STANLEYS GARDEN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- STANLEYS GARDEN FOUNDATION (EIN 26-6138709)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-10
- IRS object ID
- 202242229349100209
- Schema version
- 2021v4.2
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-10T08:41:43-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-08-10 | 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 |
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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,504,082 | 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 | $17,818 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $70,664 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,664 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $249,173 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $816,764 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $249,173 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $419 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $419 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $338,074 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $320,256 | 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 | $37,468 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,468 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $933 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $933 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,368 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,149 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,769 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,550 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $440,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $440,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $485,569 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,550 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $441,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$147,495 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $276,706 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $106,970 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $115,063 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $115,063 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,087,043 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,010,840 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,679,250 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $762,908 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $686,641 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $709,769 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,956,921 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,812,544 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,504,082 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,500 | 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 | $2,956,921 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,810,044 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,956,921 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,810,044 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,956,921 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,812,544 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,956,921 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$147,495 | ExcessRevenueOverExpensesAmt |
| Other Increases | $618 | OtherIncreasesAmt |
| Subtotal | $2,810,044 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,810,044 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $810,259 | $567,981 | $242,278 | $242,278 | |
| WASH SALE ADJUSTMENT | $6,505 | $6,505 | $6,505 | ||
| CAPITAL GAIN DISTRIBUTIONS | $390 | $390 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $249,173 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,846 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,846 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,846 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,375 | 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 | $29,375 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $25,529 | OverpaymentAmt |
| Applied To ES Tax | $25,529 | 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 | $4,255,318 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $111,021 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,366,339 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,366,339 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,495 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,300,844 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $215,042 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $215,042 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,846 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,846 | TotalTaxAmt |
| Distributable Before Adj | $211,196 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $211,196 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $211,196 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $441,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $441,050 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $211,196 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $603,588 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $705,995 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $433,453 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $544,611 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $218,984 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,506,631 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $441,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $211,196 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $229,854 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,736,485 | 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 | $603,588 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,132,897 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $705,995 | ExcessFromYear4Amt |
| Excess From Year3 | $433,453 | ExcessFromYear3Amt |
| Excess From Year2 | $544,611 | ExcessFromYear2Amt |
| Excess From Year1 | $218,984 | ExcessFromYear1Amt |
| Excess From Current Year | $229,854 | 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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 92Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $15,000 |
| CARON TREATMENT CENTERS | |||||||
| 243 N GALEN HALL ROAD | WERNERSVILLE | PA | 19565 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,000 |
| CENTER FOR FOOD ACTION | |||||||
| 192 W DEMAREST AVENUE | ENGLEWOOD | NJ | 07631 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $300 |
| DAVID LYNCH FOUNDATION | |||||||
| 228 EAST 45TH STREET 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,500 |
| HOME BASE | |||||||
| ONE CONSTITUTION WHARF SUITE 140 | CHARLESTOWN | MA | 02129 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $500 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH ST | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $416,500 |
| STUDENT LEADERSHIP NETWORK | |||||||
| 322 8TH AVENUE 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,500 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3560 WATT WAY | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $500 |
| WORLDWIDE ORPHANS | |||||||
| 244 FIFTH AVENUE SUITE K298 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $440,800 | 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 | $70,664 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $249,173 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| SECURITIES LITIGATION | 01 | $3 |
| FOREIGN TAX REFUND | 01 | $416 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $320,256 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $320,256 | 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 | NEISLOSS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SUNNYSIDE BLVD NO 105 | AddressLine1Txt |
| City | PLAINVIEW | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $17,818 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHEVRON CORP GLB 02.566% MAY 16 2023 | $48,359 | $51,248 |
| HONEYWELL INTERNATIONAL GLB 02.300% AUG 15 2024 | $51,263 | $52,111 |
| INTEL CORP GLB 02.600% MAY 19 2026 | $51,339 | $52,771 |
| ISHARES INTERMEDIATE GOV CREDIT BOND ETF | $81,681 | $82,469 |
| JOHNSON & JOHNSON GLB 02.950% MAR 03 2027 | $50,193 | $54,206 |
| JPMORGAN CHASE & CO GLB VAR%APR 25 2023 | $50,801 | $50,575 |
| MICROSOFT CORP GLB 02.125% NOV 15 2022 | $50,055 | $50,990 |
| PEPSICO INC GLB 02.375% OCT 06 2026 | $45,204 | $52,525 |
| UNITED PARCEL SERVICE 02.800% NOV 15 2024 | $51,898 | $52,433 |
| UNITEDHEALTH GROUP INC GLB 02.950% OCT 15 2027 | $52,080 | $53,671 |
| VERIZON COMMUNICATIONS GLB 02.100% MAR 22 2028 | $50,911 | $50,424 |
| WALT DISNEY COMPANY/THE CGTD SER GMTN GLB 03.150% SEP 17 2025 | $49,051 | $53,575 |
| WELLS FARGO & COMPANY SER MTN GLB 03.000% FEB 19 2025 | $53,806 | $52,771 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (161 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $8,082 | $14,637 |
| ABBVIE INC SHS | $4,223 | $23,830 |
| ACTIVISION BLIZZARD INC | $13,741 | $10,645 |
| AGILENT TECHNOLOGIES INC | $2,204 | $2,874 |
| AIR PRODUCTS&CHEM | $13,219 | $19,569 |
| ALPHABET INC SHS CL A | $19,855 | $49,250 |
| ALPHABET INC SHS CL C | $19,532 | $49,191 |
| AMAZON COM INC COM | $33,365 | $73,355 |
| AMGEN INC COM | $6,995 | $9,449 |
| ANALOG DEVICES INC COM | $11,824 | $24,608 |
| APPLE INC | $9,676 | $94,645 |
| AT&T INC | $18,802 | $18,130 |
| AUTODESK INC DEL PV$0.01 | $36,294 | $71,141 |
| AUTOMATIC DATA PROC | $6,055 | $11,143 |
| BLACKROCK INC | $6,862 | $21,058 |
| BLACKSTONE INC | $11,426 | $24,455 |
| BLOCK INC | $810 | $2,100 |
| BOEING COMPANY | $44,211 | $52,343 |
| BRISTOL-MYERS SQUIBB CO | $10,689 | $13,405 |
| BROADCOM INC | $12,990 | $33,270 |
| CHEVRON CORP | $17,993 | $21,592 |
| CISCO SYSTEMS INC COM | $22,735 | $51,203 |
| CITIGROUP INC COM NEW | $12,732 | $13,527 |
| COCA COLA COM | $8,754 | $17,408 |
| COLGATE PALMOLIVE | $13,098 | $16,727 |
| COMCAST CORP NEW CL A | $18,441 | $23,655 |
| CROWN CASTLE REIT INC | $8,416 | $21,291 |
| CVS HEALTH CORP | $12,462 | $20,838 |
| DEERE CO | $11,511 | $28,891 |
| DISNEY (WALT) CO COM STK | $34,897 | $41,820 |
| DOLLAR GENERAL CORP | $3,676 | $5,896 |
| DOMINION ENERGY INC | $14,598 | $16,733 |
| ELI LILLY & CO | $5,986 | $21,269 |
| EMERSON ELEC CO | $10,428 | $15,340 |
| EXXON MOBIL CORP COM | $18,148 | $16,399 |
| HOME DEPOT INC | $2,179 | $32,371 |
| HONEYWELL INTL INC DEL | $7,760 | $11,677 |
| IDEXX LAB INC DEL $0.10 | $1,943 | $6,585 |
| IHS MARKIT LTD SHS | $346 | $1,063 |
| ILLUMINA INC COM | $21,166 | $27,011 |
| INTEL CORP | $3,783 | $10,558 |
| INTL BUSINESS MACHINES | $13,548 | $14,034 |
| INTUITIVE SURGICAL INC | $8,197 | $17,246 |
| JOHNSON AND JOHNSON COM | $13,461 | $26,687 |
| JPMORGAN CHASE & CO | $11,122 | $29,770 |
| KIMBERLY CLARK | $3,995 | $9,940 |
| KKR & CO INC CL A | $7,176 | $20,636 |
| LOCKHEED MARTIN CORP | $3,244 | $15,993 |
| MASTERCARD INC | $11,854 | $24,074 |
| MCDONALDS CORP COM | $8,037 | $24,126 |
| MERCK AND CO INC SHS | $9,989 | $18,405 |
| META PLATFORMS INC | $38,434 | $70,970 |
| MICROCHIP TECHNOLOGY INC | $4,390 | $9,141 |
| MICROSOFT CORP | $26,283 | $151,008 |
| MONSTER BEVERAGE SHS | $23,069 | $37,840 |
| MOODY'S CORP | $1,731 | $4,687 |
| MORGAN STANLEY | $8,148 | $21,203 |
| MSCI INC | $1,292 | $5,514 |
| NEWMONT CORPORATION | $9,572 | $7,939 |
| NVIDIA | $10,633 | $85,292 |
| O'REILLY AUTOMOTIVE INC | $5,039 | $15,537 |
| ORACLE CORP $0.01 DEL | $29,852 | $53,198 |
| PEPSICO INC | $7,970 | $17,479 |
| PFIZER INC | $10,703 | $27,635 |
| PHILIP MORRIS INTL INC | $7,959 | $17,421 |
| PROCTER & GAMBLE CO | $9,604 | $23,392 |
| PROGRESSIVE CRP OHIO | $2,201 | $4,106 |
| QUALCOMM INC | $10,220 | $31,454 |
| RAYTHEON TECHNOLOGIES | $12,177 | $12,565 |
| REGENERON PHARMACTCLS | $18,300 | $34,102 |
| ROPER TECHNOLOGIES INC | $7,262 | $12,297 |
| SALESFORCE COM INC | $27,372 | $45,998 |
| SBA COMMUNICATIONS CORP | $6,211 | $15,561 |
| SCHLUMBERGER LTD | $21,518 | $16,331 |
| STARBUCKS CORP | $30,916 | $52,520 |
| TARGET CORP | $5,229 | $21,061 |
| TEXAS INSTRUMENTS | $5,689 | $22,428 |
| TJX COS INC NEW | $18,090 | $20,574 |
| TRUIST FINL CORP | $12,290 | $21,371 |
| UNION PACIFIC CORP | $5,686 | $16,879 |
| UNITED PARCEL SVC CL B | $6,234 | $23,149 |
| UNITEDHEALTH GROUP INC | $8,779 | $18,579 |
| VERIZON COMMUNICATNS COM | $14,527 | $20,316 |
| VERTEX PHARMCTLS INC | $27,382 | $30,305 |
| VISA INC CL A SHRS | $47,522 | $84,734 |
| WALMART INC | $6,630 | $13,798 |
| WORKDAY INC CL A | $8,001 | $16,391 |
| YUM CHINA HOLDINGS INC | $6,903 | $8,822 |
| ANSYS INC | $3,899 | $9,226 |
| AMN ELEC POWER CO | $12,781 | $16,726 |
| ARCH CAPITAL GRP LTD BM | $2,820 | $4,712 |
| ARES MGMT CORP REG S | $1,803 | $2,601 |
| BLACK KNIGHT HOLDCO CORP | $6,696 | $11,273 |
| BROWN & BROWN INC FLA | $3,148 | $8,363 |
| BROWN FORMAN CORP CL B | $1,153 | $1,822 |
| CARMAX INC | $8,148 | $16,409 |
| CBRE GROUP INC | $3,067 | $8,572 |
| CERNER CORP | $9,254 | $14,064 |
| COGNEX CORP | $1,459 | $1,788 |
| COPART INC | $5,861 | $18,043 |
| COSTAR GROUP INC COM | $16,282 | $17,624 |
| CREDIT ACCEPTANCE CORP | $2,746 | $6,189 |
| DIGITAL RLTY TR INC | $12,498 | $14,598 |
| DOMINOS PIZZA INC | $4,329 | $9,594 |
| DOW INC REG | $10,918 | $13,046 |
| ETSY INC SHS | $5,195 | $5,255 |
| EXPEDITORS INTL WASH INC | $14,572 | $28,469 |
| FACTSET RESH SYS INC | $9,396 | $21,870 |
| FASTENAL COMPANY | $3,630 | $8,456 |
| FID NATIONAL FINL INC | $1,002 | $1,513 |
| FIRST REP BK SAN FRNCISC | $1,904 | $4,130 |
| GARTNER INC | $2,129 | $6,018 |
| GENERAL MILLS | $6,930 | $10,174 |
| GUIDEWIRE SOFTWARE INC | $8,111 | $9,082 |
| HEICO CORPORATION CL A | $6,821 | $9,639 |
| HILTON WORLDWIDE | $8,075 | $16,223 |
| HUNTNGTN BANCSHS INC MD | $15,656 | $15,061 |
| HYATT HOTELS CORP | $2,745 | $3,644 |
| LENNAR CORP CL A | $4,497 | $10,454 |
| LIBERTY BROADBAND CORP SER A | $1,405 | $2,896 |
| LIBERTY BROADBAND CORP SER C | $5,592 | $11,277 |
| LIBERTY MEDIA CORP SER C | $2,923 | $5,692 |
| LIBERTY MEDIA SERIES A | $292 | $534 |
| LIVE NATION ENT INC | $5,091 | $11,969 |
| MARKEL CORP COM | $9,914 | $11,106 |
| MARTIN MARIETTA MATLS | $2,948 | $7,048 |
| METTLER-TOLEDO INTL INC | $3,962 | $11,880 |
| PRUDENTIAL FINANCIAL INC | $9,582 | $9,200 |
| QUALTRICS INTERNATIONAL | $763 | $637 |
| ROSS STORES INC COM | $2,023 | $2,857 |
| SEI INVT CO PA PV $0.01 | $17,812 | $17,175 |
| SEMPRA | $6,890 | $8,136 |
| TRANSDIGM GROUP INC | $8,806 | $19,725 |
| TRANSUNION | $3,800 | $7,471 |
| TYLER TECHS INC DEL COM | $12,122 | $16,138 |
| VAIL RESORTS INC | $5,611 | $8,220 |
| VERISIGN INC | $4,359 | $9,645 |
| VERISK ANALYTICS INC | $2,605 | $6,404 |
| VIACOMCBS INC CL B | $15,310 | $12,290 |
| VULCAN MATERIALS CO | $7,335 | $13,700 |
| YUM BRANDS INC | $10,084 | $16,663 |
| BRIGHT HORIZONS FAMILY | $2,333 | $2,140 |
| COLFAX CORP | $1,157 | $1,701 |
| KENNEDY-WILSON HLDGS INC | $1,679 | $2,340 |
| KYNDRYL HOLDINGS INCORP | $15 | $11 |
| SUMMIT MATLS INC | $1,517 | $3,452 |
| THE HOWARD HUGHES CORP | $3,963 | $4,071 |
| ACCENTURE PLC SHS | $5,276 | $24,873 |
| AON PLC REG SHS | $1,525 | $3,306 |
| BROOKFIELD INFRASTRUCTURE CORP CL A | $7,344 | $10,444 |
| BROOKFIELD ASSET MGMT CL A | $11,128 | $25,541 |
| BROOKFIELD RENEWABLE CORP CL A | $3,831 | $2,946 |
| EATON CORP PLC | $8,193 | $21,603 |
| NOVARTIS ADR | $31,031 | $31,752 |
| NOVO NORDISK A S ADR | $7,007 | $16,240 |
| RESTAURANT BRANDS INTL | $9,133 | $10,283 |
| ROCHE HLDG LTD SPN ADR | $22,318 | $30,394 |
| VANGUARD TOT WORLD STK I | $384,412 | $592,476 |
| ALIBABA GROUP HOLDING LT | $28,984 | $17,462 |
| PERIMETER SOLUTIONS REG | $1,489 | $1,722 |
| WIX COM LTD | $5,403 | $7,732 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEES | $250 | $0 | $250 |
| BANK CHARGES | $5,149 | $5,149 | $0 |
| MISCELLANEOUS EXPENSE | $969 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SECURITIES LITIGATION | $3 | $3 | $3 |
| FOREIGN TAX REFUND | $416 | $416 | $416 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $618 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTION PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,500 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $37,468 | Amt |
| Net Investment Income | $37,468 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEISLOSS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SUNNYSIDE BLVD NO 105 | AddressLine1Txt |
| City | PLAINVIEW | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11803 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $933 | Amt |
| Net Investment Income | $933 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |