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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$2,618,597
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) 150,971
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 41,200 41,200  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 154,551
b Gross sales price for all assets on line 6a 1,201,478
7 Capital gain net income (from Part IV, line 2)... 154,551
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........ 346,722 195,751 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)... 2,330 623 0 75
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 20,148 20,148 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,478 20,771 0 75
25 Contributions, gifts, grants paid....... 90,157 90,157
26 Total expenses and disbursements. Add lines 24 and 25 112,635 20,771 0 90,232
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 234,087
b Net investment income (if negative, enter -0-) 174,980
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 166,363 192,586 192,586
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).......... 1,621,590 Click to see attachment1,830,733 2,424,907
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) 1,789,057 2,024,423 2,618,597
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 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 1,789,057 2,024,423
29 Total net assets or fund balances (see instructions)..... 1,789,057 2,024,423
30 Total liabilities and net assets/fund balances (see instructions). 1,789,057 2,024,423
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
1,789,057
2
Enter amount from Part I, line 27a .....................
2
234,087
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,279
4
Add lines 1, 2, and 3 ..........................
4
2,024,423
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,024,423
Form 990-PF (2021)
Form 990-PF (2021)
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 2020-08-12 2021-01-12
b MERRILL LYNCH 02201 P 2019-01-28 2021-11-17
c CAPITAL GAIN DISTRIBUTION P 2020-01-01 2021-12-31
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 741,152   748,580 -7,428
b 460,326   298,913 161,413
c       566
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       -7,428
b       161,413
c       566
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 2 154,551
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 2,432
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 2,432
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,200
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 1,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 12
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,244
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 2022 estimated taxBullet   RefundedBullet 11  
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 atbullet167 W COCHRAN STSIMI VALLEYCA ZIP+4bullet93065
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
    Yes
     
    c
    .........bullet
    d
    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? .................
    5d
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    167 W COCHRAN ST
    SIMI VALLEY,CA93065
    NATALIE SARRAF CFO
    2.00
    0 0 0
    167 W COCHRAN ST
    SIMI VALLEY,CA93065
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    2,324,987
    b
    Average of monthly cash balances.......................
    1b
    112,476
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,437,463
    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
    2,437,463
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    36,562
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,400,901
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    120,045
    Part X
    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 IX, line 6..................
    1
    120,045
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,432
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,432
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    117,613
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    117,613
    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 XII, line 1 ...
    7
    117,613
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 117,613
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 87,047
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 90,232
    a Applied to 2020, but not more than line 2a 87,047
    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 2021 distributable amount..... 3,185
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    114,428
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ABANDONED CHILDREN'S FUND
    PO BOX 5031
    HAGERSTOWN,MD217419959
    NONE EXEMPT GENERAL 125
    ADOPTAPLATOON
    PO BOX 1846
    MERRIFILED,VA221169965
    NONE EXEMPT GENERAL 200
    ALS ASSOCICATION
    PO BOX 37022
    BOONE,IA500370022
    NONE EXEMPT GENERAL 125
    ALZHEIMERS ASSOCIATION
    PO BOX 97394
    WASHINGTON,DC200777967
    NONE EXEMPT GENERAL 150
    ALZHEIMER'S DISEASE RESEARCH
    PO BOX 1950
    CLARKSBURG,MD208711950
    NONE EXEMPT GENERAL 250
    AMERICAN BIBLE SOCIETY
    PO BOX 96812
    WASHINGTON,DC200777683
    NONE EXEMPT GENERAL 150
    AMERICAN CANCER SOCIETY
    PO BOX 79099
    LOS ANGELES,CA900790099
    NONE EXEMPT GENERAL 350
    AMERICAN COMMITTEE FOR SHAARE ZEDEK ( MEDICAL CENTER IN JERUSALEM)
    PO BOX 11519
    NEWARK,NJ071014519
    NONE EXEMPT GENERAL 250
    AMERICAN COMMITTEE FOR THE WEIZMANN INST OF SCIENCE
    PO BOX 19002
    LOS ANGELES,NY102770672
    NONE EXEMPT GENERAL 200
    AMERICAN FEDERATION OF POLICE & CONCERNED CITIZENS
    6350 HORIZON DRIVE
    TITUSVILLE,FL327808002
    NONE EXEMPT GENERAL 100
    AMERICAN FOUNDATION FOR THE BLIND
    PO BOX 96051
    WASHINGTON,DC200777624
    NONE EXEMPT GENERAL 250
    AMERICAN FRIENDS OF MAGEN DAVID ADOM
    PO BOX 96402
    WASHINGTON,DC200906402
    NONE EXEMPT GENERAL 200
    AMERICAN FRIENDS OF MEOR HATALMUD
    138-46 76TH AVE
    FLUSHING,NY113670000
    NONE EXEMPT GENERAL 126
    AMERICAN HEART ASSOCIATION
    PO BOX 78851
    PHOENIX,AZ850629912
    NONE EXEMPT GENERAL 325
    AMERICAN INSTITUTE FOR CANCER RESEARCH
    PO BOX 97167
    WASHINGTON,DC200777824
    NONE EXEMPT GENERAL 150
    AMERICAN KIDNEY FUND
    PO BOX 11038
    LEWISTON,ME042439963
    NONE EXEMPT GENERAL 150
    AMERICAN LUNG ASSOCIATION
    PO BOX 11039
    LEWISTON,ME042439965
    NONE EXEMPT GENERAL 350
    AMERICAN PARKINSON DISEASE ASSOCIATION
    PO BOX 97216
    WASHINGTON,DC200907216
    NONE EXEMPT GENERAL 350
    AMERICAN RED CROSS
    PO BOX 37839
    BOONE,IA500370839
    NONE EXEMPT GENERAL 3,000
    AMERICANS FOR BEN-GURION UNIVERSITY
    PO BOX 170305
    MILWAUKEE,WI532179962
    NONE EXEMPT GENERAL 200
    ARBOR DAY FOUNDATION
    PO BOX 82503
    LINCOLN,NE685012500
    NONE EXEMPT GENERAL 100
    ARTHRITIS FOUNDATION
    PO BOX 96280
    WASHINGTON,DC200777491
    NONE EXEMPT GENERAL 400
    ASSOCIATION OF THE MIRACULOUS MEDAL
    1811 WEST SAINT JOSEPH ST
    PERRYVILLE,MO637751598
    NONE EXEMPT GENERAL 100
    AUTISM SPEAKS
    PO BOX 37147
    BOONE,IA500370147
    NONE EXEMPT GENERAL 100
    BASILICA OF THE NATIONAL SHRINE OF THE IMMACULATE CONCEPTION
    PO BOX 98033
    WASHINGTON,DC200908033
    NONE EXEMPT GENERAL 150
    BE THE MATCH FOUNDATION
    PO BOX 1450
    MINNEAOLIS,MN554855948
    NONE EXEMPT GENERAL 250
    BENEDICTINE MISSION HOUSE
    PO BOX 528
    SCHUYLER,NE686610528
    NONE EXEMPT GENERAL 300
    BEST FRIENDS SAVE THEM ALL
    5001 ANGEL CANYON ROAD
    KANAB,UT847410567
    NONE EXEMPT GENERAL 100
    BOYS TOWN
    100 FLANAGAN BLVD
    BOYSTOWN,NE680109989
    NONE EXEMPT GENERAL 100
    BRAILLE INSTITUTE OF AMERICA
    PO BOX 513618
    LOS ANGELES,CA900999828
    NONE EXEMPT GENERAL 375
    BUCKNER INTERNATIONAL
    PO BOX 650990
    DALLAS,TX752659887
    NONE EXEMPT GENERAL 100
    BUILDING HOME FOR HEROES
    4584 AUSTIN BLVD
    ISLAND PARK,NY11558
    NONE EXEMPT GENERAL 2,500
    CAL FARLEY'S BOYS RANCH GIFT
    PO BOX 98156
    WASHINGOTN,DC200908156
    NONE EXEMPT GENERAL 200
    CARE FOR OUR WOUNDED SOLDIERS
    PO BOX 2031
    MILFORD,NY030559914
    NONE EXEMPT GENERAL 750
    CATHOLIC RELIEF SERVICES
    PO BOX17145
    BALTIMORE,MD212988451
    NONE EXEMPT GENERAL 100
    CHILDRENS CANCER RESEARCH FUND
    PO BOX 96790
    WASHINGTON,DC200906790
    NONE EXEMPT GENERAL 300
    CHILDREN'S HOSPITAL LOS ANGELES
    PO BOX 847924
    LOS ANGELES,CA900847924
    NONE EXEMPT GENERAL 2,000
    CHILDRENS INTERNATIONAL
    PO BOX 219055
    KANSAS CITY,MO64121
    NONE EXEMPT GENERAL 1,260
    CHRISTIAN APPALACHIAN PROJECT
    PO BOX 55911
    LEXINGTON,KY405555911
    NONE EXEMPT GENERAL 100
    COALITION TO SALUTE AMERICAS HEROES
    PO BOX 96440
    WASHINGTON,DC200777184
    NONE EXEMPT GENERAL 250
    COLEL CHABAD
    806 EASTERN PARKWAY
    BROOKLYN,NY112139818
    NONE EXEMPT GENERAL 200
    CORRIE TEN BOOM FELLOWSHIP
    PO BOX 30246
    PHOENIX,AZ850469914
    NONE EXEMPT GENERAL 200
    COVENANT HOUSE
    PO BOX 97280
    WASHINGTON,DC200777598
    NONE EXEMPT GENERAL 250
    CYSTIC FIBROSIS FOUNDATION
    PO BOX 97372
    WASHINGTON,DC200907372
    NONE EXEMPT GENERAL 150
    DISABLED AMERICAN VENTERANS (DAV)
    PO BOX 14301
    CINCINNATI,OH452500301
    NONE EXEMPT GENERAL 750
    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 250
    DISKIN ORPHAN FUND OF ISRAEL
    PO BOX 191041
    BROOKLYN,NY112199938
    NONE EXEMPT GENERAL 150
    EPILEPSY FOUNDATION
    PO BOX 96546
    WASHINGTON,DC200777222
    NONE EXEMPT GENERAL 450
    FR SCOTT DONAHUE MERCY HOME FOR BOYS & GIRLS
    1140 W JACKSON BLVD
    CHICAGO,IL606079952
    NONE EXEMPT GENERAL 125
    FRANCISCAN MISSION ASSOCIATES
    PO BOX 598
    MOUNT VERNON,NY105519988
    NONE EXEMPT GENERAL 125
    FREEDOM SERVICE DOGS
    PO BOX 370150
    DENVER,CO802370150
    NONE EXEMPT GENERAL 240
    FRIENDS OF LEV SOMEACH- RABBI MALKIER KOTLER
    521 5TH ST
    LAKEWOOD,NJ08701
    NONE EXEMPT GENERAL 200
    FRIENDS OF ISRAEL DEFENSE FORCES
    6505 WILSHIRE BLVD STE 625
    LOS ANGELES,CA90048
    NONE EXEMPT GENERAL 2,800
    GENERAL SECRETARIAT OF THE FRANCISCAN MISSIONS
    PO BOX 130
    WATERFORD,WI53185
    NONE EXEMPT GENERAL 125
    GIRLS TOWN OR CHADASH
    1274 49TH ST STE 414
    BROOKLYN,NY112193011
    NONE EXEMPT GENERAL 250
    HABIB LEVY FOUNDATION
    167 W COCHRAN ST
    SIMI VALLEY,CA93065
    NONE EXEMPT GENERAL 5,000
    HABIB LEVY FOUNDATION
    167 W COCHRAN ST
    SIMI VALLEY,CA93065
    NONE EXEMPT GENERAL 15,000
    HABITAT FOR HUMANITY
    322 W LAMAR ST
    AMERICUS,GA317099906
    NONE EXEMPT GENERAL 100
    HOPE FOUNDATION
    PO BOX 18280
    BEVERLY HILLS,CA90209
    NONE EXEMPT GENERAL 750
    INTL FELLOWSHIP OF CHRISTIANS AND JEWS
    PO BOX 97339
    WASHINGTON,DC200777472
    NONE EXEMPT GENERAL 300
    ISRAEL CHILDRENS CANCER FOUNDATION
    141 WASHINGTON AVE STE 205
    LAWRENCE,NY115591669
    NONE EXEMPT GENERAL 200
    ISRAEL CHILDRENS CANCER FOUNDATION
    141 WASHINGTON AVE STE 205
    LAWRENCE,NY115591669
    NONE EXEMPT GENERAL 500
    JEWISH WAR VETERANS OF THE USA
    PO BOX 1575
    MERRIFIELD,VA221169944
    NONE EXEMPT GENERAL 200
    K9 LIFELINE RESCUE
    PO BOX 1585
    MERRIFIELD,VA221161585
    NONE EXEMPT GENERAL 200
    KIDS WISH
    PO BOX 2012
    MILFORD,NH030552012
    NONE EXEMPT GENERAL 250
    LUPUS RESEARCH ALLIANCE
    PO BOX 98173
    WASHINGTON,DC200777484
    NONE EXEMPT GENERAL 200
    MACULAR DEGENERATION ASSOCIATION
    PO BOX 96162
    WASHINGTON,DC200906162
    NONE EXEMPT GENERAL 200
    MACULAR DEGENERATION RESEARCH
    PO BOX 1952
    CLARKSBURG,MD208711952
    NONE EXEMPT GENERAL 200
    MAGBIT FOUNDATION OF GREATER LOS ANGELES
    433 N CAMDEN DR 4TH FLOOR
    BEVERLY HILLS,CA90210
    NONE EXEMPT GENERAL 2,000
    MARINE CORPS HERITAGE FOUNDATION
    PO BOX 96628
    WASHINGTON,DC200906628
    NONE EXEMPT GENERAL 250
    MARINE TOYS FOR TOTS FOUNDATION
    PO BOX 4002036
    DES MOINES,IA503402036
    NONE EXEMPT GENERAL 250
    MARLBOROUGH SCHOOL
    250 SOUTH ROSSMORE AVE
    LOS ANGELES,CA90004
    NONE EXEMPT GENERAL 5,500
    MARLBOROUGH SCHOOL
    250 SOUTH ROSSMORE AVE
    LOS ANGELES,CA90004
    NONE EXEMPT GENERAL 500
    MD ANDERSON CANCER CENTER
    PO BOX 4464
    HOUSTON,TX772104464
    NONE EXEMPT GENERAL 250
    MEMORIAL SLOAN KETTERING CANCER CENTER
    PO BOX 5028
    HAGERSTWON,MD217415028
    NONE EXEMPT GENERAL 250
    MOTHERS AGAINST DRUNK DRIVING
    PO BOX 70005
    PRESCOTT,AZ863047005
    NONE EXEMPT GENERAL 350
    MOTHERS AGAINST DRUNK DRIVING
    PO BOX 70005
    PRESCOTT,AZ863047005
    NONE EXEMPT GENERAL 150
    MOUTH AND FOOT PAINTING ARTISTS
    2070 PEACHTREE INDUSTRIAL CT STE
    101
    ATLANTA,GA30341
    NONE EXEMPT GENERAL 200
    MULTIPLE SCLEROSIS ASSOC OF AMERICA
    PO BOX 96219
    WASHINGTON,DC200906219
    NONE EXEMPT GENERAL 150
    MUSCULAR DYSTROPHY ASSOCIATION
    PO BOX 97075
    WASHINGTON,DC200907075
    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 100
    NATIONAL FOUNDATION FOR CANCER RESEARCH
    PO BOX 96024
    WASHINGTON,DC200906024
    NONE EXEMPT GENERAL 300
    NATIONAL JEWISH HEALTH
    PO BOX 5898
    DENVER,CO802179171
    NONE EXEMPT GENERAL 125
    NATIONAL LAW ENFORCEMENT OFFICERS MEMORIAL FUND
    PO BOX 97072
    WASHINGTON,DC200777392
    NONE EXEMPT GENERAL 125
    NATIONAL PARK FOUNDATION
    PO BOX 17394
    BALTIMORE,MD212989450
    NONE EXEMPT GENERAL 750
    NATIONAL PARKS CONSERVATION ASSOCIATION
    PO BOX 97202
    WASHINGTON,DC200907202
    NONE EXEMPT GENERAL 125
    NATIONAL SHRINE OF ST JUDE CLARETIAN MISSIONARIES
    PO BOX 8531
    CHICAGO,IL606808531
    NONE EXEMPT GENERAL 100
    NATIONAL TRUST FOR HISTORIC PRESERVATION
    PO BOX 5043
    HAGERSTOWN,MD217419823
    NONE EXEMPT GENERAL 250
    NAVIGATORS
    PO BOX 6097
    ALBERT LEA,MN560079858
    NONE EXEMPT GENERAL 200
    NORTH SHORE ANIMAL LEAGUE
    PO BOX 97004
    WASHINGTON,DC200907004
    NONE EXEMPT GENERAL 125
    OFFICE OF GIFT ACCTG- EMORY UNIVERSITY
    1762 CLIFTON RD NE STE 1400
    ATLANTA,GA303224001
    NONE EXEMPT GENERAL 500
    OPERATION HOMEFRONT
    PO BOX 8209
    TOPEKA,KS666089802
    NONE EXEMPT GENERAL 150
    OPERATION HOMEFRONT
    PO BOX 8209
    TOPEKA,KS666089802
    NONE EXEMPT GENERAL 300
    OPERATION SMILE
    PO BOX 758588
    TOPEKA,KS666759939
    NONE EXEMPT GENERAL 350
    ORBIS
    PO BOX 510
    ETNA,NH037509901
    NONE EXEMPT GENERAL 150
    PANCREATIC CANCER ACTION NETWORK
    1500 ROSECRANS AVE STE 200
    MANHATTAN BEACH,CA90266
    NONE EXEMPT GENERAL 150
    PARALYZED VETERANS OF AMERICA
    PO BOX 758589
    TOPEKA,KS666759950
    NONE EXEMPT GENERAL 200
    PARKINSON RESEACH FOUNDATION
    PO BOX 96318
    WASHINGTON,DC200906318
    NONE EXEMPT GENERAL 200
    PARKINSONS FOUNDATION
    PO BOX 6003
    ALBERT LEA,MN560079902
    NONE EXEMPT GENERAL 200
    PAWS FOR PURPLE HEARTS
    PO BOX 1209
    MERRIFIELD,VA221161209
    NONE EXEMPT GENERAL 150
    PAYAM CULTURAL SOCIETY INC
    PO BOX 222078
    GREAT NECK,NY11022
    NONE EXEMPT GENERAL 200
    PAYAM CULTURAL SOCIETY INC
    PO BOX 222078
    GREAT NECK,NY11022
    NONE EXEMPT GENERAL 240
    PERKINS SCHOOL FOR THE BLINDS
    PO BOX 4133
    WOBURN,MA018884133
    NONE EXEMPT GENERAL 250
    PREGNANCY COUNSELING CENTER
    10211 SEPULVEDA BLVD
    MISSION HILLS,CA91345
    NONE EXEMPT GENERAL 1,000
    PRIEST RETIREMENT FUND
    24410 CALVERT ST
    WOODLAND HILLS,CA91367
    NONE EXEMPT GENERAL 250
    PROJECT HOPE
    PO BOX 5029
    HAGERSTOWN,MD217419968
    NONE EXEMPT GENERAL 100
    PROJECT K9 HERO
    PO BOX 1692
    MERRIFIELD,VA221161692
    NONE EXEMPT GENERAL 750
    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
    SACRED HEART OF SOUTHERN MISSIONS
    POBOX 300
    WALLS,MS386809989
    NONE EXEMPT GENERAL 100
    SALESIAN MISSIONS
    PO BOX 96567
    WASHINGTON,DC200906567
    NONE EXEMPT GENERAL 100
    SEMPER K9
    PO BOX 17466
    WASHINGTON,DC200770113
    NONE EXEMPT GENERAL 200
    SHRINERS HOSPITAL FOR CHILDREN
    PO BOX 1510
    RANSON,WV254384510
    NONE EXEMPT GENERAL 1,000
    SHRINERS HOSPITAL FOR CHILDREN
    PO BOX 1510
    RANSON,WV254384510
    NONE EXEMPT GENERAL 701
    SIMON WIESENTHAL CENTER
    1399 SOUTH ROXBURY DRIVE
    LOS ANGELES,CA900359027
    NONE EXEMPT GENERAL 200
    SINAI TEMPLE
    10400 WILSHIRE BLVD
    LOS ANGELES,CA90024
    NONE EXEMPT GENERAL 10,390
    SINAI TEMPLE
    10400 WILSHIRE BLVD
    LOS ANGELES,CA90024
    NONE EXEMPT GENERAL 540
    SISTERS OF ST BENEDICT
    PO BOX 3038
    EVANSVILLE,IN477303038
    NONE EXEMPT GENERAL 100
    ST BERNARDINE OF SIENA PARISH
    24410 CALVERT ST
    WOODLAND HILLS,CA91367
    NONE EXEMPT GENERAL 1,200
    ST BONAVENTURE INDIAN MISSION & SCHOOL
    PO BOX 610
    THOREAU,NM87323
    NONE EXEMPT GENERAL 100
    ST JOHN EUDES
    9901 MASON AVE
    CHATSWORTH,CA91311
    NONE EXEMPT GENERAL 300
    ST JUDE CHILDRENS RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105
    NONE EXEMPT GENERAL 2,000
    ST JUDE SHRINE
    512 W SARATOGA ST
    BALTIMORE,MD212011898
    NONE EXEMPT GENERAL 100
    SUPPORT OUR AGING RELIGIOUS
    PO BOX 96409
    WASHINGTON,DC200906409
    NONE EXEMPT GENERAL 100
    SUSAN G KOMEN
    PO BOX 98060
    WASHINGTON,DC200908060
    NONE EXEMPT GENERAL 250
    THE ALZHEIMERS DISEASE FUND
    PO BOX 1897
    MERRIFIELD,VA221169506
    NONE EXEMPT GENERAL 200
    THE BLUE CARD INC
    171 MADISON AVENUE SUITE 1405
    NEW YORK,NY10016
    NONE EXEMPT GENERAL 100
    THE CORRIE TEN BOOM FELLOWSHIP INC
    PO BOX 30246
    PHOENIX,AZ850460246
    NONE EXEMPT GENERAL 100
    THE GLAUCOMA FOUNDATION
    80 MAIDEN LN STE 700
    NEW YORK,NY102730672
    NONE EXEMPT GENERAL 200
    THE HUMANE SOCIETY OF THE UNITED STATES
    PO BOX 96930
    WASHINGTON,DC200777229
    NONE EXEMPT GENERAL 100
    THE JEWISH FEDERATION
    PO BOX 54269
    LOS ANGELES,CA900540269
    NONE EXEMPT GENERAL 1,500
    THE LEUKEMIA & LYMPHOMA SOCIETY
    PO BOX 98016
    WASHINGTON,DC200908016
    NONE EXEMPT GENERAL 200
    THE NATIONAL CHILDRENS CANCER SOCIETY
    PO BOX 2019
    MILFORD,NH030559926
    NONE EXEMPT GENERAL 200
    THE OBLATE SISTERS OF ST FRANCIS DE SALES
    PO BOX 1365
    MERRIFIELD,VA221161365
    NONE EXEMPT GENERAL 100
    THE SEEING EYE
    PO BOX 96916
    WASHINGTON,DC200777995
    NONE EXEMPT GENERAL 100
    THE USO
    PO BOX 96860
    WASHINGTON,DC200777677
    NONE EXEMPT GENERAL 200
    TOYS FOR HOSPITALIZED CHILDREN
    824 EASTERN PARKWAY
    BROOKLYN,NY11213
    NONE EXEMPT GENERAL 750
    TUNNEL TO TOWERS FOUNDATION
    2361 HYLAN BOULEVARD
    STATE ISLAND,NY10306
    NONE EXEMPT GENERAL 2,000
    UNITED CHARITY INSTITUTIONS OF JERUSALEM
    21 ROBERT PITT DR STE 105
    MONSEY,NY109525311
    NONE EXEMPT GENERAL 150
    UNITED SOUP KITCHENS
    700 BROADWAY NEW
    NEW YORK,NY102112203
    NONE EXEMPT GENERAL 100
    UNITED STATE HOLOCAUST MEMORIAL MUSEUM
    PO BOX 1566
    MERRIFIEDL,VA221169583
    NONE EXEMPT GENERAL 125
    UNITED STATES DEPUTY SHERIFFS ASSOCIATION
    PO BOX 1843
    MERRIFIELD,VA221168043
    NONE EXEMPT GENERAL 100
    UNITED TIBERIAS INSTITUTIONS
    PO BOX 576
    NEW YORK,NY100029915
    NONE EXEMPT GENERAL 100
    VIETNAM VETERANS MEMORIAL FUND
    PO BOX 96764
    WASHINGTON,DC200906764
    NONE EXEMPT GENERAL 150
    WOMENS INTL ZIONIST ORGANIZATION
    9461 CHARLEVILLE BLVD 207
    BEVERLY HILLS,CA90212
    NONE EXEMPT GENERAL 1,000
    WOMENS INTL ZIONIST ORGANIZATION (WIZO)
    9461 CHARLEVILLE BLVD 207
    BEVERLY HILLS,CA90212
    NONE EXEMPT GENERAL 260
    WOUNDED WARRIOR PROJECT
    PO BOX 758540
    TOPEKA,KS666758540
    NONE EXEMPT GENERAL 750
    WOUNDED WARRIOR PROJECT
    PO BOX 758540
    TOPEKA,KS666758540
    NONE EXEMPT GENERAL 500
    Total .................................bullet 3a 90,157
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........
             
    4 Dividends and interest from securities ....          
    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 ............
        18 154,551  
    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) .. 0 195,751 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    195,751
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 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.

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    THE ABNER LEVY FOUNDATION
    EIN:
    20-1824387
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    HABIB LEVY FOUNDATION
     
    167 W COCHRAN ST
    SIMI VALLEY,CA93065
    2021-01-01 20,000 GENERAL 20,000   12/31/21 2021-01-01 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE.

    TY 2021 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 1,830,733 2,424,907

    TY 2021 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 20,148 20,148 0 0


    TY 2021 OtherIncreasesSchedule
    Name:
    THE ABNER LEVY FOUNDATION
    EIN:
    20-1824387
    Description Amount
    UNREALIZED GAIN 1,279


    TY 2021 TaxesSchedule
    Name:
    THE ABNER LEVY FOUNDATION
    EIN:
    20-1824387
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CALIFORNIA FORM 199 75 0 0 75
    FOREIGN TAX WITHHELD 623 623 0 0
    IRS PAYMENT 1,632 0 0 0