STANLEYS GARDEN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- STANLEYS GARDEN FOUNDATION (EIN 26-6138709)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201943169349100954
- Schema version
- 2018v3.1
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T09:43:11-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-09 | 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 | 2019-11-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.19.39.42 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-09 | IPDt |
| IP Tm | 11:21:05 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 296073058FCED3F205F1B4BEA9A179C246384284 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,144,187 | 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 | $864,063 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $84,099 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,099 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $141,576 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,815,007 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $528,733 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $993 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $993 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,090,731 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $613,825 | 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 | $4,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,484 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,484 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,471 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $816 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,055 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,300 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $600,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $600,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $649,455 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,300 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $605,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $441,276 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $578,525 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $75,907 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,553 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,697 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,586,604 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,899,068 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,197,079 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $760,046 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $901,250 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $882,411 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,422,557 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,864,871 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,144,187 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $2,422,557 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,864,871 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,422,557 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,864,871 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,422,557 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,864,871 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,422,557 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $441,276 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,038 | OtherIncreasesAmt |
| Subtotal | $2,864,871 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,864,871 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US TRUST #3661 - SALE OF INVESTMENTS | P | 2018-01-01 | 2018-12-31 | $1,125,702 | $1,212,614 | -$86,912 | -$86,912 |
| US TRUST #3661 - SALE OF INVESTMENTS | P | 2017-12-31 | 2018-12-31 | $925,706 | $641,588 | $284,118 | $284,118 |
| US TRUST #3661 - SALE OF INVESTMENTS - WASH SALE | P | 2018-01-01 | 2018-12-31 | $1,293 | $1,293 | $1,293 | |
| US TRUST #3661 - SALE OF INVESTMENTS - WASH SALE | P | 2017-12-31 | 2018-12-31 | $894 | $894 | $894 | |
| US TRUST #3661 - SALE OF INVESTMENTS | D | 2017-12-31 | 2018-12-31 | $761,373 | $432,072 | $329,301 | $329,301 |
| CAPITAL GAINS DIVIDENDS | P | $39 | $39 | $39 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $528,733 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $884,215 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,648,274 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.242365 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $766,357 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,313,098 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.231311 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $403,396 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,447,154 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.117023 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $358,561 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,685,700 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.097284 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $385,526 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,573,833 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.149787 | DistributionYr5Rt |
| Total Distribution | 0.837770 | TotalDistributionRt |
| Average Distribution | 0.167554 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,556,641 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $595,929 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,785 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $601,714 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $605,500 | 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 | $5,785 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,785 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,785 | 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 | $35 | EsPenaltyAmt |
| Tax Due | $3,570 | 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 | $3,537,339 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,464 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,610,803 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,610,803 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,162 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,556,641 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $177,832 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $177,832 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,785 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,785 | TotalTaxAmt |
| Distributable Before Adj | $172,047 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $172,047 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $172,047 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $605,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $605,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,785 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $599,715 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $172,047 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $266,050 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $178,324 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $234,246 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $603,588 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $705,995 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,988,203 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $605,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $172,047 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $433,453 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,421,656 | 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 | $266,050 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,155,606 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $178,324 | ExcessFromYear4Amt |
| Excess From Year3 | $234,246 | ExcessFromYear3Amt |
| Excess From Year2 | $603,588 | ExcessFromYear2Amt |
| Excess From Year1 | $705,995 | ExcessFromYear1Amt |
| Excess From Current Year | $433,453 | 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 (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH ST | NEW YORK | NY | 10021 | NONE | PC | GENERAL OPERATING SUPPORT | $110,400 |
| MONTEFIORE MEDICAL CENTER | |||||||
| 111 EAST 210TH STREET | NEW YORK | NY | 10467 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3560 WATT WAY | LOS ANGELES | CA | 90089 | NONE | PC | GENERAL OPERATING SUPPORT | $450,000 |
| 92Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| USC SHOAH FOUNDATION | |||||||
| 650 WEST 35TH STREET FOURTH FLOOR | LOS ANGELES | CA | 90089 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $600,400 | 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 | $84,099 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $141,576 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES LITIGATION | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $993 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $226,668 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $226,668 | 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 | $864,063 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 15,625 SHS ALTRIA GROUP INC. | NoncashPropertyDesc |
| Fair Market Value | $864,063 | FairMarketValueAmt |
| Received | 2018-04-24 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PKF O'CONNOR DAVIES, LLP | CategoryTxt |
| Amt | $4,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,850 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (18 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC. | $51,009 | $49,813 |
| CHEVRON CORP | $48,359 | $48,853 |
| CITIGROUP INC | $50,498 | $49,988 |
| COCA COLA CO. | $51,166 | $48,393 |
| DISNEY WALT CO | $49,051 | $49,247 |
| GENERAL ELECTRIC | $52,904 | $47,753 |
| HOME DEPOT INC. | $50,479 | $49,821 |
| INTEL CORP. | $50,683 | $48,979 |
| JOHNSON & JOHNSON | $50,194 | $48,561 |
| MERCK & CO. | $51,119 | $49,491 |
| MICROSOFT CORP. | $50,056 | $48,940 |
| PEPSICO INC UNSECD SR GBL NT | $45,204 | $46,183 |
| PFIZER INC. | $50,869 | $50,003 |
| PNC BANK N A | $49,300 | $49,889 |
| PROCTER AND GAMBLE CO | $51,313 | $48,624 |
| UNITED TECHNOLOGIES CORP | $49,514 | $48,161 |
| WELLS FARGO & CO | $50,110 | $49,908 |
| BP CAP MARKETS PLC | $49,422 | $49,804 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (158 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $8,579 | $7,813 |
| A T & T INC. | $17,100 | $19,293 |
| ABBVIE INC. | $5,549 | $21,296 |
| ACCENTURE PLC | $7,914 | $12,691 |
| AIR PRODS & CHEMS INC | $6,275 | $6,285 |
| ALIBABA GROUP HLDG LTD ADS | $32,525 | $23,576 |
| ALPHABET INC CL C COM | $15,420 | $14,498 |
| ALPHABET INC CL A COM | $14,496 | $13,584 |
| ALTRIA GROUP INC | $72,395 | $133,003 |
| AMAZON COM INC | $29,714 | $30,039 |
| AMERCO | $2,841 | $2,628 |
| AMERICAN ELEC PWR INC | $19,569 | $21,376 |
| AMERICAN EXPRESS CO | $5,554 | $5,338 |
| AMGEN INC | $18,968 | $21,414 |
| ANALOG DEVICES INC | $11,477 | $12,274 |
| ANSYS INC | $7,464 | $6,146 |
| AON PLC | $3,884 | $4,070 |
| APPLE INC. | $16,847 | $36,596 |
| ARCH CAP GROUP LTD NEW COM BERMUDA | $6,046 | $5,584 |
| AUTODESK INC | $25,829 | $25,979 |
| AUTOMATIC DATA PROCESSING INC | $4,382 | $4,617 |
| B B AND T CORP | $7,440 | $12,086 |
| BLACK KNIGHT INC | $8,752 | $7,840 |
| BLACKROCK INC | $9,249 | $12,177 |
| BP PLC | $12,697 | $16,801 |
| BRISTOL MYERS SQUIBB CO | $13,943 | $13,619 |
| BROADCOM INC | $16,358 | $15,765 |
| BROOKFIELD ASSET MGMT IN CL A COM | $16,316 | $15,608 |
| BROWN & BROWN INC | $5,218 | $5,264 |
| BROWN FORMAN CORP CL B | $2,100 | $2,005 |
| CARMAX INC | $11,885 | $10,852 |
| CBRE GROUP INC CL A COM | $8,253 | $7,407 |
| CDK GLOBAL INC | $2,823 | $2,107 |
| CERNER CORP | $10,760 | $9,124 |
| CHEVRON CORP | $20,381 | $22,628 |
| CISCO SYS INC | $23,048 | $40,643 |
| CITIGROUP INC | $20,760 | $18,429 |
| COCA COLA CO. | $18,754 | $25,332 |
| COLFAX CORP | $4,876 | $2,989 |
| COLGATE PALMOLIVE CO | $10,024 | $8,928 |
| COMCAST CORP CL A | $11,075 | $10,614 |
| COPART INC | $6,700 | $6,546 |
| CROWN CASTLE INTL CORP | $13,295 | $16,620 |
| CVS HEALTH CORP | $13,056 | $13,104 |
| DANONE | $14,537 | $12,778 |
| DEERE & CO | $13,161 | $13,493 |
| DISNEY WALT CO | $9,944 | $11,826 |
| DOLLAR GEN CORP | $3,868 | $4,431 |
| DOMINION ENERGY INC | $19,942 | $20,652 |
| DOWDUPONT INC | $7,954 | $9,947 |
| EATON CORP PLC | $15,412 | $14,899 |
| ECHOSTAR CORP CL A | $781 | $551 |
| EMERSON ELECTRIC | $11,926 | $11,173 |
| EQUINIX INC REITS | $4,263 | $3,526 |
| EXPEDITORS INTL WASHINGTON INC | $14,331 | $14,231 |
| EXXON MOBIL CORP | $26,708 | $23,866 |
| FACEBOOK INC CL A COM | $31,596 | $23,334 |
| FACTSET RESH SYS INC | $8,188 | $8,205 |
| FASTENAL CO | $2,374 | $2,353 |
| FIRST REP BK SAN FRANCISCO | $7,809 | $6,865 |
| FNF GROUP | $9,122 | $7,546 |
| FORD MTR CO DEL | $14,619 | $9,494 |
| GARTNER GROUP INC NEW CL A | $11,297 | $11,122 |
| GCI LIBERTY INC | $3,028 | $2,470 |
| GENERAL MLS INC | $11,840 | $10,047 |
| GUIDEWIRE SOFTWARE INC | $3,750 | $3,049 |
| HD SUPPLY HLDGS INC | $662 | $638 |
| HEICO CORP NEW | $799 | $756 |
| HILTON WORLDWIDE HLDGS INC | $8,134 | $7,252 |
| HOME DEPOT INC. | $4,078 | $25,086 |
| HONEYWELL INTL INC | $10,579 | $10,041 |
| HOWARD HUGHES CORP | $4,743 | $3,710 |
| HUNGTINGTON BANKSHARES | $22,560 | $17,354 |
| HYATT HOTELS | $3,637 | $3,245 |
| I.H.S. MARKIT LTD BERMUDA | $7,171 | $7,148 |
| IDEXX LABS INC | $2,607 | $2,232 |
| INTEL CORP. | $5,671 | $14,314 |
| INTERNATIONAL BUSINESS MACHS | $10,972 | $8,298 |
| INTERNATIONAL PAPER CO | $12,395 | $13,642 |
| JOHNSON & JOHNSON | $20,105 | $30,069 |
| JP MORGAN CHASE & CO | $17,689 | $29,188 |
| KAR AUCTION SVCS INC | $2,436 | $2,115 |
| KENNEDY-WILSON HLDGS INC | $3,810 | $3,363 |
| KEYCORP NEW | $21,682 | $16,347 |
| KIMBERLY CLARK CORP. | $5,905 | $11,724 |
| KKR & CO INC | $5,615 | $4,162 |
| LENNAR CORP | $4,017 | $2,858 |
| LIBERTY BROADBAND-A | $1,765 | $1,580 |
| LIBERTY BROADBAND-C | $3,619 | $3,241 |
| LIBERTY EXPEDIA HLDGS INC SER A COM | $1,177 | $1,134 |
| LIBERTY FORMULA ONE SER A COM | $365 | $327 |
| LIBERTY FORMULA ONE SER C COM | $4,849 | $4,329 |
| LIBERTY GLOBAL PLC CL A COM | $1,816 | $1,259 |
| LIBERTY GLOBAL PLC SER C COM | $3,515 | $2,415 |
| LIBERTY MEDIA CORP DEL SIRIUSXM SER A COM | $1,507 | $1,288 |
| LIBERTY MEDIA CORP DEL SIRIUSXM SER C COM | $3,355 | $2,884 |
| LILLY ELI & CO | $11,972 | $17,821 |
| LOCKHEED MARTIN CORP. | $5,240 | $18,852 |
| M & T BK CORP | $2,804 | $2,290 |
| MARKEL CORP | $13,550 | $12,457 |
| MARTIN MARIETTA MATLS INC | $10,965 | $9,109 |
| MASTERCARD INC CL A | $11,290 | $12,828 |
| MCDONALDS CORP. | $11,966 | $23,794 |
| MERCK & CO. | $21,249 | $34,940 |
| METTLER TOLEDO INTERNATIONAL | $5,692 | $5,656 |
| MICROCHIP TECHNOLOGY INC | $6,696 | $5,466 |
| MICROSOFT CORP. | $27,169 | $67,138 |
| MOHAWK INDS INC | $2,997 | $1,637 |
| MONSTER BEVERAGE CORP | $17,699 | $15,160 |
| MOODYS CORP | $4,822 | $4,481 |
| MOTOROLA SOLUTIONS INC NEW COM | $2,034 | $2,197 |
| MSCI INC COM CL A | $2,663 | $2,506 |
| NOVARTIS A G | $8,323 | $8,753 |
| NOVO-NORDISK | $14,463 | $13,452 |
| O REILLY AUTOMOTIVE INC NEW COM | $10,521 | $14,462 |
| ORACLE CORP | $24,334 | $22,846 |
| PEPSICO INC. | $12,058 | $16,711 |
| PFIZER INC. | $17,346 | $31,384 |
| PHILIP MORRIS INTL INC. | $9,152 | $14,123 |
| PROCTER AND GAMBLE CO | $25,641 | $32,540 |
| PROGRESSIVE CORP OHIO | $3,802 | $4,042 |
| QUALCOMM INC | $14,249 | $13,260 |
| REALPAGE INC | $3,384 | $2,699 |
| REGENERON PHARMACEUTICALS | $14,621 | $16,061 |
| RESTAURANT BRANDS INTER INC | $11,936 | $10,656 |
| ROPER TECHNOLOGIES INC | $6,399 | $6,396 |
| ROSS STORES INC | $449 | $582 |
| S & P GLOBAL INC | $4,041 | $4,079 |
| SBA COMMUNICATIONS CORP NEW CL A REITS | $15,565 | $16,027 |
| SCHLUMBERGER LTD CURACAO | $14,014 | $7,719 |
| SEI INVESTMENTS CO | $13,831 | $9,958 |
| SEMPRA ENERGY | $8,697 | $8,400 |
| SHOPIFY INC | $798 | $692 |
| SIMON PPTY GROUP IN | $17,671 | $17,639 |
| STARBUCKS CORP | $12,813 | $14,748 |
| SUMMIT MATLS INC | $2,307 | $1,513 |
| SUNTRUST BKS INC | $18,267 | $13,568 |
| TARGET CORP | $17,605 | $19,298 |
| TEXAS INSTRS INC | $10,374 | $20,507 |
| TRANSDIGM GROUP INC | $14,526 | $15,643 |
| TRANSUNION | $7,632 | $6,589 |
| UNION PAC CORP | $6,620 | $10,782 |
| UNITED PARCEL SVC INC. | $18,076 | $23,700 |
| UNITED TECHNOLOGIES CORP | $9,459 | $10,116 |
| US BANCORP | $13,101 | $15,111 |
| VAIL RESORTS INC | $6,449 | $4,883 |
| VANGUARD TOTAL WORLD STOCK INDEX | $184,212 | $199,653 |
| VARIAN MED SYS INC | $8,508 | $8,498 |
| VERISIGN INC | $6,988 | $8,453 |
| VERISK ANALYTICS INC | $7,268 | $7,851 |
| VERIZON COMMUNICATIONS INC. | $13,744 | $21,982 |
| VISA INC | $42,224 | $54,887 |
| VULCAN MATLS CO | $8,890 | $7,608 |
| WAL-MART STORES INC | $8,444 | $11,334 |
| WELLS FARGO & CO. | $7,945 | $9,907 |
| WIX.COM | $4,542 | $4,156 |
| YUM BRAND INC | $8,322 | $9,468 |
| YUM CHINA HLDGS INC | $6,373 | $5,566 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES LITIGATION | Desc |
| Revenue And Expenses Per Books | $993 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $993 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $993 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $1,038 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $0 | $0 | $0 |
| U.S. TRUST | $34,484 | $34,484 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $816 | $816 | $0 |
| EXCISE TAX | $8,655 | $0 | $0 |