STANLEYS GARDEN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- STANLEYS GARDEN FOUNDATION (EIN 26-6138709)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-31
- IRS object ID
- 202332129349100803
- Schema version
- 2022v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-31T08:49:25-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 US LLP | 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 | 2022-01-01 | 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 | 2023-07-26 | 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 | LANCE CHRISTENSEN | PreparerPersonNm |
| PTIN | P00869657 | PTIN |
| Phone | 5167472000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $3,729,564 | 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 | $250 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $65,794 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,794 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $902,776 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,688,562 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $906,344 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $223 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $223 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $969,043 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $972,361 | 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 | $8,592 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,592 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,131 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,131 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $303 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $53 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,026 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,776 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $141,155 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $141,155 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $151,181 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,776 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $141,405 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $817,862 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $962,585 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $115,063 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,538,442 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,538,442 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,010,840 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,972,739 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,080,831 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $686,641 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $119,274 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $110,291 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,812,544 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,630,455 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,729,564 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,500 | 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 | $2,810,044 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,630,455 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,810,044 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,630,455 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,812,544 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,630,455 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,810,044 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $817,862 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,549 | OtherIncreasesAmt |
| Subtotal | $3,630,455 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,630,455 | 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 | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $3,688,562 | $2,782,355 | $906,207 | $906,207 | |
| CAPITAL GAIN DISTRIBUTIONS | $137 | $137 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $906,344 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,380 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,380 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,380 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,529 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,529 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,149 | OverpaymentAmt |
| Applied To ES Tax | $12,149 | 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 | 0 | 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 | $3,290,070 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $826,757 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,116,827 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,116,827 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,752 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,055,075 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $202,754 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $202,754 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,380 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,380 | TotalTaxAmt |
| Distributable Before Adj | $189,374 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $189,374 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $189,374 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $141,405 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $141,405 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $189,374 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $705,995 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $433,453 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $544,611 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $218,984 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $229,854 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,132,897 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $141,405 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $141,405 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $47,969 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $47,969 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,084,928 | 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 | $658,026 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,426,902 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $433,453 | ExcessFromYear4Amt |
| Excess From Year3 | $544,611 | ExcessFromYear3Amt |
| Excess From Year2 | $218,984 | ExcessFromYear2Amt |
| Excess From Year1 | $229,854 | ExcessFromYear1Amt |
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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES | |||||||
| 100 PUPPY SMITH STREET | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $500 |
| CARON TREATMENT CENTERS | |||||||
| 243 N GALEN HALL ROAD | WERNERSVILLE | PA | 19565 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,500 |
| CENTER FOR FOOD ACTION | |||||||
| 192 W DEMAREST AVENUE | ENGLEWOOD | NJ | 07631 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,500 |
| CYSTINOSIS RESEARCH FOUNDATION | |||||||
| 19200 VON KARMAN AVENUE SUITE 920 | IRVINE | CA | 92612 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $360 |
| DOROT INC | |||||||
| 171 W 85TH STREET | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $360 |
| ENGLEWOOD HOSPITAL AND MEDICAL CENTER FOUNDATION | |||||||
| 350 ENGLE STREET | ENGLEWOOD | NJ | 07631 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $720 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH ST | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $15,000 |
| MAZON A JEWISH RESPONSE TO HUNGER | |||||||
| 10850 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $360 |
| MONTEFIORE MEDICAL CENTER | |||||||
| 111 E 210TH STREET | BRONX | NY | 10467 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 |
| MY MONEY WORKSHOP | |||||||
| 1202 LEXINGTON AVENUE SUITE 212 | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $300 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,800 |
| SYRACUSE UNIVERSITY | |||||||
| 640 SKYTOP ROAD | SYRACUSE | NY | 13244 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 |
| TEMPLE EMANU-EL | |||||||
| 180 PIERMONT ROAD | CLOSTER | NJ | 07624 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,360 |
| TUFTS UNIVERSITY | |||||||
| AGIS 80 GEORGE STREET | MEDFORD | MA | 02155 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3560 WATT WAY | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 |
| YWCA GREENWICH | |||||||
| 259 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $141,155 | 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 | $65,794 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $902,776 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| SECURITIES LITIGATION | 01 | |
| FOREIGN TAX REFUND | 01 | $223 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $968,793 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $968,793 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES US TREASURY BOND ETF | $9,411 | $9,179 |
| VANGUARD TOTAL BOND MARKET | $20,539 | $19,253 |
| VANGUARD MORTGAGE-BACKED SEC | $5,004 | $4,688 |
| VANGUARD TOTAL INTL BOND ETF | $30,285 | $28,173 |
| SIX CIRCLES GLOBAL BOND | $39,601 | $34,949 |
| SIX CIRCLES CREDIT OPPORT | $14,434 | $14,049 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVANCED MICRO DEVICES | $98,274 | $64,770 |
| ABBVIE INC SHS | $89,368 | $109,248 |
| AMAZON COM INC COM | $94,163 | $70,560 |
| APPLE INC | $38,878 | $91,990 |
| BROADCOM INC | $100,829 | $111,826 |
| DEERE CO | $104,107 | $130,343 |
| INTEL CORP | $97,762 | $58,278 |
| JOHNSON AND JOHNSON COM | $121,761 | $133,547 |
| KKR & CO INC CL A | $92,136 | $82,488 |
| LOCKHEED MARTIN CORP | $84,782 | $107,028 |
| MICROSOFT CORP | $49,256 | $126,865 |
| NVIDIA | $65,774 | $78,916 |
| PFIZER INC | $91,883 | $100,840 |
| PROCTER & GAMBLE CO | $89,729 | $97,453 |
| QUALCOMM INC | $105,903 | $95,868 |
| UNION PACIFIC CORP | $103,125 | $96,702 |
| UNITED PARCEL SVC CL B | $101,913 | $105,695 |
| FIDELITY 500 INDEX FUND | $132,547 | $123,906 |
| ISHARES S&P 500 GROWTH ETF | $35,112 | $33,638 |
| ISHARES S&P 500 VALUE ETF | $34,979 | $35,252 |
| SIXCIRCLES | $59,747 | $53,159 |
| NEXTERA ENERGY PARNTERS | $79,912 | $70,090 |
| FIDELITY INTL INDX-INST PRM | $17,962 | $19,980 |
| JPMORGAN BETABUILDERS CANADA | $15,413 | $13,635 |
| SIX CIRCLES INTL UNCON EQ | $43,508 | $44,961 |
| JPMORGAN BETABUILDERS DEVELO | $9,877 | $9,739 |
| JPMORGAN BETABUILDERS JAPAN ETF | $14,039 | $14,054 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEES | $250 | $0 | $250 |
| BANK CHARGES | $53 | $53 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TAX REFUND | Desc |
| Revenue And Expenses Per Books | $223 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $223 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $223 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $2,549 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTION PAYABLE | Desc |
| BOY Book Value | $2,500 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $8,592 | Amt |
| Net Investment Income | $8,592 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $1,131 | Amt |
| Net Investment Income | $1,131 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |