STANLEYS GARDEN FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- STANLEYS GARDEN FOUNDATION (EIN 26-6138709)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-05
- IRS object ID
- 201512179349100301
- Schema version
- 2014v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-05T08:27:21-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 473808647 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLACKMAN GOODMAN & POTTER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 PROSPECT STREET | AddressLine1Txt |
| City | RIDGEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | 2015-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES P MADORMO | PreparerPersonNm |
| PTIN | P00060969 | PTIN |
| Phone | 2014450500 | PhoneNum |
| Preparation | 2015-06-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,553,279 | 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 |
| Interest On Sav Rev And Expnss | $30 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $106,527 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,527 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $95,804 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,252,644 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $95,804 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $202,361 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $202,361 | 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 | $3,075 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,082 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,656 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,813 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $360,585 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $360,585 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $398,398 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $360,585 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$196,037 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $202,361 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7 | CashBOYAmt |
| Cash EOY | $4 | CashEOYAmt |
| Cash EOYFMV | $4 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $191,973 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $65,732 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,732 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,598,655 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,554,574 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,995,028 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,387,799 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,362,087 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,492,515 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,178,434 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,982,397 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,553,279 | 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 | $3,178,434 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,982,397 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,178,434 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,982,397 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,178,434 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,982,397 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,178,434 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$196,037 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,982,397 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,982,397 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABBVIE INC | P | 2014-01-03 | 2014-12-09 | $2,064 | $1,569 | $495 | $495 |
| AMERICAN ELECTRIC POWER INC | P | 2014-01-01 | 2014-03-04 | $19,039 | $17,487 | $1,552 | $1,552 |
| BLACKROCK INC CLA | P | 2014-08-07 | 2014-12-09 | $5,422 | $4,545 | $877 | $877 |
| CALIFORNIA RESOURCES CORP | P | 2014-08-07 | 2014-12-09 | $926 | $1,321 | -$395 | -$395 |
| CHEVRONTEXACO CORP | P | 2014-06-30 | 2014-08-08 | $37,687 | $36,745 | $942 | $942 |
| CHUBB CORP | P | 2014-06-30 | 2014-09-12 | $18,182 | $18,614 | -$432 | -$432 |
| COACH INC | P | 2014-06-30 | 2014-08-07 | $11,659 | $18,725 | -$7,066 | -$7,066 |
| COLUMBIA FDS SER TR I SELECT | P | 2014-06-30 | 2014-01-03 | $24,700 | $20,029 | $4,671 | $4,671 |
| COLUMBIA FDS SER TR I EMERGING | P | 2013-06-28 | 2014-03-03 | $69,218 | $66,377 | $2,841 | $2,841 |
| CONOCOPHILLIPS | P | 2014-06-30 | 2014-11-20 | $40,201 | $37,602 | $2,599 | $2,599 |
| DIAGEO PLC SPONSORED ADR NEW | P | 2013-12-03 | 2014-08-15 | $337,490 | $327,741 | $9,749 | $9,749 |
| GENUINE PARTS CO | P | 2014-06-30 | 2014-09-12 | $7,959 | $7,297 | $662 | $662 |
| HALYARD HEALTH INC | P | 2014-01-03 | 2014-12-10 | $34 | $30 | $4 | $4 |
| HOME DEPOT INC | P | 2014-06-30 | 2014-09-25 | $27,138 | $23,238 | $3,900 | $3,900 |
| INTEL CORP | P | 2014-06-30 | 2014-05-20 | $8,054 | $7,571 | $483 | $483 |
| ISHARES TR S&P MIDCAP 400 INDEX | P | 2013-12-05 | 2014-08-15 | $11,809 | $10,990 | $819 | $819 |
| LOCKHEED MARTIN CORP | P | 2014-01-03 | 2014-12-09 | $1,905 | $1,469 | $436 | $436 |
| NORFOLK SOUTHERN CORP | P | 2013-06-28 | 2014-03-04 | $17,127 | $13,516 | $3,611 | $3,611 |
| NUCOR CORP | P | 2014-06-30 | 2014-09-25 | $3,306 | $3,154 | $152 | $152 |
| PRUDENTIAL CORPORATE | P | 2014-06-30 | 2014-12-09 | $200,500 | $202,832 | -$2,332 | -$2,332 |
| SPDR BARCLAYS | P | 2013-12-05 | 2014-09-15 | $9,653 | $9,868 | -$215 | -$215 |
| TARGET CORP | P | 2014-08-07 | 2014-12-09 | $2,196 | $1,725 | $471 | $471 |
| TEMPLETON INCOME TR GLOBAL BD FD | P | 2014-01-03 | 2014-09-15 | $20,114 | $19,825 | $289 | $289 |
| TRAVELERS COS INC | P | 2014-06-30 | 2014-09-25 | $28,728 | $27,201 | $1,527 | $1,527 |
| UNITED PARCEL SVC INC CL B | P | 2014-01-03 | 2014-09-25 | $14,211 | $14,848 | -$637 | -$637 |
| AMERICAN ELECTRIC POWER INC | P | 2014-01-01 | 2014-03-04 | $15,075 | $12,541 | $2,534 | $2,534 |
| CHUBB CORP | P | 2014-06-30 | 2014-09-15 | $41,360 | $22,773 | $18,587 | $18,587 |
| CONOCOPHILLIPS | P | 2011-08-10 | 2014-11-20 | $3,288 | $2,191 | $1,097 | $1,097 |
| DIAGEO PLC SPONSORED ADR NEW | P | 2013-12-03 | 2014-12-09 | $92,092 | $96,069 | -$3,977 | -$3,977 |
| GENUINE PARTS CO | P | 2014-06-30 | 2014-09-12 | $18,571 | $8,417 | $10,154 | $10,154 |
| GENUINE PARTS CO | P | 2010-06-08 | 2014-09-12 | $2,211 | $981 | $1,230 | $1,230 |
| HOME DEPOT INC | P | 2013-10-18 | 2014-12-09 | $2,983 | $2,252 | $731 | $731 |
| NORFOLK SOUTHERN CORP | P | 2012-12-13 | 2014-03-04 | $9,474 | $6,129 | $3,345 | $3,345 |
| SPDR SER TR DJ WILLSHIRE REIT | P | 2012-10-04 | 2014-12-09 | $22,381 | $18,729 | $3,652 | $3,652 |
| SPDR BARCLAYS | P | 2013-12-05 | 2014-12-09 | $27,287 | $28,987 | -$1,700 | -$1,700 |
| TEMPLETON INCOME TR GLOBAL BD FD | P | 2013-08-06 | 2014-12-09 | $53,328 | $52,525 | $803 | $803 |
| TRAVELERS COS INC | P | 2013-10-18 | 2014-12-09 | $5,244 | $4,333 | $911 | $911 |
| UNITED PARCEL SVC INC CL B | P | 2014-06-30 | 2014-12-09 | $8,199 | $6,594 | $1,605 | $1,605 |
| STERLING STAMOS | P | 2013-01-01 | 2014-01-31 | $8,142 | $8,142 | $8,142 | |
| CAPITAL GAINS DIVIDENDS | P | $23,687 | $23,687 | $23,687 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $95,804 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $385,526 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,573,833 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.149787 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $591,573 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,561,522 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.230946 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $164,009 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,318,553 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070738 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $38,282 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,849,166 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.020702 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,525 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.472173 | TotalDistributionRt |
| Average Distribution | 0.094435 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,685,700 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $348,059 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,024 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $350,083 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $360,585 | 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 | $2,024 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,024 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,024 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $4,250 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,250 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $45 | EsPenaltyAmt |
| Overpayment | $2,181 | OverpaymentAmt |
| Applied To ES Tax | $2,181 | 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 | $3,698,545 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,282 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,741,827 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,741,827 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,127 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,685,700 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $184,285 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $184,285 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,024 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,024 | TotalTaxAmt |
| Distributable Before Adj | $182,261 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $182,261 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $182,261 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $360,585 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $360,585 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,024 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $358,561 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $182,261 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $14,362 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $467,035 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $266,050 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $747,447 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $360,585 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $182,261 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $178,324 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $925,771 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $925,771 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $14,362 | ExcessFromYear3Amt |
| Excess From Year2 | $467,035 | ExcessFromYear2Amt |
| Excess From Year1 | $266,050 | ExcessFromYear1Amt |
| Excess From Current Year | $178,324 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
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 (6 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 | PUBLIC CHARITY | FINANCIAL SUPPORT | $118,000 |
| LOVE HEALS | |||||||
| 2 FIFTH AVE | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $2,500 |
| USC | |||||||
| 3560 WATT WAY | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $200,000 |
| TEMPLE EMANUEL | |||||||
| 1 E 65TH ST | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $850 |
| SYRACUSE UNIVERSITY | |||||||
| 900 SOUTH CROUSE AVE | SYRACUSE | NY | 13244 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $14,235 |
| MONTEFIORE MEDICAL CENTER | |||||||
| 111 EAST 210TH ST | BRONX | NY | 10467 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $360,585 | 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 | $30 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,527 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $95,804 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $202,361 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $202,361 | 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 | CategoryTxt |
| Amt | $3,075 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| A T & T INC. | $40,282 | $49,041 |
| ABBVIE INC. | $18,025 | $37,628 |
| AMERICAN ELEC POWER | $0 | $0 |
| APPLE INC. | $28,457 | $42,496 |
| B B AND T CORP | $47,781 | $63,196 |
| CHEVRON CORP. | $33,837 | $50,705 |
| CHUBB CORP. | $0 | $0 |
| CISCO SYS INC | $32,819 | $49,650 |
| COACH INC. | $0 | $0 |
| COCA COLA CO. | $41,417 | $57,208 |
| CONOCOPHILLIPS | $28,467 | $49,033 |
| DIAGEO PLC | $80,080 | $72,447 |
| DU PONT EI DE NEMOURS AND CO | $18,095 | $27,358 |
| GENERAL ELECTRIC | $41,185 | $57,742 |
| GENUINE PARTS CO. | $0 | $0 |
| HOME DEPOT INC. | $11,297 | $41,988 |
| INTEL CORP. | $45,041 | $77,225 |
| JOHNSON & JOHNSON | $30,342 | $36,077 |
| KIMBERLY CLARK CORP. | $32,741 | $52,571 |
| KRAFT FOODS INC. | $29,434 | $36,656 |
| LOCKHEED MARTIN CORP. | $22,166 | $50,068 |
| MCDONALDS CORP. | $56,458 | $56,689 |
| MERCK & CO. | $58,356 | $72,123 |
| MICROSOFT CORP. | $29,460 | $49,237 |
| NORFOLK SOUTHERN | $0 | $0 |
| NUCOR CORP | $24,661 | $26,242 |
| PAYCHEX INC. | $17,510 | $30,934 |
| PEPSICO INC. | $31,424 | $36,406 |
| PFIZER INC. | $56,135 | $64,325 |
| PHILIP MORRIS INTL INC. | $40,779 | $51,314 |
| PROCTER AND GAMBLE CO | $24,274 | $30,515 |
| QUALCOMM INC. | $23,360 | $31,962 |
| TRAVELERS COS INC. | $28,435 | $39,694 |
| UNITED PARCEL SVC INC. | $32,729 | $60,032 |
| VERIZON COMMUNICATIONS INC. | $50,081 | $52,861 |
| WELLS FARGO & CO. | $43,134 | $57,561 |
| BLACKROCK INC | $33,053 | $39,332 |
| CORNING INC | $19,838 | $22,815 |
| EXXON MOBILE CORP | $20,514 | $19,877 |
| FORT MTR CO DEL | $17,994 | $18,135 |
| INTERNATIONAL PAPER CO | $39,439 | $44,204 |
| JP MORGAN CHASE & CO | $20,236 | $20,964 |
| LAS VEGAS SANDS CORP | $18,307 | $14,540 |
| OCCIDENTAL PETE CORP DEL | $36,584 | $31,035 |
| RAYTHEON CO | $19,639 | $21,093 |
| SOUTHERN CO | $35,803 | $41,498 |
| TARGET CORP | $17,241 | $22,773 |
| TEXAS INSTRS INC | $33,490 | $37,426 |
| TOUCHSTONE SANDS CAP SELECT | $113,835 | $120,482 |
| XILINX INC | $30,339 | $29,870 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK GLOBAL LONG/SHORT CR FUND | FMV | $288,398 | $279,484 |
| COLUMBIA ACORN INTERNATIONAL FUND | FMV | $27,192 | $33,850 |
| COLUMBIA EMERGING MARKETS FUND CL Z | FMV | $0 | $0 |
| COLUMBIA HIGH YIELD BOND FUND CL Z | FMV | $77,175 | $76,405 |
| COLUMBIA SELECT LARGE CAP GROWTH FUND | FMV | $75,194 | $101,949 |
| ISHARES CORE S&P MID CAP | FMV | $249,331 | $312,768 |
| ISHARES CORE S&P SMALL CAP | FMV | $127,775 | $154,323 |
| MFS SER TR I RESH INTL FD CL I | FMV | $51,514 | $50,384 |
| PRUDENTIAL SHORT-TERM CORPORATE BD FD | FMV | $234,897 | $231,821 |
| SPDR BARCLAYS SHORT TERM HIGH YIELD | FMV | $0 | $0 |
| SPDR DJ WILSHIRE REIT | FMV | $91,513 | $115,898 |
| TEMPLETON GLOBAL BD FUND ADVISOR CL | FMV | $0 | $0 |
| HALYARD HEALTH INC | FMV | $1,388 | $2,546 |
| BP P L C | FMV | $42,286 | $37,548 |
| DOUBLELINE TOTAL RETURN BD FUND | FMV | $75,500 | $75,638 |
| PRUDENTIAL FINL INC | FMV | $19,924 | $19,901 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $31,013 | $0 | $0 |
| FILING FEES | $250 | $0 | $0 |
| MISC EXPENSES | $393 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $2,875 | $0 | $0 |
| FOREIGN TAX PAID | $207 | $0 | $0 |