STANLEYS GARDEN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- STANLEYS GARDEN FOUNDATION (EIN 26-6138709)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-16
- IRS object ID
- 202620759349100842
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-16T19:41:41-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 RXR PLAZA WEST TOWER | AddressLine1Txt |
| City | UNIONDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11556 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266138709 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANLEY'S GARDEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAN | BusinessNameControlTxt |
| Phone | 2015681488 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 ESSEX DRIVE | AddressLine1Txt |
| City | TENAFLY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07670 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY LEVENTHAL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2015681488 | PhoneNum |
| Signature | 2026-03-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RANDI A SCHUSTER | PreparerPersonNm |
| PTIN | P00747022 | PTIN |
| Phone | 5167472000 | PhoneNum |
| Preparation | 2026-03-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $9,765,464 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $350,476 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $122,823 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $122,823 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,444 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $198,919 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,444 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $513,743 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $163,267 | 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 |
| Other Prof Fees Rev And Expnss | $18,866 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,866 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,056 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,056 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $590 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $590 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,512 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,922 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $590 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $220,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $220,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $240,512 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,922 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $220,590 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $273,231 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $143,345 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $57,880 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,276 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,276 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $379,405 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $215,684 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $215,684 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,532,152 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,924,523 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,890,609 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $551,883 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $591,717 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $595,895 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,521,320 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,795,200 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,765,464 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,499 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,148 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,499 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,148 | 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 | $4,519,821 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,793,052 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,519,821 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,793,052 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,521,320 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,795,200 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,519,821 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $273,231 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,793,052 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,793,052 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $198,919 | $183,209 | $15,710 | $15,710 |
| CAPITAL GAIN DISTRIBUTIONS | $24,734 | $24,734 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,444 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,992 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,992 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,992 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,109 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,109 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22,117 | OverpaymentAmt |
| Applied To ES Tax | $22,117 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KATHY LEVENTHAL | IndividualWithBooksNm |
| Phone | 2015681488 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 ESSEX DR | AddressLine1Txt |
| City | TENAFLY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07670 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| KATHY LEVENTHAL | ||||||||
| 47 ESSEX DR | TENAFLY | NJ | 07670 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICHARD LEVENTHAL | ||||||||
| 47 ESSEX DR | TENAFLY | NJ | 07670 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,234,560 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,881 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,287,441 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,287,441 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,312 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,178,129 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $358,906 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $358,906 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,992 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,992 | TotalTaxAmt |
| Distributable Before Adj | $356,914 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $356,914 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $356,914 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $220,590 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $220,590 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $356,914 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $218,984 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $229,854 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $32,665 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $894,501 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,376,004 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $220,590 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $220,590 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $136,324 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $136,324 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,239,680 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $82,660 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,157,020 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $229,854 | ExcessFromYear4Amt |
| Excess From Year2 | $32,665 | ExcessFromYear2Amt |
| Excess From Year1 | $894,501 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KATHY LEVENTHAL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ENGLEWOOD HOSPITAL AND MEDICAL CENTER FOUNDATION | |||||||
| 350 ENGLE STREET | ENGLEWOOD | NJ | 07631 | NONE | PC | GENERAL OPERATING SUPPORT | $3,500 |
| FOUNDATION TO COMBAT ANTISEMITISM | |||||||
| PO BOX 18 | FOXBOROUGH | MA | 02035 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH ST | NEW YORK | NY | 10021 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 |
| STUDENT LEADERSHIP NETWORK | |||||||
| 322 8TH AVENUE 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $35,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3560 WATT WAY | LOS ANGELES | CA | 90089 | NONE | PC | GENERAL OPERATING SUPPORT | $56,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $220,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,823 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,444 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $163,267 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $163,267 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | KATHY LEVENTHAL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 ESSEX DRIVE | AddressLine1Txt |
| City | TENAFLY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07670 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,884,530 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,000 SHARES OF MICROSOFT CORPORATION [MSFT] (ID: 594918-10-4) | $948,780 | 2025-12-16 |
| 1 | 5,000 SHARES OF ORACLE CORPORATION [ORCL] (ID: 68389X-10-5) | $935,750 | 2025-12-16 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES US TREASURY BOND ETF | $55,419 | $55,283 |
| SIX CIRCLES CREDIT OPPORT | $52,727 | $55,283 |
| SIX CIRCLES GLOBAL BOND | $218,069 | $218,645 |
| VANGUARD INT-TERM CORPORATE | $48,174 | $50,753 |
| VANGUARD MORTGAGE-BACKED SEC | $27,226 | $27,777 |
| VANGUARD TOTAL BOND MARKET | $25,063 | $25,702 |
| VANGUARD TOTAL INTL BOND ETF | $165,039 | $162,452 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC SHS | $89,367 | $154,459 |
| ADVANCED MICRO DEVICES | $290,588 | $428,320 |
| AMAZON COM INC COM | $94,162 | $193,889 |
| APPLE INC | $38,878 | $192,477 |
| BROADCOM INC | $100,829 | $692,200 |
| CATERPILLAR INC | $122,099 | $200,505 |
| DEERE CO | $104,107 | $141,533 |
| FIDELITY 500 INDEX FUND | $777,518 | $1,165,437 |
| FIDELITY INTL INDX-INST PRM | $59,894 | $81,595 |
| INTEL CORP | $97,762 | $81,365 |
| JOHNSON AND JOHNSON COM | $121,761 | $156,454 |
| JPMORGAN BETABUILDERS CANADA | $43,570 | $65,937 |
| JPMORGAN BETABUILDERS DEVELO | $33,466 | $40,255 |
| JPMORGAN BETABUILDERS EUROPE ETF | $54,983 | $57,541 |
| JPMORGAN BETABUILDERS JAPAN ETF | $65,667 | $86,276 |
| KKR & CO INC CL A | $92,136 | $226,532 |
| LOCKHEED MARTIN CORP | $84,782 | $106,407 |
| MICROSOFT CORP | $238,975 | $1,223,075 |
| NVIDIA | $65,774 | $1,007,100 |
| ORACLE CORP | $526,381 | $1,559,280 |
| PROCTER & GAMBLE CO | $89,729 | $92,148 |
| QUALCOMM INC | $105,902 | $149,156 |
| SIX CIRCLES INTL UNCON EQ | $192,084 | $257,323 |
| SIX CIRCLES US UNCONSTR EQ | $330,984 | $423,319 |
| UNION PACIFIC CORP | $103,125 | $108,026 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $215,684 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $215,684 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEES | $250 | $0 | $250 |
| NY LAW JOURNAL AD | $340 | $0 | $340 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO/FROM BROKER | Desc |
| BOY Book Value | $1,499 | BOYBookValueAmt |
| EOY Book Value | $2,148 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $18,866 | Amt |
| Net Investment Income | $18,866 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY LEVENTHAL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 ESSEX DR | AddressLine1Txt |
| City | TENAFLY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07670 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $1,056 | Amt |
| Net Investment Income | $1,056 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |