STANLEYS GARDEN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- STANLEYS GARDEN FOUNDATION (EIN 26-6138709)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-22
- IRS object ID
- 202032049349100103
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-22T08:58:44-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 TICE BOULEVARD SUITE 315 | AddressLine1Txt |
| City | WOODCLIFF LAKE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07677 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266138709 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANLEY'S GARDEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAN | BusinessNameControlTxt |
| Phone | 2015681488 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 ESSEX DRIVE | AddressLine1Txt |
| City | TENAFLY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07670 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY LEVENTHAL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2015681488 | PhoneNum |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES MADORMO | PreparerPersonNm |
| PTIN | P00060969 | PTIN |
| Phone | 2017129800 | PhoneNum |
| Preparation | 2020-07-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,080,560 | 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 | $906,200 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $86,695 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,695 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $160,183 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,020,632 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $618,207 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $36 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $93 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,153,114 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $704,995 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,041 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,013 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,232 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $412 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $359 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $359 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,582 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,425 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,309 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $707,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $707,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $750,332 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,425 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $712,059 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $402,782 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $670,570 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $64,553 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $309,647 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $309,840 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,899,068 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,196,257 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,989,524 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $901,250 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $762,858 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $781,196 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,864,871 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,268,762 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,080,560 | 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 | $2,864,871 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,268,762 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,864,871 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,268,762 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,864,871 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,268,762 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,864,871 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $402,782 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,109 | OtherIncreasesAmt |
| Subtotal | $3,268,762 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,268,762 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| US TRUST #3661 - SALE OF INVESTMENTS | 2019-01-01 | 2019-12-31 | $170,956 | $167,038 | $3,918 | $3,918 | |
| US TRUST #3661 - SALE OF INVESTMENTS | 2019-01-01 | 2019-12-31 | $941,280 | $792,675 | $148,605 | $148,605 | |
| US TRUST #3661 - SALE OF INVESTMENTS - WASH | 2019-01-01 | 2019-12-31 | $785 | $786 | -$1 | -$1 | |
| US TRUST #3661 - BROWN & FORMAN | 2019-12-24 | 2019-12-30 | $677,597 | $299,364 | $378,233 | $378,233 | |
| US TRUST #3661 - CISCO SYSTEMS | 2019-12-24 | 2019-12-30 | $229,986 | $142,562 | $87,424 | $87,424 | |
| CAPITAL GAINS DIVIDENDS | $28 | $28 | $28 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $618,207 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $599,715 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,556,641 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.168618 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $884,215 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,648,274 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.242365 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $766,357 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,313,098 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.231311 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $403,396 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,447,154 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.117023 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $358,561 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,685,700 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.097284 | DistributionYr5Rt |
| Total Distribution | 0.856601 | TotalDistributionRt |
| Average Distribution | 0.171320 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,483,084 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $596,722 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,706 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $603,428 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $712,059 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,706 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,706 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,706 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,250 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,250 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $109 | EsPenaltyAmt |
| Tax Due | $4,565 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KATHY LEVENTHAL | IndividualWithBooksNm |
| Phone | 2015681488 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 ESSEX DR | AddressLine1Txt |
| City | TENAFLY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07670 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KATHY LEVENTHAL | ||||||||
| 47 ESSEX DR | TENAFLY | NJ | 07670 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICHARD LEVENTHAL | ||||||||
| 47 ESSEX DR | TENAFLY | NJ | 07670 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,449,119 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,007 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,536,126 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,536,126 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,042 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,483,084 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $174,154 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $174,154 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,706 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,706 | TotalTaxAmt |
| Distributable Before Adj | $167,448 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $167,448 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $167,448 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $712,059 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $712,059 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,706 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $705,353 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $167,448 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $178,324 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $234,246 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $603,588 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $705,995 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $433,453 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,155,606 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $712,059 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $167,448 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $544,611 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,700,217 | 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 | $178,324 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,521,893 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $234,246 | ExcessFromYear4Amt |
| Excess From Year3 | $603,588 | ExcessFromYear3Amt |
| Excess From Year2 | $705,995 | ExcessFromYear2Amt |
| Excess From Year1 | $433,453 | ExcessFromYear1Amt |
| Excess From Current Year | $544,611 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KATHY LEVENTHAL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 92Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PC | GENERAL OPERATING SUPPORT | $14,200 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH ST | NEW YORK | NY | 10021 | NONE | PC | GENERAL OPERATING SUPPORT | $241,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3560 WATT WAY | LOS ANGELES | CA | 90089 | NONE | PC | GENERAL OPERATING SUPPORT | $452,000 |
| THE BRANDEIS SCHOOL | |||||||
| 25 FROST LN | LAWRENCE | NY | 11559 | NONE | PC | GENERAL OPERATING SUPPORT | $550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $707,750 | 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 | $86,695 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $160,183 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES LITIGATION | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $36 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $246,914 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $246,914 | 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 Person | KATHY LEVENTHAL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 ESSEX DRIVE | AddressLine1Txt |
| City | TENAFLY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07670 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $906,200 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 10,000 SHARES BROWN FORMAN CORP. 5,000 SHARES CISCO SYS INC. | NoncashPropertyDesc |
| Fair Market Value | $906,200 | FairMarketValueAmt |
| Received | 2019-12-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PKF O'CONNOR DAVIES, LLP | CategoryTxt |
| Amt | $3,950 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,950 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN CHASE | $50,802 | $51,044 |
| ISHARES INTERMEDIATE GOVT | $109,944 | $109,844 |
| DISNEY WALT CO | $49,051 | $53,599 |
| INTEL CORP. | $51,339 | $51,421 |
| JOHNSON & JOHNSON | $50,193 | $52,929 |
| COCA COLA CO. | $51,166 | $52,394 |
| AMERICAN EXPRESS | $50,639 | $51,109 |
| MICROSOFT CORP. | $50,055 | $50,697 |
| UNITEDHEALTH GROUP | $52,080 | $52,326 |
| APPLE INC. | $51,009 | $50,698 |
| UNITED PARCEL | $51,898 | $51,968 |
| CHEVRON CORP | $48,360 | $51,169 |
| MERCK & CO. | $51,118 | $50,959 |
| PEPSICO INC UNSECD SR GBL NT | $45,204 | $51,039 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (165 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MOTOROLA SOLUTIONS INC NEW COM | $1,908 | $2,912 |
| MOODYS CORP | $2,596 | $4,273 |
| LENNAR CORP | $4,207 | $4,463 |
| MONSTER BEVERAGE CORP | $28,558 | $30,504 |
| NOVO-NORDISK | $22,656 | $25,062 |
| NOVARTIS A G | $11,369 | $13,635 |
| NVIDIA | $19,875 | $26,589 |
| O REILLY AUTOMOTIVE INC NEW COM | $6,642 | $12,271 |
| ORACLE CORP | $37,261 | $39,735 |
| KKR & CO INC | $7,741 | $8,634 |
| PEPSICO INC. | $10,668 | $18,304 |
| KIMBERLY CLARK CORP. | $5,269 | $12,611 |
| MSCI INC COM CL A | $2,460 | $4,131 |
| MICROSOFT CORP. | $36,694 | $101,401 |
| LIBERTY GLOBAL PLC CL A COM | $1,501 | $1,137 |
| LIBERTY GLOBAL PLC SER C COM | $2,865 | $2,136 |
| LIBERTY MEDIA CORP DEL SIRIUSXM SER A COM | $1,277 | $1,450 |
| LIBERTY FORMULA ONE SER C COM | $4,005 | $5,470 |
| LIBERTY MEDIA CORP DEL SIRIUSXM SER C COM | $2,847 | $3,225 |
| LILLY ELI & CO | $9,718 | $16,429 |
| LIBERTY FORMULA ONE SER A COM | $292 | $394 |
| LOCKHEED MARTIN CORP. | $4,273 | $22,973 |
| M & T BK CORP | $2,238 | $2,207 |
| LIBERTY BROADBAND | $1,405 | $2,242 |
| MARTIN MARIETTA MATLS INC | $5,541 | $7,830 |
| MCDONALDS CORP. | $10,626 | $23,516 |
| MERCK & CO. | $22,381 | $39,987 |
| METTLER TOLEDO INTERNATIONAL | $4,538 | $6,346 |
| MICROCHIP TECHNOLOGY INC | $5,747 | $6,912 |
| LIBERTY BROADBAND | $3,735 | $5,785 |
| MASTERCARD INC CL A | $9,962 | $17,915 |
| MARKEL CORP | $12,191 | $12,575 |
| PHILIP MORRIS INTL INC. | $8,666 | $16,993 |
| TRANSDIGM GROUP INC | $9,364 | $18,368 |
| TRANSUNION | $5,837 | $7,876 |
| TRUST FINCL CORP | $17,714 | $26,480 |
| UNION PAC CORP | $7,080 | $14,282 |
| UNITED HEALTHGROUP | $11,684 | $14,405 |
| UNITED PARCEL SVC INC. | $13,037 | $23,412 |
| UNITED TECHNOLOGIES CORP | $11,076 | $16,024 |
| US BANCORP | $8,587 | $12,838 |
| VAIL RESORTS INC | $6,831 | $6,765 |
| VANGUARD TOTAL WORLD STOCK INDEX | $384,412 | $446,660 |
| VARIAN MED SYS INC | $7,710 | $9,089 |
| VERISIGN INC | $4,733 | $7,900 |
| VERISK ANALYTICS INC | $4,646 | $7,168 |
| VERIZON COMMUNICATIONS INC. | $11,779 | $21,306 |
| VISA INC | $60,610 | $93,950 |
| VORNADO RLTY | $1,072 | $1,095 |
| VULCAN MATLS CO | $7,902 | $9,935 |
| WAL-MART STORES INC | $7,537 | $12,892 |
| WAYFAIR | $5,033 | $3,434 |
| WELLS FARGO & CO. | $11,479 | $12,697 |
| WIX.COM | $4,604 | $5,752 |
| TJX | $8,452 | $10,014 |
| PFIZER INC. | $14,933 | $24,252 |
| TEXAS INSTRS INC | $8,557 | $22,964 |
| PROCTER AND GAMBLE CO | $30,685 | $47,337 |
| PROGRESSIVE CORP OHIO | $3,003 | $3,909 |
| QUALCOMM INC | $12,372 | $18,087 |
| REALPAGE INC | $4,714 | $4,300 |
| REGENERON PHARMACEUTICALS | $24,867 | $26,659 |
| REGIONS FINL CORP | $18,128 | $20,068 |
| RESTAURANT BRANDS INTER INC | $9,117 | $10,219 |
| ROCH HLDG LTD | $13,186 | $14,713 |
| ROPER TECHNOLOGIES INC | $5,027 | $6,730 |
| ROSS STORES INC | $553 | $931 |
| S & P GLOBAL INC | $1,419 | $2,457 |
| SBA COMMUNICATIONS CORP NEW CL A REITS | $10,123 | $15,664 |
| SCHLUMBERGER LTD CURACAO | $15,751 | $10,316 |
| SEI INVESTMENTS CO | $20,702 | $20,963 |
| SEMPRA ENERGY | $7,794 | $10,519 |
| SHOPIFY INC | $798 | $1,988 |
| SIMON PPTY GROUP IN | $15,670 | $14,002 |
| SLACK TECHNOLOGIES | $2,757 | $1,843 |
| SQUARE INC | $1,186 | $1,189 |
| STARBUCKS CORP | $14,937 | $20,134 |
| SUMMIT MATLS INC | $1,894 | $2,462 |
| TARGET CORP | $10,746 | $23,975 |
| JP MORGAN CHASE & CO | $15,678 | $36,941 |
| KENNEDY-WILSON HLDGS INC | $3,166 | $3,468 |
| BROADCOM INC | $16,772 | $20,225 |
| BROOKFIELD ASSET MGMT IN CL A COM | $14,185 | $20,577 |
| BROOKFIELD PPTY | $1,294 | $1,199 |
| BROWN & BROWN INC | $4,307 | $6,356 |
| BROWN FORMAN CORP CL B | $1,990 | $2,779 |
| CARMAX INC | $9,293 | $12,186 |
| CBRE GROUP INC CL A COM | $7,676 | $10,603 |
| CERNER CORP | $16,910 | $18,966 |
| CHEVRON CORP | $18,026 | $22,294 |
| BRISTOL MYERS SQUIBB CO | $14,794 | $18,294 |
| CISCO SYS INC | $28,700 | $47,768 |
| COCA COLA CO. | $25,304 | $35,313 |
| COGNEX CORP | $799 | $953 |
| COLFAX CORP | $4,031 | $4,475 |
| COLGATE PALMOLIVE CO | $15,046 | $15,351 |
| COMCAST CORP CL A | $11,242 | $14,031 |
| COPART INC | $5,475 | $10,822 |
| KEYCORP NEW | $19,209 | $19,896 |
| CROWN CASTLE INTL CORP | $11,618 | $19,332 |
| CVS HEALTH CORP | $14,908 | $17,681 |
| CITIGROUP INC | $18,382 | $25,165 |
| BP PLC | $13,218 | $16,832 |
| BLACKROCK INC | $10,196 | $16,589 |
| BLACK KNIGHT INC | $7,766 | $9,994 |
| ABBVIE INC. | $4,946 | $18,239 |
| ACCENTURE PLC | $7,035 | $16,846 |
| AIR PRODS & CHEMS INC | $2,866 | $4,251 |
| ALCON INC | $429 | $509 |
| ALIBABA GROUP HLDG LTD ADS | $50,184 | $54,086 |
| ALPHABET INC CL A COM | $23,538 | $26,740 |
| ALPHABET INC CL C COM | $23,875 | $26,788 |
| ALTRIA GROUP INC | $13,752 | $13,753 |
| AMAZON COM INC | $48,263 | $55,435 |
| AMERCO | $2,451 | $2,634 |
| AMERICAN ELEC PWR INC | $17,312 | $24,006 |
| AMERICAN EXPRESS CO | $96 | $124 |
| AMGEN INC | $23,348 | $30,376 |
| ANALOG DEVICES INC | $10,193 | $15,094 |
| ANSYS INC | $5,836 | $8,752 |
| AON PLC | $2,773 | $4,166 |
| APPLE INC. | $14,959 | $60,492 |
| ARCH CAP GROUP LTD NEW COM BERMUDA | $5,042 | $7,592 |
| AT&T INC. | $14,814 | $23,487 |
| AUTODESK INC | $38,674 | $49,718 |
| AUTOMATIC DATA PROCESSING INC | $7,265 | $8,898 |
| DANONE | $13,437 | $14,053 |
| DEERE & CO | $20,312 | $22,764 |
| CREDIT ACCEP CORP | $3,606 | $3,539 |
| GENERAL MLS INC | $10,509 | $12,265 |
| GCI LIBERTY INC | $2,810 | $4,109 |
| DISNEY WALT CO | $8,828 | $13,823 |
| GENERAL MOTORS | $8,417 | $8,308 |
| GUIDEWIRE SOFTWARE INC | $3,720 | $4,281 |
| HEICO CORP NEW | $894 | $1,164 |
| HILTON WORLDWIDE HLDGS INC | $8,368 | $11,646 |
| HOME DEPOT INC. | $3,631 | $28,389 |
| HONEYWELL INTL INC | $9,326 | $11,859 |
| HOWARD HUGHES CORP | $5,125 | $5,452 |
| HUNGTINGTON BANKSHARES | $20,005 | $19,479 |
| HYATT HOTELS | $3,318 | $3,947 |
| I.H.S. MARKIT LTD BERMUDA | $5,131 | $8,289 |
| IDEXX LABS INC | $3,784 | $4,700 |
| INTEL CORP. | $5,030 | $16,219 |
| INTERNATIONAL BUSINESS MACHS | $9,770 | $8,713 |
| INTERNATIONAL PAPER CO | $8,801 | $11,052 |
| JOHNSON & JOHNSON | $17,862 | $30,195 |
| YUM BRAND INC | $13,026 | $15,009 |
| GARTNER GROUP INC NEW CL A | $8,202 | $10,017 |
| YUM CHINA HLDGS INC | $10,325 | $11,906 |
| FNF GROUP | $7,692 | $9,297 |
| ELAN ANIMAL HEALTH | $632 | $560 |
| EMERSON ELECTRIC | $14,029 | $16,701 |
| DOMINOS PIZZA | $5,993 | $7,051 |
| DOMINION ENERGY INC | $17,622 | $21,202 |
| EQUINIX INC REITS | $2,531 | $3,502 |
| DOLLAR GEN CORP | $2,183 | $3,744 |
| EATON CORP PLC | $13,198 | $18,281 |
| EXPEDITORS INTL WASHINGTON INC | $21,703 | $23,718 |
| DOWDUPONT INC | $11,074 | $12,150 |
| FACEBOOK INC CL A COM | $49,118 | $53,981 |
| FACTSET RESH SYS INC | $12,621 | $15,293 |
| FASTENAL CO | $3,660 | $4,914 |
| FIRST REP BK SAN FRANCISCO | $6,786 | $8,104 |
| EXXON MOBIL CORP | $23,732 | $21,702 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 3M CO | Desc |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $359 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $359 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAX REFUND | $57 | ||
| SECURITIES LITIGATION | $36 | $36 | $36 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $1,109 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES - U.S. TRUST | $0 | $2,881 | $0 |
| U.S. TRUST | $32,041 | $31,132 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $412 | $412 | $0 |
| FEDERAL EXCISE TAX - 2018 | $3,570 | $0 | $0 |
| FEDERAL EXCISE TAX - 2019 | $2,250 | $0 | $0 |