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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE ABNER LEVY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)167 W COCHRAN ST
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SIMI VALLEY, CA93065
A Employer identification number

20-1824387
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,288,769
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 150,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 21 21  
4 Dividends and interest from securities... 33,549 33,549  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 67,390
b Gross sales price for all assets on line 6a 749,826
7 Capital gain net income (from Part IV, line 2)... 67,390
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........ 250,960 100,960 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).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,708 1,123 0 85
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 16,244 16,064 0 180
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,952 17,187 0 265
25 Contributions, gifts, grants paid....... 85,052 85,052
26 Total expenses and disbursements. Add lines 24 and 25 104,004 17,187 0 85,317
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 146,956
b Net investment income (if negative, enter -0-) 83,773
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 1,104 1,104 1,104
2 Savings and temporary cash investments......... 153,876 166,363 166,363
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).......... 1,527,501 Click to see attachment1,621,590 2,121,302
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) 1,682,481 1,789,057 2,288,769
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 16,051  
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 16,051 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,666,430 1,789,057
29 Total net assets or fund balances (see instructions)..... 1,666,430 1,789,057
30 Total liabilities and net assets/fund balances (see instructions). 1,682,481 1,789,057
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,666,430
2
Enter amount from Part I, line 27a .....................
2
146,956
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,813,386
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
24,329
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,789,057
Form 990-PF (2020)
Form 990-PF (2020)
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 MERRILL LYNCH 02201 P 2019-08-15 2020-03-12
b MERRILL LYNCH 02201 P 2018-03-06 2020-10-14
c
d
e
(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 267,244   269,654 -2,410
b 482,582   412,782 69,800
c
d
e
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       -2,410
b       69,800
c
d
e
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 67,390
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,164
c All other domestic foundations enter 1.39% 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 1,164
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 1,164
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 739
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 739
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 7
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 432
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
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 the instructions
for the 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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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  
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    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
    1,833,100
    b
    Average of monthly cash balances.......................
    1b
    112,723
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,945,823
    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
    1,945,823
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    29,187
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,916,636
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    95,832
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    95,832
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,164
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,164
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    94,668
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    94,668
    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
    94,668
    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
    85,317
    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
    85,317
    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
    85,317
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 94,668
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 77,696
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 85,317
    a Applied to 2019, but not more than line 2a 77,696
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    Click to see attachment0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 7,621
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (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 0
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    87,047
    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
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation 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 (2020)
    Form 990-PF (2020)
    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
    HOPE FOUNDATION
    PO BOX 18280
    BEVERLY HILLS,CA90209
    NONE EXEMPT GENERAL 100
    COLEL CHABAD
    806 EASTERN PARKWAY
    BROOKLYN,NY112139818
    NONE EXEMPT GENERAL 28
    EPILEPSY FOUNDATION
    PO BOX 96546
    WASHINGTON,DC200777222
    NONE EXEMPT GENERAL 28
    MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA
    PO BOX 96219
    WASHINGTON,DC200906219
    NONE EXEMPT GENERAL 18
    AMERICAN PARKINSON DISEASE ASSOCIATION
    PO BOX 97216
    WASHINGTON,DC200907216
    NONE EXEMPT GENERAL 28
    THE NATIONAL CHILDRENS CANCER SOCIETY
    PO BOX 2019
    MILFORD,NH030559924
    NONE EXEMPT GENERAL 18
    DISABLED AMERICAN VENTERANS (DAV)
    PO BOX 14301
    CINCINNATI,OH452500301
    NONE EXEMPT GENERAL 28
    WOMENS INTL ZIONIST ORGANIZATION (WIZO)
    2934 1/2 N BEVERLY GLEN CIRCLE 714
    BEVERLY GLEN,CA90077
    NONE EXEMPT GENERAL 400
    PREGNANCY COUNSELING CENTER
    10211 SEPULVEDA BLVD
    MISSION HILLS,CA91345
    NONE EXEMPT GENERAL 750
    AMERICAN HEART ASSOCIATION
    PO BOX 78851
    PHOENIX,AZ85062
    NONE EXEMPT GENERAL 20
    AMERICAN KIDNEY FUND
    PO BOX 11038
    LEWISTON,ME042439963
    NONE EXEMPT GENERAL 35
    AMERICAN PARKINSON DISEASE ASSOCIATION
    PO BOX 97216
    WASHINGTON,DC200907216
    NONE EXEMPT GENERAL 40
    THE ARTHRITIS FOUNDATION
    PO BOX 96280
    WASHINGTON,DC200906280
    NONE EXEMPT GENERAL 20
    BRAILLE INSTITUTE OF AMERICA
    741 N VERMONT AVE
    LOS ANGELES,CA90029
    NONE EXEMPT GENERAL 15
    INTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWS
    PO BOX 97339
    WASHINGTON,DC200777472
    NONE EXEMPT GENERAL 35
    KIDS WISH NETWORK
    PO BOX 2012
    MILFORD,NH030552012
    NONE EXEMPT GENERAL 39
    THE LEUKEMIA & LYMPHOMA SOCIETY
    PO BOX 98011
    WASHINTON,DC200908011
    NONE EXEMPT GENERAL 35
    MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA
    PO BOX 96219
    WASHINGTON,DC200906219
    NONE EXEMPT GENERAL 26
    THE NATIONAL CHILDREN'S CANCER SOCIETY
    PO BOX 2020
    MILFORD,NH030559926
    NONE EXEMPT GENERAL 28
    NATIONAL FOUNDATION FOR CANCER RESEARCH
    PO BOX 96017
    WASHINGTON,DC200777412
    NONE EXEMPT GENERAL 28
    PARKINSON RESEARCH FOUNDATION
    PO BOX 96318
    WASHINGTON,DC200906318
    NONE EXEMPT GENERAL 26
    SHRINERS HOSPITAL FOR CHILDREN
    PO BOX 1510
    RANSON,WV25438
    NONE EXEMPT GENERAL 30
    SUSAN G KOMEN
    PO BOX 98060
    WASHINGTON,DC200908060
    NONE EXEMPT GENERAL 25
    THE USO
    PO BOX 96860
    WASHINTON,DC200777677
    NONE EXEMPT GENERAL 35
    HOPE FOUNDATION
    PO BOX 18280
    BEVERLY HILLS,CA90209
    NONE EXEMPT GENERAL 100
    COLEL CHABAD
    806 EASTERN PARKWAY
    BROOKLYN,NY112139818
    NONE EXEMPT GENERAL 26
    AMERICAN ASSOCIATES BEN-GURION UNIV OF THE NEGEV
    PO BOX 170305
    MILWAUKEE,WI532179962
    NONE EXEMPT GENERAL 30
    AMERICAN FEDERATION OF POLICE AND CONCERNED CITIZENS
    6350 HORIZON DRIVE
    TITUSVILLE,FL327808002
    NONE EXEMPT GENERAL 28
    AMERICAN KIDNEY FUND
    PO BOX 11038
    LEWISTON,ME042439963
    NONE EXEMPT GENERAL 40
    AMERICAN CANCER SOCIETY
    PO BOX 79099
    LOS ANGELES,CA900790099
    NONE EXEMPT GENERAL 28
    THE ARTHRITIS FOUNDATION
    PO BOX 96280
    WASHINGTON,DC200906280
    NONE EXEMPT GENERAL 28
    CAL FARLEY'S BOYS RANCH GIFT
    PO BOX 98156
    WASHINGOTN,DC200908156
    NONE EXEMPT GENERAL 35
    CHILDREN'S HOSPITAL LOS ANGELES
    PO BOX 847924
    LOS ANGELES,CA900847924
    NONE EXEMPT GENERAL 100
    CYSTIC FIBROSIS FOUNDATION
    PO BOX 97372
    WASHINGTON,DC200907372
    NONE EXEMPT GENERAL 28
    EPILEPSY FOUNDATION
    PO BOX 96546
    WASHINGTON,DC200777222
    NONE EXEMPT GENERAL 28
    KIDS WISH NETWORK
    PO BOX 2012
    MILFORD,NH030552012
    NONE EXEMPT GENERAL 39
    THE LEUKEMIA & LYMPHOMA SOCIETY
    PO BOX 98011
    WASHINGTON,DC200777020
    NONE EXEMPT GENERAL 35
    MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA
    PO BOX 96219
    WASHINGTON,DC200906219
    NONE EXEMPT GENERAL 30
    MACULAR DEGENERATION ASSOCIATION
    PO BOX 96162
    WASHINGTON,DC200906162
    NONE EXEMPT GENERAL 26
    NATIONAL DIABETES FUND
    PO BOX 1893
    MERRIFIELD,VA221169505
    NONE EXEMPT GENERAL 28
    NATIONAL LAW ENFORCEMENT OFFICERS MEMORIAL FUND
    PO BOX 97071
    WASHINGTON,DC200779751
    NONE EXEMPT GENERAL 25
    NATIONAL FOUNDATION FOR CANCER RESEARCH
    PO BOX 96024
    WASHINGTON,DC200906024
    NONE EXEMPT GENERAL 28
    PAKINGSON'S FOUNDATION
    PO BOX 6003
    ALBERT LEA,MN560076603
    NONE EXEMPT GENERAL 25
    PARKINSON RESEARCH FOUNDATION
    PO BOX 96318
    WASHINGTON,DC200906318
    NONE EXEMPT GENERAL 32
    NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS
    PO BOX 96541
    WASHINGTON,DC200777362
    NONE EXEMPT GENERAL 28
    ST JUDE CHILDREN RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105
    NONE EXEMPT GENERAL 100
    SHRINERS HOSPITAL FOR CHILDREN
    PO BOX 1510
    RANSON,WV254384510
    NONE EXEMPT GENERAL 35
    INTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWS
    PO BOX 97339
    WASHINGTON,DC200777472
    NONE EXEMPT GENERAL 35
    EMORY OFFICE OF ANNUAL GIVING
    1762 CLIFTON ROAD STE 2400
    ATLANTA,GA30322
    NONE EXEMPT GENERAL 2,500
    SINAI TEMPLE- 5780 ANNUAL APPEAL
    10400 WILSHIRE BLVD
    LOS ANGELES,CA90024
    NONE EXEMPT GENERAL 360
    CALIFORNIA STATE UNIVERSITY OF NORTHRIDGE-ASSOCIATED STUDENTS
    1811 NORDHOFF ST
    NORHRIDGE,CA91330
    NONE EXEMPT GENERAL 1,000
    HOPE FOUNDATION
    PO BOX 18280
    BEVERLY HILLS,CA90209
    NONE EXEMPT GENERAL 100
    AMERICAN FRIENDS OF LIBI
    45 BARTLETT CRESCENT
    BROOKLINE,MA02446
    NONE EXEMPT GENERAL 10,000
    SINAI TEMPLE- MEMBERSHIP
    10400 WILSHIRE BLVD
    LOS ANGELES,CA90024
    NONE EXEMPT GENERAL 9,990
    BLACK WOMEN'S BLUE PRINT
    279 EMPIRE BLVD
    BROOKLYN,NY11225
    NONE EXEMPT GENERAL 1,000
    THE LOVELAND FOUNDATION INC
    367 N MONTGOMERY
    NEWBURGH,NY12550
    NONE EXEMPT GENERAL 1,000
    THE MARSHA P JOHNSON INSTITUTE
    PO BOX 5473
    RICHMOND,CA94805
    NONE EXEMPT GENERAL 1,000
    SINAI AKIBA ACADEMY
    10400 WILSHIRE BLVD
    LOS ANGELES,CA90024
    NONE EXEMPT GENERAL 360
    TOBIES SMALL DOG
    411 N CENTRAL AVE STE 600
    LOS ANGELES,CA91203
    NONE EXEMPT GENERAL 500
    AMERICAN BIBLE SOCIETY
    PO BOX 96812
    WASHINGTON,DC200777683
    NONE EXEMPT GENERAL 150
    ABANDONED CHILDREN'S FUND
    PO BOX 5031
    HAGERSTOWN,MD217419959
    NONE EXEMPT GENERAL 100
    AMERICAN CANCER SOCIETY
    PO BOX 79099
    LOS ANGELES,CA90079
    NONE EXEMPT GENERAL 150
    ARTHRITIS FOUNDATION
    PO BOX 96280
    WASHINGTON,DC200777491
    NONE EXEMPT GENERAL 150
    AMERICAN KIDNEY FUND
    PO BOX 11038
    LEWISTON,ME042439963
    NONE EXEMPT GENERAL 150
    ALS ASSOCICATION
    PO BOX 37022
    BOONE,IA500370022
    NONE EXEMPT GENERAL 125
    AMERICAN HEART ASSOCIATION
    PO BOX 78851
    PHOENIX,AZ850629912
    NONE EXEMPT GENERAL 180
    AMERICAN FEDERATION OF POLICE & CONCERNED CITIZENS
    6350 HORIZON DRIVE
    TITUSVILLE,FL327808002
    NONE EXEMPT GENERAL 106
    AUTISM SPEAKS
    PO BOX 37147
    BOONE,IA500370147
    NONE EXEMPT GENERAL 100
    AMERICAN COMMITTEE FOR THE WEIZMANN INST OF SCIENCE
    PO BOX 19002
    LOS ANGELES,NY102770672
    NONE EXEMPT GENERAL 175
    AMERICAN ASSOCIATES BEN GURION UNIV OF THE NEGEV
    PO BOX 170305
    MILWAUKEE,WI532178091
    NONE EXEMPT GENERAL 200
    AMERICAN PARKINSON DISEASE ASSOCIATION
    PO BOX 97216
    WASHINGTON,DC200907216
    NONE EXEMPT GENERAL 200
    ALZHEIMER'S DISEASE RESEARCH
    PO BOX 1950
    CLARKSBURG,MD208711950
    NONE EXEMPT GENERAL 250
    THE ALZHEIMER'S DISEASE FUND
    PO BOX 1897
    MERRIFIELD,VA221169506
    NONE EXEMPT GENERAL 150
    BRAILLE INSTITUTE OF AMERICA
    741 N VERMONT AVE
    LOS ANGELES,CA900299988
    NONE EXEMPT GENERAL 120
    CHRISTIAN APPALACHIAN PROJECT
    PO BOX 55911
    LEXINGTON,KY405555911
    NONE EXEMPT GENERAL 100
    COLEL CHABAD
    806 EASTERN PARKWAY
    BROOKLYN,NY112139818
    NONE EXEMPT GENERAL 200
    CAL FARLEYS BOYS RANCH
    PO BOX 98156
    WASHINGTON,DC200777652
    NONE EXEMPT GENERAL 150
    COALITION TO SALUTE AMERICAS HEROES
    PO BOX 96440
    WASHINGTON,DC200777184
    NONE EXEMPT GENERAL 100
    DISABLED AMERICAN VENTERANS (DAV)
    PO BOX 14301
    CINCINNATI,OH452509900
    NONE EXEMPT GENERAL 150
    DISABLED AMERICAN VETERANS HONOR GUARD
    PO BOX 145447
    CINCINNATI,OH452505447
    NONE EXEMPT GENERAL 100
    DISABLED VETERANS NATIONAL FOUNDATION INC
    PO BOX 2005
    MILFORD,NH030552005
    NONE EXEMPT GENERAL 125
    EPILEPSY FOUNDATION
    PO BOX 96546
    WASHINGTON,DC200777222
    NONE EXEMPT GENERAL 150
    GIRLS'S TOWN OR CHADASH
    1274 49TH ST SUITE 414
    BROOKLYN,NY112193011
    NONE EXEMPT GENERAL 36
    INTERNATIONAL FELLOWSHIP OF CHRISTIANS & JEWS
    PO BOX 97339
    WASHINGTON,DC200777472
    NONE EXEMPT GENERAL 300
    MACULAR DEGENERATION ASSOCIATION
    PO BOX 96162
    WASHINTON,DC200906162
    NONE EXEMPT GENERAL 200
    MARINE TOYS FOR TOTS FOUNDATION
    PO BOX 4002036
    DES MOINES,IA503402036
    NONE EXEMPT GENERAL 150
    MEMORIAL SLOAN KETTERING CANCER CENTER
    PO BOX 5028
    HAGERSTOWN,MD217415028
    NONE EXEMPT GENERAL 200
    MESIVTA YESHIVA RABBI CHAIM BERLIN
    1585 CONEY ISLAND AVE
    BROOKLYN,NY112309802
    NONE EXEMPT GENERAL 100
    MOTHER AGAINST DRUNK DRIVING
    PO BOX 70005
    PRESCOTT,AZ863047005
    NONE EXEMPT GENERAL 150
    MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA
    PO BOX 96219
    WASHINGTON,DC200906219
    NONE EXEMPT GENERAL 150
    NATIONAL ASSOCIATION OF POLICE ORGANIZATION
    PO BOX 96541
    WASHINGTON,DC200777362
    NONE EXEMPT GENERAL 100
    NATIONAL DIABETES FUND
    PO BOX 1893
    MERRIFIELD,VA221169505
    NONE EXEMPT GENERAL 150
    NATIONAL FOUNDATION FOR CANCER RESEARCH
    PO BOX 96024
    WASHINTON,DC200906024
    NONE EXEMPT GENERAL 300
    NATIOWIDE CHILDRENS HOSPITAL FOUNDATION
    PO BOX 16810
    COLUMBUS,OH432725117
    NONE EXEMPT GENERAL 200
    NATIONAL LAW ENFORCEMENT OFFICERS MEMORIAL FUND
    PO BOX 97071
    WASHINTON,DC200779751
    NONE EXEMPT GENERAL 200
    NORTH SHORE ANIMAL LEAGUE
    PO BOX 97003
    WASHINGTON,DC200907003
    NONE EXEMPT GENERAL 100
    OPERATION SMILE
    PO BOX 758588
    TOPEKA,KS666759939
    NONE EXEMPT GENERAL 200
    ORBIS
    PO BOX 510
    ETNA,NH037509901
    NONE EXEMPT GENERAL 150
    PARALYZED VETERANS OF AMERICA
    PO BOX 758589
    TOPEKA,KS66675
    NONE EXEMPT GENERAL 200
    PARKINSONS FOUNDATION
    PO BOX 6003
    ALBERT LEA,MN560079902
    NONE EXEMPT GENERAL 200
    PARKINSON RESEACH FOUNDATION
    PO BOX 96318
    WASHINGTON,DC200906318
    NONE EXEMPT GENERAL 200
    PAWS FOR PURPLE HEARTS
    PO BOX 1209
    MERRIFIELD,VA221161209
    NONE EXEMPT GENERAL 100
    PERKINS SCHOOL FOR THE BLIND
    PO BOX 4133
    WOBURN,MA018884133
    NONE EXEMPT GENERAL 250
    PROSTATE CANCER FOUNDATION
    PO BOX 7015
    ALBERT LEA,MN560078015
    NONE EXEMPT GENERAL 250
    RABBI MEIR BAAL HANESS
    3016 AVENUE L
    BROOKLYN,NY11210
    NONE EXEMPT GENERAL 100
    SHRINERS HOSPITAL FOR CHILDREN
    PO BOX 1510
    RANSON,WV254389902
    NONE EXEMPT GENERAL 300
    SOUTHWEST RESERVATION AID
    PO BOX 1841
    MERRIFIELD,VA221168041
    NONE EXEMPT GENERAL 100
    ST JUDE SHRINE
    512 W SARATOGA ST
    BALTIMORE,MD212011896
    NONE EXEMPT GENERAL 150
    THE ALZHEIMERS DISEASE FUND
    PO BOX 1897
    MERRIFIELD,VA221169506
    NONE EXEMPT GENERAL 200
    THE GLAUCOMA FOUNDATION
    80 MAIDEN LN STE 700
    NEW YORK CITY,NY102730672
    NONE EXEMPT GENERAL 200
    THE HUMANE SOCIETY OF THE UNITED STATES
    PO BOX 96930
    WASHINGTON,DC200777229
    NONE EXEMPT GENERAL 100
    THE JEWISH HERITAGE FOR THE BLIND
    1655 EAST 24TH STREET
    BROOKLYN,NY11229
    NONE EXEMPT GENERAL 200
    THE LEUKEMIA & LYMPHOMA SOCIETY
    PO BOX 98011
    WASHINGTON,DC200777020
    NONE EXEMPT GENERAL 200
    THE NATIONAL CHILDREN'S CANCER SOCIETY
    PO BOX 2019
    MILFORD,NH030559924
    NONE EXEMPT GENERAL 200
    THE SEGULAH CHILDRENS FOUNDATION
    1276 46TH ST SUITE2
    BROOKLYN,NY11219
    NONE EXEMPT GENERAL 150
    THE USO
    PO BOX 96860
    WASHINGTON,DC200777677
    NONE EXEMPT GENERAL 200
    UNITED CHARITY INSTITUTIONS OF JERUSALEM
    21 ROBERT PITT DR STE 105
    MONSEY,NY109525311
    NONE EXEMPT GENERAL 100
    UNITED SOUP KITCHENS
    700 BROADWAY NEW
    NEW YORK CITY,NY102112203
    NONE EXEMPT GENERAL 125
    UNITED STATES DEPUTY SHERIFFS ASSOCIATION
    PO BOX 1843
    MERRIFIELD,VA221168043
    NONE EXEMPT GENERAL 150
    UNITED TIBERIAS INSTITUTIONS
    PO BOX 576
    NEW YORK CITY,NY100029915
    NONE EXEMPT GENERAL 100
    WOUNDED WARRIOR PROJECT
    PO BOX 758540
    TOPEKA,KS666758540
    NONE EXEMPT GENERAL 300
    SINAI TEMPLE
    10400 WILSHIRE BLVD
    LOS ANGELES,CA90024
    NONE EXEMPT GENERAL 3,355
    MARLBOROUGH SCHOOL
    250 SOUTH ROSEMORE AVE
    LOS ANGELES,CA90004
    NONE EXEMPT GENERAL 5,000
    FRIENDS OF SHEBA MEDICAL CENTER TEL HASHOMER
    9465 WILSHIRE BLVD STE 300
    BEVERLY HILLS,CA90212
    NONE EXEMPT GENERAL 180
    UCONN HEALTH - JP GSD1B RESEARCH-FUND 300638
    9629 WENDOVER DRIVE
    BEVERLY HILLS,CA90210
    NONE EXEMPT GENERAL 2,000
    CYSTIC FIBROSIS FOUNDATION
    PO BOX 97372
    WASHINGTON,DC200907372
    NONE EXEMPT GENERAL 150
    AMERICAN INSTITUTE FOR CANCER RESEARCH
    PO BOX 97167
    WASHINGTON,DC200777824
    NONE EXEMPT GENERAL 130
    PANCREATIC CANCER ACTION NETWORK
    1500 ROSECRANS AVE STE 200
    MANHATTAN BEACH,CA902663721
    NONE EXEMPT GENERAL 150
    AMERICAN FOUNDATION FOR THE BLIND
    PO BOX 96051
    WASHINGTON,DC200777624
    NONE EXEMPT GENERAL 150
    MOUTH ANF FOOT PAINTING ARTISTS
    2070 PEACHTREE INDUSTRIAL CT STE
    101
    ATLANTA,GA303412240
    NONE EXEMPT GENERAL 200
    ST JOHN EUDES
    9901 MASON AVE
    CHATSWORTH,CA91311
    NONE EXEMPT GENERAL 750
    ST BERNARDINE OF SIENA
    24410 CALVERT ST
    WOODLAND HILLS,CA91367
    NONE EXEMPT GENERAL 750
    PAYAM CULTURAL SOCIETY INC
    PO BOX 222078
    GREAT NECK,NY11022
    NONE EXEMPT GENERAL 200
    DISABLED AMERICAN VENTERANS (DAV)
    PO BOX 14301
    CINCINNATI,OH452500301
    NONE EXEMPT GENERAL 100
    AMERICAN LUNG ASSOCIATION
    PO BOX 11039
    LEWISTON,ME042439965
    NONE EXEMPT GENERAL 100
    SHRINERS HOSPITAL FOR CHILDREN
    PO BOX 1510
    RANSON,WV254389902
    NONE EXEMPT GENERAL 500
    THE JEWISH FEDERATION
    PO BOX 54269
    LOS ANGELES,CA900540269
    NONE EXEMPT GENERAL 1,250
    JEWISH WAR VETERANS OF THE USA
    PO BOX 1575
    MERRIFIELD,VA221169944
    NONE EXEMPT GENERAL 100
    EPILEPSY FOUNDATION
    PO BOX 96546
    WASHINGTON,DC200777222
    NONE EXEMPT GENERAL 200
    CHILDRENS HOSPITAL
    PO BOX 842712
    LOS ANGELES,CA90084
    NONE EXEMPT GENERAL 2,000
    BUILDING HOME FOR HEROES
    4584 AUSTIN BLVD
    ISLAND PARK,NY11558
    NONE EXEMPT GENERAL 2,500
    MAGBIT FOUNDATION OF GREATER LOS ANGELES
    433 N CAMDEN DR 4TH FLOOR
    BEVERLY HILLS,CA90210
    NONE EXEMPT GENERAL 2,000
    FRIENDS OF ISRAEL DEFENSE FORCES
    6505 WILSHIRE BLVD STE 625
    LOS ANGELES,CA90048
    NONE EXEMPT GENERAL 2,500
    WOMENS INTL ZIONIST ORGANIZATION ( WIZO )
    9461 CHARLEVILLE BLVD 207
    BEVERLY HILLS,CA90212
    NONE EXEMPT GENERAL 1,500
    CHILDRENS INTERNATIONAL
    PO BOX 219055
    KANSAS CITY,MO64121
    NONE EXEMPT GENERAL 1,008
    SINAI TEMPLE
    10400 WILSHIRE BLVD
    LOS ANGELES,CA90024
    NONE EXEMPT GENERAL 3,555
    ST JUDE CHILDRENS RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105
    NONE EXEMPT GENERAL 2,000
    TUNNEL TO TOWERS FOUNDATION
    2361 HYLAN BOULEVARD
    STATEN ISLAND,NY10306
    NONE EXEMPT GENERAL 2,000
    HABIB LEVY FOUNDATION
    167 W COCHRAN ST
    SIMI VALLEY,CA93065
    NONE EXEMPT GENERAL 10,000
    Total .................................bullet 3a 85,052
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 21  
    4 Dividends and interest from securities....     14 33,549  
    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 67,390  
    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).. 0 100,960 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    100,960
    (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 (2020)
    Form 990-PF (2020)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AppliedToPriorYearElection
    Name:
    THE ABNER LEVY FOUNDATION
    EIN:
    20-1824387
    Election:
    THE ABNER LEVY FOUNDATION6636 VARIEL AVENUECANOGA PARK, CA 91303IDENTIFICATION NUMBER: 20-1824387TAX YEAR END: 2020THE ABNER LEVY FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM PRIOR YEAR'S UNDISTRIBUTED INCOME.

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE ABNER LEVY FOUNDATION
    EIN:
    20-1824387
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MERRILL LYNCH #2201 AT COST 1,621,590 2,121,302

    TY 2020 OtherDecreasesSchedule
    Name:
    THE ABNER LEVY FOUNDATION
    EIN:
    20-1824387
    Description Amount
    UNREALIZED LOSS 24,329


    TY 2020 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 16,064 16,064 0 0
    BANK CHARGES 180 0 0 180


    TY 2020 TaxesSchedule
    Name:
    THE ABNER LEVY FOUNDATION
    EIN:
    20-1824387
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CALIFORNIA FORM 199 85 0 0 85
    FOREIGN TAX WITHHELD 1,123 1,123 0 0
    IRS PAYMENT 1,500 0 0 0