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STANLEYS GARDEN FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
STANLEYS GARDEN FOUNDATION (EIN 26-6138709)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-08-12
IRS object ID
201332249349100008
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-08-12T09:17:22-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN111558868EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MARGOLIN WINER & EVENS LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1400 GARDEN CITY PLAZAAddressLine1
CityGARDEN CITYCity
StateNYState
ZIP Code115303323ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN266138709EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1STANLEY'S GARDEN FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSTANNameControl
Phone2015681488Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line147 ESSEX DRIVEAddressLine1
CityTENAFLYCity
StateNJState
ZIP Code07670ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameKATHY LEVENTHALName
TitleTRUSTEETitle
Phone2015681488Phone
Date Signed2013-08-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJEFF OSTERName
PTINP00032973PTIN
Phone5167472000Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY2469791FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss3680ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss245InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm143InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss74420DividendsRevAndExpnss
Dividends Net Invst Incm74420DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss129870NetGainSaleAssetsRevAndExpnss
Gross Sales Price1707539GrossSalesPrice
Capital Gain Net Incm Net Invst Incm129870CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses208215TotalRevenueAndExpenses
Total Net Investment Income204433TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss3825AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1913AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps1912AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss2167TaxesRevAndExpnss
Taxes Net Invst Incm2167TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss23801OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm23421OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps380OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss29793TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm27501TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps2292TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss591050ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps591050ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss620843TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm27501TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps593342TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-412628ExcessOfRevenueOverExpenses
Net Investment Income176932NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY598258SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY42404SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV42404SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY1067806InvestmentsCorpStockBOY
Investments Corp Stock EOY827395InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV1006652InvestmentsCorpStockEOYFMV
Investments Other BOY907944InvestmentsOtherBOY
Investments Other EOY1341581InvestmentsOtherEOY
Investments Other EOYFMV1420735InvestmentsOtherEOYFMV
Total Assets BOY2574008TotalAssetsBOY
Total Assets EOY2211380TotalAssetsEOY
Total Assets EOYFMV2469791TotalAssetsEOYFMV
Other Liabilities BOY0OtherLiabilitiesBOY
Other Liabilities EOY50000OtherLiabilitiesEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY50000TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY2574008RetainedEarningsBOY
Retained Earnings EOY2161380RetainedEarningsEOY
Total Net Assets BOY2574008TotalNetAssetsBOY
Total Net Assets EOY2161380TotalNetAssetsEOY
Total Liabilities Net Assets BOY2574008TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY2211380TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY2574008TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-412628ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal2161380Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY2161380TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (210 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
AMERICAN ELECTRIC POWERP2011-03-222012-02-02207301794927812781
PHILLIPS 66P2012-02-022012-05-0717401839-99-99
PHILLIPS 66P2011-08-102012-05-0730252894131131
IPATH S & P 500 VIXP2012-02-152012-06-153731440769-3455-3455
IPATH S & P 500 VIXP2012-02-152012-06-154264446988-4344-4344
PROCTER & GAMBLEP2011-12-202012-06-151760718396-789-789
PEPSICOP2011-11-162012-06-15267682535414141414
NUCOR CORPP2011-06-202012-06-1582428797-555-555
HEWLETT PACKARDP2011-08-192012-06-1579448661-717-717
HEWLETT PACKARDP2011-07-262012-06-151762930453-12824-12824
EXELON CORPP2012-02-022012-06-152448725998-1511-1511
CONOCOPHILLIPSP2011-08-102012-06-1521921948244244
CONOCOPHILLIPSP2012-02-022012-06-1563016189112112
AGRIUM INCP2012-06-152012-10-0412371971626552655
AMERICA MOVIL SAP2012-06-152012-10-04286072657420332033
BORG-WARNER AUTOMOTIVEP2012-06-152012-10-0469176160757757
TERADATA CORPP2012-06-152012-10-0487708442328328
IRIDIUM COMMUNICATIONSP2012-06-152012-10-0416271876-249-249
WALTER INDS INCP2012-06-152012-10-048141157-343-343
HELMERICH & PAYNEP2012-06-152012-10-0472596925334334
HESS CORPP2012-06-152012-10-0455484556992992
ENERSYSP2012-06-152012-10-0433203027293293
COMPANHIA DE SANEAMENTOP2012-06-152012-10-046511545010611061
BROCADE COMMUNICATIONSP2012-06-152012-10-0411143856125822582
ENERGIA DE PORTUGALP2012-06-182012-10-055676458110951095
CABOT CORPP2012-06-152012-10-10565556371818
CA INCP2012-06-152012-10-101130911960-651-651
CBS CORPP2012-06-152012-10-1016561521135135
ACE LTDP2012-06-152012-10-1096809061619619
MARATHON PETEP2012-06-152012-10-1053246382801496614966
ECOPETROLP2012-06-152012-10-10372936894040
VALE SAP2012-06-152012-10-1018431960-117-117
ORACLEP2012-06-152012-10-107947177777
LEAR CORPP2012-06-152012-10-24390543615429002900
EMC CORPP2012-06-152012-10-244290943779-870-870
CVS CORPORATIONP2012-06-152012-10-242243622186250250
APPLIED MATERIALSP2012-06-152012-10-241760218081-479-479
INVESCOP2012-06-152012-10-2455105036474474
PARKER-HANNIFINP2012-06-152012-10-24759783-24-24
ISHARES COMEX GOLDP2012-10-242012-10-315500
PNC BANK CORPP2012-06-152012-11-1247394901-162-162
TIME WARNER CABLEP2012-06-152012-11-1233852876509509
UNITEDHEALTHP2012-06-152012-11-1276518735-1084-1084
WALMART STORESP2012-06-152012-11-12267892505817311731
METLIFEP2012-06-152012-11-1215341422112112
JP MORGAN CHASEP2012-06-152012-11-1258024963839839
IBMP2012-06-152012-11-1222732368-95-95
GOOGLE INCP2012-06-152012-11-1240053352653653
BP AMOCO PLCP2012-06-152012-11-123324432374870870
APPLE COMPUTERP2012-06-152012-11-1227212852-131-131
PIMCO COMMODITY REALRETURNP2012-02-142012-11-121518215428-246-246
SUNCOR ENERGYP2012-06-152012-11-12391053322558805880
ISHARES COMEX GOLDP2012-10-242012-11-305500
ISHARES COMEX GOLDP2012-11-122012-11-305500
EXELON CORPP2012-10-102012-12-1329563636-680-680
APPLE COMPUTERP2012-06-152012-12-133700239935-2933-2933
FREEPORT MCMORANP2012-06-152012-12-131658017452-872-872
JP MORGAN CHASEP2012-06-152012-12-136415520612091209
PIMCO COMMODITY REALRETURNP2012-02-142012-12-132150022110-610-610
ISHARES COMEX GOLDP2012-10-242012-12-315500
ISHARES COMEX GOLDP2012-11-122012-12-315500
ISHARES COMEX GOLDP2012-12-132012-12-315500
COLUMBIA FDS SER TR IP2011-04-202012-05-078901496200-7186-7186
PHILLIPS 66P2010-05-192012-05-072271864141
PHILLIPS 66P2010-08-202012-05-07832672160160
PHILLIPS 66P2010-04-052012-05-07756607149149
PHILLIPS 66P2010-06-082012-05-07529405124124
PHILLIPS 66P2010-07-012012-05-0727232013710710
PHILLIPS 66P2010-05-262012-05-0737062833873873
PHILLIPS 66P2010-05-252012-05-07681513168168
HARBOR INTERNATIONAL FUNDP2010-12-132012-05-221000011101-1101-1101
VANGUARD INTL EQUITYP2010-04-052012-05-221062212004-1382-1382
AT&TP2010-08-202012-06-1514261057369369
AT&TP2010-04-052012-06-1535642634930930
AT&TP2010-05-052012-06-1536261010
ABBOTT LABSP2010-04-052012-06-1525022113389389
ABBOTT LABSP2010-09-172012-06-1512511034217217
ABBOTT LABSP2010-05-052012-06-1540663259807807
ABBOTT LABSP2010-08-202012-06-1537532951802802
ABBOTT LABSP2010-05-192012-06-151251963288288
ABBOTT LABSP2010-12-152012-06-158132622619061906
ABBOTT LABSP2010-05-262012-06-157632583717951795
AMERICAN ELECTRIC POWERP2011-03-222012-06-15270102307839323932
BB&TP2011-01-122012-06-15143101305712531253
BOEING COP2010-09-302012-06-151401513173842842
BOEING COP2010-11-102012-06-151257811722856856
CHEVRONTEXACOP2010-09-172012-06-1515481178370370
CHEVRONTEXACOP2010-04-052012-06-1536122711901901
CHEVRONTEXACOP2010-05-192012-06-15826615211211
GENERAL ELECTRICP2010-09-172012-06-1513901136254254
GENERAL ELECTRICP2010-07-292012-06-158835718216531653
HOME DEPOTP2010-05-052012-06-1530482076972972
INTEL CORPP2010-04-052012-06-1519601628332332
KIMBERLY CLARKP2010-04-052012-06-15413313100100
KIMBERLY CLARKP2010-05-192012-06-151238932306306
KIMBERLY CLARKP2010-05-052012-06-155367400413631363
KIMBERLY CLARKP2010-06-082012-06-1520641535529529
KIMBERLY CLARKP2010-05-262012-06-151651224343
KRAFT FOODSP2010-09-172012-06-1513571097260260
KRAFT FOODSP2010-05-192012-06-15776608168168
KRAFT FOODSP2010-04-052012-06-1532972572725725
KRAFT FOODSP2010-05-052012-06-1534912683808808
KRAFT FOODSP2010-08-202012-06-154072305210201020
KRAFT FOODSP2010-05-262012-06-1513381992034613461
KRAFT FOODSP2010-06-082012-06-1517451279466466
KRAFT FOODSP2010-05-252012-06-1521331557576576
KRAFT FOODSP2010-07-012012-06-1510084727228122812
LINEAR TECHNOLOGYP2010-09-172012-06-1510421104-62-62
LINEAR TECHNOLOGYP2010-08-202012-06-1529762999-23-23
LINEAR TECHNOLOGYP2010-05-052012-06-15267926156464
LINEAR TECHNOLOGYP2010-05-192012-06-154464222424
LINEAR TECHNOLOGYP2010-07-012012-06-1534233206217217
LINEAR TECHNOLOGYP2010-05-262012-06-1552094851358358
LINEAR TECHNOLOGYP2010-05-252012-06-158938207373
LINEAR TECHNOLOGYP2010-06-082012-06-158937979696
MCDONALDSP2010-08-202012-06-1513541095259259
MCDONALDSP2010-05-052012-06-1531602474686686
MCDONALDSP2010-05-192012-06-15903695208208
MCDONALDSP2010-04-052012-06-1536112727884884
MCDONALDSP2010-06-082012-06-1518051361444444
MCDONALDSP2010-05-252012-06-1522571691566566
MCDONALDSP2010-05-262012-06-1512638937232663266
MCDONALDSP2010-07-012012-06-1510381765827232723
MERCK & COP2010-04-052012-06-1527292626103103
MERCK & COP2010-09-172012-06-15117010888282
MERCK & COP2010-05-052012-06-1542893920369369
MERCK & COP2010-08-202012-06-1535093103406406
MERCK & COP2010-07-012012-06-158578755610221022
MERCK & COP2010-06-082012-06-15780671109109
MERCK & COP2010-05-192012-06-1519491642307307
MERCK & COP2010-05-262012-06-15146211221924022402
MERCK & COP2010-05-252012-06-1521441755389389
NUCOR CORPP2011-05-112012-06-151864722192-3545-3545
PFIZER INCP2010-12-152012-06-1516931291402402
PFIZER INCP2010-05-052012-06-1532732495778778
PFIZER INCP2010-09-172012-06-1514671112355355
PFIZER INCP2010-04-052012-06-1534992623876876
PFIZER INCP2010-08-202012-06-154515319113241324
PFIZER INCP2010-05-192012-06-1516931194499499
PFIZER INCP2010-05-262012-06-1514448978246664666
PFIZER INCP2010-05-252012-06-1523701577793793
PFIZER INCP2010-06-082012-06-152935187910561056
PFIZER INCP2010-07-012012-06-1511739737843614361
PHILIP MORRIS INTLP2010-05-052012-06-1521851219966966
PHILIP MORRIS INTLP2010-05-192012-06-152185116010251025
PHILIP MORRIS INTLP2010-07-012012-06-159088482242664266
TRAVELERS COSP2010-04-052012-06-1525242132392392
TRAVELERS COSP2010-09-172012-06-1512621058204204
TRAVELERS COSP2010-05-052012-06-1541023293809809
TRAVELERS COSP2010-05-192012-06-15947755192192
TRAVELERS COSP2010-08-202012-06-1541023254848848
TRAVELERS COSP2010-07-012012-06-158519660119181918
TRAVELERS COSP2010-05-262012-06-1512305949128142814
TRAVELERS COSP2010-05-252012-06-1518931458435435
TRAVELERS COSP2010-06-082012-06-1518931454439439
UNITED PARCEL SVCP2010-05-052012-06-1542553702553553
UNITED PARCEL SVCP2010-09-172012-06-1511601000160160
UNITED PARCEL SVCP2010-05-192012-06-1515471305242242
UNITED PARCEL SVCP2010-08-202012-06-1538683231637637
UNITED PARCEL SVCP2010-04-052012-06-1530952567528528
UNITED PARCEL SVCP2010-05-262012-06-158510687916311631
VERIZON COMMUNICATIONSP2010-04-052012-06-1517421179563563
VERIZON COMMUNICATIONSP2010-08-202012-06-154355293314221422
VERIZON COMMUNICATIONSP2010-05-052012-06-153702228514171417
VERIZON COMMUNICATIONSP2010-05-192012-06-15871536335335
VERIZON COMMUNICATIONSP2010-07-012012-06-157404446629382938
VERIZON COMMUNICATIONSP2010-06-082012-06-1519601161799799
VERIZON COMMUNICATIONSP2010-05-252012-06-1519601153807807
VERIZON COMMUNICATIONSP2010-05-262012-06-153441200814331433
CELGENE CORPP2011-02-112012-10-0435795233741242112421
PIMCO COMMODITY REALRETURNP2010-09-172012-10-04897610000-1024-1024
PIMCO COMMODITY REALRETURNP2010-04-052012-10-0452125792-580-580
PIMCO COMMODITY REALRETURNP2010-12-132012-10-04810410200-2096-2096
HEWLETT PACKARDP2011-08-192012-10-10623710560-4323-4323
COLUMBIA INCOME FD CL ZP2010-05-052012-10-10238112141723942394
PIMCO COMMODITY REALRETURNP2010-04-052012-10-241740020208-2808-2808
PIMCO COMMODITY REALRETURNP2010-08-202012-10-242208025000-2920-2920
PIMCO COMMODITY REALRETURNP2010-05-062012-10-242851832000-3482-3482
PIMCO COMMODITY REALRETURNP2010-06-092012-10-2440024299-297-297
LOCKHEED MARTINP2010-05-052012-11-1240353816219219
GENERAL ELECTRICP2010-07-292012-11-1235562744812812
CISCO SYSTEMP2011-07-222012-11-1275067264242242
CHUBB CORPP2010-08-202012-11-1229592138821821
CHUBB CORPP2010-09-172012-11-1214791156323323
PIMCO COMMODITY REALRETURNP2010-06-092012-11-12981810701-883-883
COLUMBIA INCOME FD CL ZP2010-04-052012-11-129953872112321232
COLUMBIA INCOME FD CL ZP2010-12-132012-11-12200561785022062206
COLUMBIA INCOME FD CL ZP2010-05-052012-11-1264915795696696
LOCKHEED MARTINP2010-04-052012-11-1226902526164164
MONSANTO COP2010-09-302012-11-126421365027712771
LOCKHEED MARTINP2010-05-262012-11-124484054343
COLUMBIA ACORN TR INTLP2010-04-052012-12-13120851085412311231
VANGUARD INTL EQUITYP2010-04-052012-12-131196112004-43-43
EATON VANCE ATLANTAP2010-05-062012-12-13217511558361686168
HARBOR INTERNATIONAL FUNDP2010-12-132012-12-132959528899696696
HARBOR INTERNATIONAL FUNDP2010-04-052012-12-13147551337813771377
AT&TP2010-05-052012-12-1335722682890890
CISCO SYSTEMP2011-07-222012-12-135907489710101010
GENERAL ELECTRICP2010-07-292012-12-134329322811011101
GENUINE PARTS COP2010-04-162012-12-13945640305305
HOME DEPOTP2010-05-052012-12-1363352828
HOME DEPOTP2010-05-262012-12-1313162725859045904
HOME DEPOTP2010-05-192012-12-131254689565565
HOME DEPOTP2010-05-252012-12-132194118910051005
HOME DEPOTP2010-04-052012-12-131880981899899
LOCKHEED MARTINP2010-05-262012-12-1389968101895895
QUALCOMM INCP2011-03-152012-12-139411781116001600
MONSANTO COP2010-09-302012-12-134468243420342034
EATON VANCE ATLANTAP2010-04-052012-12-1310749794428052805
CAPITAL GAINS DIVIDENDSP262326232623
FieldValueIRS element (for citing)
Capital Gain Net Income129870CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1164009QualifyingDistributionsYear1
Noncharitable Assets Year12318553NoncharitableAssetsYear1
Distribution Ratio Year10.070738DistributionRatioYear1
Qualifying Distributions Year238282QualifyingDistributionsYear2
Noncharitable Assets Year21849166NoncharitableAssetsYear2
Distribution Ratio Year20.020702DistributionRatioYear2
Qualifying Distributions Year317525QualifyingDistributionsYear3
Noncharitable Assets Year30NoncharitableAssetsYear3
Distribution Ratio Year30.000000DistributionRatioYear3
Total Distribution Ratio0.091440TotalDistributionRatio
Average Distribution Ratio0.030480AverageDistributionRatio
Net Noncharitable Assets2561522NetNoncharitableAssets
Adjusted Noncharitable Assets78075AdjustedNoncharitableAssets
One Percent Net Investment Income1769OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One79844AdjNonchrtblAssetsAndOnePct
Qualifying Distributions593342QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax1769InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal1769Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income1769TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1200EstTaxPaymentsAndOverpayment
Tax Paid With Extension1800TaxPaidWithExtension
Total Credits And Payments3000TotalCreditsAndPayments
Overpayment1231Overpayment
Amount Credited To Next Year1231AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameKATHY LEVENTHALBooksInCareOfPersonName
Books In Care Of Phone Number2015681488BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line147 ESSEX DRAddressLine1
CityTENAFLYCity
StateNJState
ZIP Code07670ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
KATHY LEVENTHAL
47 ESSEX DRTENAFLYNJ07670TRUSTEE0.00000
RICHARD LEVENTHAL
47 ESSEX DRTENAFLYNJ07670TRUSTEE0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities2395564AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances204966AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets2600530TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets2600530AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable39008CashDeemedCharitable
Net Noncharitable Assets2561522NetNoncharitableAssets
Minimum Investment Return128076MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return128076MinimumInvestmentReturn
Tax Based On Investment Income1769TaxBasedOnInvestmentIncome
Total Tax1769TotalTax
Distributable Amount Before Adj126307DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded126307DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted126307DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions593342ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions593342QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm1769OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions591573AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted126307DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year114362ExcessDistriCarryoverYear1
Total Excess Distri Carryover14362TotalExcessDistriCarryover
Qualifying Distributions593342QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year126307AppliedToCurrentYear
Remaining Distri From Corpus467035RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus481397TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year481397ExcessDistriCyovToNextYear
Excess From Year114362ExcessFromYear1
Excess From Current Year467035ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameKATHY LEVENTHALRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line147 ESSEX DRIVEAddressLine1
CityTENAFLYCity
StateNJState
ZIP Code07670ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number2015681488RecipientPhoneNumber
Form And Info And MaterialsNO SPECIFIC FORMFormAndInfoAndMaterials
Submission DeadlinesNO SUBMISSION DEADLINESSubmissionDeadlines
Restrictions On AwardsDISTRIBUTIONS LIMITED TO ORGANIZATIONS THAT CARRY OUT THE PURPOSE OF THE FOUNDATION.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CYSTINOSIS RESEARCH FOUNDATION
18802 BARDEEN AVEIRVINECA92612NONEPUBLIC CHARITYFINANCIAL SUPPORT$500
HOSPITAL FOR SPECIAL SURGERY
535 EAST 70TH STNEW YORKNY10021NONEPUBLIC CHARITYFINANCIAL SUPPORT$40,000
USC
3560 WATT WAYLOS ANGELESCA90089NONEPUBLIC CHARITYFINANCIAL SUPPORT$500,000
CROHNS AND COLITIS FOUNDATION OF AMERICA
386 PARK AVE SOUTHNEW YORKNY10016NONEPUBLIC CHARITYFINANCIAL SUPPORT$300
MOVEMBER
PO BOX 2726VENICECA90294NONEPUBLIC CHARITYFINANCIAL SUPPORT$250
USC SHOAH FOUNDATION
650 WEST 35TH STLOS ANGELESCA90089NONEPUBLIC CHARITYFINANCIAL SUPPORT$50,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year591050TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$245ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$74,420ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$129,870ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$204,535ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA204535TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1NEISLOSS FAMILY FOUNDATION INCBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1C/O KATHY LEVENTHAL 47 ESSEX DRIVEAddressLine1
CityTENAFLYCity
StateNJState
ZIP Code07670ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions3680AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategory
Amount$3,825Amount
Net Investment Income1913NetInvestmentIncome
Disbursements Charitable Prps1912DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (37 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
ABBOTT LABS3270439300
A T & T INC.2693337081
CHEVRON CORP.2964745094
CHUBB CORP.2643839543
COCA COLA CO.2362632988
CONOCOPHILLIPS3211945522
GENERAL ELECTRIC2818137782
HOME DEPOT INC.1353229070
INTEL CORP.3209232745
KIMBERLY CLARK CORP.2266231492
KRAFT FOODS INC.1157911367
LOCKHEED MARTIN CORP.2281627687
MCDONALDS CORP.2711426463
MERCK & CO.3088528658
MICROSOFT CORP.3717538462
MONSANTO CO.730114197
PAYCHEX INC.3095135299
PFIZER INC.2948230095
PHILIP MORRIS INTL INC.1398326430
QUALCOMM INC.2480830930
TRAVELERS COS INC.1370114364
UNITED PARCEL SVC INC.3366840920
VERIZON COMMUNICATIONS INC.1414617308
GENUINE PARTS CO.1208719074
AMERICAN ELEC POWER1254012804
B B AND T CORP2953232021
CISCO SYS INC1795721614
DU PONT EI DE NEMOURS AND CO1890518891
NUCOR CORP81308632
PROCTER AND GAMBLE CO1343213578
EXELON CORP97658922
EXXON MOBIL4308945266
GOOGLE INC2793135369
IBM2466623944
JP MORGAN CHASE2602932977
NORFOLK SOUTHERN61296184
TIME WARNER CABLE1166014579

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (18 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
COLUMBIA SELECT LARGE CAP GROWTH FUNDFMV2285631838
EATON VANCE ATLANTA CAPFMV3341749020
COLUMBIA ACORN INTERNATIONAL FUNDFMV4164649838
HARBOR INTERNATIONAL FUNDFMV3912249012
COLUMBIA CORPORATE INCOME FUNDFMV255279284503
PIMCO HIGH YIELD FUNDFMV98353100948
PIMCO COMMODITY REAL RETURN STRATEGY FUNDFMV4996248149
VANGUARD MSCI EMERGING MKTS ETFFMV89924100638
ISHARES CORE S&P MID CAPFMV7330574343
CEF ISHARES CORE S&P SMALL CAPFMV2520025382
COLUMBIA US GOVT MTG FUNDFMV170000167542
ISHARES IBOXX INVFMV122045120990
ISHARES S&P US PFD STKFMV2494124762
ISHARES S&P SHORT TERM NATL MUNIFMV7285872446
PINCO FOREIGN BOND FUNDFMV2499523425
POWERSHARES EMERGING MARKETS SOVEREIGNFMV2512125471
SPDR DJ WILSHIRE REITFMV9844799969
ISHARES GOLD TRUSTFMV7411072459

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
INVESTMENT ADVISORY FEES22973229730
FILING FEES3800380
OTHER INVESTMENT EXPENSES4484480

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDEPOSIT IN TRANSITDescription
BOY Book Value0BOYBookValue
EOY Book Value50000EOYBookValue

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEISLOSS FAMILY FOUNDATION INCBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O KATHY LEVENTHAL 47 ESSEX DRIVEAddressLine1
CityTENAFLYCity
StateNJState
ZIP Code07670ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategory
Amount$2,167Amount
Net Investment Income2167NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps