THE JACK LEVIN FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE JACK LEVIN FOUNDATION INC (EIN 56-1116935)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-18
- IRS object ID
- 201401999349100400
- Schema version
- 2013v3.0
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-18T08:07:51-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561582677 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAYNES STRAND AND COMPANY PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10949 | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561116935 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JACK LEVIN FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 3362990900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 POSTBRIDGE COURT | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 274077890 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK LEVIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3362990900 | PhoneNum |
| Signature | 2014-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHNNY C WOOD CPA | PreparerPersonNm |
| PTIN | P00370070 | PTIN |
| Phone | 3362863204 | PhoneNum |
| Preparation | 2014-07-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,223,201 | 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 | $1,007,020 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $23,664 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,664 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $188,084 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,669,923 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,122,855 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,218,768 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,146,519 | 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 | $3,520 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,520 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,506 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,506 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $810 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $504 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,836 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,010 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,520 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,541 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,541 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,377 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,010 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,061 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,170,391 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,140,509 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,827 | CashBOYAmt |
| Cash EOY | $5,267 | CashEOYAmt |
| Cash EOYFMV | $5,267 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,160 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,136 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,136 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,814 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,837 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,814 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,814 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $745 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $939 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $939 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $911,799 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,072,603 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,193,045 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $932,368 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,102,759 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,223,201 | 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 | $932,368 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,102,759 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $932,368 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,102,759 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $932,368 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,102,759 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $932,368 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,170,391 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,102,759 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,102,759 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $622,965 | $474,818 | $148,147 | $148,147 | |
| PUBLICLY TRADED SECURITIES | D | $1,003,830 | $72,250 | $931,580 | $931,580 | 2013-12-23 |
| CAPITAL GAINS DIVIDENDS | P | $43,128 | $43,128 | $43,128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,122,855 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,379 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $991,671 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.025592 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,060 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $978,637 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.010280 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $30,612 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $894,374 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034227 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,702 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $741,210 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.013089 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,464 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $891,313 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.013984 | DistributionYr5Rt |
| Total Distribution | 0.097172 | TotalDistributionRt |
| Average Distribution | 0.019434 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,161,094 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $22,565 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,405 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $33,970 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $42,061 | 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 | $11,405 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,405 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,405 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $939 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $30,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $30,939 | TotalPaymentsAndCreditsAmt |
| Overpayment | $19,534 | OverpaymentAmt |
| Applied To ES Tax | $19,534 | 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 | NC | 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 | JACK LEVIN | IndividualWithBooksNm |
| Phone | 3362990900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 POSTBRIDGE COURT | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27407 | ZIPCode |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JACK LEVIN | ||||||||
| 10 POSTBRIDGE COURT | GREENSBORO | NC | 274077890 | PRESIDENT / DIR | 1.00 | $0 | $0 | $0 |
| JANIS L FIELDS | ||||||||
| 1006 BRIDGEWATER DRIVE | GREENSBORO | NC | 27410 | VICE PRES / DIR | 1.00 | $0 | $0 | $0 |
| KAREN L ANSEL | ||||||||
| 1823 BEARHOLLOW ROAD | GREENSBORO | NC | 27410 | SECRETARY / DIR | 1.00 | $0 | $0 | $0 |
| LINDA L HYSON | ||||||||
| 2705 ROSCREA COURT | TALLAHASSEE | FL | 32309 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,161,204 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,554 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,018 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,178,776 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,178,776 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,682 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,161,094 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,055 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,055 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,405 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,405 | TotalTaxAmt |
| Distributable Before Adj | $46,650 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,650 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,650 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,061 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $42,061 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,405 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $30,656 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,650 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $36,500 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,061 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,500 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,561 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $41,089 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JACK LEVIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| PO BOX 42453 | CHARLOTTE | NC | 28215 | PUBLIC CHARITY | UNRESTRICTED | $25 | |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 41912 | RALEIGH | NC | 27629 | PUBLIC CHARITY | UNRESTRICTED | $25 | |
| AMERICAN DIABETES ASSOCIATION | |||||||
| PO BOX 7023 | MERRIFIELD | VA | 22116 | PUBLIC CHARITY | UNRESTRICTED | $25 | |
| AMERICAN FRIENDS OF ALYN HOSPITAL INC | |||||||
| 51 EAST 42ND STREET STE 308 | NEW YORK | NY | 10017 | PUBLIC CHARITY | UNRESTRICTED | $100 | |
| AMERICAN FRIENDS OF MAGEN DAVID | |||||||
| PO BOX 3098 | NEW YORK | NY | 10117 | PUBLIC CHARITY | UNRESTRICTED | $25 | |
| AMERICAN HEART ASSOCIATION INC | |||||||
| PO BOX 78851 | PHOENIX | AZ | 85062 | PUBLIC CHARITY | UNRESTRICTED | $50 | |
| AMERICAN LUNG ASSOCIATION | |||||||
| 1301 PENNSYLVANIA AVENUE NW STE 800 | WASHINGTON | DC | 20004 | PUBLIC CHARITY | UNRESTRICTED | $100 | |
| AMERICAN PARKINSON DISEASE ASSOCIATION | |||||||
| 135 PARKINSON AVENUE | STATON ISLAND | NY | 10305 | PUBLIC CHARITY | UNRESTRICTED | $100 | |
| ANTI-DEFAMATION LEAGUE | |||||||
| PO BOX 96226 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | UNRESTRICTED | $25 | |
| ARTHRITIS FOUNDATION | |||||||
| PO BOX 96280 | WASHINGTON | DC | 20077 | PUBLIC CHARITY | UNRESTRICTED | $25 | |
| BETH DAVID SYNAGOGUE | |||||||
| 804 WINVIEW DRIVE | GREENSBORO | NC | 27410 | PUBLIC CHARITY | UNRESTRICTED | $186 | |
| BOYS & GIRLS CLUBS OF AMERICA | |||||||
| 1275 PEACHTREE STREET NE | ATLANTA | GA | 30309 | PUBLIC CHARITY | UNRESTRICTED | $500 | |
| B'NAI BRITH YOUTH ORGANIZATION (BBYO INC) | |||||||
| PO BOX 19006 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | UNRESTRICTED | $200 | |
| CONSUMER REPORTS FOUNDATION | |||||||
| PO BOX 96552 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | UNRESTRICTED | $30 | |
| CROHN'S & COLITIS FOUNDATION | |||||||
| 386 PARK AVENUE SOUTH 17TH FLOOR | NEW YORK | NY | 10016 | PUBLIC CHARITY | UNRESTRICTED | $500 | |
| EASTER SEAL SOCIETY | |||||||
| PO BOX 28239 | RALEIGH | NC | 27611 | PUBLIC CHARITY | UNRESTRICTED | $25 | |
| EPILEPSY FOUNDATION | |||||||
| PO BOX 96546 | WASHINGTON | DC | 20077 | PUBLIC CHARITY | UNRESTRICTED | $100 | |
| FRIENDS OF THE SMITHSONIAN | |||||||
| PO BOX 9016 | PITTSFIELD | MA | 01202 | PUBLIC CHARITY | UNRESTRICTED | $75 | |
| GETTYSBURG FOUNDATION | |||||||
| PO BOX 3997 | GETTYSBURG | PA | 17325 | PUBLIC CHARITY | UNRESTRICTED | $50 | |
| GIRL SCOUTS | |||||||
| 420 FIFTH AVENUE | NEW YORK | NY | 10018 | PUBLIC CHARITY | UNRESTRICTED | $45 | |
| GRAY'S HARBOR HISTORICAL SEAPORT AUTHORITY | |||||||
| 712 HAGARA STREET | ABERDEEN | WA | 98520 | PUBLIC CHARITY | UNRESTRICTED | $100 | |
| GREENSBORO JEWISH FEDERATION | |||||||
| 5509-C WEST FRIENDLY AVENUE | GREENSBORO | NC | 274104211 | PUBLIC CHARITY | UNRESTRICTED | $50 | |
| HERITAGE FOUNDATION | |||||||
| 24 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20002 | PUBLIC CHARITY | UNRESTRICTED | $100 | |
| HOSPICE & PALLIATIVE CARE OF GREENSBORO | |||||||
| 2500 SUMMIT AVENUE | GREENSBORO | NC | 27405 | PUBLIC CHARITY | UNRESTRICTED | $100 | |
| JEWISH FEDERATION OF NORTH AMERICA | |||||||
| WALL STREET STATION PO BOX 157 | NEW YORK | NY | 10268 | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| LOAVES & FISHES INC | |||||||
| 6710 WOLF PEN BRANCH ROAD | HARRODS CREEK | KY | 40027 | PUBLIC CHARITY | UNRESTRICTED | $200 | |
| LUPUS FOUNDATION OF AMERICA | |||||||
| PO BOX 630147 | BALTIMORE | MD | 21263 | PUBLIC CHARITY | UNRESTRICTED | $25 | |
| MACCABI USA SPORTS FOR ISRAEL | |||||||
| PO BOX 96462 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | UNRESTRICTED | $25 | |
| MACULAR DEGENERATION RESEARCH | |||||||
| PO BOX 1952 | CLARKSBURG | MD | 20871 | PUBLIC CHARITY | UNRESTRICTED | $25 | |
| MAZON | |||||||
| 10495 SANTA MONICA BLVD STE 100 | LOS ANGELES | CA | 90025 | PUBLIC CHARITY | UNRESTRICTED | $25 | |
| MENTAL HEALTH ASSOCIATION OF GREENSBORO | |||||||
| 330 SOUTH GREENE STREET STE B-12 | GREENSBORO | NC | 27401 | PUBLIC CHARITY | UNRESTRICTED | $50 | |
| METROPOLITAN MUSEUM OF MODERN ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10130 | PUBLIC CHARITY | UNRESTRICTED | $70 | |
| MILITARY ORDER OF THE PURPLE HEART FOUNDATION | |||||||
| PO BOX 49 | ANNANDALE | VA | 22003 | PUBLIC CHARITY | UNRESTRICTED | $100 | |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| PO BOX 79069 | PHOENIX | AZ | 85062 | PUBLIC CHARITY | UNRESTRICTED | $25 | |
| NC HILLEL | |||||||
| 201 WEST CAMERON AVENUE | CHAPEL HILL | NC | 27516 | PUBLIC CHARITY | UNRESTRICTED | $25 | |
| NC ZOO SOCIETY | |||||||
| 4403 ZOO PARKWAY | ASHEBORO | NC | 27205 | PUBLIC CHARITY | UNRESTRICTED | $50 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| PO BOX 958 | GREENSBORO | NC | 27402 | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| NATIONAL OSTEOPOROSIS FOUNDATION | |||||||
| 1150 17TH STREET NW SUITE 850 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | UNRESTRICTED | $25 | |
| NATIONAL PARK FOUNDATION | |||||||
| PO BOX 17394 | BALTIMORE | MD | 21298 | PUBLIC CHARITY | UNRESTRICTED | $25 | |
| RAMAH DAROM | |||||||
| 6400 POWERS FERRY ROAD STE 215 | ATLANTA | GA | 30339 | PUBLIC CHARITY | UNRESTRICTED | $100 | |
| SALVATION ARMY | |||||||
| PO BOX 5363 | GREENSBORO | NC | 27435 | PUBLIC CHARITY | UNRESTRICTED | $25 | |
| SENIOR SERVICES INC | |||||||
| 2895 SHOREFAIR DRIVE | WINSTONSALEM | NC | 27199 | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| PO BOX 1510 | RANSON | VA | 25438 | PUBLIC CHARITY | UNRESTRICTED | $100 | |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 SOUTH ROXBURY DRIVE STE 100 | LOS ANGELES | CA | 90035 | PUBLIC CHARITY | UNRESTRICTED | $25 | |
| SPECIAL OLYMPICS NORTH CAROLINA INC | |||||||
| PO BOX 27728 | RALEIGH | NC | 27611 | PUBLIC CHARITY | UNRESTRICTED | $25 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| PO BOX 50 | MEMPHIS | TN | 38101 | PUBLIC CHARITY | UNRESTRICTED | $100 | |
| THE ALS ASSOCIATION | |||||||
| PO BOX 8178 PUEBLO COLORADO | PUEBLO | CO | 81008 | PUBLIC CHARITY | UNRESTRICTED | $35 | 81008-8178 |
| UNITED SERVICES ORGANIZATION | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | PUBLIC CHARITY | UNRESTRICTED | $25 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| PO BOX 90988 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | UNRESTRICTED | $25 | |
| UNITED STATES OLYMPIC COMMITTEE | |||||||
| PO BOX 7010 | ALBERT LEA | MN | 56007 | PUBLIC CHARITY | UNRESTRICTED | $25 | |
| VETERANS OF FOREIGN WARS OF THE UNITED STATES | |||||||
| PO BOX 8911 | TOPEKA | KS | 66608 | PUBLIC CHARITY | UNRESTRICTED | $50 | |
| WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER | |||||||
| MEDICAL CENTER DRIVE | WINSTONSALEM | NC | 27157 | PUBLIC CHARITY | UNRESTRICTED | $31,550 | |
| WEST MARKET UNITED METHODIST CHURCH | |||||||
| 332 WEST MARKET STREET | GREENSBORO | NC | 27401 | PUBLIC CHARITY | UNRESTRICTED | $100 | |
| WORLD JEWISH CONGRESS FOUNDATION | |||||||
| PO BOX 90400 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | UNRESTRICTED | $25 | |
| WOUNDED WARRIORS PROJECT | |||||||
| 4899 BELFORD ROAD SUITE 300 | JACLSONVILLE | FL | 32256 | PUBLIC CHARITY | UNRESTRICTED | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,541 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,664 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $188,084 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $211,748 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $211,748 | 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 | JACK LEVIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 POSTBRIDGE COURT | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 274077890 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,007,020 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 14,450 SHARES OF STOCK IN CONSTELLATION BRANDS INC CL A | NoncashPropertyDesc |
| Fair Market Value | $1,007,020 | FairMarketValueAmt |
| Received | 2013-12-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,520 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,520 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ASTON MONTAG & CALDWELL GROWTH FD CL I | $153,546 | $155,423 |
| WILLIAM BLAIR SMALL CAP GROWTH FD CL I | $42,036 | $44,383 |
| BUFFALO SMALL CAP FD | $98,108 | $110,818 |
| DREYFUS APPRECIATION FD INC | $100,078 | $111,291 |
| HARBOR INTL FD INSTL CL | $104,654 | $112,122 |
| HOTCHKIS & WILEY DIVERSIFIED VALUE FD CL I | $120,527 | $133,023 |
| JANUS INVT FLEXIBLE BD FD CL I | $134,616 | $130,820 |
| LAZARD EMERGING MKTS PORT INSTL | $159,083 | $154,720 |
| MFS SER TR VALUE FD CL I | $163,861 | $200,018 |
| OPPENHEIMER INTL GROWTH FD CL Y | $54,186 | $67,146 |
| PIMCO PAC INVT MGMT TOTAL RETURN FD | $87,981 | $88,304 |
| PIMCO PAC INVT COMMODITY REAL RETURN STRAT FD | $103,337 | $87,029 |
| RANIER MID CAP EQUITY FD INSTL CL | $127,277 | $133,034 |
| STRATTON SMALL CAP VALUE FD | $81,648 | $88,284 |
| T ROWE PRICE REAL EST FD | $36,041 | $43,926 |
| THORNBURG INTL VALUE FD CL I | $59,960 | $67,215 |
| TOUCHSTONE SANDS CAP INSTL GROWTH FD | $80,042 | $88,421 |
| VICTORY SMALL CO OPPORTUNITY FD CL I | $62,298 | $66,349 |
| VIRTUS EMERGING MKTS OPPORTUNITIES FD CL I | $92,284 | $89,023 |
| WT CRM MID CAP VALUE FD INSTL CL | $130,380 | $133,326 |
| WELLS FARGO ADVANTAGE ENDEAVOR SELECT FD CL I | $80,660 | $88,370 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $5,506 | Amt |
| Net Investment Income | $5,506 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL FORM 990-PF, 2012 | $306 | $0 | $0 |
| FOREIGN TAX WITHHELD | $504 | $504 | $0 |