STANLEYS GARDEN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- STANLEYS GARDEN FOUNDATION (EIN 26-6138709)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-31
- IRS object ID
- 201732129349100008
- Schema version
- 2016v3.0
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-31T11:19:24-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 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 | 2016-01-01 | 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 | 2017-07-10 | 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 | 2017-07-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.51.112.58 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-07-10 | IPDt |
| IP Tm | 08:50:03 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D62E315C93B997AD830AC9A866DC980BDC9D8706 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AD3B626500A59A1B576A4B498EA645165325D0FB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,578,139 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,831 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,831 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $70,769 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,769 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $93,754 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,389,912 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $93,754 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $91 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,172,445 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $172,354 | 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 | $3,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,626 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,261 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,011 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,687 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,011 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $767,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $767,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $802,487 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,011 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $767,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $369,958 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $144,343 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $118,595 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,023,692 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,023,714 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,558,559 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,865,562 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,311,588 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,052,609 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $210,467 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $242,837 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,729,763 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,099,721 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,578,139 | 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 | $2,729,763 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,099,721 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,729,763 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,099,721 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,729,763 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,099,721 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,729,763 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $369,958 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,099,721 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,099,721 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US TRUST #23661 - SALE OF INVESTMENTS | P | 2016-01-01 | 2016-12-31 | $1,270,539 | $1,299,146 | -$28,607 | -$28,607 |
| US TRUST #23661 - SALE OF INVESTMENTS | P | 2015-01-01 | 2016-12-31 | $1,119,323 | $997,012 | $122,311 | $122,311 |
| CAPITAL GAINS DIVIDENDS | P | $50 | $50 | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $93,754 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $403,396 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,447,154 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.117023 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $358,561 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,685,700 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.097284 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $385,526 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,573,833 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.149787 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $591,573 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,561,522 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.230946 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $164,009 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,318,553 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070738 | DistributionYr5Rt |
| Total Distribution | 0.665778 | TotalDistributionRt |
| Average Distribution | 0.133156 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,313,098 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $441,159 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,443 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $442,602 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $767,800 | 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 | $1,443 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,443 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,443 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,077 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,077 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,634 | OverpaymentAmt |
| Applied To ES Tax | $1,634 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 |
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 | 0.00 | $0 | $0 | $0 |
| RICHARD LEVENTHAL | ||||||||
| 47 ESSEX DR | TENAFLY | NJ | 07670 | TRUSTEE | 0.00 | $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 | $2,792,404 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $571,147 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,363,551 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,363,551 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,453 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,313,098 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $165,655 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $165,655 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,443 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,443 | TotalTaxAmt |
| Distributable Before Adj | $164,212 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $164,212 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $164,212 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $767,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $767,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,443 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $766,357 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $164,212 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,362 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $467,035 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $266,050 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $178,324 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $234,246 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,160,017 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $767,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $164,212 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $603,588 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,763,605 | 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 | $14,362 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,749,243 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $467,035 | ExcessFromYear4Amt |
| Excess From Year3 | $266,050 | ExcessFromYear3Amt |
| Excess From Year2 | $178,324 | ExcessFromYear2Amt |
| Excess From Year1 | $234,246 | ExcessFromYear1Amt |
| Excess From Current Year | $603,588 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KATHY LEVENTHAL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHY LEVENTHAL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Phone | 2015681488 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | DISTRIBUTIONS LIMITED TO ORGANIZATIONS THAT CARRY OUT THE PURPOSE OF THE FOUNDATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LEARNING GROUP | |||||||
| 777 PARAMUS ROAD | PARAMUS | NJ | 07652 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $1,800 |
| YOUNG WOMEN'S LEADERSHIP NETWORK | |||||||
| 322 8TH AVE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $1,000 |
| HARLEM VILLAGE ACADEMIES | |||||||
| 35 W 124TH STREET | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $1,000 |
| DAVID LYNCH FOUNDATION | |||||||
| 216 E 45TH ST | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $5,000 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH ST | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $137,000 |
| USC | |||||||
| 3560 WATT WAY | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $611,000 |
| MUSEUM OF MODERN ART | |||||||
| 11W 53RD STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $1,000 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $5,000 |
| CARON TREATMENT CENTERS | |||||||
| 244 E 58TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $767,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,831 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,769 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $93,754 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES LITIGATION | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $91 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $91 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $172,354 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $172,445 | 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 | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (74 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| A T & T INC. | $22,644 | $39,553 |
| ABBVIE INC. | $10,929 | $26,300 |
| APPLE INC. | $36,679 | $53,277 |
| B B AND T CORP | $20,134 | $35,500 |
| CISCO SYS INC | $21,355 | $38,077 |
| COCA COLA CO. | $10,785 | $17,828 |
| CONOCOPHILLIPS | $0 | $0 |
| DIAGEO PLC | $0 | $0 |
| GENERAL ELECTRIC | $17,757 | $32,074 |
| HOME DEPOT INC. | $6,704 | $32,179 |
| INTEL CORP. | $19,038 | $35,653 |
| JOHNSON & JOHNSON | $34,292 | $44,356 |
| KIMBERLY CLARK CORP. | $14,950 | $22,253 |
| LOCKHEED MARTIN CORP. | $8,812 | $29,993 |
| MCDONALDS CORP. | $24,303 | $31,647 |
| MERCK & CO. | $27,129 | $36,205 |
| MICROSOFT CORP. | $25,097 | $58,722 |
| PEPSICO INC. | $24,800 | $31,912 |
| PFIZER INC. | $29,100 | $38,489 |
| PHILIP MORRIS INTL INC. | $15,859 | $31,107 |
| PROCTER AND GAMBLE CO | $23,932 | $28,167 |
| UNITED PARCEL SVC INC. | $15,557 | $30,380 |
| VERIZON COMMUNICATIONS INC. | $31,231 | $40,302 |
| WELLS FARGO & CO. | $31,430 | $43,261 |
| BLACKROCK INC | $17,902 | $22,832 |
| JP MORGAN CHASE & CO | $36,839 | $53,500 |
| TARGET CORP | $19,890 | $23,114 |
| TEXAS INSTRS INC | $20,085 | $30,647 |
| ACCENTURE PLC | $20,113 | $26,354 |
| ALTRIA GROUP INC | $26,009 | $34,148 |
| AMGEN INC | $0 | $0 |
| CAPITAL ONE FINL CORP | $24,067 | $26,172 |
| DISNEY WALT CO | $12,081 | $13,549 |
| DOMINION RES INC VA NEW | $25,286 | $27,955 |
| DOW CHEM CO | $13,043 | $17,452 |
| KRAFT HEINZ CORP | $11,842 | $22,267 |
| L BRANDS INC | $0 | $0 |
| LILLY ELI & CO | $0 | $0 |
| METLIFE INC | $19,702 | $21,556 |
| PNC FINL SVCS GROUP INC | $0 | $0 |
| ROCKWELL AUTOMATION INC | $0 | $0 |
| SELECT SECTOR SPDR TR CONS DISC | $45,195 | $44,363 |
| SELECT SECTOR SPDR TR ENERGY | $0 | $0 |
| SELECT SECTOR SPDR TR FINANCIAL | $0 | $0 |
| SELECT SECTOR SPDR TR MATERIALS | $0 | $0 |
| SELECT SECTOR SPDR TR TECHNOLOGY | $0 | $0 |
| UNION PAC CORP | $17,822 | $21,773 |
| V F CORP | $0 | $0 |
| VISA INC | $26,181 | $28,867 |
| BRISTOL MYERS SQUIBB CO | $23,999 | $25,129 |
| CHEVRON CORP | $28,472 | $33,545 |
| CORNING INC | $11,149 | $15,654 |
| EXXON MOBIL CORP | $39,299 | $46,484 |
| FORD MTR CO DEL | $18,769 | $18,983 |
| ISHARES RUSSELL 1000 GROWTH ETF | $162,966 | $182,526 |
| PRUDENTIAL FINL INC | $20,283 | $28,617 |
| SELECT SECTOR SPDR TR HEALTHCARE | $59,105 | $58,599 |
| TIME WARNER | $18,352 | $24,615 |
| UNITED TECHNOLOGIES CORP | $14,437 | $15,895 |
| US BANCORP | $21,568 | $27,740 |
| INTERNATIONAL PAPER CO | $20,352 | $29,448 |
| BP PLC | $20,968 | $26,914 |
| TARGET CORP | $52,436 | $50,685 |
| PHILIP MORRIS INTL INC. | $50,177 | $49,956 |
| JP MORGAN CHASE & CO | $50,192 | $50,056 |
| CHEVRON CORP | $49,938 | $50,153 |
| PFIZER INC. | $50,869 | $50,464 |
| APPLE INC. | $51,010 | $49,959 |
| MERCK & CO. | $51,119 | $49,650 |
| GENERAL ELECTRIC | $52,904 | $51,065 |
| MICROSOFT CORP. | $50,056 | $48,723 |
| COCA COLA CO. | $51,166 | $49,341 |
| PROCTER AND GAMBLE CO | $51,313 | $49,169 |
| REAL ESTATE SELECT SECTOR SPDR | $36,089 | $36,434 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES CORE S&P MID CAP | FMV | $0 | $0 |
| ISHARES CORE S&P SMALL CAP | FMV | $0 | $0 |
| SPDR DJ WILSHIRE REIT | FMV | $64,140 | $83,548 |
| DOUBLELINE TOTAL RETURN BD FUND | FMV | $0 | $0 |
| MEDTRONIC PLC | FMV | $0 | $0 |
| VANGUARD TOTAL WORLD STOCK INDEX | FMV | $111,590 | $124,135 |
| WISDOMTREE EUROPE HEDGED EQUITY | FMV | $0 | $0 |
| WISDOMTREE JAPAN HEDGED EQUITY | FMV | $0 | $0 |
| ISHARES | FMV | $34,737 | $35,154 |
| VANGUARD SHORT TERM BOND | FMV | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $28,011 | $28,011 | $0 |
| FILING FEES | $250 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES LITIGATION | Desc |
| Revenue And Expenses Per Books | $91 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $91 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $2,500 | $0 | $0 |
| FOREIGN TAX WITHHELD | $126 | $0 | $0 |