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LEON LEVY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
LEON LEVY FOUNDATION (EIN 30-6085406)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-16
IRS object ID
201543209349102959
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-16T15:17:26-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11212 AVENUE OF THE AMERICASAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN306085406EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEON LEVY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEONBusinessNameControlTxt
Phone2124556233PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE ROCKEFELLER PLAZA NO 20 FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10020ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT GOLDRICHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2124556233PhoneNum
Signature2015-11-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS LANNINGPreparerPersonNm
PTINP00851654PTIN
Phone2122970400PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$452,543,270FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$3,981,971DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,981,971DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$15,265,998NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$72,322,557GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14,758,694CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,035,375OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,517,054OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$21,283,344TotalRevAndExpnssAmt
Total Net Invst Incm$20,257,719TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$491,578CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$221,208CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$270,370CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$676,353OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$310,185OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$310,589OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$226,440PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$101,898PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$117,942PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$10,003LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$10,003LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$138,137AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$63,975AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$62,162AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$783,335OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$289,414OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$493,921OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$189,030InterestRevAndExpnssAmt
Interest Net Invst Incm$165,334InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$136,549TaxesRevAndExpnssAmt
Taxes Net Invst Incm$97,370TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$1,421,290DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$1,421,290DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$372,246OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$167,511OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$204,735OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$66,513TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$29,931TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$36,582TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$11,483PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$6,316PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$5,167PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,960,121OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,939,551OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$31,140OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,483,078TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,813,983TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,542,611TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$32,385,129ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,022,837ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$38,868,207TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,813,983TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$29,565,448TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,584,863ExcessRevenueOverExpensesAmt
Net Investment Income$15,443,736NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$21,585,752SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,224,364SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,224,364SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$5,000,000AcctRcvblBOYAmt
Other Nts And Loans Rcvbl BOY$1,614,228OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$66,021PrepaidExpensesBOYAmt
Prepaid Expenses EOY$208,552PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$208,552PrepaidExpensesEOYFMVAmt
Other Investments BOY$407,495,942OtherInvestmentsBOYAmt
Other Investments EOY$367,154,162OtherInvestmentsEOYAmt
Other Investments EOYFMV$400,234,980OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$47,723,923LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$11,200,860LandBldgEquipAccumDeprecAmt
Land BOY$37,935,907LandBOYAmt
Land EOY$36,523,063LandEOYAmt
Land EOYFMV$36,523,063LandEOYFMVAmt
Other Assets BOY$169,800OtherAssetsBOYAmt
Other Assets EOY$352,311OtherAssetsEOYAmt
Other Assets EOYFMV$352,311OtherAssetsEOYFMVAmt
Total Assets BOY$473,867,650TotalAssetsBOYAmt
Total Assets EOY$419,462,452TotalAssetsEOYAmt
Total Assets EOYFMV$452,543,270TotalAssetsEOYFMVAmt
Accounts Payable BOY$6,221AccountsPayableBOYAmt
Accounts Payable EOY$121,517AccountsPayableEOYAmt
Grants Payable BOY$67,325,257GrantsPayableBOYAmt
Grants Payable EOY$71,687,749GrantsPayableEOYAmt
Other Liabilities BOY$918,485OtherLiabilitiesBOYAmt
Other Liabilities EOY$662,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$68,249,963TotalLiabilitiesBOYAmt
Total Liabilities EOY$72,471,266TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$405,617,687UnrestrictedBOYAmt
Unrestricted EOY$346,991,186UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$405,617,687TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$346,991,186TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$473,867,650TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$419,462,452TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$405,617,687TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,584,863ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$388,032,824SubtotalAmt
Other Decreases$41,041,638OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$346,991,186TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDt
PUBLICLY TRADED SECURITIES$56,841,169$57,026,476-$185,307-$185,307
PASS THROUGH CAPITAL GAINS$358,702$358,702$358,702P2014-01-012014-12-31
PASS THROUGH CAPITAL GAINS$8,920,612$8,920,612$8,920,612P2013-01-012014-12-31
NON K-1 INVESTMENTS$5,694,770$5,694,770$5,694,770P2013-01-012014-12-31
FOREIGN EXCHANGE LOSS$30,083-$30,083-$30,083
FieldValueIRS element (for citing)
Capital Gain Net Income$14,758,694CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$23,360,755AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$411,903,309NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.056714DistributionYr1Rt
Adjusted Qlfy Distri Yr2$30,479,834AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$402,283,042NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.075767DistributionYr2Rt
Adjusted Qlfy Distri Yr3$29,087,004AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$367,495,086NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.079149DistributionYr3Rt
Adjusted Qlfy Distri Yr4$30,878,305AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$455,923,484NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.067727DistributionYr4Rt
Adjusted Qlfy Distri Yr5$26,483,899AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$437,928,267NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.060475DistributionYr5Rt
Total Distribution0.339832TotalDistributionRt
Average Distribution0.067966AverageDistributionRt
Net Vl Noncharitable Assets$410,742,669NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$27,916,536AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$154,437NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$28,070,973AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$29,565,448QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$154,437InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$154,437SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$154,437TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$302,137EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$302,137TotalPaymentsAndCreditsAmt
Overpayment$147,700OverpaymentAmt
Applied To ES Tax$147,700AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJUSTINE KOCHIndividualWithBooksNm
Phone2124556228PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE ROCKEFELLER PLAZA 20TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10020ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHELBY WHITE
ONE ROCKEFELLER PLAZA 20TH FLOORNEW YORKNY10020TRUSTEE25.00$0$0$0
ELIZABETH MOYNIHAN
ONE ROCKEFELLER PLAZA 20TH FLOORNEW YORKNY10020TRUSTEE15.00$68,682$0$0
JOHN BERNSTEIN
ONE ROCKEFELLER PLAZA 20TH FLOORNEW YORKNY10020PRESIDENT40.00$422,896$67,575$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
NINA BERG
ONE ROCKEFELLER PLAZA 20TH FLOORNEW YORKNY10020DIRECTOR40.00$147,000$17,640$0
JUSTINE KOCH
ONE ROCKEFELLER PLAZA 20TH FLOORNEW YORKNY10020CONTROLLER40.00$122,400$14,688$0
JENNIFER ELLIS
ONE ROCKEFELLER PLAZA 20TH FLOORNEW YORKNY10020ASSISTANT TO PRESIDE40.00$87,550$10,506$0
MIRSAD KOJASEVIC
ONE ROCKEFELLER PLAZA 20TH FLOORNEW YORKNY10020MANAGER40.00$77,765$9,332$0
MEREDITH ROSS
ONE ROCKEFELLER PLAZA 20TH FLOORNEW YORKNY10020GRANTS MANAGER40.00$51,923$6,231$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
PHILIPPE DE MONTEBELLO
40 EAST 94TH STREET APT 7ANEW YORKNY10128PROGRAM CONSULTANT$150,000
COHNREZNICK LLP
1212 AVENUE OF AMERICASNEW YORKNY10036TAX AND AUDIT$138,137
ULYSSES MANAGEMENT
ONE ROCKEFELLER PLAZANEW YORKNY10020COMPUTER MAINTENANCE$117,027
JUDITH H DOBRZYNSKI
203 EAST 72ND STREETNEW YORKNY10021PROGRAM CONSULTANT$108,800
EMERALD PARTNERS
2037 LEMOINE AVENUE SUITE 451FORT LEENJ07024PUBLIC RELATIONS$78,000
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1INSTITUTE FOR THE STUDY OF THE ANCIENT WORLD-RESEARCH 15 EAST 84TH STREET NEW YORK, NY 10028Description1Txt
Expenses1$200,105Expenses1Amt
Description2VARIOUS DIRECT PROGRAM EXPENSES ELEUTHERA BOTANICAL GARDENDescription2Txt
Expenses2$21,057Expenses2Amt
Description3WHITE LEVY PUBLICATIONS PROGRAM - HARVARDDescription3Txt
Expenses3$200,000Expenses3Amt
Description4VARIOUS DIRECT PROGRAM EXPENSESDescription4Txt
Expenses4$28,850Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$411,839,005AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,158,628AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$416,997,633TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$416,997,633AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,254,964CashDeemedCharitableAmt
Net Vl Noncharitable Assets$410,742,669NetVlNoncharitableAssetsAmt
Minimum Investment Return$20,537,133MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$20,537,133MinimumInvestmentReturnAmt
Tax Based On Investment Income$154,437TaxBasedOnInvestmentIncomeAmt
Income Tax$82,488IncomeTaxAmt
Total Tax$236,925TotalTaxAmt
Distributable Before Adj$20,300,208DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$20,300,208DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$20,300,208DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$29,565,448ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$29,565,448QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$154,437PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$29,411,011AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$20,300,208DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$4,711,466ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$8,593,132ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$11,058,764ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$10,951,066ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,050,197ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$38,364,625TotalExcessDistributionCyovAmt
Qualifying Distributions$29,565,448QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$20,300,208AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,265,240RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$47,629,865TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$4,711,466ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$42,918,399ExcessDistriCyovToNextYrAmt
Excess From Year4$8,593,132ExcessFromYear4Amt
Excess From Year3$11,058,764ExcessFromYear3Amt
Excess From Year2$10,951,066ExcessFromYear2Amt
Excess From Year1$3,050,197ExcessFromYear1Amt
Excess From Current Year$9,265,240ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (171 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdAddress Line2RecipientForeignAddress/AddressLine2Txt
59E59 THEATERS
59 EAST 59TH STREETNEW YORKNY10022PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$5,000
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WINDERMERE ISLAND FOUNDATION INC CO PETER KROSS ATTN WENDY STEADMAN LEON
63 KERCHEVAL AVENUE SUITE 301GROSSE POINTE FARMMI48236PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,000
WNYC 939FMAM 820
160 VARICK STREENEW YORKNY10013PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$5,360
WORKS & PROCESS INC
708 THIRD AVENUE SUITE 1005NEW YORKNY10017PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$52,000
YESHIVA UNIVERSITY MUSEUM
15 WEST 16TH STREETNEW YORKNY10011PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$67,500
YOUNG CONCERTS ARTISTS INC
250 WEST 57TH STREETNEW YORKNY101070103PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,022,837TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
AMERICAN BIRD CONSERVANCY
PO BOX 249THE PLAINSVA20198PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$450,000
AMERICAN MUSEUM OF NATURAL HISTORY
CENTRAL PARK WEST AT 79TH STREETNEW YORKNY100245192PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$35,000
BROOKLYN HISTORICAL SOCIETY
128 PIERREPONT STREETBROOKLYNNY11201PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$175,000
BROOKLYN MUSEUM
200 EASTERN PARKWAYBROOKLYNNY112386052PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$4,500,000
INSTITUTE OF FINE ARTS
1 EAST 78TH STREETNEW YORKNY100750178PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$150,000
JOHNS HOPKINS MEDICINE (NEUROLOGY)
600 NORTH WOLFE STREET/PATHOLOGYBALTIMOREMD212876921PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$50,0002-210
MOUNT SINAI
1 GUSTAVE L LEVY PLNEW YORKNY10029PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,104,000
MUNICIPAL ART SOCIETY
488 MADISON AVE SUITE 1900NEW YORKNY10022PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$75,000
MUSE FILM & TELEVISON
1 EAST 53RD STREETNEW YORKNY100224201PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$50,000
NEW YORK PHILHARMONIC
AVERY FISHER HALL 10 LINCOLN CENTERNEW YORKNY100236970PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$1,685,670PLAZA
NEW YORK UNIVERSITY
25 WEST 4TH STREET 2ND FLOOR SUITENEW YORKNY10012PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$8,205,132201A
NEW YORK HISTORICAL SOCIETY
170 CENTRAL PARK WESTNEW YORKNY10024PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$143,030
OLIVIER LECOMTE CENTRE DE RECHERCHES ARCHAELOGIQUES
PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$27,022ONE ROCKEFELLER PLAZA 20 FLPARISPARISFR
SOCIETY FOR CLASSICAL STUDIES
633 3RD AVENEW YORKNY10017PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$37,500
STERLING AND FRANCINE CLARK ART INSTITUTE
225 SOUTH STWILLIAMSTOWNMA01267PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$5,000
STONY BROOK UNIVERSITY
ADMINISTRATION BUILDINGSTONY BROOKNY117941351PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$19,068
THE COURTAULD INSTITUTE OF ART
PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$800,000THE SOMERSET HOUSE STRANDLONDONENGLANDUK
THE FRICK COLLECTION
ONE EAST 70TH STREETNEW YORKNY100214994PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$121,000
THE JEWISH MUSEUM
1109 FIFTH AVENUENEW YORKNY10128PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$100,000
WHITNEY MUSEUM OF ART
99 GANSEVOORT STNEW YORKNY10014PCA GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.$25,230
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$17,757,652TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,981,971ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$510,644UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$1,524,731ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$507,304UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$14,758,694ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,017,948UnrelatedBusinessTaxblIncmAmt
Exclusion$20,265,396ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$21,283,344TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCOHNREZNICK LLPCategoryTxt
Amt$138,137Amt
Net Investment Income$63,975NetInvestmentIncomeAmt
Disbursements Charitable Prps$62,162DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtSales ExpenseSalesExpenseAmtTotal NetTotalNetAmt
PASS THROUGH CAPITAL GAINS2014-01PURCHASED2014-12$633$0$633
PASS THROUGH CAPITAL GAINS2013-01PURCHASED2014-12$506,671$0$506,671

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF, PART VII-B, LINE 1A(4):FormAndLineReferenceDesc
Medium ExplanationTRUSTEES JOHN BERNSTEIN AND ELIZABETH MOYNIHAN, RECEIVED COMPENSATION FOR THE YEAR ENDING DECEMBER 31, 2014. THIS AMOUNT REPRESENTS PAYMENT FOR THEIR SERVICES WITH REGARD TO THE FOUNDATION AND THE SERVICES IT PROVIDES. THIS MEETS THE EXCEPTION AND IS CONSIDERED REASONABLE, AND THEREFORE FORM 4720 IS NOT PREPARED.MediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$367,154,162BookValueAmt
EOYFMV$400,234,980EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryPATTERSON BELKNAP WEBB & TYLER LLPCategoryTxt
Legal Fees$10,003LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,003DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FEDERAL EXCISE, STATE AND UNRELATED BUSINESS INCOME TAXES RECEIVABLE$147,295$352,311$352,311
SECURITY DESPOSITS$22,505$0$0

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
ADJUSTMENTS TO COST BASIS ON BOOKS$37,049,320
BOOK TO TAX ADJUSTMENT$3,945,470
NON DEDUCTABLE EXPENSES$46,848

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE INSURANCE$31,590$17,375$14,216
POSTAGE, MESSENGER$1,057$0$1,057
OFFICE SUPPLIES$7,044$3,874$3,170
TELEPHONE$11,125$6,119$5,006
MEMBERSHIP DUES$3,146$0$3,146
STORAGE$2,325$1,278$1,046
PASS THROUGH EXPENSES K-1$1,865,921$1,865,921$0
INVESTMENT EXPENSE$40,806$40,806$0
BANK FEES$7,597$4,178$3,419
ACADEMIC STIPENDS$80$0$80
TAX ADJUSTMENT-$10,570$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PARTNERSHIP INCOME$1,436,529$1,436,529$1,436,529
UNRELATED BUSINESS INCOME$510,644$0$510,644
OTHER INVESTMENT INCOME$80,525$80,525$80,525
TAX EXEMPT INCOME$7,677$0$7,677

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescTAXES PAYABLEDesc
BOY Book Value$918,485BOYBookValueAmt
EOY Book Value$662,000EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (19 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AARON TILFORD DESIGN$9,350$0$9,350
EMERALD PARTNERS$78,000$0$78,000
GHP MEDIA$22,549$0$22,549
JAMES GAINFORT$1,914$0$1,914
CLOUD FOR GOOD$5,100$0$5,100
JUDITH DOBRYZNSKI$108,800$0$108,800
MACHLOWITZ CONSULTANTS$30,000$16,500$13,500
NPOWER$5,000$0$5,000
PAUL KELLER, CPA$17,600$17,600$0
PHILIPPE DE MONTEBELLO$150,000$0$150,000
SANDRA SALMANS$5,046$0$5,046
STRATEGIC FINANCIAL SOLUTIONS$8,000$8,000$0
ULYSSES-IT$117,027$64,365$52,662
APP EXTREMES$480$480$0
JP MORGAN$95,107$95,107$0
PERSHING$29,982$29,982$0
BROWN BROTHERS HARRIMAN$57,380$57,380$0
NEIL GREENTREE$17,000$0$17,000
MARK DANIELS$25,000$0$25,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL & STATE TAXES$39,179$0$0
FOREIGN TAXES WITHHELD$97,370$97,370$0