LEEVER FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LEEVER FOUNDATION INC (EIN 22-3115036)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-14
- IRS object ID
- 202141349349101904
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T12:29:32-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521231901 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORFINE SCHILLER & GARDYN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 RED RUN BLVD SUITE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | 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 | 223115036 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEEVER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O STERLING FOUNDATION MANAGEMENT LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEEV | BusinessNameControlTxt |
| Phone | 7034379720 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12030 SUNRISE VALLEY DRIVE NO 450 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL HART | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7034379720 | PhoneNum |
| Signature | 2021-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | HART | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW Q KEEFER CPA | PreparerPersonNm |
| PTIN | P00852427 | PTIN |
| Phone | 4103565900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $20,192,381 | 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 | $103,814 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $248,366 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $248,366 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,483 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,815,260 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,483 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $371,663 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $267,849 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $123,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $123,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $23,314 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $23,314 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $162,460 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $90,292 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $72,168 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,505 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,114 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $150 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $150 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,847 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,847 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,668 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,668 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $341,444 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,406 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $236,647 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $598,175 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $598,175 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $939,619 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,406 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $834,822 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$567,956 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $174,443 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $52,220 | CashBOYAmt |
| Cash EOY | $202,008 | CashEOYAmt |
| Cash EOYFMV | $202,008 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,019,511 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,014,704 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,014,704 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $12,923,257 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,210,320 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,975,669 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,994,988 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,427,032 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,192,381 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $13,994,988 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,427,032 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,994,988 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,427,032 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,994,988 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,427,032 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,994,988 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$567,956 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,427,032 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,427,032 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB 1347 | P | 2019-01-01 | 2020-12-31 | $2,805,018 | $2,630,232 | $174,786 | $174,786 |
| CHARLES SCHWAB 9340 | P | 2019-01-01 | 2020-12-31 | $24,704 | $23,371 | $1,333 | $1,333 |
| US TRUST ACCOUNTS | P | 2019-01-01 | 2020-12-31 | $2,981,103 | $3,142,174 | -$161,071 | -$161,071 |
| CAPITAL GAINS DIVIDENDS | P | $4,435 | $4,435 | $4,435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,483 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,425 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,425 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,425 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,540 | 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 | $9,540 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,115 | OverpaymentAmt |
| Applied To ES Tax | $7,115 | 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 | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | LEEVERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | STERLING FOUNDATION MANAGEMENT | IndividualWithBooksNm |
| Phone | 7034379720 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12030 SUNRISE VALLEY DRIVE SUITE | AddressLine1Txt |
| Address Line2 | 450 | AddressLine2Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| LORI HART | ||||||||
| 12030 SUNRISE VALLEY DRIVE STE 450 | RESTON | VA | 20191 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ANDREW V LEEVER | ||||||||
| 12030 SUNRISE VALLEY DRIVE STE 450 | RESTON | VA | 20191 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| DANIEL HART | ||||||||
| 12030 SUNRISE VALLEY DRIVE STE 450 | RESTON | VA | 20191 | TREASURER | 1.00 | $0 | $0 | $0 |
| MORGAN LEEVER | ||||||||
| 12030 SUNRISE VALLEY DRIVE STE 450 | RESTON | VA | 20191 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DAVID HART | ||||||||
| 12030 SUNRISE VALLEY DRIVE STE 450 | RESTON | VA | 20191 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHEN HARTE | ||||||||
| 12030 SUNRISE VALLEY DRIVE STE 450 | RESTON | VA | 20191 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARIANNE BARBINO DUBUQUE | ||||||||
| 12030 SUNRISE VALLEY DRIVE STE 450 | RESTON | VA | 20191 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SEAN MOSLEY | ||||||||
| 12030 SUNRISE VALLEY DRIVE STE 450 | RESTON | VA | 20191 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JACQUEE PORTER | ||||||||
| 12030 SUNRISE VALLEY DRIVE STE 450 | RESTON | VA | 20191 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | S WHITE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12030 SUNRISE VALLEY DRIVE STE 450 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $123,500 | CompensationAmt |
| Employee Benefits | $3,705 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STERLING FOUNDATION MANAGEMENT LLC | |||||
| 12030 SUNRISE VALLEY DRIVE | RESTON | VA | 20191 | FOUNDATION MANAGEMENT | $65,000 |
| BANK OF AMERICA | |||||
| PO BOX 830269 | DALLAS | TX | 75283 | INVESTMENT MANAGEMENT | $50,897 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $16,398,208 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,215,634 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $107,016 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,720,858 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,720,858 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $265,813 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,455,045 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $872,752 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $872,752 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,425 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,425 | TotalTaxAmt |
| Distributable Before Adj | $870,327 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $870,327 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $870,327 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $834,822 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $834,822 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $834,822 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $870,327 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $362,517 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $67,204 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,306,483 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,728,003 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,896 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,487,103 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $834,822 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $834,822 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $35,505 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $35,505 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,451,598 | 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 | $327,012 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,124,586 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $67,204 | ExcessFromYear4Amt |
| Excess From Year3 | $7,306,483 | ExcessFromYear3Amt |
| Excess From Year2 | $2,728,003 | ExcessFromYear2Amt |
| Excess From Year1 | $22,896 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREW V LEEVER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 500370839 | 501(C)3 | Q1 LEGACY GRANT GENERAL SUPPORT | $3,000 | |
| BETHLEHEM PUBLIC LIBRARY | |||||||
| 32 MAIN STREET SOUTH | BETHLEHEM | CT | 06751 | 501(C)3 | Q1 LEGACY GRANT GENERAL SUPPORT | $2,500 | |
| BOY SCOUTS OF AMERICA | |||||||
| 60 DARLIN ST | EAST HARTFORD | CT | 06108 | 501(C)3 | WATERBURY URBAN SCOUTING PROGRAM | $8,625 | |
| BRASS CITY CARES | |||||||
| 159 MANOR AVENUE 3035 | WATERBURY | CT | 06705 | 501(C)3 | TO SUPPORT COVID-19 ACTIVITIES FOR THE YOUTH SERVED BY BRASS CITY CARES PROGRAMMING. | $3,000 | |
| BRASS CITY CHARTER SCHOOL | |||||||
| 212 CHESTNUT AVE | WATERBURY | CT | 06710 | 501(C)3 | GRANT IN-KIND, TO FUND TCC GROUP CONTRACTOR WORK WITH BRASS CITY CHARTER SCHOOL ON BUILDING CAPACITY | $63,759 | |
| BRASS CITY CHARTER SCHOOL MUSIC | |||||||
| 212 CHESTNUT AVE | WATERBURY | CT | 06710 | 501(C)3 | ARTS AND COMMUNITY PROGRAM | $58,000 | |
| BRASS CITY CHARTER SCHOOL SCIENCE | |||||||
| 212 CHESTNUT AVE | WATERBURY | CT | 06710 | 501(C)3 | CAPACITY BUILDING TO INCLUDE AMPLIFY SCIENCE KITS. | $24,500 | |
| CHILDRENS COMMUNITY SCHOOL | |||||||
| PO BOX 1746 | WATERBURY | CT | 06721 | 501(C)3 | CAPACITY BUILDING GRANT & PROFESSIONAL DEVELOPMENT INITIATIVE GRANT | $40,000 | |
| CONNECTICUT COMMUNITY FOUNDATION | |||||||
| 43 FIELD ST | WATERBURY | CT | 06702 | 501(C)3 | ANNUAL GRANT FOR GENERAL PROGRAM SUPPORT IN SHARED INTEREST AREAS, COMMUNITY LEADERSHIP, COVID-19 RESPONSE FUND, AND SCHOLARSHIP FUND SUPPORT | $89,066 | |
| CONNECTICUT COUNCIL FOR PHILANTHROPY | |||||||
| 221 MAIN STREET | HARTFORD | CT | 06106 | 501(C)3 | TO SUPPORT THE SOW-CT FUND. $2,000 ANNUAL CONTRIBUTION, $2,000 ADDITIONAL CONTRIBUTION | $4,000 | |
| CONNECTICUT JUNIOR REPUBLIC | |||||||
| PO BOX 161 | LITCHFIELD | CT | 06759 | 501(C)3 | GENERAL SUPPORT FOR WATERBURY YOUTH | $2,000 | |
| EASTER SEALS OF GREATER WATERBURY | |||||||
| 22 TOMPKINS STREET | WATERBURY | CT | 06708 | 501(C)3 | GENERAL PROGRAM SUPPORT FOR WATERBURY | $5,000 | |
| FIRST CHURCH OF BETHLEHEM | |||||||
| 21 MAIN ST S | BETHLEHEM | CT | 06751 | 501(C)3 | Q1 LEGACY GRANT GENERAL SUPPORT | $4,225 | |
| FLANDERS NATURE CENTER INC | |||||||
| 5 CHURCH HILL ROAD | WOODBURY | CT | 06798 | 501(C)3 | GENERAL SUPPORT | $1,500 | |
| HAROLD LEEVER REGIONAL CANCER CENTER | |||||||
| 1075 CHASE PARKWAY | WATERBURY | CT | 06708 | 501(C)3 | GENERAL SUPPORT | $5,000 | |
| HARTFORD HEALTHCARE AT HOME | |||||||
| 1290 SILAS DEANE HIGHWAY - SUITE 4B | WETHERSFIELD | CT | 06109 | 501(C)3 | Q1 ANNUAL GRANT | $3,000 | |
| INSTITUTE FOR AMERICAN INDIAN STUDIES | |||||||
| 38 CURTIS ROAD | WASHINGTON | CT | 06793 | 501(C)3 | Q1 ANNUAL GRANT | $2,500 | |
| KINGDOM FIRST CHURCH | |||||||
| 42 IVES ST | WATERBURY | CT | 06704 | 501(C)3 | FOR YOUTH AT THE SCOVILL HOMES IN WATERBURY, CT | $3,000 | |
| LIFE IN MY DAYS | |||||||
| 12 DONALD TERRACE | WATERBURY | CT | 06705 | 501(C)3 | SUPPORTING THE DEVELOPMENT OF A TRANSFORMATIVE JUSTICE ACADEMY | $7,000 | |
| MADRE LATINA INC | |||||||
| 232 N ELM ST | WATERBURY | CT | 06702 | 501(C)3 | TO SUPPORT COVID-19 ACTIVITIES FOR THE COMMUNITY SERVED BY MADRE LATINA | $3,000 | |
| MASSART FOUNDATION | |||||||
| 621 HUNTINGTON AVE | BOSTON | MA | 02115 | 501(C)3 | GENERAL SUPPORT | $2,500 | |
| MATTATUCK MUSEUM | |||||||
| 144 WEST MAIN STREET | WATERBURY | CT | 06702 | 501(C)3 | GENERAL SUPPORT | $4,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF WATERBURY | |||||||
| 193 GRAND STREET 3RD FLOOR | WATERBURY | CT | 06702 | 501(C)3 | TO SUPPORT UNGROUP SOCIETY IN DEVELOPING A STRATEGIC PLAN | $15,000 | |
| PINEY WOODS SCHOOL | |||||||
| PO BOX 57 | PINEY WOODS | MS | 39148 | 501(C)3 | Q1 LEGACY GRANT SCHOLARSHIP SUPPORT | $5,750 | |
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | 501(C)3 | GENERAL SUPPORT | $1,000 | |
| SAINT MARYS HOSPITAL | |||||||
| 56 FRANKLIN STREET | WATERBURY | CT | 06706 | 501(C)3 | GENERAL SUPPORT FOR WATERBURY | $7,500 | |
| SALVATION ARMY | |||||||
| WATERBURY CORP OFFICERS 74 CENTRAL | WATERBURY | CT | 06702 | 501(C)3 | GENERAL SUPPORT FOR WATERBURY | $5,000 | AVE |
| SAVE GIRLS ON FYER INC (FS WATERBURY STRONG) | |||||||
| PO BOX 136 | WATERBURY | CT | 06720 | 501(C)3 | TO SUPPORT BUILDING THE WSCC'S CAPACITY & LIBERATION CENTER INFRASTRUCTURE | $32,000 | |
| SHAKESPERIENCE PRODUCTIONS | |||||||
| PO BOX 361 | NAUGATUCK | CT | 06770 | 501(C)3 | Q1 ANNUAL GRANT | $5,000 | |
| ST VINCENT DE PAUL MISSION OF WATERBURY | |||||||
| PO BOX 1612 | WATERBURY | CT | 06702 | 501(C)3 | Q1 LEGACY GRANT GENERAL SUPPORT | $6,000 | |
| TECHNOLOGY BROADCASTING CORPORATION WMBR RADIO | |||||||
| 3 AMES STREET | CAMBRIDGE | MA | 02142 | 501(C)3 | GENERAL SUPPORT | $300 | |
| TEEN CANCER CENTER AMERICA INC | |||||||
| 11845 WEST OLYMPIC BLVD SUITE 775 | LOS ANGELES | CA | 90064 | 501(C)3 | GENERAL SUPPORT | $50 | WEST |
| UNITED WAY OF GREATER WATERBURY | |||||||
| PO BOX 2688 | WATERBURY | CT | 06723 | 501(C)3 | Q1 GENERAL AND FLEX FUND SUPPORT, AND TO SUPPORT T/TA OF HIGH-NEED EARLY CHILDHOOD SITES | $68,500 | |
| UNITED WAY OF GREATER WATERBURY - BRIDGE TO SUCCESS | |||||||
| PO BOX 2688 | WATERBURY | CT | 06723 | 501(C)3 | TO FUND CONTRACTOR TO COMPLETE ANALYSIS OF WPS EARLY CHILDHOOD READINESS DATA | $5,900 | |
| UNITED WAY OF WESTERN CONNECTICUT | |||||||
| 301 MAIN STREET SUITE 2-5 | DANBURY | CT | 06810 | 501(C)3 | TO BE DIRECTED TO YOUTH VOICE PROJECT ROUND II - LEAD: PERRIN FAMILY FOUNDATION | $8,500 | |
| UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION | |||||||
| 134 HICKS WAY | AMHERST | MA | 01003 | 501(C)3 | GENERAL SUPPORT | $500 | |
| VNA NORTHWEST INC | |||||||
| 607 BANTAM ROAD UNIT F | BANTAM | CT | 06750 | 501(C)3 | Q1 ANNUAL GRANT | $2,000 | |
| WATERBURY SYMPHONY ORCHESTRA | |||||||
| 160 ROBBINS ST | WATERBURY | CT | 067082614 | 501(C)3 | BRAVO PROGRAM | $90,000 | |
| WELLMORE BEHAVIORAL HEALTH | |||||||
| 141 EAST MAIN STREET | WATERBURY | CT | 06702 | 501(C)3 | GENERAL SUPPORT FOR WATERBURY | $6,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $598,175 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $248,366 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,483 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $267,849 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $267,849 | 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 | CRUT CHARITABLE REMAINDER TRUST - FRANCIS DUPONT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NY8-114-10-02 114 WEST 47TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $103,814 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SCHWAB 1347 | AT COST | $4,539,010 | $7,156,562 |
| SCHWAB 9340 | AT COST | $136,985 | $207,408 |
| US TRUST 2071 | AT COST | $6,631,959 | $10,212,124 |
| US TRUST 1187 | AT COST | $902,344 | $1,399,550 |
| US TRUST 0676 | AT COST | $22 | $25 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER SUPPLIES | $766 | $0 | $766 |
| WEBSITE | $252 | $0 | $252 |
| INSURANCE | $3,495 | $0 | $3,495 |
| MEMBERSHIPS | $4,142 | $0 | $4,142 |
| OFFICE EXPENSE | $1,265 | $0 | $1,265 |
| POST OFFICE RENTAL | $254 | $0 | $254 |
| TELEPHONE | $1,444 | $0 | $1,444 |
| STATE FILING FEE | $50 | $0 | $50 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION MANAGEMENT FEES | $65,000 | $0 | $65,000 |
| INVESTMENT FEES | $90,292 | $90,292 | $0 |
| PAYROLL FEES | $4,611 | $0 | $4,611 |
| LEGAL FEES | $2,557 | $0 | $2,557 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $11,391 | $0 | $0 |
| FOREIGN TAXES | $3,114 | $3,114 | $0 |