DR JOHN S LEVY FOUNDATION TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DR JOHN S LEVY FOUNDATION TR (EIN 82-6689237)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-02
- IRS object ID
- 202500929349100220
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-02T12:13:16-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472517893 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEERS HAMERMAN COHEN & BURGER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 234 CHURCH STREET | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 826689237 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR JOHN S LEVY FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRJO | BusinessNameControlTxt |
| Phone | 2032858545 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 179 SUNRISE HILL CIRCLE | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06477 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN S LEVY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2032858545 | PhoneNum |
| Signature | 2025-04-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC RAVID | PreparerPersonNm |
| PTIN | P00012208 | PTIN |
| Phone | 2037876527 | PhoneNum |
| Preparation | 2025-04-02 | PreparationDt |
| 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 | $257,345 | 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 | $110,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $150 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $150 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,190 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,190 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $79,068 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $249,499 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $79,068 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $194,408 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,408 | 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 | $6,834 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $85 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,341 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,260 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $114,408 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $114,408 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $122,668 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $114,408 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $71,740 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $84,408 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $39,849 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,798 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,798 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $66,407 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $77,627 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $227,825 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $229,547 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $183,883 | TotalAssetsBOYAmt |
| Total Assets EOY | $255,623 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $257,345 | 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 | $183,883 | RetainedEarningBOYAmt |
| Retained Earning EOY | $255,623 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $183,883 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $255,623 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $183,883 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $255,623 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $183,883 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $71,740 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $255,623 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $255,623 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (77 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| AVANTIS EMERGING MARKETSEQ | 2024-01-01 | 2024-11-18 | $597 | $607 | -$10 | -$10 | |
| AVANTIS U S SMALL CAP EQUITY | 2024-01-01 | 2024-11-18 | $495 | $509 | -$14 | -$14 | |
| DFA EMERGING MARKETS CORE | 2024-11-18 | 2024-12-26 | $12 | $11 | $1 | $1 | |
| DFA EMERGING MARKETS CORE | 2024-11-18 | 2024-12-18 | $42 | $42 | $0 | $0 | |
| DFA EMERGING MARKETS CORE | 2024-11-18 | 2024-12-18 | $137 | $123 | $14 | $14 | |
| DFA EMERGING MARKETS CORE | 2024-11-18 | 2024-12-26 | $65 | $70 | -$5 | -$5 | |
| DFA EMERGING MARKETS CORE EQUITY I | 2024-11-18 | $6,238 | $5,411 | $827 | $827 | P | |
| DFA EMERGING MARKETS CORE EQUITY I | 2019-01-25 | 2024-05-28 | $1,470 | $1,259 | $211 | $211 | |
| DFA ONE YEAR FIXED | 2024-11-18 | $12,746 | $12,757 | -$11 | -$11 | P | |
| DFA ONE-YEAR FIXED-INCOME I | 2024-11-18 | 2024-11-18 | $63 | $63 | $0 | $0 | |
| DFA ONE-YEAR FIXED-INCOME I | 2024-11-18 | 2024-11-18 | $59 | $58 | $1 | $1 | |
| DFA ONE-YEAR FIXED-INCOME I | 2024-11-18 | 2024-11-18 | $57 | $57 | $0 | $0 | |
| DFA ONE-YEAR FIXED-INCOME I | 2024-11-18 | 2024-11-18 | $54 | $54 | $0 | $0 | |
| DFA ONE-YEAR FIXED-INCOME I | 2024-11-18 | 2024-11-18 | $60 | $60 | $0 | $0 | |
| DFA ONE-YEAR FIXED-INCOME I | 2024-11-18 | 2024-11-18 | $54 | $54 | $0 | $0 | |
| DFA ONE-YEAR FIXED-INCOME I | 2024-11-18 | 2024-12-18 | $56 | $56 | $0 | $0 | |
| DFA ONE-YEAR FIXED-INCOME I | 2024-11-18 | 2024-12-26 | $62 | $62 | $0 | $0 | |
| DFA ONE-YEAR FIXED-INCOME I | 2024-11-18 | 2024-12-18 | $28 | $28 | $0 | $0 | |
| DFA ONE-YEAR FIXED-INCOME I | 2024-11-18 | 2024-12-26 | $48 | $48 | $0 | $0 | |
| DFA US CORE EQUITY | 2024-11-18 | $20,498 | $12,167 | $8,331 | $8,331 | P | |
| DFA US CORE EQUITY | 2018-09-11 | 2024-05-28 | $2,362 | $1,479 | $883 | $883 | P |
| DFA US CORE EQUITY 1 I | 2024-11-18 | 2024-11-18 | $64 | $62 | $2 | $2 | |
| DFA US CORE EQUITY 1 I | 2024-11-18 | 2024-11-18 | $65 | $59 | $6 | $6 | |
| DFA US CORE EQUITY 1 I | 2024-11-18 | 2024-11-18 | $71 | $64 | $7 | $7 | |
| DFA US CORE EQUITY 1 I | 2024-11-18 | 2024-11-18 | $139 | $110 | $29 | $29 | |
| DIMENSIONAL INTERN CORE EQUITY 25434V799 | 2024-11-18 | 2024-12-18 | $883 | $894 | -$11 | -$11 | |
| DIMENSIONAL INTERN CORE EQUITY 25434V799 | 2024-11-18 | 2024-12-26 | $604 | $604 | $0 | $0 | |
| DIMENSIONAL INTERN HIGH PROFIT 25434V765 ETF | 2024-11-18 | 2024-12-26 | $1,094 | $1,098 | -$4 | -$4 | |
| DIMENSIONAL INTERNATIONAL VAL ETF | 2024-11-18 | 2024-12-26 | $924 | $946 | -$22 | -$22 | |
| DIMENSIONAL U S CORE EQUITY | 2024-11-18 | 2024-12-18 | $1,412 | $1,410 | $2 | $2 | |
| DIMENSIONAL U S CORE EQUITY | 2024-11-18 | 2024-12-26 | $2,012 | $2,010 | $2 | $2 | |
| DIMENSIONAL US HIGH | 2024-11-18 | 2024-12-18 | $796 | $789 | $7 | $7 | |
| DIMENSIONAL US HIGH | 2024-11-18 | 2024-12-26 | $1,585 | $1,578 | $7 | $7 | |
| DIMENSIONAL US MARKETWIDE | 2020-03-26 | 2024-12-26 | $1,572 | $820 | $752 | $752 | P |
| DIMENSIONAL US MARKETWIDE | 2020-03-26 | 2024-11-18 | $6,252 | $3,131 | $3,121 | $3,121 | P |
| DOUBLE LINE TOTAL RETURN BOND | 2024-05-28 | $1,035 | $1,252 | -$217 | -$217 | P | |
| DOUBLE LINE TOTAL RETURN BOND | 2024-11-18 | $11,669 | $13,853 | -$2,184 | -$2,184 | P | |
| DOUBLELINE TOTAL RETURN BOND | 2024-11-18 | 2024-12-18 | $50 | $51 | -$1 | -$1 | |
| DOUBLELINE TOTAL RETURN BOND | 2024-11-18 | 2024-12-26 | $51 | $51 | $0 | $0 | |
| DOUBLELINE TOTAL RETURN BOND | 2024-11-18 | 2024-11-18 | $51 | $51 | $0 | $0 | |
| DOUBLELINE TOTAL RETURN BOND | 2024-11-18 | 2024-12-18 | $50 | $50 | $0 | $0 | |
| DOUBLELINE TOTAL RETURN BOND | 2024-11-18 | 2024-12-18 | $50 | $50 | $0 | $0 | |
| DOUBLELINE TOTAL RETURN BOND | 2024-11-18 | 2024-12-26 | $48 | $48 | $0 | $0 | |
| DOUBLELINE TOTAL RETURN BOND | 2024-01-01 | 2024-11-18 | $49 | $50 | -$1 | -$1 | |
| DOUBLELINE TOTAL RETURN BOND | 2024-11-18 | 2024-12-26 | $48 | $50 | -$2 | -$2 | |
| ISHARES MSCI USA MOMNTUMFCT | 2024-11-18 | 2024-12-18 | $1,274 | $1,250 | $24 | $24 | |
| ISHARES MSCI USA MOMNTUMFCT | 2024-11-18 | 2024-12-26 | $1,490 | $1,458 | $32 | $32 | |
| ISHARES NATIONAL MUNI BOND | 2024-11-18 | 2024-12-18 | $3,196 | $3,196 | $0 | $0 | |
| ISHARES NATIONAL MUNI BOND | 2024-11-18 | 2024-12-26 | $3,822 | $3,869 | -$47 | -$47 | |
| ISHARES SHORT TERM NTNL MUN | 2024-11-18 | 2024-12-18 | $3,161 | $3,161 | $0 | $0 | |
| ISHARES SHORT TERM NTNL MUN | 2024-11-18 | 2024-12-26 | $3,894 | $3,904 | -$10 | -$10 | |
| ISHS MSCI INTL MOMENTUM FCT | 2024-11-18 | 2024-12-26 | $1,060 | $1,070 | -$10 | -$10 | |
| MATTHEW ASIA GROWTH INSTL | 2024-03-14 | $4,952 | $5,966 | -$1,014 | -$1,014 | P | |
| MATTHEW ASIA GROWTH INSTL | 2024-11-18 | $7,991 | $9,137 | -$1,146 | -$1,146 | P | |
| MATTHEW ASIA GROWTH INSTL | 2024-11-18 | $11,304 | $12,832 | -$1,528 | -$1,528 | P | |
| MATTHEW ASIA GROWTH INSTL | 2019-09-19 | 2024-05-28 | $1,066 | $1,225 | -$159 | -$159 | P |
| MATTHEWS ASIA GROWTH INSTL | 2023-12-14 | 2024-11-18 | $182 | $161 | $21 | $21 | |
| MATTHEWS ASIA GROWTH INSTL | 2024-06-26 | 2024-11-18 | $310 | $298 | $12 | $12 | |
| MICROSOFT | 2019-02-28 | 2024-11-18 | $4,576 | $558 | $4,018 | $4,018 | P |
| MICROSOFT | 2019-02-28 | 2024-03-14 | $5,499 | $660 | $4,839 | $4,839 | P |
| PIMCO ENHANCED SHRT | 2019-09-09 | 2024-11-18 | $15,681 | $15,853 | -$172 | -$172 | P |
| PIMCO ENHANCED SHRT | 2019-09-09 | 2024-05-28 | $1,811 | $1,829 | -$18 | -$18 | P |
| SPDR GOLD SHARES | 2019-09-09 | 2014-05-28 | $1,743 | $1,132 | $611 | $611 | P |
| SPDR GOLD SHARES | 2019-09-09 | 2024-11-18 | $7,229 | $4,247 | $2,982 | $2,982 | P |
| UNITED HEALTH GROUP | 2024-11-18 | $48,770 | $9,354 | $39,416 | $39,416 | P | |
| UNITED HEALTH GROUP | 2014-08-13 | 2024-05-28 | $3,527 | $568 | $2,959 | $2,959 | P |
| UNITED HEALTH GROUP | 2014-08-13 | 2024-09-16 | $12,375 | $1,704 | $10,671 | $10,671 | P |
| VANGUARD FTSE DEVELPED MRKT | 2019-01-25 | 2014-05-28 | $3,040 | $2,372 | $668 | $668 | P |
| VANGUARD FTSE DEVELPED MRKT | 2024-11-18 | $7,512 | $6,168 | $1,344 | $1,344 | P | |
| VANGUARD FTSE EMERGING | 2024-11-18 | 2024-12-26 | $626 | $637 | -$11 | -$11 | |
| VANGUARD MUNI BND | 2024-11-18 | 2024-12-26 | $1,748 | $1,768 | -$20 | -$20 | |
| VANGUARD MUNI BND | 2024-11-18 | 2024-12-18 | $1,460 | $1,460 | $0 | $0 | |
| VANGUARD S&P 500 | 2024-11-18 | 2024-12-18 | $2,758 | $2,698 | $60 | $60 | |
| VANGUARD S&P 500 | 2024-11-18 | 2024-12-26 | $2,211 | $2,158 | $53 | $53 | |
| VANGUARD SMALL CAP | 2014-05-28 | $1,553 | $1,020 | $533 | $533 | P | |
| VANGUARD SMALL CAP | 2019-01-25 | 2024-12-26 | $734 | $437 | $297 | $297 | P |
| VANGUARD SMALL CAP | 2019-01-25 | 2024-11-18 | $7,167 | $4,225 | $2,942 | $2,942 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $79,068 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,173 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,173 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,173 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $29 | EsPenaltyAmt |
| Tax Due | $1,202 | TaxDueAmt |
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 | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DR JOHN LEVY | IndividualWithBooksNm |
| Phone | 2032858545 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 179 SUNRISE HILL CIRCLE | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06477 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR JOHN S LEVY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 179 SUNRISE HILL CIRCLE | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06477 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $289,775 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,425 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $331,200 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $331,200 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,968 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $326,232 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,312 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,312 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,173 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,173 | TotalTaxAmt |
| Distributable Before Adj | $15,139 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,139 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,139 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $114,408 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $114,408 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,139 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $39,910 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $35,939 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $61,100 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $47,262 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $62,501 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $246,712 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $114,408 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,139 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $99,269 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $345,981 | 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 | $39,910 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $306,071 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $35,939 | ExcessFromYear4Amt |
| Excess From Year3 | $61,100 | ExcessFromYear3Amt |
| Excess From Year2 | $47,262 | ExcessFromYear2Amt |
| Excess From Year1 | $62,501 | ExcessFromYear1Amt |
| Excess From Current Year | $99,269 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DR JOHN S LEVY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ANTI DEFAMATION LEAGUE | |||||||
| 1000 LAFAYETTE BLVD | BRIDGEPORT | CT | 06604 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $25,000 | |
| CHABAD OF ORANGE | |||||||
| 291 DERBY AVE | ORANGE | CT | 06477 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,000 | |
| CHAPEL HAVEN | |||||||
| 1040 WHALLEY AVE | NEW HAVEN | CT | 06515 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $500 | |
| CONGREGATION BETH ISRAEL | |||||||
| 232 ORCHARD STREET | NEW HAVEN | CT | 06511 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,800 | |
| DIAPER BANK | |||||||
| 370 STATE ST | NORTH HAVEN | CT | 06473 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $500 | |
| FBI NEW HAVEN CITIZENS ACAD ASSC | |||||||
| 70 WASHINGTON AVE STE 933 | NORTH HAVEN | CT | 06473 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,000 | |
| FBI NEW HAVEN CITIZENS ACAD ASSC | |||||||
| 70 WASHINGTON AVE STE 933 | NORTH HAVEN | CT | 06473 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $65 | |
| FOOD2KIDZ | |||||||
| 34 WEST MAIN ST | MILFORD | CT | 06460 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,000 | |
| FOOD2KIDZ | |||||||
| 34 WEST MAIN ST | MILFORD | CT | 06460 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $200 | |
| FOOD2KIDZ | |||||||
| 34 WEST MAIN ST | MILFORD | CT | 06460 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $2,500 | |
| JEEWISH COMMUNITY CENTER | |||||||
| 360 AMITY RD | WOODBRIDGE | CT | 06515 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $20,000 | |
| JEWISH FEDERATION-NEW HAVEN | |||||||
| 360 AMITY RD | WOODBRIDGE | CT | 06525 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $5,000 | |
| JEWISH FEDERATION-NEW HAVEN | |||||||
| 360 AMITY RD | WOODBRIDGE | CT | 06525 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $25,000 | |
| JEWISH FEDERATION-PJ LIBRARY | |||||||
| 360 AMITY RD | WOODBRIDGE | CT | 06515 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $2,500 | |
| LIFE HAVEN | |||||||
| 447 FERRY ST | NEW HAVEN | CT | 06513 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,000 | |
| LUSTGARTEN FOUNDATION | |||||||
| 415 CROSSWAYS PARK DRIVE | WOODBURY | CT | 11797 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $250 | |
| MASONIC CARE | |||||||
| 22 MASONIC AVE | WALLINGFORD | CT | 06492 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $250 | |
| MEGAN DAVID ADOM AMBULANCE | |||||||
| 20 W 36TH ST SUITE 1100 | NEW YORK | NY | 10018 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $250 | |
| ORANGE HISTORICAL SOCIETY | |||||||
| PO BOX 784 | ORANGE | CT | 06477 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $100 | |
| SABINA DOLAN TRUST | |||||||
| 400 ORANGE ST | NEW HAVEN | CT | 06511 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,000 | |
| SABINA DOLAN TRUST | |||||||
| 400 ORANGE ST | NEW HAVEN | CT | 06511 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $500 | |
| SACRED HEART ACAD | |||||||
| 365 BENHAM ST | HAMDEN | CT | 06514 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $50 | |
| SOUTHERN CT HEBREW ACADEMY | |||||||
| 261 DERBY AVE | ORANGE | CT | 06477 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $4,000 | |
| SOUTHERN CT HEBREW ACADEMY | |||||||
| 261 DERBY AVE | ORANGE | CT | 06477 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $5,000 | |
| ST MARTIN DE PORRES ACADEMY | |||||||
| 208 COLUMBUS AVE | NEW HAVEN | CT | 06519 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,000 | |
| ST MARTIN DE PORRES ACADEMY | |||||||
| 208 COLUMBUS AVE | NEW HAVEN | CT | 06519 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $4,500 | |
| ST MARY SCHOOL | |||||||
| 72 GULF ST | MILFORD | CT | 06460 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $250 | |
| TEMPLE BETH SHOLOM | |||||||
| 1809 WHITNEY AVE | HAMDEN | CT | 06517 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,833 | |
| TEMPLE BETH SHOLOM | |||||||
| 1809 WHITNEY AVE | HAMDEN | CT | 06517 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $50 | |
| TEMPLE EMANUEL OF GREATER NEW HAVEN | |||||||
| 150 DERBY AVE | ORANGE | CT | 06477 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,000 | |
| TEMPLE EMANUEL OF GREATER NEW HAVEN | |||||||
| 150 DERBY AVE | ORANGE | CT | 06477 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $500 | |
| TOMMY FUND | |||||||
| YALE NH CHILDRENS HOSPITAL 1 PARK | NEW HAVEN | CT | 06510 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $100 | ST |
| WILBUR CROSS HIGH SCHOOL | |||||||
| 181 MITCHELL DR | NEW HAVEN | CT | 06511 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $125 | |
| WILDEMERE BEACH ASSOCIATION | |||||||
| 133 BROADWAY | MILFORD | CT | 06460 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $35 | |
| WORLD CENTRAL KITCHEN | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $250 | |
| YALE- DISCOVERY TO CURE | |||||||
| YALE SCHOOL OF MEDICINE PO BOX | NEW HAVEN | CT | 06520 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $5,000 | 208063 |
| YALE- DISCOVERY TO CURE | |||||||
| YALE SCHOOL OF MEDICINE PO BOX | NEW HAVEN | CT | 06520 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,000 | 208063 |
| YALE SCHOOL OF MEDICINE | |||||||
| YALE SCHOOL OF MEDICINE PO BOX | NEW HAVEN | CT | 06520 | OTHER PUBLIC CHARITY | FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $300 | 208063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $114,408 | 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 | $150 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,190 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $79,068 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $84,408 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,408 | 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 | DR JOHN S LEVY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 179 SUNRISE HILL CIRCLE | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06477 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $105,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,834 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ETF | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $227,825 | BookValueAmt |
| EOYFMV | $229,547 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $1,341 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHWAB FOREIGN TAX | CategoryTxt |
| Amt | $85 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments