LEVITT FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LEVITT FOUNDATION INC (EIN 13-6128226)
- Tax period
- 2024-05-01 to 2025-04-30
- Filed
- 2026-03-11
- IRS object ID
- 202610709349100306
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-11T05:27:51-05:00 | ReturnTs |
| Tax Period End | 2025-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873583884 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIAMOND & ASSOCIATES PC CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 642 NEWTOWN YARDLEY RD - STE 220 | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136128226 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEVITT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEVI | BusinessNameControlTxt |
| Phone | 2128230192 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 7TH AVENUE 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HILDA POLANCO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128230192 | PhoneNum |
| Signature | 2026-03-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY BRIZUELA | PreparerPersonNm |
| PTIN | P01298690 | PTIN |
| Phone | 2154978888 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,282,303 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $487,268 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $487,268 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $599,159 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,156,230 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $599,159 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,086,442 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,086,442 | 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 | $15,104 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,774 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,330 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $179,658 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,983 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $170,675 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,464 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $56,953 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40,656 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,297 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $258,179 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,413 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $182,302 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $668,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $668,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $926,779 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,413 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $850,902 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $159,663 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,026,029 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,601 | CashBOYAmt |
| Cash EOY | $17,477 | CashEOYAmt |
| Cash EOYFMV | $17,477 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $459,955 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $348,883 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $348,883 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $16,004,134 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,269,993 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,915,943 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,476,690 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,636,353 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,282,303 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $16,476,690 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,636,353 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,476,690 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,636,353 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,476,690 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,636,353 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,476,690 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $159,663 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,636,353 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,636,353 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 645.489 SHS VANGUARD EQUITY INCOME FUND ADMIRAL SHARES | P | 2021-02-08 | 2025-04-30 | $59,781 | $53,698 | $6,083 | $6,083 |
| 158.659 SHS VANGUARD EXPLORER FUND ADMIRAL SHARES | P | 2021-02-08 | 2025-04-30 | $17,785 | $19,871 | -$2,086 | -$2,086 |
| 2,353.524 SHS VANGUARD PRIMECAP CORE FUND | P | 2021-02-08 | 2025-02-05 | $83,079 | $73,666 | $9,413 | $9,413 |
| 1,840.752 SHS VANGUARD TOTAL INTERNATION STOCK INDEX FUND | P | 2020-05-27 | 2025-04-30 | $64,086 | $48,070 | $16,016 | $16,016 |
| 3,109.658 SHS VANGUARD TOTAL STOCK MARKET INDEX FUND | P | 2020-05-28 | 2025-04-30 | $446,656 | $238,592 | $208,064 | $208,064 |
| 677.66 SHS VANGUARD US GROWTH FUND | P | 2021-02-08 | 2025-04-30 | $128,613 | $123,174 | $5,439 | $5,439 |
| CAPITAL GAINS DIVIDENDS | P | $356,230 | $356,230 | $356,230 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $599,159 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,262 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,262 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,262 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,264 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,264 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $101 | EsPenaltyAmt |
| Overpayment | $3,901 | OverpaymentAmt |
| Applied To ES Tax | $3,901 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | LEVITTFOUNDATIONNYC.ORG | WebsiteAddressTxt |
| Individual With Books | DIAMOND ASSOCIATES PC CPAS | IndividualWithBooksNm |
| Phone | 2154978888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 642 NEWTOWN YARDLEY ROAD STE 220 | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| AMY GOLDBERG | ||||||||
| C/O TCC GROUP 333 7TH AVE 9TH FLOOR | NEW YORK | NY | 10001 | TREASURER & DIRECTOR | 0.50 | $0 | $0 | $0 |
| KRISTIN REYNOLDS PHD | ||||||||
| C/O TCC GROUP 333 7TH AVE 9TH FLOOR | NEW YORK | NY | 10001 | PRESIDENT & DIRECTOR | 0.50 | $0 | $0 | $0 |
| HILDA H POLANCO | ||||||||
| C/O TCC GROUP 333 7TH AVE 9TH FLOOR | NEW YORK | NY | 10001 | SECRETARY & DIRECTOR | 0.50 | $0 | $0 | $0 |
| KWAKU DRISKELL | ||||||||
| C/O TCC GROUP 333 7TH AVE 9TH FLOOR | NEW YORK | NY | 10001 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| COLVIN GRANNUM | ||||||||
| C/O TCC GROUP 333 7TH AVE 9TH FLOOR | NEW YORK | NY | 10001 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ISAAC TORRES | ||||||||
| C/O TCC GROUP 333 7TH AVE 9TH FLOOR | NEW YORK | NY | 10001 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| TAMARA LEE | ||||||||
| C/O TCC GROUP 333 7TH AVE 9TH FLOOR | NEW YORK | NY | 10001 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TCC GROUP INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SEVENTH AVENUE 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $179,658 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $18,286,573 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $521,726 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,808,299 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,808,299 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $282,124 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,526,175 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $926,309 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $926,309 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,262 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,262 | TotalTaxAmt |
| Distributable Before Adj | $912,047 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $912,047 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $912,047 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $850,902 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $850,902 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $912,047 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $749,671 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $850,902 | QualifyingDistributionsAmt |
| Applied To Year1 | $749,671 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $101,231 | 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 | $810,816 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARITZA GUZMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TCC GROUP 333 7TH AVE 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2129490990 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS BY INVITATION ONLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO CHARITABLE ORGANIZATIONS, NO GRANTS ARE MADE TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL SUPPORT | $10,000 |
| BEDFORD STUYVESANT EARLY CHILDHOOD DEVELOPMENT | |||||||
| 813 HANCOCK STREET | BROOKLYN | NY | 11233 | N/A | PC | GENERAL SUPPORT | $5,000 |
| BOROUGH OF BROOKLYN CENTER FOR ARTS & TEC | |||||||
| 147 PRINCE STREET | BROOKLYN | NY | 11201 | N/A | PC | GENERAL SUPPORT | $4,000 |
| BROOKLYN COMMUNITY FOUNDATION | |||||||
| 1000 DEAN ST STE 307 | BROOKLYN | NY | 11238 | N/A | PC | MAGNOLIA TREE/HATTIE CARTHAN YOUTH CORPS | $25,000 |
| CANDID | |||||||
| PO BOX 22799 | NEW YORK | NY | 10087 | N/A | PC | GENERAL SUPPORT | $1,600 |
| COMMUNITY FOOD ADVOCATES | |||||||
| 110 WALL STREET | NEW YORK | NY | 10005 | N/A | PC | YOUTH FOOD ADVOCATES PROGRAM | $30,000 |
| COMMUNITY FOUNDATION BOULDER COUNTY | |||||||
| 1123 SPRUCE STREET | BOULDER | CO | 80302 | N/A | PC | AMES O'NEAL MEMORIAL FUND | $10,000 |
| CYPRESS HILLS LOCAL DEVELOPMENT CORPORATION | |||||||
| 625 JAMAICA AVENUE | BROOKLYN | NY | 11208 | N/A | PC | UNITED COMMUNITY CENTERS EAST NY FARMS YOUTH FOOD JUSTICE | $35,000 |
| DEMOCRACY FORWARD FOUNDATION | |||||||
| 1445 NEW YORK AVE 600 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL SUPPORT | $5,000 |
| DETROIT BLACK COMMUNITY FOOD SOVEREIGNTY NETWORK | |||||||
| 8324 WOODWARD AVE 2ND FLOOR | DETROIT | MI | 48202 | N/A | PC | GENERAL SUPPORT | $3,000 |
| EQUITY ADVOCATES | |||||||
| 258 HALSTEAD AVE 613 | HARRISON | NY | 10528 | N/A | PC | BUILDING POWER & ADVOCACY SKILLS WITHIN NYC YOUTH FOOD JUSTICE COMMUNITY | $30,000 |
| FARMS TO GROW INC | |||||||
| 490 LAKE PARK DR SUITE 10504 | OAKLAND | CA | 94610 | N/A | PC | GENERAL SUPPORT | $2,000 |
| GRANTMAKERS IN HEALTH | |||||||
| 1100 CONNECTICUT AVE NW SUITE 1200 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $2,500 |
| GREEN CITY FORCE | |||||||
| 630 FLUSHING AVE 8TH FLOOR | BROOKLYN | NY | 11206 | N/A | PC | GREEN CITY FORCE SERVICE CORPS | $30,000 |
| GROW NYC | |||||||
| 100 GOLD STREET SUITE 3300 | NEW YORK | NY | 10038 | N/A | PC | YOUTH WORKFORCE DEVELOPMENT | $35,000 |
| HARLEM GROWN | |||||||
| 127 WEST 127TH STREET ROOM 418 | NEW YORK | NY | 10027 | N/A | PC | YOUTH LEADERSHIP PROGRAM | $30,000 |
| HISPANICS IN PHILANTHROPY | |||||||
| 548 MARKET ST 60300 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL SUPPORT | $5,000 |
| INTERFAITH NUTRITION NETWORK | |||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | N/A | PC | GENERAL SUPPORT | $5,500 |
| ISRAEL EMERGENCY ALLIANCE DBA STAND WITH US | |||||||
| 6505 WILSHIRE BLVD 5TH FLOOR | LOS ANGELES | CA | 90048 | N/A | PC | GENERAL SUPPORT | $5,000 |
| LATINAS ON THE VERGE OF EXCELLENCE | |||||||
| WEWORK BRYANT PARK | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $2,000 |
| LATINO U COLLEGE ACCESS | |||||||
| 75 VIRGINIA RD 2ND FL | WHITE PLAINS | NY | 10603 | N/A | PC | GENERAL SUPPORT | $2,000 |
| MADISON SQUARE BOYS & GIRLS CLUB FOUNDATION INC | |||||||
| 250 BRADHURST AVENUE | NEW YORK | NY | 10039 | N/A | PC | YOUTH CAN: CHANGING THE FOOD NARATIVE | $35,000 |
| NORTH STAR FUNDCOMMUNITY FOOD FUNDERS | |||||||
| 520 8TH AVENUE 18TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | SEEDING POWER FELLOWSHIP & MEMBERSHIP SUPPORT | $21,000 |
| NOS QUEDAMOS | |||||||
| 754 MELROSE AVENUE | BRONX | NY | 10451 | N/A | PC | YOUTH-POWERED FOOD JUSTICE INTERNSHIP PROGRAM | $35,000 |
| NYC KIDS RISE | |||||||
| 2807 JACKSON AVE 5TH FLOOR | LONG ISLAND CITY | NY | 11101 | N/A | PC | GENERAL SUPPORT | $2,500 |
| OUR CORE INC | |||||||
| PO BOX 1371 | NEWBURGH | NY | 12551 | N/A | PC | GENERAL SUPPORT | $1,500 |
| PHILANTHROPY NEW YORK INC | |||||||
| 320 E 43RD STREET | NEW YORK | NY | 10017 | N/A | PC | MEMBERSHIP GRANT - GENERAL SUPPORT | $2,000 |
| QUEENS BOTANICAL GARDEN | |||||||
| 43-50 MAIN STREET | FLUSHING | NY | 11355 | N/A | PC | GROWING JUSTICE PROGRAM | $35,000 |
| RED DESK EDUCATION SERVICES | |||||||
| 1332 MICHIGAN AVE NE | WASHINGTON | DC | 20017 | N/A | PC | GENERAL SUPPORT | $6,500 |
| RESEARCH FOUNDATION CUNY | |||||||
| 230 WEST 41ST STREET 7TH FLOOR | NEW YORK | NY | 10036 | N/A | PC | URBAN FOOD POLICY INSTITUTE'S YOUNG ADULT FOOD JUSTICE FELLOWSHIP | $25,000 |
| ROOTS AND WINGS NEW JERSEY | |||||||
| 75 BLOOMFIELD AVENUE SUITE 303 | DENVILLE | NJ | 07834 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SANKARA EYE FOUNDATION USA | |||||||
| 1900 MCCARTHY BLVD SUITE 207 | MILPITAS | CA | 95035 | N/A | PC | GENERAL SUPPORT | $5,500 |
| ST FRANCIS FRIENDS OF THE POOR | |||||||
| 155 WEST 22ND STREET | NEW YORK | NY | 10011 | N/A | PC | GENERAL SUPPORT | $5,500 |
| TEENS FOR FOOD JUSTICE INC | |||||||
| 33 W 60TH STREET SUITE 1211 | NEW YORK | NY | 10023 | N/A | PC | FOOD JUSTICE COLLECTIVE | $35,000 |
| THE BROTHERHOODSISTER SOL INC | |||||||
| 512 WEST 143RD STREET | NEW YORK | NY | 10031 | N/A | PC | ENVIRONMENTAL PROGRAM | $40,000 |
| THE CAMPAIGN AGAINST HUNGER | |||||||
| 2010 FULTON STREET | BROOKLYN | NY | 11233 | N/A | PC | GREEN TEEN INTERNSHIP PROGRAM | $30,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | N/A | PC | GENERAL SUPPORT | $5,000 |
| THE URBAN WILD INC | |||||||
| 1765 PROSPECT PLACE APT 4N | BROOKLYN | NY | 11233 | N/A | PC | INTRO TO AG TECH | $30,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY | |||||||
| 615 W 131ST ST MAIL CODE 8749 | NEW YORK | NY | 10027 | N/A | PC | CCCEH NEED YA | $35,000 |
| URBAN JUSTICE CENTER | |||||||
| 40 RECTOR STREET 9TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | VENDOR POWER SUMMER INTERNSHIP | $30,000 |
| WESTCHESTER CHORAL SOCIETY | |||||||
| 216 CENTRAL AVENUE | WHITE PLAINS | NY | 10606 | N/A | PC | GENERAL SUPPORT | $2,000 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | N/A | PC | GENERAL SUPPORT | $2,500 |
| WSLR INC | |||||||
| 525 KUMQUAT COURT | SARASOTA | FL | 34236 | N/A | PC | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $668,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $487,268 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $599,159 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,086,442 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,086,442 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $12,889 | $9,667 | $3,222 |
| BILLING SERVICE | $2,215 | $1,107 | $1,108 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 9,089.203 SHS VANGUARD EQUITY INCOME FUND | AT COST | $757,039 | $794,669 |
| 3,713.493 SHS VANGUARD EXPLORER FUND | AT COST | $465,095 | $354,676 |
| 58,891.772 SHS VANGUARD INTER-TERM INVEST-GR | AT COST | $597,081 | $512,359 |
| 11,340.780 SHS VANGUARD INTERNATIONAL GROWTH | AT COST | $1,225,926 | $1,202,576 |
| 34,137.840 SHS VANGUARD INTERNATIONAL VALUE FUND | AT COST | $1,098,832 | $1,359,710 |
| 65,728.933 SHS VANGUARD LONG-TERM INVEST-GR | AT COST | $709,614 | $495,596 |
| 59,005.265 SHS VANGUARD PRIMECAP CORE | AT COST | $1,846,902 | $1,912,361 |
| 120,992.753 SHS VANGUARD SHORT-TERM INVEST-GR | AT COST | $1,306,381 | $1,261,954 |
| 82,055.064 SHS VANGUARD TOTAL INTL STOCK INDEX ADMIRAL | AT COST | $2,151,272 | $2,820,233 |
| 278,168.040 SHS VANGUARD TOTAL BOND MKT INDEX | AT COST | $3,141,042 | $2,687,103 |
| 28,492.272 SHS VANGUARD TOTAL STOCK MKT INDEX | AT COST | $2,194,873 | $3,785,198 |
| 4,267.878 SHS VANGUARD US GROWTH | AT COST | $775,936 | $729,508 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $60 | $60 | $0 |
| FILING FEES | $750 | $0 | $750 |
| INSURANCE | $1,989 | $0 | $1,989 |
| INVESTMENT ADVISORY FEES | $40,596 | $40,596 | $0 |
| FEDERAL EXCISE TAX | $9,000 | $0 | $0 |
| OFFICE EXPENSE | $1,402 | $0 | $1,402 |
| DUES & SUBSCRIPTIONS | $3,156 | $0 | $3,156 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $179,658 | Amt |
| Net Investment Income | $8,983 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $170,675 | DisbursementsCharitablePrpsAmt |