GLOBAL VILLAGE CHARITABLE TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GLOBAL VILLAGE CHARITABLE TR (EIN 34-1757652)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-16
- IRS object ID
- 202541369349101304
- Schema version
- 2024v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-16T10:05:27-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130436940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3825 PGA BOULEVARD SUITE 207 | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341757652 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLOBAL VILLAGE CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GLOB | BusinessNameControlTxt |
| Phone | 3054482469 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 PONCE DE LEON BLVD 510 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL R LEWIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3054613632 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK MANGAN | PreparerPersonNm |
| PTIN | P00643116 | PTIN |
| Phone | 5612879500 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,184,330 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $64,015 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,015 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $801,511 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $801,511 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $801,511 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,865,526 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $865,526 | 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 |
| Accounting Fees Rev And Expnss | $13,890 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,945 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,945 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,073 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,073 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $135,950 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $135,950 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $157,963 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $151,018 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,945 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,027,318 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,027,318 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,185,281 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $151,018 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,034,263 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$319,755 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $714,508 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,000 | CashBOYAmt |
| Cash EOY | $30,000 | CashEOYAmt |
| Cash EOYFMV | $30,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $720,293 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $400,517 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $400,517 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,505,037 | CorporateStockBOYAmt |
| Corporate Stock EOY | $753,813 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $753,813 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,255,330 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,184,330 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,184,330 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,255,330 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,184,330 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,255,330 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,184,330 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,255,330 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,184,330 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,255,330 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$319,755 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,935,575 | SubtotalAmt |
| Other Decreases | $751,245 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,184,330 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PNC #59011 | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2023-01-01 | AcquiredDt |
| Sold | 2024-01-24 | SoldDt |
| Gross Sales Price | $801,511 | GrossSalesPriceAmt |
| Gain Or Loss | $801,511 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $801,511 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $801,511 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,932 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,932 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,932 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $79,988 | 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 | $79,988 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $70,056 | OverpaymentAmt |
| Applied To ES Tax | $70,056 | 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 | OH | 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 | DANIEL R LEWIS | IndividualWithBooksNm |
| Phone | 3054613632 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 PONCE DE LEON BLVD | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL R LEWIS | ||||||||
| 4000 PONCE DE LEON BLVD | CORAL GABLES | FL | 33146 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARLEY BLUE LEWIS | ||||||||
| 25 TOMPKINS PLACE | BROOKLYN | NY | 11231 | FOUNDATION MANAGER | 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 | $62,818 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $449,677 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $512,495 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $512,495 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,687 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $504,808 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,240 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,240 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,932 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,932 | TotalTaxAmt |
| Distributable Before Adj | $15,308 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,308 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,308 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,034,263 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,034,263 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,308 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,613,083 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,510,149 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,554,084 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,003,610 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,770,908 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,451,834 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,034,263 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,308 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,018,955 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $32,470,789 | 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 | $2,613,083 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $29,857,706 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,510,149 | ExcessFromYear4Amt |
| Excess From Year3 | $9,554,084 | ExcessFromYear3Amt |
| Excess From Year2 | $3,003,610 | ExcessFromYear2Amt |
| Excess From Year1 | $10,770,908 | ExcessFromYear1Amt |
| Excess From Current Year | $2,018,955 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL R LEWIS | ContributingManagerNm |
| Contributing Manager | MARLEY BLUE LEWIS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN COMPOSERS FORUM | ||||||||
| 75 WEST 5TH STREET SUITE 416 | SAINT PAUL | MN | 551021439 | NONE | PC | GENERAL OPERATION | $1,800 | |
| BANG ON A CAN | ||||||||
| 80 HANSON PLACE SUITE 301 | BROOKLYN | NY | 11217 | NONE | PC | GENERAL OPERATION | $10,000 | |
| BOLTON VOLUNTEER FIRE DEPARTMENT | ||||||||
| PO BOX 1365 | BOLTON LANDING | NY | 12814 | NONE | PC | GENERAL OPERATION | $1,800 | |
| BROOKLYN MUSEUM | ||||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 11238 | NONE | PC | GENERAL OPERATION | $328,255 | |
| CHAPMAN PARTNERSHIP | ||||||||
| 1550 NORTH MIAMI AVENUE | MIAMI | FL | 33136 | NONE | PC | GENERAL OPERATION | $50,000 | |
| CLEVELAND CLINIC FOUNDATION | ||||||||
| 6801 BRECKSVILLE ROAD RK 1-85 | INDEPENDENCE | OH | 441315032 | NONE | PC | GENERAL OPERATION | $250,000 | |
| CLEVELAND ORCHESTRA | ||||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 441064310 | NONE | PC | GENERAL OPERATION | $1,800 | |
| DETROIT SYMPHONY ORCHESTRA | ||||||||
| 3711 WOODWARD AVENUE | DETROIT | MI | 48226 | NONE | PC | GENERAL OPERATION | $1,800 | |
| DOUBLE H RANCH | ||||||||
| PO BOX 1378 | WILLISTON | VT | 05485 | NONE | PC | GENERAL OPERATION | $19,800 | |
| EIGHTH BLACKBIRD | ||||||||
| 4045 N ROCKWELL STREET | CHICAGO | IL | 60618 | NONE | PC | GENERAL OPERATION | $1,800 | |
| EL SISTEMA USA | ||||||||
| P O BOX 200 | DURNHAM | NC | 27702 | NONE | PC | GENERAL OPERATION | $1,800 | |
| GLENS FALLS HOSPITAL FOUNDATION | ||||||||
| 126 SOUTH STREET | GLENS FALLS | NY | 12801 | NONE | PC | GENERAL OPERATION | $1,800 | |
| GLENS FALLS YOUTH CENTER | ||||||||
| 60 MONTCALM STREET | GLENS FALLS | NY | 12801 | NONE | PC | GENERAL OPERATION | $42,000 | |
| INSTITUTE OF CONTEMPORARY ART | ||||||||
| 25 HARBOR SHORE DRIVE | BOSTON | MA | 02210 | NONE | PC | GENERAL OPERATION | $1,800 | |
| INTERLOCHEN CENTER FOR THE ARTS | ||||||||
| PO BOX 199 | INTERLOCHEN | MI | 48201 | NONE | PC | GENERAL OPERATION | $100,000 | |
| LAKE GEORGE ASSOCIATION | ||||||||
| P O BOX 408 | LAKE GEORGE | NY | 128450408 | NONE | PC | GENERAL OPERATION | $18,000 | |
| MARLBORO MUSIC SCHOOL & FESTIVAL | ||||||||
| BOX K | MARLBORO | VT | 05344 | NONE | PC | GENERAL OPERATION | $1,800 | |
| MIAMI SYMPHONY ORCHESTRA | ||||||||
| 3900 NORTH MIAMI AVE | MIAMI | FL | 33127 | NONE | PC | GENERAL OPERATION | $1,800 | |
| NEW YORK PHILHARMONIC | ||||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATION | $1,800 | |
| NSU ART MUSEUM FORT LAUDERDALE | ||||||||
| 1 E LAS OLAS BLVD | FORT LAUDERDALE | FL | 33301 | NONE | PC | GENERAL OPERATION | $1,800 | |
| OVERTOWN YOUTH CENTER | ||||||||
| 450 NW 14TH STREET | MIAMI | FL | 33136 | NONE | PC | GENERAL OPERATION | $1,800 | |
| PROPUBLICA | ||||||||
| 155 AVENUE OF THE AMERICAS 13TH | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATION | $18,000 | FLOOR |
| ROCK AND ROLL HALL OF FAME AND MUSEUM INC | ||||||||
| 1100 ROCK AND ROLL BLVD | CLEVELAND | OH | 44114 | NONE | PC | GENERAL OPERATION | $1,800 | |
| SARATOGA PERFORMING ARTS CENTER | ||||||||
| 108 AVENUE OF THE PINES | SARATOGA SPRINGS | NY | 128666296 | NONE | PC | GENERAL OPERATION | $10,000 | |
| SAVE THE MUSIC | ||||||||
| PO BOX 6268 | HOBOKEN | NJ | 07030 | NONE | PC | GENERAL OPERATION | $25,000 | |
| ST ANNE'S SCHOOL | ||||||||
| PO BOX 1052 | PORTERVILLE | CA | 93258 | NONE | PC | GENERAL OPERATION | $27,720 | |
| SUE & LEONARD MILLER CENTER FOR CONTEMPORARY JUDAIC STUDIES | ||||||||
| 5202 UNIVERSITY DRIVE | CORAL GABLES | FL | 33124 | NONE | PC | GENERAL OPERATION | $1,800 | |
| TEMPLE BETH AM | ||||||||
| JOHN WENZEL 5950 NORTH KENDALL | PINECREST | FL | 33156 | NONE | PC | GENERAL OPERATION | $1,800 | DRIVE |
| TEMPLE BETH EL | ||||||||
| 3 MARION AVENUE | GLENS FALLS | NY | 12801 | NONE | PC | GENERAL OPERATION | $1,800 | |
| THE MIAMI FOUNDATION | ||||||||
| 40 NW 3RD STREET 305 | MIAMI | FL | 33128 | NONE | PC | GENERAL OPERATION | $250,000 | |
| THIRD WAY INSTITUTE | ||||||||
| 1025 CONNECTICUT AVE NW SUITE 400 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATION | $350,000 | |
| UNITED WAY OF MIAMI DADE | ||||||||
| 3250 SW THIRD AVENUE | MIAMI | FL | 33129 | NONE | PC | GENERAL OPERATION | $1,800 | |
| UNITING VOICES CHICAGO | ||||||||
| 78 EAST WASHINGTON ST | CHICAGO | IL | 60602 | NONE | PC | GENERAL OPERATION | $18,000 | |
| UP YONDA FARM | ||||||||
| PO BOX 1453 | BOLTON LANDING | NY | 12814 | NONE | PC | GENERAL OPERATION | $1,800 | |
| FRESHGRASS PUBLIC FOUNDATION | ||||||||
| PO BOX 22129 | SAN FRANCISCO | CA | 94122 | NONE | PC | GENERAL OPERATION | $100,000 | |
| MOSAIC MIAMI | ||||||||
| 410 ANDALUSIA AVE SUITE 10 | CORAL GABLES | FL | 33134 | NONE | PC | GENERAL OPERATION | $1,800 | |
| OJAI MUSIC FESTIVAL | ||||||||
| PO BOX 185 | OJAI | CA | 93024 | NONE | PC | GENERAL OPERATION | $7,200 | |
| YOUNG MUSICIANS UNITE | ||||||||
| 4400 PALM LANE | MIAMI | FL | 331373348 | NONE | PC | GENERAL OPERATION | $25,000 | |
| TEMPLE BETH SHOLOM INC | ||||||||
| 5995 NORTH WICKHAM RD | MELBOURNE | FL | 32940 | NONE | PC | GENERAL OPERATION | $18,425 | |
| ACLU FOUNDATION OF FLORIDA | ||||||||
| 4343 W FLAGLER ST STE 400 | MIAMI | FL | 331341585 | NONE | PC | GENERAL OPERATION | $180,000 | |
| KANSAS CITY SYMPHONY | ||||||||
| 1644 WYANDOTTE ST | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATION | $18,000 | |
| INCLUSIVE ABUNDANCE INITIATIVE | ||||||||
| PO BOX 5064 | GREENWICH | CT | 06831 | NONE | PC | GENERAL OPERATION | $18,000 | |
| ARTS ACCELERATOR | ||||||||
| 1465 NW 111TH STREET | NORTH MIAMI | FL | 33167 | NONE | PC | GENERAL OPERATION | $1,800 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 711 THIRD AVENUE 10TH FL | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATION | $18,000 | |
| AMERICAN FRIENDS OF THE JORDAN RIVER VILLAGE FOUNDATION | ||||||||
| 111 CLEARVIEW LANE | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL OPERATION | $18,000 | |
| FOUNDATION FOR NEW EDUCATION INITIATIVES | ||||||||
| 1450 NE 2ND AVE 750 | MIAMI | FL | 33132 | NONE | PC | GENERAL OPERATION | $50,000 | |
| UNITED JEWISH APPEAL | ||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATION | $20,118 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,027,318 | 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 | $64,015 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $801,511 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $865,526 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $865,526 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL LEWIS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 PONCE DE LEON BLVD | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,890 | Amt |
| Net Investment Income | $6,945 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,945 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 3146 SHS PROGRESSIVE CORP | StockNm |
| EOY Book Value | $753,813 | EOYBookValueAmt |
| EOYFMV | $753,813 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $751,245 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGE | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $8,073 | Amt |
| Net Investment Income | $8,073 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $135,950 | Amt |
| Net Investment Income | $135,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |