2024-05-13T14:08:37-05:00 2023-12-31 201287984 THE WALTER B MANDELL GROUP PO BOX 25176 LOS ANGELES CA 90025 990PF 2023-01-01 954618509 THE SHUKI AND TORI LEVY FOUNDATION C/O THE WALTER B MANDELL GROUP SHUK 3236513000 8447 WILSHIRE BLVD STE 204 BEVERLY HILLS CA 902113207 SHUKI LEVY CEO 3236513000 2024-05-13 1 SHUKI LEVY XXX-XX-XXXX 0 WALTER B MANDELL P00542759 3236513000 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 429556 X 48200 5053 5053 11715 11715 4204 862306 4204 53260 0 122432 20972 74400 0 74400 48000 0 48000 5320 3990 1330 6151 0 6076 3104 0 3104 102628 5463 55919 239603 9453 188829 505 505 240108 9453 189334 -117676 11519 51004 56674 56674 81839 141682 149972 258401 171396 176483 179229 46154 46427 570473 415906 429556 10985 53260 1390 0 54650 10985 X 0 0 0 0 515823 404921 515823 404921 570473 415906 515823 -117676 6774 404921 0 404921 UBS V602534 P 4854 4850 4 4 UBS V602534 P 49409 36208 13201 13201 UBS V602680 P 687249 681923 5326 5326 UBS V602680 P 120791 135121 -14330 -14330 CAPITAL GAINS DIVIDENDS P 3 3 3 4204 160 0 160 0 160 0 0 0 0 0 0 160 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 1 0 0 1 N/A THE WALTER B MANDELL GROUP 3236513000 8447 WILSHIRE BLVD STE 204 BEVERLY HILLS CA 902113207 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHUKI LEVY 8447 WILSHIRE BLVD STE 204 BEVERLY HILLS CA 902113207 PRESIDENT 20.00 60000 0 0 TAMARA LEVY EROMO 8447 WILSHIRE BLVD STE 204 BEVERLY HILLS CA 902113207 SECRETARY 5.00 14400 0 0 TORI LEVY 8447 WILSHIRE BLVD STE 204 BEVERLY HILLS CA 902113207 VICE PRESIDENT 20.00 0 0 0 NONE 0 NONE 0 0 479701 18457 0 498158 0 0 498158 7472 490686 24534 24534 160 160 24374 0 24374 0 24374 189334 0 189334 24374 0 0 351918 416206 581932 173407 136230 1659693 189334 0 0 0 24374 164960 0 0 1824653 0 0 0 0 0 0 351918 1472735 416206 581932 173407 136230 164960 SHUKI LEVY X VARIOUS LOS ANGELES LOS ANGELES CA 90021 NONE PUBLIC CHARITABLE CONTRIBUTION 505 505 0 5053 11715 523000 4201 3 PPP LOANS FORGIVEN 53260 4201 0 70031 74232 4 EXCESS FUNDS ARE TEMPORARILY INVESTED 0 0 0 0 0 0 0 0 0 0 X X 1 SHUKI LEVY 8447 WILSHIRE BLVD STE 204 BEVERLY HILLS CA 902113207 48200 X ACCOUNTING FEES 5320 3990 1330 THE FOUNDATION IS MAKING AN ELECTION UNDER SUBPARAGRAPH, 53.4942(A)-3(D)(2) AND THE DISTRIBUTION IS MADE OUT OF THE UNDISTRIBUTED INCOME OF THE PRIOR TAXABLE YEAR (2014). PUBLICLY TRADED SECURITIES- CORPORATE BONDS 171396 176483 PUBLICLY TRADED SECURITIES- STOCK 141682 149972 PUBLICLY TRADED SECURITIES- OTHER AT COST 46154 46427 INSURANCE 53776 0 53776 INVESTMENT FEE 5080 5080 0 OFFICE SUPPLIES AND EXPENSES 11239 0 0 COMPUTER EXPENSES 4413 0 0 STORAGE 24056 0 0 BANK CHARGES 383 383 0 DUES AND SUBSCRIPTIONS 1538 0 0 PAYROLL FEES 2143 0 2143 PPP LOANS FORGIVEN 53260 53260 BASIS ADJUSTMENT- INVESTMENTS 6774 CASH OVERDRAFT 1390 0 SHUKI LEVY 8447 WILSHIRE BLVD STE 204 LOS ANGELES CA 902113207 PAYROLL TAXES 6076 0 6076 FILING FEES 75 0 0