STANLEYS GARDEN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STANLEYS GARDEN FOUNDATION (EIN 26-6138709)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-12
- IRS object ID
- 202401649349100105
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-12T14:03:21-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 RXR PLAZA WEST TOWER | AddressLine1Txt |
| City | UNIONDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11556 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266138709 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANLEY'S GARDEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAN | BusinessNameControlTxt |
| Phone | 2015681488 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 ESSEX DRIVE | AddressLine1Txt |
| City | TENAFLY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07670 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY LEVENTHAL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2015681488 | PhoneNum |
| Signature | 2024-06-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHY | PersonFirstNm |
| Person Last | LEVENTHAL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RANDI A SCHUSTER | PreparerPersonNm |
| PTIN | P00747022 | PTIN |
| Phone | 5167472000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,492,310 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,159,282 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $137,650 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $137,650 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,756,693 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,464,946 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,756,693 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,053,625 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,894,343 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $5,746 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,746 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,996 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,746 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $231,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $231,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $247,096 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,746 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $231,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,806,529 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,888,597 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,538,442 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $569,385 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $569,385 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,013,080 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,013,080 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,972,739 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,725,733 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,531,390 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $119,274 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $375,507 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $378,455 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,630,455 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,683,705 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,492,310 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,630,455 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,683,705 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,630,455 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,683,705 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,630,455 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,683,705 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,630,455 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,806,529 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,377 | OtherIncreasesAmt |
| Subtotal | $7,440,361 | SubtotalAmt |
| Other Decreases | $1,756,656 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,683,705 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,158,716 | $404,909 | $1,753,807 | $1,753,807 |
| PUBLICLY TRADED SECURITIES | $3,306,230 | $3,303,344 | $2,886 | $2,886 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,756,693 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,251 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,251 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,251 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,149 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $42,149 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,898 | OverpaymentAmt |
| Applied To ES Tax | $15,898 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KATHY LEVENTHAL | IndividualWithBooksNm |
| Phone | 2015681488 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 ESSEX DR | AddressLine1Txt |
| City | TENAFLY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07670 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KATHY LEVENTHAL | ||||||||
| 47 ESSEX DR | TENAFLY | NJ | 07670 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICHARD LEVENTHAL | ||||||||
| 47 ESSEX DR | TENAFLY | NJ | 07670 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,168,695 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $398,532 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,567,227 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,567,227 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,508 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,498,719 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $224,936 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $224,936 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,251 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,251 | TotalTaxAmt |
| Distributable Before Adj | $198,685 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $198,685 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $198,685 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $231,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $231,350 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $198,685 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $433,453 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $544,611 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $218,984 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $229,854 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,426,902 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $231,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $198,685 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,665 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,459,567 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $433,453 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,026,114 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $544,611 | ExcessFromYear4Amt |
| Excess From Year3 | $218,984 | ExcessFromYear3Amt |
| Excess From Year2 | $229,854 | ExcessFromYear2Amt |
| Excess From Current Year | $32,665 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KATHY LEVENTHAL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ENGLEWOOD HOSPITAL AND MEDICAL CENTER FOUNDATION | |||||||
| 350 ENGLE STREET | ENGLEWOOD | NJ | 07631 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,000 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH ST | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $221,500 |
| MUSEUM OF JEWISH HERITAGE | |||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,800 |
| STUDENT LEADERSHIP NETWORK | |||||||
| 322 8TH AVENUE 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,500 |
| TULANE HILLEL | |||||||
| 912 BROADWAY STREET | NEW ORLEANS | LA | 70118 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,800 |
| WORLDWIDE ORPHANS | |||||||
| 244 FIFTH AVENUE SUITE K298 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $231,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $137,650 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,756,693 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,894,343 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,894,343 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | KATHY LEVENTHAL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 ESSEX DRIVE | AddressLine1Txt |
| City | TENAFLY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07670 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,159,282 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 12,620 SHARES OF APPLE INC STOCK | NoncashPropertyDesc |
| Fair Market Value | $2,159,282 | FairMarketValueAmt |
| Received | 2023-10-25 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TOTAL BOND MARKET | $47,141 | $47,734 |
| VANGUARD MORTGAGE-BACKED SEC | $15,739 | $15,948 |
| VANGUARD TOTAL INTL BOND ETF | $46,434 | $47,955 |
| SIX CIRCLES GLOBAL BOND | $127,160 | $127,152 |
| SIX CIRCLES CREDIT OPPORT | $30,847 | $31,458 |
| VANGUARD TOTAL INTL BOND ETF | $108,186 | $108,208 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVANCED MICRO DEVICES | $98,274 | $147,410 |
| ABBVIE INC SHS | $89,368 | $104,760 |
| AMAZON COM INC COM | $94,163 | $127,630 |
| APPLE INC | $38,878 | $136,311 |
| BROADCOM INC | $100,829 | $223,250 |
| DEERE CO | $104,107 | $121,561 |
| INTEL CORP | $97,762 | $110,801 |
| JOHNSON AND JOHNSON COM | $121,761 | $118,495 |
| KKR & CO INC CL A | $92,136 | $147,224 |
| LOCKHEED MARTIN CORP | $84,782 | $99,713 |
| MICROSOFT CORP | $49,256 | $198,925 |
| NVIDIA | $65,774 | $267,419 |
| PFIZER INC | $91,883 | $56,659 |
| PROCTER & GAMBLE CO | $89,729 | $94,225 |
| QUALCOMM INC | $105,903 | $126,117 |
| UNION PACIFIC CORP | $103,125 | $114,705 |
| UNITED PARCEL SVC CL B | $101,913 | $95,596 |
| FIDELITY 500 INDEX FUND | $309,684 | $349,255 |
| NEXTERA ENERGY PARNTERS | $77,630 | $30,410 |
| FIDELITY INTL INDX-INST PRM | $53,270 | $56,878 |
| JPMORGAN BETABUILDERS CANADA | $39,378 | $41,101 |
| SIX CIRCLES INTL UNCON EQ | $135,857 | $145,750 |
| JPMORGAN BETABUILDERS DEVELO | $31,255 | $32,726 |
| JPMORGAN BETABUILDERS JAPAN ETF | $54,265 | $57,352 |
| SIX CIRCLES US UNCONSTR EQ | $209,925 | $224,919 |
| VANGUARD S&P 500 ETF | $254,755 | $269,942 |
| JPMORGAN BETABUILDERS EUROPE ETF | $30,071 | $32,256 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,013,080 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,013,080 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON CONTRIBUTED MARKETABLE SECURITIES | $1,754,373 |
| TAX COST BASIS ADJUSTMENT ON MARKETABLE SECURITIES | $2,283 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEES | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $3,377 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $5,746 | Amt |
| Net Investment Income | $5,746 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY LEVENTHAL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 ESSEX DRIVE | AddressLine1Txt |
| City | TENAFLY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07670 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX - 2023 ESTIMATE | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |