LEEVER FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LEEVER FOUNDATION INC (EIN 22-3115036)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-26
- IRS object ID
- 202041789349100519
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-26T14:06:52-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW Q KEEFER CPA | PreparerPersonNm |
| PTIN | P00852427 | PTIN |
| Phone | 4103565900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.210.159.137 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-08 | IPDt |
| IP Tm | 12:24:56 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 44F26ED54B8B8D88B1165040399A7D4552DF7240 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B263F04E8ABAD6BDEFA989DF931AEA0A5351E7CC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,280,975 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $323,221 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $323,221 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $242,342 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,141,810 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $242,342 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $565,563 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $565,563 | 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 | $115,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $115,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $23,515 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $23,515 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,185 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,185 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $171,889 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $88,178 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $83,711 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $827 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $451 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $90 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $90 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,093 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,093 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $57 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $57 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,624 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,624 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $347,280 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,629 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $258,275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $598,040 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $598,040 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $945,320 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,629 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $856,315 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$379,757 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $476,934 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $592,003 | CashBOYAmt |
| Cash EOY | $52,220 | CashEOYAmt |
| Cash EOYFMV | $52,220 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,019,511 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,019,630 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $13,782,742 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,923,257 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,209,125 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,374,745 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,994,988 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,280,975 | 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 | $14,374,745 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,994,988 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,374,745 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,994,988 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,374,745 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,994,988 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,374,745 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$379,757 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,994,988 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,994,988 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHWAB AND US TRUST | P | 2018-01-01 | 2019-12-31 | $3,137,593 | $2,899,468 | $238,125 | $238,125 |
| CAPITAL GAINS DIVIDENDS | P | $4,217 | $4,217 | $4,217 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $242,342 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,554,352 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,834,505 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.211135 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,453,293 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $23,501,191 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.359696 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,045,720 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,677,488 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053143 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,151,478 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,088,823 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071570 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $854,019 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,433,989 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059167 | DistributionYr5Rt |
| Total Distribution | 0.754711 | TotalDistributionRt |
| Average Distribution | 0.150942 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,859,161 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,544,755 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,769 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,549,524 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $856,315 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,539 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,539 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,539 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,687 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,687 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,852 | 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 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| LYNN MARIE FRANKLIN HENRY | ||||||||
| 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 | SARAN WHITE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 GOLD STREET UNIT P | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $115,000 | CompensationAmt |
| Employee Benefits | $6,900 | 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 | $51,496 |
| 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 | $16,005,898 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $671,514 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $438,488 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,115,900 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,115,900 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $256,739 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,859,161 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $842,958 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $842,958 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,539 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,539 | TotalTaxAmt |
| Distributable Before Adj | $833,419 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $833,419 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $833,419 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $856,315 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $856,315 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $856,315 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $833,419 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $161,120 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $362,517 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $67,204 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,306,483 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,728,003 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,625,327 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $856,315 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $833,419 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,896 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,648,223 | 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 | $161,120 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,487,103 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $362,517 | ExcessFromYear4Amt |
| Excess From Year3 | $67,204 | ExcessFromYear3Amt |
| Excess From Year2 | $7,306,483 | ExcessFromYear2Amt |
| Excess From Year1 | $2,728,003 | ExcessFromYear1Amt |
| Excess From Current Year | $22,896 | ExcessFromCurrentYearAmt |
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 (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| TECHNOLOGY BROADCASTING CORPORATION WMBR RADIO | ||||||
| 3 AMES STREET | CAMBRIDGE | MA | 02142 | 501(C)(3) | WMBR RADIO SUPPORT | $625 |
| AMERICAN RED CROSS | ||||||
| PO BOX 37839 | BOONE | IA | 50037 | 501(C)(3) | GENERAL SUPPORT | $3,000 |
| BETHLEHEM PUBLIC LIBRARY | ||||||
| 32 MAIN STREET SOUTH | BETHLEHEM | CT | 06751 | 501(C)(3) | GENERAL SUPPORT | $2,500 |
| BRASS CITY CHARTER SCHOOL | ||||||
| 212 CHESTNUT AVE | WATERBURY | CT | 06710 | 501(C)(3) | MAC AND SCIENCE PROGRAM INITIATIVES | $161,230 |
| CHILDREN'S COMMUNITY SCHOOL | ||||||
| PO BOX 1746 | WATERBURY | CT | 06721 | 501(C)(3) | INITIATIVE GRANT AND CAPAITY BUILDING | $68,455 |
| CONNECTICUT COMMUNITY FOUNDATION | ||||||
| 43 FIELD ST | WATERBURY | CT | 06702 | 501(C)(3) | GENERAL PROGRAM SUPPORT IN SHARED INTEREST AREAS, COMMUNITY LEADERSHIP, AND GIVE LOCAL | $42,000 |
| CONNECTICUT JUNIOR REPUBLIC ASSOC INC | ||||||
| PO BOX 161 | LITCHFIELD | CT | 06759 | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| EASTERSEALS | ||||||
| 22 TOMPKINS STREET | WATERBURY | CT | 06708 | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| FIRST CHURCH OF BETHLEHEM | ||||||
| 21 MAIN ST S | BETHLEHEM | CT | 06751 | 501(C)(3) | GENERAL SUPPORT | $4,225 |
| FLANDERS NATURE CENTER & LAND TRUST | ||||||
| 5 CHURCH HILL ROAD | WOODBURY | CT | 06798 | 501(C)(3) | GENERAL SUPPORT | $1,500 |
| SAVE GIRLS ON FYER | ||||||
| 276 HIGHLAND AVE | WATERBURY | CT | 06708 | 501(C)(3) | GIVE LOCAL- GREATER WATERBURY AND LITCHFIELD HILLS | $105 |
| HAROLD LEEVER REGIONAL CANCER CENTER | ||||||
| 1075 CHASE PKWY | WATERBURY | CT | 06708 | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| HARTFORD HEALTHCARE AT HOME | ||||||
| 1290 SILAS DEANE HIGHWAY - STE 4B | WETHERSFIELD | CT | 06109 | 501(C)(3) | GENERAL SUPPORT | $3,000 |
| INSTITUTE FOR AMERICAN INDIAN STUDIES | ||||||
| 38 CURTIS ROAD | WASHINGTON | CT | 06793 | 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 WATERBURY | ||||||
| 193 GRAND STREET 3RD FLOOR | WATERBURY | CT | 06702 | 501(C)(3) | UNGROUP SOCIETY | $100 |
| PINEY WOODS SCHOOL | ||||||
| PO BOX 57 | PINEY WOODS | MS | 39148 | 501(C)(3) | SCHOLARSHIP SUPPORT | $5,750 |
| SALVATION ARMY | ||||||
| 74 CENTRAL AVE | WATERBURY | CT | 06702 | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| SHAKESPERIENCE PRODUCTIONS | ||||||
| PO BOX 361 | NAUGATUCK | CT | 06770 | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| SKI & SNOWBOARD CLUB VAIL | ||||||
| 598 VAIL VALLEY DRIVE | VAIL | CO | 81657 | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| ST MARY'S HOSPITAL | ||||||
| 56 FRANKLIN ST | WATERBURY | CT | 06706 | 501(C)(3) | GENERAL SUPPORT | $7,500 |
| ST VINCENT DE PAUL MISSION OF WATURBURY | ||||||
| PO BOX 1612 | WATERBURY | CT | 06702 | 501(C)(3) | GENERAL SUPPORT | $6,000 |
| TURN THE PAGE BOOK FUND LTD | ||||||
| 33 ABERDEEN AVE | CAMBRIDGE | MA | 02138 | 501(C)(3) | GRANDCHILD MATCHING | $750 |
| UNITED WAY OF GREATER WATERBURY | ||||||
| PO BOX 2688 | WATERBURY | CT | 06723 | 501(C)(3) | GENERAL AND FLEX FUND SUPPORT AND WATERBURY BRIDGE TO SUCCESS | $50,209 |
| VNA NORTHWEST INC | ||||||
| 607 BANTAM ROAD UNIT F | BANTAM | CT | 06750 | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| WATERBURY SYMPHONY ORCHESTRA | ||||||
| 160 ROBBINS ST | WATERBURY | CT | 06708 | 501(C)(3) | BRAVO INITIATIVE AND CAPACITY BUILDING | $195,000 |
| CONNECTICUT COUNCIL FOR PHILANTHROPHY | ||||||
| 221 MAIN ST 3-3 | HARTFORD | CT | 06106 | 501(C)(3) | GENERAL SUPPORT | $250 |
| WELLMORE BEHAVIORAL HEALTH | ||||||
| 141 EAST MAIN STREET | WATERBURY | CT | 06702 | 501(C)(3) | GENERAL SUPPORT | $6,000 |
| MASSART FOUNDATION | ||||||
| 621 HUNTINGTON AVE | BOSTON | MA | 02115 | 501(C)(3) | GENERAL SUPPORT | $2,500 |
| DESIGN MUSEUM BOSTON | ||||||
| 100 SUMMER STREET | BOSTON | MA | 02110 | 501(C)(3) | GENERAL SUPPORT | $250 |
| UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION | ||||||
| 134 HICKS WAY | AMHERST | MA | 01003 | 501(C)(3) | GENERAL SUPPORT | $1,250 |
| CENTER FOR HUMAN DEVELOPMENT | ||||||
| 693 EAST MAIN STREET | WATERBURY | CT | 06702 | 501(C)(3) | GENERAL SUPPORT | $341 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $598,040 | 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 | $323,221 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $242,342 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $565,563 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $565,563 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,185 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,185 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SCHWAB 1347 | AT COST | $4,521,504 | $6,221,625 |
| SCHWAB 9340 | AT COST | $135,824 | $179,444 |
| US TRUST 2071 | AT COST | $7,100,056 | $9,349,890 |
| US TRUST 1187 | AT COST | $900,449 | $1,158,104 |
| US TRUST 0676 | AT COST | $265,424 | $300,062 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER SUPPLIES | $324 | $0 | $324 |
| WEBSITE | $307 | $0 | $307 |
| INSURANCE | $3,474 | $0 | $3,474 |
| MEMBERSHIPS | $6,295 | $0 | $6,295 |
| BOOKS AND SUBSCRIPTIONS | $26 | $0 | $26 |
| ED DEVELOPMENT | $395 | $0 | $395 |
| OFFICE EXPENSE | $559 | $0 | $559 |
| POST OFFICE RENTAL | $351 | $0 | $351 |
| TELEPHONE | $556 | $0 | $556 |
| STATE FILING FEE | $337 | $0 | $337 |
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 | $88,178 | $88,178 | $0 |
| PAYROLL FEES | $3,036 | $0 | $3,036 |
| INDEPENDENT CONTRACTORS | $15,675 | $0 | $15,675 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $376 | $0 | $0 |
| FOREIGN TAXES | $451 | $451 | $0 |