Skip to main content

Nonprofit · EIN 95-6949206

J SAMUEL HARWIT Z L & MANYA HARWIT AVIV CHARITABLE TR 101892

Also known as LEE FRANK TTEE

Tax-exempt · LOS ANGELES, CA 90048

Financials

$605K$855K2023$910K$800K2024
Revenue Expenses · by fiscal year end
Financials of J SAMUEL HARWIT Z L & MANYA HARWIT AVIV CHARITABLE TR 101892 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$910,313$800,466$109,847$6,972,588$435,842$6,536,746
June 30, 2024990-PF$604,556$855,288-$250,732$7,007,011$580,112$6,426,899
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$74,434
Interest
$741
Net rental income
$369,606
Net gain from sales of assets
$227,755
Other income
$186,929

Expenses

Grants and similar amounts paid
$518,700
Compensation of officers, directors and key employees
$125,000
Disbursements for charitable purposes
$573,800
Excise tax on investment income
$8,424

Balance sheet and other

Total assets, start of year
$7,007,011
Total assets, end of year
$6,972,588
Total liabilities, end of year
$435,842
Net assets, end of year
$6,536,746
Fair market value of assets
$14,528,986
Qualifying distributions
$573,800
Net investment income
$744,207

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
FRANK LEE CPA
6310 SAN VICENTE BLVD-SUITE 250, LOS ANGELES, CA 90048
CO-TRUSTEE15$80,000
JOEL A LEVINE ESQ
6310 SAN VICENTE BLVD-SUITE 250, LOS ANGELES, CA 90048
CO-TRUSTEE7.5$45,000
STEVEN HARWIT
6310 SAN VICENTE BLVD-SUITE 250, LOS ANGELES, CA 90048
CO-TRUSTEE1$0
990-PF for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
FRANK LEE CPA
6310 SAN VICENTE BLVD-SUITE 250, LOS ANGELES, CA 90048
CO-TRUSTEE15$80,000
JOEL A LEVINE ESQ
6310 SAN VICENTE BLVD-SUITE 250, LOS ANGELES, CA 90048
CO-TRUSTEE7.5$45,000
E NORA HARWIT AMRANI
6310 SAN VICENTE BLVD-SUITE 250, LOS ANGELES, CA 90048
CO-TRUSTEE1$0
STEVEN HARWIT
6310 SAN VICENTE BLVD-SUITE 250, LOS ANGELES, CA 90048
CO-TRUSTEE1$0

Address and contacts

Address (IRS master file)
6310 SAN VICENTE BLVD STE 250, LOS ANGELES, CA 90048-5447
Signed the 990-PF
FRANK LEE, TRUSTEE
Phone
(323) 934-0200
Return prepared by
SCHWARTZ KALES ACCOUNTANCY CORP

California records

California keeps its own records of charities and corporations. Search them by EIN 95-6949206 or by the name J SAMUEL HARWIT Z L & MANYA HARWIT AVIV CHARITABLE TR 101892.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
95-6949206
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1993
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$6,972,588
Income (IRS master file)
$2,389,864

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$910,313$800,466$6,972,588IRS
990-TJune 2025–––IRS
990-PFJune 2024$604,556$855,288$7,007,011XML
990-TJune 2024–––IRS
990-PFJune 2023–––IRS
990-TJune 2023–––IRS
990-PFJune 2022–––IRS
990-TJune 2022–––IRS
990-PFJune 2021–––IRS
990-TJune 2021–––IRS
990-PFJune 2019–––IRS
990-PFJune 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-6949206).

Questions about J SAMUEL HARWIT Z L & MANYA HARWIT AVIV CHARITABLE TR 101892

What is the EIN of J SAMUEL HARWIT Z L & MANYA HARWIT AVIV CHARITABLE TR 101892?
The employer identification number (EIN) of J SAMUEL HARWIT Z L & MANYA HARWIT AVIV CHARITABLE TR 101892 is 95-6949206.
Is J SAMUEL HARWIT Z L & MANYA HARWIT AVIV CHARITABLE TR 101892 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to J SAMUEL HARWIT Z L & MANYA HARWIT AVIV CHARITABLE TR 101892 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does J SAMUEL HARWIT Z L & MANYA HARWIT AVIV CHARITABLE TR 101892 file?
Form 990-PF. Private foundations file every year.
When is the next return of J SAMUEL HARWIT Z L & MANYA HARWIT AVIV CHARITABLE TR 101892 due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did J SAMUEL HARWIT Z L & MANYA HARWIT AVIV CHARITABLE TR 101892 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of J SAMUEL HARWIT Z L & MANYA HARWIT AVIV CHARITABLE TR 101892?
The 990-PF for the year ended June 30, 2025 lists 3 people; 2 received compensation from the organization, the highest $80,000 (FRANK LEE CPA, CO-TRUSTEE).
How much revenue does J SAMUEL HARWIT Z L & MANYA HARWIT AVIV CHARITABLE TR 101892 have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $910,313, expenses of $800,466 and total assets of $6,972,588 at year end.

Other nonprofits in LOS ANGELES

All nonprofits in LOS ANGELES · California