MORTIMER AND MIMI LEVITT FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MORTIMER AND MIMI LEVITT FOUNDATION INC (EIN 13-6204678)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-26
- IRS object ID
- 202112999349100716
- Schema version
- 2020v4.1
- 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
- Compensation Explanation
- Depreciation Schedule
- Employee Compensation Expln
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-26T11:30:09-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136204678 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mortimer and Mimi Levitt Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE ORGANIZATION | InCareOfNm |
| Business Name Control | MORT | BusinessNameControlTxt |
| Phone | 2132016100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1910 W Sunset Blvd Suite 600 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90026 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON YAZOWSKI | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9738231140 | PhoneNum |
| Signature | 2021-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHARON | PersonFirstNm |
| Person Last | YAZOWSKI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIE ARRIGO | PreparerPersonNm |
| PTIN | P00058583 | PTIN |
| Phone | 2129498700 | PhoneNum |
| Preparation | 2021-10-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $171,702,252 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $128,953,771 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $725,985 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $725,985 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,267,543 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,267,543 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $446,892 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$205,482 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,358,659 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $383,253 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $383,253 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $131,125,070 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,376,781 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $199,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $199,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $683,263 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $686,009 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $144,176 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $152,348 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $36,751 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $36,751 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $195,755 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $82,878 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $143,377 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $244,053 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $121,939 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $85,109 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $65,999 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,405 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $313,173 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $288,935 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $119,331 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $119,331 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,750 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,750 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,251,710 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $654,773 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $503,814 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,255,461 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,152,930 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,927,989 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,580,106 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,580,106 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,835,567 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,152,930 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,508,095 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $126,289,503 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,223,851 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $415,743 | CashBOYAmt |
| Cash EOY | $174,174 | CashEOYAmt |
| Cash EOYFMV | $174,174 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $392,247 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $606,175 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $606,175 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,625,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,750,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,625,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,625,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $371,911 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $109,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $109,000 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,061,671 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,012,763 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,012,763 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,310,809 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,919,120 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,919,120 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,773,059 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,448,940 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,448,940 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $12,860,100 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $4,265,734 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $8,883,301 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $8,594,366 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $8,594,366 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $2,923,141 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,527,618 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,527,618 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $119,191 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $99,325 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $147,025 | LandBOYAmt |
| Land EOY | $19,866 | LandEOYAmt |
| Land EOYFMV | $19,866 | LandEOYFMVAmt |
| Other Assets BOY | $395,133 | OtherAssetsBOYAmt |
| Other Assets EOY | $129,665,230 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $129,665,230 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $41,424,040 | TotalAssetsBOYAmt |
| Total Assets EOY | $171,702,252 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $171,702,252 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $243,776 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $239,153 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $17,121 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $193,548 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $260,897 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $432,701 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $41,163,143 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $171,269,551 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,163,143 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $171,269,551 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,424,040 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $171,702,252 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,163,143 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $126,289,503 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,816,905 | OtherIncreasesAmt |
| Subtotal | $171,269,551 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $171,269,551 | 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 |
|---|---|---|---|---|---|
| SALE OF MARKETABLE SECURITIES | $9,358,252 | $9,564,141 | -$205,889 | -$205,889 | |
| CAPITAL GAIN DIVIDENDS | $407 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$205,482 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,012 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,012 | SubtotalAmt |
| Tax Based On Investment Income | $17,012 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $100,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $82,988 | OverpaymentAmt |
| Applied To ES Tax | $82,988 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2132016100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1910 W SUNSET BLVD SUITE 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH LEVITT-HIRSCH | ||||||||
| 1910 W Sunset Blvd Suite 600 | Los Angeles | CA | 90026 | DIRECTOR / PRESIDENT | 10.0 | $0 | $0 | $0 |
| KATHY EBERLY OVITT | ||||||||
| 1910 W Sunset Blvd Suite 600 | Los Angeles | CA | 90026 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| PETER E LEVITT | ||||||||
| 1910 W Sunset Blvd Suite 600 | Los Angeles | CA | 90026 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| SHARON YAZOWSKI | ||||||||
| 1910 W Sunset Blvd Suite 600 | Los Angeles | CA | 90026 | SECRETARY/EXECUTIVE DIRECTOR | 40.0 | $199,500 | $14,724 | $0 |
| JOANN BOURNE | ||||||||
| 1910 W Sunset Blvd Suite 600 | Los Angeles | CA | 90026 | DIRECTOR/Treasurer** | 1.0 | $0 | $0 | $0 |
| LARRY CHAIFETZ | ||||||||
| 1910 W Sunset Blvd Suite 600 | Los Angeles | NJ | 90026 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| STEPHEN DOUGLASS | ||||||||
| 1910 W Sunset Blvd Suite 600 | Los Angeles | NJ | 90026 | SECRETARY** | 1.0 | $0 | $0 | $0 |
| ANDREW HIRSCH | ||||||||
| 1910 W Sunset Blvd Suite 600 | Los Angeles | NJ | 90026 | DIRECTOR / VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| JOHN MCNAMARA | ||||||||
| 1910 W Sunset Blvd Suite 600 | Los Angeles | NJ | 90026 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| PASY WANG | ||||||||
| 1910 W Sunset Blvd Suite 600 | Los Angeles | NJ | 90026 | DIRECTOR/TREASURER** | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| VANESSA SILBERMAN | ||||||||
| 1910 W SUNSET BLVD SUITE 600 | LOS ANGELES | CA | 90026 | SENIOR DIRECTOR* | 40.0 | $142,408 | $5,475 | $0 |
| PATRICIA SANCHEZ | ||||||||
| 1910 W SUNSET BLVD SUITE 600 | LOS ANGELES | CA | 90026 | SENIOR DIRECTOR** | 40.0 | $123,200 | $12,919 | $0 |
| HEIDI SNYDER | ||||||||
| 1910 W SUNSET BLVD SUITE 600 | LOS ANGELES | CA | 90026 | DIRECTOR*** | 40.0 | $105,858 | $11,191 | $0 |
| VICTORIA BRIDENSTINE | ||||||||
| 1910 W SUNSET BLVD SUITE 600 | LOS ANGELES | CA | 90026 | DIRECTOR**** | 40.0 | $87,663 | $10,034 | $0 |
| NICOLE SAINT MCGAFFEY | ||||||||
| 1910 W SUNSET BLVD SUITE 600 | LOS ANGELES | CA | 90026 | MANAGER***** | 40.0 | $71,936 | $10,349 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS | |||||
| 299 PARK AVENUE 8-9 11 FL | NEW YORK | NY | 10171 | INVESTMENT ADVISORY | $121,939 |
| EISNERAMPER LLP | |||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | ACCOUNTING | $165,755 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE GENERAL EXPLANATION ATTACHMENT FOR THIS SECTION | Description1Txt |
| Expenses1 | $1,927,989 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,118,461 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $888,427 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,118,870 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,125,758 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $2,699 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,123,059 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $631,846 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,491,213 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,074,561 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,074,561 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,012 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,012 | TotalTaxAmt |
| Distributable Before Adj | $2,057,549 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,057,549 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,057,549 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,508,095 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,508,095 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,508,095 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,057,549 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $640,014 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,473,049 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,121,165 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,070,541 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,709,206 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,013,975 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,508,095 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,057,549 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,450,546 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,464,521 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $640,014 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,824,507 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,473,049 | ExcessFromYear4Amt |
| Excess From Year3 | $2,121,165 | ExcessFromYear3Amt |
| Excess From Year2 | $3,070,541 | ExcessFromYear2Amt |
| Excess From Year1 | $2,709,206 | ExcessFromYear1Amt |
| Excess From Current Year | $1,450,546 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MS SHARON YAZOWSKI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1910 W SUNSET BLVD SUITE 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2132016100 | RecipientPhoneNum |
| Form And Info And Materials | IN-WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 646 Downtown | ||||||||
| 1100 Garrison Ave | Fort Smith | AR | 72901 | NONE | PC | Community Programming Support | $5,000 | |
| Berea Arts Council Inc | ||||||||
| 444 Chestnut St | Berea | KY | 40403 | NONE | PC | Community Programming Support | $5,000 | |
| Brewery Arts Center | ||||||||
| 449 W King St | Carson City | NV | 89703 | NONE | PC | Community Programming Support | $5,000 | |
| Catamount Film & Arts Co | ||||||||
| PO Box 324 | St Johnsbury | VT | 05819 | NONE | PC | Community Programming Support | $5,000 | |
| Cowan Community Action Group Inc | ||||||||
| PO Box 268 | Whitesburg | KY | 41858 | NONE | PC | Community Programming Support | $5,000 | |
| CREATE Portage County Inc | ||||||||
| PO Box 565 | Stevens Point | WI | 54481 | NONE | PC | Community Programming Support | $5,000 | |
| Discover Downtown Middlesboro Inc | ||||||||
| PO Box 1156 | Middlesboro | KY | 40965 | NONE | PC | Community Programming Support | $5,000 | |
| Downtown Springfield Heritage Foundation | ||||||||
| 227 S Seventh St | Springfield | IL | 62701 | NONE | PC | Community Programming Support | $5,000 | |
| Earlham Chicks with Checks Inc | ||||||||
| 545 NE 6th St | Earlham | IA | 50072 | NONE | PC | Community Programming Support | $5,000 | |
| Friends of Levitt Pavilion Arlington | ||||||||
| 505 E Border St | Arlington | TX | 76010 | NONE | PC | General Operating Support | $180,000 | |
| Friends of Levitt Pavilion City of Angels | ||||||||
| 1910 W Sunset Blvd | Los Angeles | CA | 90026 | NONE | PC | General Operating Support | $221,636 | Ste 600 |
| Friends of Levitt Pavilion Dayton | ||||||||
| 2312 Far Hills Ave | Dayton | OH | 45419 | NONE | PC | General Operating Support | $200,000 | Ste 194 |
| Friends of Levitt Pavilion Denver | ||||||||
| 2648 Eudora St | Denver | CO | 80207 | NONE | PC | General Operating Support | $150,000 | |
| Friends of Levitt Pavilion SteelStacks | ||||||||
| 25 W Third St | Bethlehem | PA | 18015 | NONE | PC | General Operating Support | $150,000 | |
| Friends of Levitt Shell Memphis | ||||||||
| 1928 Poplar Avenue | Memphis | TN | 38104 | NONE | PC | General Operating Support | $150,000 | |
| Friends of Levitt Shell Sioux Falls | ||||||||
| 524 N Main Ave | Sioux Falls | SD | 57104 | NONE | PC | General Operating Support | $250,000 | 106 |
| Gallup Mainstreet Arts & Cultural District | ||||||||
| PO Box 6007 | Gallup | NM | 87301 | NONE | PC | Community Programming Support | $5,000 | |
| Galva Arts Council Inc | ||||||||
| PO Box 29 | Galva | IL | 61434 | NONE | PC | Community Programming Support | $5,000 | |
| Jefferson County Parks and Recreation | ||||||||
| 235 Sam Michaels Ln | Shenandoah Junction | WV | 25442 | NONE | PC | Community Programming Support | $5,000 | |
| John Michael Kohler Arts Center | ||||||||
| 608 New York Ave | Sheboygan | WI | 53081 | NONE | PC | Community Programming Support | $5,000 | |
| Marion Cultural Alliance Inc | ||||||||
| 23 SW Broadway St | Ocala | FL | 34471 | NONE | PC | Community Programming Support | $5,000 | |
| NeighborWorks Blackstone River Valley | ||||||||
| 719 Front St Unit 103 | Woonsocket | RI | 02895 | NONE | PC | Community Programming Support | $5,000 | |
| Trenton Downtown Association | ||||||||
| 16 East Hanover St | Trenton | NJ | 08608 | NONE | PC | Community Programming Support | $5,000 | |
| UC Merced Foundation Board of Trustees | ||||||||
| 5200 Lake Road | Merced | CA | 95343 | NONE | PC | Community Programming Support | $5,000 | |
| Utica Monday Nite Corporation | ||||||||
| PO Box 277 | Utica | NY | 13503 | NONE | PC | Community Programming Support | $5,000 | |
| Vision Soldotna | ||||||||
| 44790 Sterling Hwy | Soldotna | AK | 99669 | NONE | PC | Community Programming Support | $5,000 | |
| Advancement Project California | ||||||||
| 1910 W Sunset Blvd | Los Angeles | CA | 90026 | NONE | PC | General Operating Support | $7,500 | Ste 500 |
| Black Futures Lab | ||||||||
| 1714 Franklin St | Oakland | CA | 94612 | NONE | PC | General Operating Support | $2,000 | 100-290 |
| Black Women for Wellness | ||||||||
| 4340 11th Ave | Los Angeles | CA | 90008 | NONE | PC | General Operating Support | $4,000 | |
| California Dance Institute | ||||||||
| 3303 Wilshire Blvd | Los Angeles | CA | 90010 | NONE | PC | General Operating Support | $200 | Ste 310 |
| Center Theatre Group | ||||||||
| 601 W Temple St | Los Angeles | CA | 90012 | NONE | PC | General Operating Support | $5,000 | |
| Central Park Conservancy | ||||||||
| 14 E 60th St | New York | NY | 10022 | NONE | PC | General Operating Support | $250 | |
| Children's Hospital Los Angeles | ||||||||
| 4650 Sunset Blvd | Los Angeles | CA | 90027 | NONE | PC | General Operating Support | $250 | 29 |
| Film Independent | ||||||||
| 5670 Wilshire Blvd | Los Angeles | CA | 90036 | NONE | PC | General Operating Support | $500 | 9th Fl |
| Folk Alliance International | ||||||||
| 601 Avenida Cesar E Chavez | Kansas City | MO | 64108 | NONE | PC | General Operating Support | $5,000 | Ste 100 |
| Gabriella Charter Schools | ||||||||
| 1435 Logan St | Los Angeles | CA | 90026 | NONE | PC | General Operating Support | $250 | |
| Heart of Los Angeles | ||||||||
| 2701 Wilshire Blvd | Los Angeles | CA | 90057 | NONE | PC | General Operating Support | $1,500 | Ste 100 |
| Inner City Law Center | ||||||||
| 624 S Grand Ave | Los Angeles | CA | 90017 | NONE | PC | General Operating Support | $500 | Ste 2510 |
| Liberty Hill Foundation | ||||||||
| 6420 Wilshire Blvd | Los Angeles | CA | 90048 | NONE | PC | General Operating Support | $22,000 | Ste 700 |
| My Friend's Place | ||||||||
| PO Box 3867 | Hollywood | CA | 90078 | NONE | PC | General Operating Support | $3,500 | |
| National Partnership for Women & Families | ||||||||
| 1875 Connecticut Ave NW | Washington | DC | 20077 | NONE | PC | General Operating Support | $500 | Ste 650 |
| New Ballet Ensemble & School | ||||||||
| 2157 York Ave | Memphis | TN | 38104 | NONE | PC | General Operating Support | $650 | |
| Nightingale-Bamford School | ||||||||
| 20 E 92nd St | New York | NY | 10128 | NONE | PC | General Operating Support | $500 | |
| Ovarian Cancer Research Alliance | ||||||||
| 14 Pennsylvania Plaza | New York | NY | 10122 | NONE | PC | General Operating Support | $150 | Ste 2110 |
| PATH | ||||||||
| 340 N Madison Ave | Los Angeles | CA | 90004 | NONE | PC | General Operating Support | $250 | |
| Planned Parenthood Los Angeles | ||||||||
| PO Box 740528 | Los Angeles | CA | 90074 | NONE | PC | General Operating Support | $350 | |
| Ramapo for Children | ||||||||
| PO Box 266 | Rhinebeck | NY | 12572 | NONE | PC | General Operating Support | $200 | |
| SCOPE | ||||||||
| 1715 W Florence Ave | Los Angeles | CA | 90047 | NONE | PC | General Operating Support | $4,000 | |
| Southern Poverty Law Center | ||||||||
| 400 Washington Ave | Montgomery | AL | 36104 | NONE | PC | General Operating Support | $450 | |
| The CSUN Foundation | ||||||||
| 18111 Nordhoff Street | Northridge | CA | 91330 | NONE | PC | General Operating Support | $1,500 | |
| The Gabriella Foundation | ||||||||
| 222 E 16th St | Los Angeles | CA | 90015 | NONE | PC | General Operating Support | $250 | Unit E |
| The Music Center | ||||||||
| 135 N Grand Ave | Los Angeles | CA | 90012 | NONE | PC | General Operating Support | $15,000 | |
| Trust Women Foundation | ||||||||
| PO Box 3222 | Wichita | KS | 67201 | NONE | PC | General Operating Support | $100 | |
| Venice Family Clinic | ||||||||
| 604 Rose Ave | Venice | CA | 90291 | NONE | PC | General Operating Support | $500 | |
| Young Concert Artists | ||||||||
| 1776 Broadway | New York | NY | 10019 | NONE | PC | General Operating Support | $1,000 | Ste 1500 |
| Friends of Levitt Pavilion City of Angels | ||||||||
| 1910 W Sunset Blvd | Los Angeles | CA | 90026 | NONE | PC | General Operating Support | $105,620 | Ste 600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,580,106 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $725,985 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $446,892 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$205,482 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $383,253 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,350,648 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,350,648 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ESTATE OF ANNEMARIE LEVITT | |||||||
| 1 | C/O LEVITT PROPERTIES106 QUARRY RD | HAMBURG | NJ | 07419 | $128,939,556 | Yes (X) | |
| Frances Benjamin Benenson Foundat | |||||||
| 2 | 155 East 44th Street 28th Floor | New York | NY | 10017 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | RESIDUARY INTEREST IN ESTATE OF ANNE MARIE LEVITT | NoncashPropertyDesc |
| Fair Market Value | $128,939,556 | FairMarketValueAmt |
| Received | 2020-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EISNERAMPER LLP | $165,755 | $82,878 | $0 | $82,877 |
| DINOWITZ & BOVE LLP | $30,000 | $0 | $0 | $60,500 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| Short ExplanationShortExplanationTxt |
|---|
| SHARON YAZOWSKI |
| SHARON YAZOWSKI IS NOT COMPENSATED FOR HER SERVICES AS A DIRECTOR OF THE FOUNDATION. THE AMOUNT LISTED ABOVE REFLECTS COMPENSATION FOR SERVICES PROVIDED IN ORGANIZING AND OVERSEEING THE FOUNDATION'S CHARITABLE PROGRAMS INCLUDING OUTREACH RELATING TO THE LEVITT PAVILIONS. |
| JOANN BOURNE |
| ** THROUGH 3/24/2020 |
| STEPHEN DOUGLASS |
| ** THROUGH 3/24/2020 |
| PASY WANG |
| ** TREASURER AS OF 3/25/2020 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (27 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| OFFICE FURNITURE | 2014-08-01 | $93,649 | $72,464 | SL | 7 | $13,378 | ||
| OFFICE FURNITURE | 2017-11-17 | $8,106 | $4,632 | SL | 7 | $1,158 | ||
| COMPUTERS & EQUIPT | 2017-12-16 | $4,426 | $2,655 | SL | 5 | $632 | ||
| PRODUCTION EQUIPT | 2017-07-17 | $104,289 | $52,145 | SL | 5 | $3,725 | ||
| OFFICE FURNITURE | 2018-01-01 | $1,612 | $460 | SL | 7 | $230 | ||
| COMPUTERS & EQUIPT | 2018-02-01 | $2,680 | $983 | SL | 5 | $96 | ||
| COMPUTERS & EQUIPT | 2018-02-01 | $3,299 | $1,210 | SL | 5 | $471 | ||
| COMPUTERS & EQUIPT | 2018-07-01 | $1,664 | $472 | SL | 5 | $238 | ||
| COMPUTERS & EQUIPT | 2018-02-01 | $2,680 | $983 | SL | 5 | $96 | ||
| PRODUCTION EQUIPT | 2018-06-01 | $56,250 | $22,500 | SL | 5 | $2,009 | ||
| PRODUCTION EQUIPT | 2018-06-01 | $37,049 | $14,820 | SL | 5 | $1,323 | ||
| PRODUCTION EQUIPT | 2019-02-01 | $1,924 | $321 | SL | 5 | $275 | ||
| PRODUCTION EQUIPT | 2019-05-01 | $1,813 | $181 | SL | 5 | $259 | ||
| PRODUCTION EQUIPT | 2019-03-01 | $1,659 | $249 | SL | 5 | $59 | ||
| COMPUTERS & EQUIPT | 2020-04-14 | $2,698 | SL | 5 | $289 | |||
| BUILDING | 1995-12-01 | $3,293,000 | $1,706,310 | SL | 39 | $84,436 | $84,436 | $84,436 |
| LAND | 1995-12-01 | $586,960 | L | |||||
| LEASEHOLD IMPROVEM | 2016-05-16 | $47,445 | $4,563 | SL | 39 | $1,217 | $1,217 | $1,217 |
| LEASEHOLD IMPROVM | 2017-09-30 | $8,946 | $1,790 | SL | 10 | $895 | $895 | $895 |
| LEASEHOLD IMPROVM | 2018-11-01 | $13,515 | $405 | SL | 39 | $347 | $347 | $347 |
| BUILDING | 2008-01-20 | $2,621,200 | $800,920 | SL | 39 | $67,210 | $67,210 | $67,210 |
| LAND | 2008-01-20 | $467,246 | L | |||||
| BUILDING | 2008-04-08 | $4,723,800 | $1,433,289 | SL | 39 | $121,123 | $121,123 | $121,123 |
| LAND | 2008-04-08 | $851,919 | L | |||||
| LEASEHOLD IMPROVEM | 2017-04-01 | $14,491 | $3,985 | SL | 10 | $1,449 | $1,449 | $1,449 |
| LEASEHOLD IMPROVEM | 2017-12-01 | $13,591 | $2,831 | SL | 10 | $1,359 | $1,359 | $1,359 |
| LEASEHOLD IMPROVM | 2017-12-01 | $217,987 | $22,706 | SL | 20 | $10,899 | $10,899 | $10,899 |
Employee Compensation Expln EmployeeCompensationExpln
Employee Comp Explanation EmployeeCompExplanationGrp (5 entries)
| EmployeeEmployeeNm | ExplanationExplanationTxt |
|---|---|
| VANESSA SILBERMAN | *SENIOR DIRECTOR OF COMMUNICATIONS & STRATEGIC INITIATIVES |
| PATRICIA SANCHEZ | **SENIOR DIRECTOR OF PROGRAMS |
| HEIDI SNYDER | ***DIRECTOR OF OPERATIONS |
| VICTORIA BRIDENSTINE | ****DIRECTOR OF PROGRAMS |
| NICOLE SAINT MCGAFFEY | *****COMMUNICATIONS MANAGER |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | 1 | IdentifierTxt |
| Form And Line Reference | FORM 990PF, PART IX-A | FormAndLineReferenceDesc |
| Medium Explanation | ======================================= THE MORTIMER AND MIMI LEVITT FOUNDATION SUPPORTS THE PROGRAMS OF LOCAL FRIENDS OF LEVITT PAVILION ORGANIZATIONS THROUGH INTERPAVILION ACTIVITIES AND CONSULTATION. THE FOUNDATION SUPPORTS AND ASSISTS IN THE PRODUCTION OF FREE CONCERTS AS WELL AS GUIDES CIVIC AND COMMUNITY LEADERS IN DEVELOPING NEW LOCAL LEVITT PROGRAMS. THE GOAL OF THE FOUNDATION IS TO INSPIRE AND STRENGTHEN COMMUNITIES THROUGH LIVE MUSIC EXPERIENCES. CENTRAL TO THIS MISSION IS THE CREATION, DEVELOPMENT, AND SUPPORT OF LEVITT PAVILIONS AS COMMUNITY GATHERING SPACES. THE FOUNDATION HELPS CITIES NATIONWIDE ESTABLISH AND SUSTAIN THEIR OWN PAVILIONS AND LEVITT PROGRAMS, RESULTING IN STRONGER, HEALTHIER, AND MORE INTERCONNECTED NEIGHBORHOODS AND COMMUNITIES. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (173 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE 1NC NTS B/E | $297,462 | $297,462 |
| ACAD A HEALTHCARE CO INC | $6,015 | $6,015 |
| ACE INA HOLDINGS INC NTS | $208,484 | $208,484 |
| ADT CORP B/E | $11,728 | $11,728 |
| AECOM NTS B/E | $5,564 | $5,564 |
| ALBERTSONS COS LLC B/E | $4,120 | $4,120 |
| ALLY FINANC AL INC B/E | $9,314 | $9,314 |
| ALUMINUM CO AMER NTS | $15,897 | $15,897 |
| AMC NETWORKS INC NTS B/E | $6,097 | $6,097 |
| AMER AXLE & MANF INC NTS | $8,280 | $8,280 |
| AMERICAN INTL GROUP NTS | $269,484 | $269,484 |
| AMERIGAS PARTNER B/E | $5,625 | $5,625 |
| AMERIGAS PARTNER NTS B/E | $2,155 | $2,155 |
| AMGEN I NC NTS B/E | $284,294 | $284,294 |
| ANTERO RESOURCES CORP | $6,840 | $6,840 |
| APACHE CORP | $7,735 | $7,735 |
| APACHE CORP NTS B/E | $8,375 | $8,375 |
| ARAMARK SVCS INC NTS B/E | $3,088 | $3,088 |
| ARCELORMITTAL SA B/E | $7,016 | $7,016 |
| ARCONIC INC NTS | $6,025 | $6,025 |
| AT&T INC NTS B/E | $299,242 | $299,242 |
| B&G FOODS INC NTS B/E | $5,163 | $5,163 |
| BAKER HUGHES LLC/CO-OBL | $220,697 | $220,697 |
| BALL CORP NTS B/E | $9,036 | $9,036 |
| BANK OF AMER CORP | $498,866 | $498,866 |
| BK OF NY MELLON CORP B/E | $218,243 | $218,243 |
| BLUE CUBE SPINCO INC NTS | $10,588 | $10,588 |
| BP CPTL MARK AMER INC | $216,014 | $216,014 |
| BP CPTL MARK PLC | $292,153 | $292,153 |
| BUCKEYE PARTNERS L P B/E | $14,182 | $14,182 |
| CAPITAL ONE FINCL CORP | $297,704 | $297,704 |
| CATERPILLAR INC B/E | $211,500 | $211,500 |
| CDK GLOB INC NTS B/E | $7,344 | $7,344 |
| CDW LLC / CDW FIN CORP | $5,099 | $5,099 |
| CEDAR FAIR/CAN/MAGNUM/ML | $3,068 | $3,068 |
| CENOVUS ENERGY INC NTS | $6,765 | $6,765 |
| CENTENI E CORP NTS B/E | $23,921 | $23,921 |
| CENTURYLINK INC NTS B/E | $7,551 | $7,551 |
| CF INDUSTRIES INC NTS | $9,820 | $9,820 |
| CHEMOURS CO LLC NTS B/E | $11,402 | $11,402 |
| CINEMARK INC NTS B/E | $6,650 | $6,650 |
| CIT GROUP INC NTS B/E | $14,610 | $14,610 |
| CITIGROUP INC | $214,772 | $214,772 |
| CITIGROUP INC B/E | $298,404 | $298,404 |
| CME GROUP INC | $215,979 | $215,979 |
| CNO FINL GROUP INC NTS | $7,244 | $7,244 |
| COMCAST CORP B/E | $514,688 | $514,688 |
| COMMERCIAL METALS CO NTS | $7,228 | $7,228 |
| CONAGRA FOODS INC B/E | $146,193 | $146,193 |
| CONSTELLATION BRANDS INC | $8,720 | $8,720 |
| COVANTA HLDG CORP NTS | $5,252 | $5,252 |
| CRESTWOOD MIDSTREAM | $4,010 | $4,010 |
| CROWN AMER CAP CORP NTS | $5,276 | $5,276 |
| CROWN AMERICAP CORP VI | $3,113 | $3,113 |
| CSC HOLDINGS LLC B/E | $16,236 | $16,236 |
| CVS HEALTH CORP NTS B/E | $271,406 | $271,406 |
| DANA HLDG CORP NTS B/E | $8,480 | $8,480 |
| DCP MIDSTREAM OPER LP | $9,889 | $9,889 |
| DIAMONDBACK ENERGY INC | $7,287 | $7,287 |
| DISH DBS CORP NTS B/E | $19,460 | $19,460 |
| DOLLAR TREE INC B/E | $310,634 | $310,634 |
| DOW CHEMICAL CO/THE B/E | $271,425 | $271,425 |
| ELANCO ANIMAL HEALTH INC | $9,440 | $9,440 |
| EMBARQ CORP MW+40BP NTS | $3,700 | $3,700 |
| EMC CORP B/E | $6,288 | $6,288 |
| ENBRIDGE INC B/E | $297,149 | $297,149 |
| ENLINK MIDSTREAM | $11,813 | $11,813 |
| EQT CORP NTS B/E | $11,388 | $11,388 |
| EQT MIDSTREAM PARTNERS L | $2,060 | $2,060 |
| FEDEX CORP B/E | $301,641 | $301,641 |
| FORD MOTOR CO NTS B/E | $16,883 | $16,883 |
| FORD MOTOR COMPANY | $8,360 | $8,360 |
| FORD MOTOR CONTS B/E | $6,130 | $6,130 |
| FREEPORT-MCMORAN COPPER | $16,185 | $16,185 |
| FREEPORT-MCMORAN LNC B/E | $6,585 | $6,585 |
| GENL MOTORS FINL CO INC | $291,685 | $291,685 |
| GLP CAP L P / GLP FING | $4,591 | $4,591 |
| GMAC LLC B/E | $8,807 | $8,807 |
| GOLDMAN SACHS GROUP INC | $297,021 | $297,021 |
| GOODYEAR TIRE & RUBBER | $9,158 | $9,158 |
| GRAPHIC PACKAGING INTL | $3,203 | $3,203 |
| HCA INC NTS B/E | $31,150 | $31,150 |
| HESS CORP B/E | $8,820 | $8,820 |
| HILTON GRAND VACA LLC | $6,285 | $6,285 |
| HILTON WORLDWIDE FIN LLC | $6,351 | $6,351 |
| HSBC HLDGS PLC B/E | $204,839 | $204,839 |
| HUGHES SATELLITE SYSTEMS NTS B | $7,726 | $7,726 |
| ICAHN ENTERPRISES L P / | $19,323 | $19,323 |
| ICAHN ENTERPRISES LP | $2,069 | $2,069 |
| IHEARTCOMM INC NTS B/E | $8,560 | $8,560 |
| INTEL CORP B/E | $211,596 | $211,596 |
| J P MORGAN CHASE & CO | $517,893 | $517,893 |
| JAGGED PEAK ENERGY INC | $6,210 | $6,210 |
| JEFFERIES FIN GROUP INC | $284,107 | $284,107 |
| KLA TENCOR CORP NTS B/E | $289,110 | $289,110 |
| KRAFT HEINZ FOODS CO NTS | $23,127 | $23,127 |
| L BRANDS INC NTS B/E | $12,033 | $12,033 |
| LAMAR MEDIA CORP NTS B/E | $14,438 | $14,438 |
| LEVEL 3 FING INC NTS B/E | $11,357 | $11,357 |
| LOCKHEED MARTIN CORP B/E | $497,524 | $497,524 |
| M D C HOLDGS INC NTS B/E | $13,406 | $13,406 |
| M/ HOMES INC NTS B/E | $3,120 | $3,120 |
| MARRIOTT OWNERSHIP NTS | $6,270 | $6,270 |
| MERCK & CO INC NTS B/E | $264,934 | $264,934 |
| MERITAGE HOMES CORP | $5,588 | $5,588 |
| MGM GROWTH PROPERTIES | $8,607 | $8,607 |
| MGM RESORTS INTL NTS B/E | $20,687 | $20,687 |
| MICROSOFT CORP NTS B/E | $215,762 | $215,762 |
| MORGAN STANLEY B/E | $299,463 | $299,463 |
| MORGAN STANLEY NTS B/E | $215,649 | $215,649 |
| MOSAIC CO B/E | $288,145 | $288,145 |
| MOTOROLA SOLUTIONS INC | $153,216 | $153,216 |
| MURPHY OIL CORP NTS B/E | $9,159 | $9,159 |
| NABORS INDUSTRIES INC | $1,800 | $1,800 |
| NETFLIX INC B/E | $7,193 | $7,193 |
| NETFLIX INC NTS B/E | $14,956 | $14,956 |
| NEWELL BRANDS INC B/E | $31,841 | $31,841 |
| NEWFIELD EXPLORATION CO | $9,648 | $9,648 |
| NEWMONT CORP B/E | $271,527 | $271,527 |
| NOKIA CORP B/E | $11,997 | $11,997 |
| NRG ENERGY INC NTS B/E | $13,715 | $13,715 |
| NUANCE COMMUNICATIONS | $8,465 | $8,465 |
| NUSTAR LOGISTICS L P B/E | $7,455 | $7,455 |
| NVIDIA CORP NTS B/E | $282,395 | $282,395 |
| OCCIDENTAL PETROLEUM | $3,521 | $3,521 |
| OCCIDENTAL PETROLEUM COR | $12,526 | $12,526 |
| OCCIDENTAL PETROLEUM CRP | $5,340 | $5,340 |
| ORACLE CORP NTS B/E | $170,702 | $170,702 |
| PARKER HANNIFIN CORP NTS | $163,414 | $163,414 |
| PENSKE AUTO GROUP INC | $9,349 | $9,349 |
| PNC FINL SERV GRP INC WF | $220,164 | $220,164 |
| POLYONE CORP NTS B/E | $11,798 | $11,798 |
| PRECISION DRILLING CORP | $4,325 | $4,325 |
| PRUDENTIAL FINANCIAL INC | $283,978 | $283,978 |
| PULTEGROUP INC B/E | $10,709 | $10,709 |
| QORVO INC NTS B/E | $6,601 | $6,601 |
| RADIAN GROUP INC B/E | $10,982 | $10,982 |
| RANGE RESOURCES CORP MS | $5,668 | $5,668 |
| SCOTTS MIRACLE-GRO CO | $8,440 | $8,440 |
| SERVICE CORP INTL CALL | $8,523 | $8,523 |
| SOUTHWESTERN ENERGY CO | $14,560 | $14,560 |
| SPRINGLEAF FIN CORP NTS | $24,833 | $24,833 |
| SPRINT CAP TAL CORP | $15,834 | $15,834 |
| SPRINT CORP NTS B/E | $20,840 | $20,840 |
| STARBUCKS CORP NTS B/E | $218,775 | $218,775 |
| STATE STREET CORP B/E | $173,750 | $173,750 |
| STATOIL ASA B/E | $209,731 | $209,731 |
| SUNOCO LP / SUNOCO FIN | $9,225 | $9,225 |
| TARGA RES PARTNERS LP | $3,181 | $3,181 |
| TARGET CORP B/E | $266,159 | $266,159 |
| TELECOM ITALIA | $19,460 | $19,460 |
| TELEFLEX INC B/E | $3,124 | $3,124 |
| TELEFLEX INC NTS B/E | $5,374 | $5,374 |
| TEMPUR SEALY INTL INC | $13,529 | $13,529 |
| TENET HEALTHCARE CORP | $23,575 | $23,575 |
| T-MOBILE USA INC B/E | $11,824 | $11,824 |
| TOLL BROS FIN CORP B/E | $7,858 | $7,858 |
| TOT AL CAPITAL NTL SA | $9,262 | $9,262 |
| TRANSDIGM INC NTS B/E | $6,210 | $6,210 |
| UN TED RENTALS NORTH AM | $23,540 | $23,540 |
| UNITED CONTL HLDGS NTS | $10,825 | $10,825 |
| VALERO ENERGY CORP B/E | $7,875 | $7,875 |
| VERISIGN INC NTS B/E | $9,090 | $9,090 |
| VERIZON COMMUI\IICATIONS | $286,263 | $286,263 |
| VIACOM INC B/E | $4,150 | $4,150 |
| VIDEOTRON LTEE NTS B/E | $6,308 | $6,308 |
| VISA INC NTS B/E | $216,517 | $216,517 |
| WELLS FARGO & CO B/E | $295,288 | $295,288 |
| WESCO DISTR INC NTS B/E | $9,225 | $9,225 |
| WESTERN DIGITAL CORP NTS | $17,680 | $17,680 |
| WPX ENERGY INC NTS B/E | $8,410 | $8,410 |
| WPX ENERGY INC NTS B/E | $8,720 | $8,720 |
| WYNDHAM WORLDWIDE CORP | $3,390 | $3,390 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (234 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCELERON PHARMA C | $13,412 | $13,412 |
| ACCENTURE PLC IRELAND CL A | $172,398 | $172,398 |
| ACI WORLDWIDE NC | $8,109 | $8,109 |
| ADOBE INC (DELAWARE) | $62,515 | $62,515 |
| ADVANCED ENERGY INDUSTRIES | $8,436 | $8,436 |
| ADYEN\IVADR | $15,822 | $15,822 |
| AIA GROUP LTD SPON ADR | $58,268 | $58,268 |
| AKZO NOBEL NV SPON ADR | $8,222 | $8,222 |
| ALCON INC CHF | $25,204 | $25,204 |
| ALIBABA GROUP HLDG LTD SPO | $48,641 | $48,641 |
| ALLEGHANY CORP DEL NEW | $21,129 | $21,129 |
| ALPHABET INC CL A | $145,469 | $145,469 |
| AMADEUS IT GROUP UNSPONSORED A | $19,010 | $19,010 |
| AMAZON.COM INC | $175,874 | $175,874 |
| AMER ELECTRIC POWER CO | $22,400 | $22,400 |
| AMERICAN TOWER CORP REIT | $48,259 | $48,259 |
| AMERIPRISE FINANCIAL INC | $49,554 | $49,554 |
| AMGEN INC | $57,020 | $57,020 |
| AON PLC CLA | $11,620 | $11,620 |
| APPLE INC | $124,330 | $124,330 |
| ARGENX SE SPON AD | $9,411 | $9,411 |
| ARISTA NETWORKS N | $13,366 | $13,366 |
| ARMSTRONG WORLD INDUSTRIES INC | $30,723 | $30,723 |
| ARROWHEAD PHARMACEUTICALS C | $25,321 | $25,321 |
| ASHTEAD GROUP PLC ORD | $9,854 | $9,854 |
| ASML HLDG NV SPON ADR | $29,751 | $29,751 |
| ASSA ABLOY AB ADR | $6,986 | $6,986 |
| ATLAS COPCO AB NEW REPSTG COM | $17,367 | $17,367 |
| ATRICURE INC | $11,023 | $11,023 |
| AXALTA COATING SYS L | $32,947 | $32,947 |
| BAUSCH HEALTH COS INC CAD | $18,595 | $18,595 |
| BEIGENE LTD SPON AD | $11,369 | $11,369 |
| BERRY GLOBALGROUPINC | $17,026 | $17,026 |
| BIOMARIN PHARMACEUTICAL INC | $17,187 | $17,187 |
| BLACKLINEINC | $8,536 | $8,536 |
| BLACKROCK INC | $57,723 | $57,723 |
| BLUEBIRD BIO INC | $4,630 | $4,630 |
| BRILLIANCE CHINA AUTOMOTIVE HL | $3,446 | $3,446 |
| BROADRIDGE FINANCIAL SOLUTIONS | $35,849 | $35,849 |
| BROOKFIELD ASSET MANAGEMENT | $10,028 | $10,028 |
| CAMECO CORP CANADA CAD | $3,350 | $3,350 |
| CANAD AN PAC RAILWAY LTD CAD | $26,695 | $26,695 |
| CANNAE HLDGS INC | $30,591 | $30,591 |
| CARDINAL HEALTH INC | $6,749 | $6,749 |
| CARMAX INC | $50,442 | $50,442 |
| CARNIVAL CORP NEW | $2,578 | $2,578 |
| CHAMPIONX CORP COM | $12,072 | $12,072 |
| CHINA GAS HLDGS LTD UNSPONSORE | $12,415 | $12,415 |
| CHUBB LTD CHF | $65,724 | $65,724 |
| CHURCHILL DOWNS INC | $61,748 | $61,748 |
| CISCO SYSTEMS INC | $74,553 | $74,553 |
| CITIZENS FINANCIAL GROUP INC | $18,631 | $18,631 |
| CITR X SYSTEMS INC | $35,647 | $35,647 |
| CLOSE BROS GROUP 25 PORDADR | $4,513 | $4,513 |
| CNOOC LTD SPON ADR | $5,316 | $5,316 |
| COCA COLA CO COM | $77,982 | $77,982 |
| COCA COLA EUROPEAN PARTNERS | $6,578 | $6,578 |
| COGENT COMMUNICATIONS HOLDINGS | $2,515 | $2,515 |
| COGNEXCORP | $13,488 | $13,488 |
| COMCAST CORP NEW CL A | $130,738 | $130,738 |
| COMPASS GROUP PLC SPON ADR | $6,200 | $6,200 |
| COPART INC | $28,249 | $28,249 |
| COSAN LTD CL A | $10,597 | $10,597 |
| COSTCO WHOLESALE CORP | $20,346 | $20,346 |
| CRANE CO | $21,124 | $21,124 |
| CREDICORP LTD | $18,042 | $18,042 |
| CSL LTD SPON ADR | $27,978 | $27,978 |
| DANAHER CORP | $41,096 | $41,096 |
| DASSAULT SYSTEMS SA SPON ADR | $8,961 | $8,961 |
| DBS GROUP HLDGS LTD. SPON ADR | $6,084 | $6,084 |
| DECKERS OUTDOOR CORP | $38,428 | $38,428 |
| DIAGEO PLC NEW GB SPON ADR | $47,008 | $47,008 |
| DICK'S SPORTING GOODS INC | $11,579 | $11,579 |
| DOLBY LABORATORIES INC CL A | $16,998 | $16,998 |
| DOLLAR GEN CORP NEW | $34,489 | $34,489 |
| DOLLAR TREE INC | $20,312 | $20,312 |
| DSV PANALPINA A/S ADR | $23,694 | $23,694 |
| EIWESTNET, INC | $10,039 | $10,039 |
| EMCOR GROUP INC | $12,713 | $12,713 |
| ENTEGRIS INC | $87,931 | $87,931 |
| EPAM SYSTEMS INC | $21,859 | $21,859 |
| ERSTE GROUP BANK AG SPON ADR | $4,563 | $4,563 |
| ETSY INC | $42,698 | $42,698 |
| EVERBRIDGE IN | $10,584 | $10,584 |
| EXACT SCIENCES CORP | $10,599 | $10,599 |
| EXELIXIS INC | $13,547 | $13,547 |
| EXPERIAN PLC SPON ADR | $32,000 | $32,000 |
| FACEBOOK INC CL A | $118,551 | $118,551 |
| FAN UC CORP ADR | $9,086 | $9,086 |
| FERRARI N V EUR | $14,230 | $14,230 |
| FIBROGEN IN | $6,083 | $6,083 |
| FIDELITY NATL INFORMATION SVCS | $51,491 | $51,491 |
| FIRST INDL REALTY TRUST INC | $23,466 | $23,466 |
| FORTINET INC | $17,527 | $17,527 |
| FORTUNE BRANDS HOME & SEC INC | $6,772 | $6,772 |
| GCP MPLIED TECHNOLOGIES | $29,184 | $29,184 |
| GODADDY INC C | $18,415 | $18,415 |
| GRACO INC | $10,853 | $10,853 |
| GUARDANT HEALTH IN | $10,568 | $10,568 |
| GUIDEWIRE SOFTWARE INC | $10,556 | $10,556 |
| HASBRO INC | $14,125 | $14,125 |
| HDFC BANK LTD ADR REPSTG 3 ORD | $38,370 | $38,370 |
| HEINEKEN NV SPON ADR | $8,208 | $8,208 |
| HENRY JACK & ASSOC INC | $10,691 | $10,691 |
| HOME DEPOT INC | $108,373 | $108,373 |
| HONEYWELL INTL INC | $41,051 | $41,051 |
| HYATT HOTELS CORP CL | $15,296 | $15,296 |
| ICICI BANK LTD SPON ADR | $8,143 | $8,143 |
| ICON PLC EUR | $9,359 | $9,359 |
| IHS MARKIT LTD | $8,175 | $8,175 |
| INARI MED INC COM | $8,293 | $8,293 |
| INDUSTRIAL & COML BK CHINA ADR | $10,953 | $10,953 |
| ING GROEP NV NL SPON ADR | $7,694 | $7,694 |
| INSPERITY INC COM | $10,015 | $10,015 |
| INTEL CORP | $60,531 | $60,531 |
| INTERCONTINENTALEXCHANGE GROUP | $30,667 | $30,667 |
| IRHYTHM TECHNOLOGIES INC | $23,958 | $23,958 |
| JD COM INC CL A SPON A | $14,504 | $14,504 |
| JOHNSON & JOHNSON COM | $80,264 | $80,264 |
| JPMORGAN CHASE & CO | $61,629 | $61,629 |
| KDDI CORP ADR | $6,975 | $6,975 |
| KUBOTA CORP ADR JAPANADR | $7,944 | $7,944 |
| LAMB WESTON HLDGS INC | $35,905 | $35,905 |
| LAUDER ESTEE COS CL A | $18,633 | $18,633 |
| LIBERTY MEDIA CORP LIBERTY FOR | $7,327 | $7,327 |
| LINDE PLC EUR | $59,290 | $59,290 |
| LITHIA MOTORS INC CL A | $7,317 | $7,317 |
| LIVE NAT ON ENTERTAINMENT INC | $11,389 | $11,389 |
| LOCKHEED MARTIN CORP | $46,857 | $46,857 |
| LONZA GROUP AG ADR | $18,135 | $18,135 |
| LOWES COMPANIES INC | $41,091 | $41,091 |
| LUKOIL PJSC SPON ADR | $8,272 | $8,272 |
| LULULEMON ATHLETICA C | $20,882 | $20,882 |
| LVMH MOET HENNESSY LOUIS NEW | $9,355 | $9,355 |
| LVMH MOET HENNESSY LOUIS NEW A | $27,066 | $27,066 |
| LYNGA INC | $13,581 | $13,581 |
| MAGNA INTL INC CL A SUB VTG | $8,567 | $8,567 |
| MARSH & MCLENNAN COS INC | $53,586 | $53,586 |
| MARTIN MARIETTA MATER ALS INC | $56,226 | $56,226 |
| MARUI LTD ADR NEW JAPAN ADR | $4,962 | $4,962 |
| MBIA INC | $10,785 | $10,785 |
| MCDONALDS CORP | $61,155 | $61,155 |
| MEDTRONIC PLC | $130,025 | $130,025 |
| MERCADOLIBRE LF\ C | $40,205 | $40,205 |
| METTLER TOLEDO INTL | $15,956 | $15,956 |
| MICHELIN COMPAGNIE GENERALE | $5,993 | $5,993 |
| MICROSOFT CORP | $349,199 | $349,199 |
| MOHAWK INDUSTRIES INC | $13,249 | $13,249 |
| MOLINA HEALTHCARE INC | $14,888 | $14,888 |
| MONDELEZ INTL INC | $28,475 | $28,475 |
| MOSAIC CO | $12,955 | $12,955 |
| NESTLE S A SPONSORED ADR REPST | $18,730 | $18,730 |
| NEUROCRINE BIOSCIENCES INC NEW | $11,214 | $11,214 |
| NEWMARKET CORP | $33,058 | $33,058 |
| NEXTERA ENERGY INC COM | $34,255 | $34,255 |
| NIDEC CORP ADR | $11,539 | $11,539 |
| NORDSON CORP | $13,866 | $13,866 |
| NOVARTIS AG SPON ADR | $66,007 | $66,007 |
| NOVOCURE LTD | $16,612 | $16,612 |
| NY TIMES CO CL A | $15,479 | $15,479 |
| O REILLY AUTOMOT VE INC | $41,636 | $41,636 |
| OKTA INC | $19,324 | $19,324 |
| OLD DOMINION FREIGHT LINES INC | $27,325 | $27,325 |
| OTSUKA HLDGS CO LTD | $5,765 | $5,765 |
| PARKER HANNIFIN CORP | $47,127 | $47,127 |
| PAYCOM SOFTWARE IN | $14,020 | $14,020 |
| PERFORMANCE FOOD GROUP CO | $7,522 | $7,522 |
| PERNOD RICARD SA ADR | $13,231 | $13,231 |
| PERRIGO CO PLC EUR | $22,673 | $22,673 |
| PHILLIPS 66 | $42,314 | $42,314 |
| PING AN INSURANCE(GROUP) CO OF | $23,202 | $23,202 |
| POST HLDGS INC | $40,404 | $40,404 |
| POWER INTEGRATIONS INC | $12,115 | $12,115 |
| PROCTER & GAMBLE CO | $62,335 | $62,335 |
| PROSUS N V SPON ADR | $19,391 | $19,391 |
| PT BK RAKYAT ADR | $10,959 | $10,959 |
| PT TELEKOMUNIKASI INDONESIA SP | $5,480 | $5,480 |
| PVH CORP COM | $16,994 | $16,994 |
| QUALYS INC | $15,112 | $15,112 |
| RAYTHEON TECH NOLOGIES CORP | $34,682 | $34,682 |
| RECKITT BENCKISER PLC SPON ADR | $5,925 | $5,925 |
| REINSURANCE GROUP AMER INC NEW | $11,706 | $11,706 |
| RENTOKIL INITIAL PLC SPON ADR | $7,903 | $7,903 |
| REPUBLICSERVICES NC | $31,586 | $31,586 |
| RESMED INC | $23,382 | $23,382 |
| REVOLVE GROUP INC | $5,299 | $5,299 |
| REYNOLDS CONSUMER PRODS INC | $26,525 | $26,525 |
| RITCHIE BROS AUCTIONEERS INC | $6,538 | $6,538 |
| ROCKWELL AUTOMATION INC NEW | $55,178 | $55,178 |
| SAFRAN SA ADR | $7,943 | $7,943 |
| SALESFORCE.COM INC | $45,619 | $45,619 |
| SBERBANK SPON ADR | $9,527 | $9,527 |
| SEAWORLD ENTMT INC | $10,835 | $10,835 |
| SEMTECH CORP | $9,876 | $9,876 |
| SENSATA TECHNOLOGIES HLDG PLC | $26,106 | $26,106 |
| SHERWIN WILLIAMS CO | $34,541 | $34,541 |
| SHOCKWAVE MEDICAL INC | $4,564 | $4,564 |
| SHOPIFY INC CL A | $19,243 | $19,243 |
| SIKA AG UNSPONSORED ADR | $16,202 | $16,202 |
| SMITH & NEPHEW PLC NEW | $16,488 | $16,488 |
| SMITH A O CORP | $13,541 | $13,541 |
| SONY CORP ADR NEW JAPAN ADR | $12,435 | $12,435 |
| SOUTHERN COPPER CORP | $11,331 | $11,331 |
| STERIS PLC | $15,921 | $15,921 |
| STORE CAP CORP REIT | $42,747 | $42,747 |
| SUNNY OPTICAL TECH UNSPONSORED | $11,920 | $11,920 |
| SYMRISE AG ADR | $7,085 | $7,085 |
| SYNCHRONY FINL | $20,201 | $20,201 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $116,236 | $116,236 |
| TENCENT HLDGS LTD ADR | $77,713 | $77,713 |
| TEXAS INSTRUMENTS | $72,545 | $72,545 |
| THERMO FISHER SCIENTIFIC INC | $65,675 | $65,675 |
| TJX COS INC NEW | $58,525 | $58,525 |
| TOPBUILD CORP | $9,204 | $9,204 |
| TOTAL SE SPON ADR | $5,281 | $5,281 |
| TRACTOR SUPPLY COMPANY | $16,448 | $16,448 |
| TRUIST FINL CORP | $29,812 | $29,812 |
| TURKCELL ILETISIM HIZMETLERI A | $3,547 | $3,547 |
| UBS GROUP AG CHF | $5,270 | $5,270 |
| UNIFIRST CORP MASS | $24,979 | $24,979 |
| UNILEVER PLC AMER SHS NEW SPON | $7,183 | $7,183 |
| UNION PACIFIC CORP | $57,885 | $57,885 |
| UNITED PARCEL SERVICE INC CL B | $36,206 | $36,206 |
| UNITEDHEALTH GROUP INC | $94,684 | $94,684 |
| UNIVERSAL DISPLAY CORP | $11,030 | $11,030 |
| VARIAN MEDICAL SYSTEMS INC | $27,477 | $27,477 |
| VERACYTE INC | $9,445 | $9,445 |
| VF CORP | $57,908 | $57,908 |
| VIKING THERAPEUTICS INC | $1,554 | $1,554 |
| VISA INC CLA | $81,368 | $81,368 |
| WESTERN ALLIANCE BANCORP | $4,676 | $4,676 |
| WHITE MOUNTAINS INSURANCE GROU | $34,022 | $34,022 |
| WPX ENERGY INC | $7,262 | $7,262 |
| ZENDESK LNC | $10,448 | $10,448 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,012,763 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,012,763 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK FUND | $1,727,890 | $1,727,890 |
| JPMORGAN CHASE BANK | $325,900 | $325,900 |
| MARTIN CURRIE S M A -SHARES SE | $339,885 | $339,885 |
| CS BATESVILLE LLC | $5,133,943 | $5,133,943 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE FURNITURE | $93,649 | $85,842 | $7,807 |
| OFFICE FURNITURE | $8,106 | $5,790 | $2,316 |
| COMPUTERS & EQUIPT | $4,426 | $3,287 | $1,139 |
| PRODUCTION EQUIPT | |||
| OFFICE FURNITURE | $1,612 | $690 | $922 |
| COMPUTERS & EQUIPT | |||
| COMPUTERS & EQUIPT | $3,299 | $1,681 | $1,618 |
| COMPUTERS & EQUIPT | $1,664 | $710 | $954 |
| COMPUTERS & EQUIPT | |||
| PRODUCTION EQUIPT | |||
| PRODUCTION EQUIPT | |||
| PRODUCTION EQUIPT | $1,924 | $596 | $1,328 |
| PRODUCTION EQUIPT | $1,813 | $440 | $1,373 |
| PRODUCTION EQUIPT | |||
| COMPUTERS & EQUIPT | $2,698 | $289 | $2,409 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (5 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PATTERSON BELKNAP WEBB | ||||
| & TYLER LLP | $6,540 | $0 | $0 | $6,540 |
| HOGAN LOVELLS US LLP | $3,638 | $0 | $0 | $3,638 |
| PILLSBURY WINTHROP SHAW | ||||
| PITTMAN LLP | $26,573 | $0 | $0 | $26,573 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM MANAGING AGENT | $95,192 | $136,979 | $136,979 |
| DUE FRM TENANT/RENT RECEIVABLE | $35,255 | $190,166 | $190,166 |
| DEFERRED LEASING COMM, NET | $124,045 | $164,272 | $164,272 |
| ACCRUED INTEREST/DIVIDEND | $140,641 | $127,956 | $127,956 |
| BEQUEST RECEIVABLE | $0 | $128,703,421 | $128,703,421 |
| DEFERRED TENANT IMPROVEMENT | $0 | $134,757 | $134,757 |
| TAX REFUND RECEIVABLE | $0 | $207,679 | $207,679 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| LEVITT PAVILION PROGRAM EXPS | $342,227 | $342,227 | ||
| COMPUTER AND INTERNET EXPENSES | $57,558 | $57,558 | ||
| DUES AND SUBSCRIPTIONS | $11,077 | $11,077 | ||
| FORGIVENESS OF CHARITABLE LOAN | $100,000 | |||
| INSURANCE | $14,303 | $16,211 | ||
| OFFICE EXPENSES | $22,910 | $22,910 | ||
| STAFF DEVELOPMENT | $25,071 | $25,071 | ||
| TELEPHONE | $7,700 | $7,700 | ||
| MISCELLANEOUS | $16,091 | $21,060 | ||
| OTHER INVESTMENT FEES | $2,636 | $0 | $2,636 | $0 |
| AMORTIZATION OF BOND PREMIUM | $120,421 | $0 | $120,421 | $0 |
| Rent and Royalty Expense | $531,716 | $0 | $531,716 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME (CS BATESVILLE LLC) | Desc |
| Revenue And Expenses Per Books | $383,253 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $383,253 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN | Desc |
| Amt | $3,816,905 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| TENANT DEPOSITS | $17,121 | $28,638 |
| PAYCHECK PROTECTION PROGRAM LOAN | $0 | $164,910 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS OF THE LEVITT PAVILION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $2,500,000 | LoanOriginalAmt |
| Balance Due | $1,625,000 | BalanceDueAmt |
| Note | 2013-04 | NoteDt |
| Loan Maturity | 2033-04 | LoanMaturityDt |
| Interest | 3. | InterestRt |
| Loan Purpose | CHARITABLE | LoanPurposeTxt |
| Lender Consideration | NONE | LenderConsiderationDesc |
| Consideration FMV | $0 | ConsiderationFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEES | $121,939 | $121,939 | $0 | $0 |
| OUTREACH AND CONSULTING FEES | $122,114 | $0 | $0 | $85,109 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $4,405 | $4,405 | $0 | $0 |
| EXCISE TAX EXPENSE | $61,594 | $0 | $0 | $0 |