AMERICAN KIDNEY FUND
    11921 ROCKVILLE PIKE STE 300
    ROCKVILLE,MD20852
    NONE EXEMPT GENERAL 26
    AMERICAN FRIENDS OF TZOHAR
    1417 CONEY ISLAND AVE
    BROOKLYN,NY11230
    NONE EXEMPT GENERAL 26
    AMERICAN LUNG ASSOCIATION
    3325 WILSHIRE BLVD
    LOS ANGELES,CA90010
    NONE EXEMPT GENERAL 26
    AMERICAN SOCIETY FOR YAD VASHEM
    PO BOX 170305
    MILWAUKEE,WI53217
    NONE EXEMPT GENERAL 26
    ADL - ANTI DEFAMATION LEAGUE
    PO BOX 96226
    WASHINGTON,DC20090
    NONE EXEMPT GENERAL 26
    BOYSTOWN
    14100 CRAWFORD ST
    BOYS TOWN,NE68010
    NONE EXEMPT GENERAL 26
    BRAILLE BOOKS FOR BLIND CHILDREN
    741 NORTH VERMONT AVE
    LOS ANGELES,CA90029
    NONE EXEMPT GENERAL 26
    CHILDREN CANCER RESEARCH FUND
    PO BOX 7006
    ALBERT LEA,MN56007
    NONE EXEMPT GENERAL 26
    CYSTIC FIBROSIS FOUNDATION
    4929 WILSHIRE BLVD702
    LOS ANGELES,CA90010
    NONE EXEMPT GENERAL 26
    DAVID HOROWITZ FREEDOM CENTER
    14148 MAGNOLIA BLVD NO 103
    SHERMAN OAKS,CA91423
    NONE EXEMPT GENERAL 26
    DISABLED AMERICAN VETERANS
    PO BOX 14301
    CINCINNATI,OH45250
    NONE EXEMPT GENERAL 26
    DISABLED VETERANS NATIONAL FOUNDATION
    PO BOX 96262
    WASHINGTON,DC20090
    NONE EXEMPT GENERAL 26
    FRIENDS OF ISRAEL DEFENSE FORCE
    6505 WILSHIRE BLVD STE 625
    LOS ANGELES,CA90048
    NONE EXEMPT GENERAL 26
    FRIENDS OF ISRAEL DISABLED VETERANS
    1133 BROADWAY STE 232
    NEW YORK,NY10010
    NONE EXEMPT GENERAL 26
    ASPCA-GIFT PROCESSING CENTER
    PO BOX 96929
    WASHINGTON,DC20077
    NONE EXEMPT GENERAL 26
    ISRAEL CANCER RESEARCH FUND
    159 SOUTH BEVERLY DRIVE STE 207
    BEVERLY HILLS,CA90212
    NONE EXEMPT GENERAL 26
    ISRAEL CHILDREN'S CANCER FOUNDATION
    141 WASHINGTON AVENUE SUITE 205
    LAWRENCE,NY11559
    NONE EXEMPT GENERAL 26
    JEWISH WAR VETERANS OF THE USA
    PO BOX 1575
    MERRIFIELD,VA22116
    NONE EXEMPT GENERAL 26
    MUSCULAR DEGENERATION RESEARCH
    22512 GATEWAY CENTE DRIVE
    CLARKSBURG,MD20871
    NONE EXEMPT GENERAL 26
    AMERICAN FRIENDS OF MEIR PANIM
    5316 NEW UTRECHT AVENUE
    BROOKLYN,NY11219
    NONE EXEMPT GENERAL 26
    FRIENDS OF THE ISRAEL DEFENSE FORCES
    6505 WILSHIRE BLVD SUITE 625
    LOS ANGELES,CA90048
    NONE EXEMPT GENERAL 500
    MIKI JORDAN- JUNIOR BLIND OF AMERICA
    5300 ANGELES VISTA BLVD
    LOS ANGELES,CA90043
    NONE EXEMPT GENERAL 26
    MADD- MOTHERS AGAINST DRUNK DRIVING
    PO BOX 758522
    TOPEKA,KS66675
    NONE EXEMPT GENERAL 26
    NATIONAL CAMPS FOR BLIND CHILDREN
    4444 SOUTH 52ND STREET PO BOX 6097
    LINCOLN,NE68506
    NONE EXEMPT GENERAL 26
    NATIONAL FEDERATION OF THE BLIND
    200 EAST WELLS ST
    BALTIMORE,MD21230
    NONE EXEMPT GENERAL 26
    NATIONAL FOUNDATION FOR CANCER RESEARCH
    4600 EAST WEST HIGHWAY STE 626
    BETHESDA,MD20814
    NONE EXEMPT GENERAL 26
    NATIONAL GLAUCOMA RESEARCH
    22512 GATEWAY CENTER DRIVE PO BOX
    1962
    CLARKSBURGH,MD20871
    NONE EXEMPT GENERAL 26
    NATIONAL PARKINSON FOUNDATION
    200 SE 1ST STEEET STE 800
    MIAMI,FL33131
    NONE EXEMPT GENERAL 26
    POLICE FAMILY SURVIVORS FUND
    6350 HORIZON DRIVE
    TITUSVILLE,FL32780
    NONE EXEMPT GENERAL 26
    SIMON WIESENTHAL CENTER
    1399 ROXBURY DRIVE
    LOS ANGELES,CA90035
    NONE EXEMPT GENERAL 26
    THE ARTHRITIS FOUNDATION
    PO BOX 96280
    WASHINGTON,DC20077
    NONE EXEMPT GENERAL 26
    THE GLAUCOMA FOUNDATION
    80 MAIDEN LANE STE 700
    NEW YORK,NY10038
    NONE EXEMPT GENERAL 26
    THE JEWISH FOUNDATION OF THE RIGHTEOUS
    305 7TH AVE 19TH FL
    NEW YORK,NY10001
    NONE EXEMPT GENERAL 26
    THE LEUKEMIA & LYMPHOMA SOCIETY
    PO BOX 9031
    PITTSFIELD,MA01202
    NONE EXEMPT GENERAL 26
    THE NATIONAL CHILDRENS CANCER SOCIETY
    PO BOX 8966
    TOPEKA,KS66608
    NONE EXEMPT GENERAL 26
    THE WORLD JEWISH CONGRESS AMERICAN SECTION
    PO BOX 11032
    LEWISTON,ME04243
    NONE EXEMPT GENERAL 26
    WOUNDED WARRIOR PROJECT
    4899 BELLFORT ROAD STE 300
    JACKSONVILLE,FL32256
    NONE EXEMPT GENERAL 26
    HOPE FOUNDATION
    PO BOX 18280
    BEVERLY HILLS,CA90209
    NONE EXEMPT GENERAL 1,000
    FRIENDS OF THE ISRAEL DEFENSE FORCES
    6505 WILSHIRE BLVD SUITE 625
    LOS ANGELES,CA90048
    NONE EXEMPT GENERAL 400
    MEMORAH FOUNDATION
    1 SAN SEBASTIAN
    NEWPORT BEACH,CA92660
    NONE EXEMPT GENERAL 1,000
    HOPE FOUNDATION- OF IRANIAN-AMERICAN JEWISH COMMUNITY
    PO BOX 18280
    BEVERLY HILLS,CA90209
    NONE EXEMPT GENERAL 100
    INTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWS
    PO BOX 96105
    WASHINGTON,DC20090
    NONE EXEMPT GENERAL 26
    HOPE FOUNDATION
    PO BOX 18280
    BEVERLY HILLS,CA90209
    NONE EXEMPT GENERAL 100
    THE WOMENS INTL ZIONIST ORGANIZATION (WIZO)
    9461 CHARLEVILLE BLVD207
    BEVERLY HILLS,CA90212
    NONE EXEMPT GENERAL 1,000
    MARLBOROUGH ANNUAL FUND
    250 SOUTH ROSSMORE AVE
    LOS ANGELES,CA90004
    NONE EXEMPT GENERAL 2,500
    WILSHIRE BOULEVARD TEMPLE
    DEPT LA 24153
    PASADENA,CA91185
    NONE EXEMPT GENERAL 3,050
    FRIENDS OF THE ISRAEL DEFENSE FORCES
    6505 WILSHIRE BLVD STE 625
    LOS ANGELES,CA90048
    NONE EXEMPT GENERAL 2,000
    HOPE FOUNDATION
    PO BOX 18280
    BEVERLY HILLS,CA90209
    NONE EXEMPT GENERAL 100
    HOPE FOUNDATION
    PO BOX 18280
    BEVERLY HILLS,CA90209
    NONE EXEMPT GENERAL 500
    WILSHIRE BOULEVARD TEMPLE
    DEPT LA 24153
    PASADENA,CA91185
    NONE EXEMPT GENERAL 2,500
    THE HABIB LEVY FOUNDATION
    6636 VARIEL AVE
    CANOGA PARK,CA91303
    NONE EXEMPT GENERAL 5,000
    THE HABIB LEVY FOUNDATION
    6636 VARIEL AVE
    CANOGA PARK,CA91303
    NONE EXEMPT GENERAL 8,500
    RESTORING 2020 VISION
    420 FIFTH AVENUE
    NEW YORK,NY10018
    NONE EXEMPT GENERAL 900
    SINAI TEMPLE
    10400 WILSHIRE BLVD
    LOS ANGELES,CA90024
    NONE EXEMPT GENERAL 500
    HOPE FOUNDATION
    PO BOX 18280
    BEVERLY HILLS,CA90209
    NONE EXEMPT GENERAL 100
    Total .................................bullet 3a 41,610
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 62  
    4 Dividends and interest from securities....     14 75,750  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............
        01 143,543  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 219,355 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13219,355
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    THE ABNER LEVY FOUNDATION
     
    Employer identification number

    20-1824387
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    THE ABNER LEVY FOUNDATION
     
    Employer identification number

    20-1824387
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    NATALIE SARRAF  
    6636 VARIEL AVENUE
     
    CANOGA PARK, CA91303

    $50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
     
     

    ANDWIN CORPORATION  
    6636 VARIEL AVENUE
     
    CANOGA PARK, CA91303

    $75,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    THE ABNER LEVY FOUNDATION
     
    Employer identification number

    20-1824387
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    THE ABNER LEVY FOUNDATION
     
    Employer identification number

    20-1824387
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    THE ABNER LEVY FOUNDATION
    EIN: 20-1824387
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,924 0 0 1,924

    TY 2014 InvestmentsOtherSchedule2
    Name:
    THE ABNER LEVY FOUNDATION
    EIN: 20-1824387
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CROWELL WEEDEN AT COST 0 0
    MERRILL LYNCH #2201 AT COST 1,392,912 1,401,735

    TY 2014 OtherDecreasesSchedule
    Name:
    THE ABNER LEVY FOUNDATION
    EIN: 20-1824387
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    THE ABNER LEVY FOUNDATION
    EIN: 20-1824387
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 300 300 0 0


    TY 2014 TaxesSchedule
    Name:
    THE ABNER LEVY FOUNDATION
    EIN: 20-1824387
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF 2013 EST PMT 153 0 0 0
    CALIFORNIA FORM 199 10 0 0 0
    REGISTRY OF CHARITABLE TRUST 50 0 0 50