STANLEYS GARDEN FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- STANLEYS GARDEN FOUNDATION (EIN 26-6138709)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-15
- IRS object ID
- 201211369349100421
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T08:29:57-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 111558868 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGOLIN WINER & EVENS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 GARDEN CITY PLAZA | AddressLine1 |
| City | GARDEN CITY | City |
| State | NY | State |
| ZIP Code | 115303323 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266138709 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANLEY'S GARDEN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STAN | NameControl |
| Phone | 2015681488 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 ESSEX DRIVE | AddressLine1 |
| City | TENAFLY | City |
| State | NJ | State |
| ZIP Code | 07670 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHY LEVENTHAL | Name |
| Title | TRUSTEE | Title |
| Phone | 2015681488 | Phone |
| Date Signed | 2012-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY OSTER | Name |
| PTIN | P00032973 | PTIN |
| Phone | 5167472000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2767096 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 518291 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 130 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 130 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 96493 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 96493 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 42667 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 504517 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 42667 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 657581 | TotalRevenueAndExpenses |
| Total Net Investment Income | 139290 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3035 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1518 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1517 | AccountingFeesDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 115 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 115 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 21210 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 20460 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 750 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 24360 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 21978 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2382 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 162800 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 162800 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 187160 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 21978 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 165182 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 470421 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 117312 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 168187 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 598258 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 598258 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 810560 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 788737 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 984427 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 1124868 | InvestmentsOtherBOY |
| Investments Other EOY | 1187013 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1184411 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2103615 | TotalAssetsBOY |
| Total Assets EOY | 2574008 | TotalAssetsEOY |
| Total Assets EOYFMV | 2767096 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 28 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 0 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 28 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2103587 | RetainedEarningsBOY |
| Retained Earnings EOY | 2574008 | RetainedEarningsEOY |
| Total Net Assets BOY | 2103587 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2574008 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2103615 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2574008 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2103587 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 470421 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2574008 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2574008 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (24 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| A T & T | P | 2010-04-08 | 2011-01-18 | 3511 | 3372 | 139 | 139 |
| VERIZON | P | 2010-04-08 | 2011-01-18 | 1773 | 1559 | 214 | 214 |
| JOHNSON AND JOHNSON | P | 2010-04-08 | 2011-02-14 | 24035 | 23901 | 134 | 134 |
| PAYCHEX INC | P | 2010-04-08 | 2011-02-14 | 8296 | 7613 | 683 | 683 |
| CHEVRON CORP | P | 2010-04-08 | 2011-02-28 | 4656 | 3610 | 1046 | 1046 |
| CONOCOPHILLIPS | P | 2010-04-08 | 2011-02-28 | 7143 | 5048 | 2095 | 2095 |
| EXELON CORP | P | 2010-04-08 | 2011-03-25 | 18043 | 18171 | -128 | -128 |
| EXELON CORP | P | 2010-04-08 | 2011-03-25 | 19751 | 18610 | 1141 | 1141 |
| COLUMBIA ACORN SELECT FUND | P | 2010-04-06 | 2011-04-21 | 97864 | 83200 | 14664 | 14664 |
| COLUMBIA SELECT LARGE CAP | P | 2010-12-21 | 2011-05-03 | 68000 | 60228 | 7772 | 7772 |
| JP MORGAN US LARGE CAP | P | 2010-04-06 | 2011-05-04 | 62434 | 50394 | 12040 | 12040 |
| KIMBERLY CLARK | P | 2010-04-08 | 2011-05-16 | 6776 | 6424 | 352 | 352 |
| COLUMBIA CORPORATE INCOME FUND | P | 2010-04-06 | 2011-08-11 | 20000 | 19167 | 833 | 833 |
| COLUMBIA CORPORATE INCOME FUND | P | 2010-04-06 | 2011-08-18 | 10000 | 9622 | 378 | 378 |
| COLUMBIA SELECT LARGE CAP | P | 2010-12-21 | 2011-08-22 | 25000 | 21916 | 3084 | 3084 |
| EATON VANCE ATLANTA CAP | P | 2010-04-06 | 2011-10-12 | 15000 | 14431 | 569 | 569 |
| VANGUARD MSCI EMERGING MKTS | P | 2010-06-11 | 2011-10-14 | 23555 | 28818 | -5263 | -5263 |
| AVON PRODS INC | P | 2011-08-22 | 2011-11-01 | 18935 | 21902 | -2967 | -2967 |
| GENUINE PARTS CO | P | 2010-04-21 | 2011-12-12 | 5910 | 4301 | 1609 | 1609 |
| MCDONALDS CORP | P | 2010-04-08 | 2011-12-19 | 4376 | 3308 | 1068 | 1068 |
| VANGUARD MSCI EMERGING MKTS | P | 2010-06-11 | 2011-12-22 | 21895 | 25349 | -3454 | -3454 |
| PHILIP MORRIS INTL | P | 2010-04-08 | 2011-12-23 | 12212 | 8295 | 3917 | 3917 |
| AIR PRODS AND CHEMS | P | 2011-03-31 | 2011-12-27 | 20959 | 22611 | -1652 | -1652 |
| CAPITAL GAINS DIVIDENDS | P | 4393 | 4393 | 4393 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 42667 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 38282 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1849166 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.020702 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 17525 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 0 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.0 | DistributionRatioYear2 |
| Total Distribution Ratio | 0.020702 | TotalDistributionRatio |
| Average Distribution Ratio | 0.010351 | AverageDistributionRatio |
| Net Noncharitable Assets | 2318553 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 23999 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1173 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 25172 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 165182 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1173 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1173 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1173 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 207 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 207 | TotalCreditsAndPayments |
| Penalty For Underpayment | 1 | PenaltyForUnderpayment |
| Tax Due | 967 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | KATHY LEVENTHAL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2015681488 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 ESSEX DR | AddressLine1 |
| City | TENAFLY | City |
| State | NJ | State |
| ZIP Code | 07670 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| KATHY LEVENTHAL | ||||||||
| 47 ESSEX DR | TENAFLY | NJ | 07670 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| RICHARD LEVENTHAL | ||||||||
| 47 ESSEX DR | TENAFLY | NJ | 07670 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2227620 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 126241 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2353861 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2353861 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 35308 | CashDeemedCharitable |
| Net Noncharitable Assets | 2318553 | NetNoncharitableAssets |
| Minimum Investment Return | 115928 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 115928 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1173 | TaxBasedOnInvestmentIncome |
| Total Tax | 1173 | TotalTax |
| Distributable Amount Before Adj | 114755 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 114755 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 114755 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 165182 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 165182 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1173 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 164009 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 114755 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 36065 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 165182 | QualifyingDistributions |
| Applied To Year1 | 36065 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 114755 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 14362 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 14362 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 14362 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 14362 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | KATHY LEVENTHAL | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 ESSEX DRIVE | AddressLine1 |
| City | TENAFLY | City |
| State | NJ | State |
| ZIP Code | 07670 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2015681488 | RecipientPhoneNumber |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterials |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlines |
| Restrictions On Awards | DISTRIBUTIONS LIMITED TO ORGANIZATIONS THAT CARRY OUT THE PURPOSE OF THE FOUNDATION. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| TEMPLE EMANUEL | |||||||
| 180 PIERMONT RD | CLOSTER | NJ | 07624 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $36,000 |
| CYSTINOSIS RESEARCH FOUNDATION | |||||||
| 18802 BARDEEN AVE | IRVINE | CA | 92612 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $500 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $1,000 |
| WORLD AFFAIRS COUNCIL | |||||||
| 312 SUTTER ST | SAN FRANCISCO | CA | 94108 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $2,000 |
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $3,000 |
| CONTEMPORARY JEWISH MUSEUM | |||||||
| 1230 AVE OF THE AMERICAS | NEW YORK | NY | 10020 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $1,000 |
| USC | |||||||
| 3560 WATT WAY | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $100,000 |
| KAPLEN JCC ON THE PALISADES | |||||||
| 411 EAST CLINTON AVE | TENAFLY | NJ | 07670 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $1,800 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH ST | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $15,000 |
| DWIGHT ENGLEWOOD SCHOOL | |||||||
| 315 EAST PALISADE AVE | ENGLEWOOD | NJ | 07631 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 162800 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $130 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $96,493 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $42,667 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $139,290 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 139290 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Contributor Name IndividualContributorNameIndividual |
|---|---|---|---|---|---|---|---|
| NEISLOSS FAMILY FOUNDATION INC | |||||||
| 1 | C/O KATHY LEVENTHAL 47 ESSEX DRIVE | TENAFLY | NJ | 07670 | 18291 | X | |
| (no name) | |||||||
| 2 | 47 ESSEX DRIVE | TENAFLY | NJ | 07670 | 500000 | X | KATHY LEVENTHAL |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $3,035 | Amount |
| Net Investment Income | 1518 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1517 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (28 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ABBOTT LABS | 38387 | 44984 |
| A T & T INC. | 33333 | 40673 |
| BOEING CO. | 24895 | 27140 |
| CHEVRON CORP. | 34151 | 50540 |
| CHUBB CORP. | 29732 | 40494 |
| COCA COLA CO. | 23626 | 31836 |
| CONOCOPHILLIPS | 44190 | 60118 |
| EXELON CORP. | 0 | 0 |
| GENERAL ELECTRIC | 42471 | 48088 |
| HOME DEPOT INC. | 25760 | 34683 |
| INTEL CORP. | 33720 | 40255 |
| JOHNSON & JOHNSON | 0 | 0 |
| KIMBERLY CLARK CORP. | 29569 | 35677 |
| KRAFT FOODS INC. | 30039 | 38854 |
| LOCKHEED MARTIN CORP. | 37664 | 38832 |
| MCDONALDS CORP. | 27073 | 40132 |
| MERCK & CO. | 34581 | 38454 |
| MICROSOFT CORP. | 37175 | 37382 |
| MONSANTO CO. | 13385 | 19269 |
| PAYCHEX INC. | 30951 | 34175 |
| PFIZER INC. | 32522 | 45660 |
| PHILIP MORRIS INTL INC. | 21185 | 36886 |
| QUALCOMM INC. | 32619 | 35555 |
| TRAVELERS COS INC. | 29496 | 35206 |
| UNITED PARCEL SVC INC. | 52351 | 61846 |
| VERIZON COMMUNICATIONS INC. | 20320 | 30692 |
| GENUINE PARTS CO. | 12727 | 19278 |
| LINEAR TECHNOLOGY CORP. | 16815 | 17718 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (21 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| COLUMBIA SELECT LARGE CAP GROWTH FUND | AT COST | 22856 | 27611 |
| JP MORGAN US LARGE CAP CORE PLUS FUND | AT COST | 0 | 0 |
| COLUMBIA ACORN SELECT FUND | AT COST | 0 | 0 |
| EATON VANCE ATLANTA CAP | AT COST | 56944 | 71832 |
| COLUMBIA ACORN INTERNATIONAL FUND | AT COST | 52500 | 52173 |
| HARBOR INTERNATIONAL FUND | AT COST | 92500 | 88481 |
| VANGUARD INTL EQUITY INDEX FUND | AT COST | 0 | 0 |
| COLUMBIA CORPORATE INCOME FUND | AT COST | 309062 | 327598 |
| PIMCO HIGH YIELD FUND | AT COST | 45750 | 44548 |
| PIMCO COMMODITY REAL RETURN STRATEGY FUND | AT COST | 118200 | 98189 |
| AMERICAN ELEC POWER | AT COST | 41027 | 49572 |
| B B AND T CORP | AT COST | 38088 | 35867 |
| CELGENE CORP | AT COST | 23374 | 30420 |
| CISCO SYS INC | AT COST | 30118 | 33358 |
| DU PONT EI DE NEMOURS AND CO | AT COST | 18905 | 19228 |
| HEWLETT PACKARD | AT COST | 49674 | 41731 |
| NUCOR CORP | AT COST | 34133 | 31656 |
| PEPSICO INC | AT COST | 25354 | 25545 |
| PROCTER AND GAMBLE CO | AT COST | 18396 | 18679 |
| COLUMBIA MID CAP GROWTH FUND | AT COST | 96200 | 80553 |
| VANGUARD MSCI EMERGING MKTS ETF | AT COST | 113932 | 107370 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | 20460 | 20460 | 0 |
| FILING FEES | 750 | 0 | 750 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CASH OVERDRAFT | Description |
| BOY Book Value | 28 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEISLOSS FAMILY FOUNDATION INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KATHY LEVENTHAL 47 ESSEX DRIVE | AddressLine1 |
| City | TENAFLY | City |
| State | NJ | State |
| ZIP Code | 07670 | ZIPCode |