LEWIS FAM TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LEWIS FAM TR (EIN 22-6885462)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-06
- IRS object ID
- 202431279349100033
- Schema version
- 2023v5.0
- 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
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-06T09:38:58-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222128332 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mach & Associates CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 Main Ave | AddressLine1Txt |
| City | Elmwood Park | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226885462 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS FAMILY TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEWI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SUNRISE AVE STE 408E | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY LEVY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2017550886 | PhoneNum |
| Signature | 2024-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LARRY | PersonFirstNm |
| Person Last | LEVY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Leonard Kaplan | PreparerPersonNm |
| PTIN | P00400847 | PTIN |
| Phone | 2017978338 | PhoneNum |
| Preparation | 2024-05-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,523,571 | 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 |
| Dividends Rev And Expnss | $462,295 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $462,295 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $120,242 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,425,021 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $120,242 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $470 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $5,300 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,300 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $587,837 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $587,837 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $470 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $2,926 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,926 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $145,349 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $145,349 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $640 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $640 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $48,979 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $48,979 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $197,894 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $197,894 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $692,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $692,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $890,394 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $197,894 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $692,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$302,557 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $389,943 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $470 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $100,557 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,780 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,780 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,272,103 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,532,682 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,002,549 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,523,240 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,028,881 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,489,242 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $10,895,900 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,593,343 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,523,571 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,895,900 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,593,343 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,895,900 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,593,343 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,895,900 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,593,343 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,895,900 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$302,557 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,593,343 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,593,343 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PERSHING LLC | P | 2022-12-15 | 2023-12-07 | $505,494 | $505,024 | $470 | $470 |
| PERSHING LLC | P | 2022-01-01 | 2023-12-31 | $1,919,527 | $1,799,755 | $119,772 | $119,772 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $120,242 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $470 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,420 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,420 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,420 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,713 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,713 | TotalPaymentsAndCreditsAmt |
| Overpayment | $293 | OverpaymentAmt |
| Applied To ES Tax | $293 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | LARRY LEVY | IndividualWithBooksNm |
| Phone | 2017550886 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SUNRISE AVE | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| LARRY LEVY | ||||||||
| 100 SUNRISE AVE | PALM BEACH | FL | 33480 | TRUSTEE | 5.00 | $68,087 | $0 | $0 |
| WENDY LEVY | ||||||||
| 100 SUNRISE AVE | PALM BEACH | FL | 33480 | TRUSTEE | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,197,577 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $131,293 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,328,870 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,328,870 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $199,933 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,128,937 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $656,447 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $656,447 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,420 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,420 | TotalTaxAmt |
| Distributable Before Adj | $651,027 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $651,027 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $651,027 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $692,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $692,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $651,027 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $689,728 | UndistributedIncomePYAmt |
| Qualifying Distributions | $692,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $689,728 | AppliedToYear1Amt |
| Applied To Current Year | $2,772 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $648,255 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF NORTHERN NJ | ||||||
| 50 EISENHOWER DRIVE | PARAMUS | NJ | 07652 | NONE | PRESELECTED ORGANIZATIONS | $65,000 |
| AMERICAN FRIENDS OF TEL AVIV UNIV | ||||||
| 8 WEST 40TH STREET | NEW YORK | NY | 10018 | NONE | PRESELECTED ORGANIZATIONS | $79,500 |
| AMERICAN FRIENDS OF THE HEBREW UNIV | ||||||
| 1930HARRISON STREET SUITE 201 | HOLLYWOOD | FL | 33020 | NONE | PRESELECTED ORGANIZATIONS | $84,500 |
| AMER COMM FOR WEIZMANN INSTITUTE | ||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PRESELECTED ORGANIZATIONS | $50,000 |
| AMER ASSOC BEN GURION UNIVERSITY | ||||||
| 1001 AVENUE OF THE AMERICAS 19TH FL | NEW YORK | NY | 10018 | NONE | PRESELECTED ORGANIZATIONS | $15,000 |
| CHAI LIFELINE | ||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | PRESELECTED ORGANIZATIONS | $20,000 |
| AMER COMM FOR SHAARE ZEDEK MEDICAL | ||||||
| 55 WEST 39TH STREET 4TH FLOOR | NEW YORK | NY | 10016 | NONE | PRESELECTED ORGANIZATIONS | $15,000 |
| BOYS TOWN JERUSALEM FD OF AMERICA | ||||||
| 1 PENN PLAZA SUITE 6250 | NEW YORK | NY | 10119 | NONE | PRESELECTED ORGANIZATIONS | $25,000 |
| DAUGHTERS OF MIRIAM CENTER | ||||||
| 155 HAZEL STREET | CLIFTON | NJ | 07015 | NONE | PRESELECTED ORGANIZATIONS | $1,000 |
| JEWISH FAMILY CHILDRENS SERVICES | ||||||
| 1485 TEANECK ROAD | TEANECK | NJ | 07666 | NONE | PRESELECTED ORGANIZATIONS | $20,000 |
| HADASSAH MEDICAL CENTER | ||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | PRESELECTED ORGANIZATIONS | $25,000 |
| AMER FRIENDS OF MIGDAL OHR | ||||||
| 1560 BROADWAY SUITE 807 | NEW YORK | NY | 10036 | NONE | PRESELECTED ORGANIZATIONS | $20,000 |
| FRIENDS OF THE IDF | ||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PRESELECTED ORGANIZATIONS | $20,000 |
| JEWISH NATIONAL FUND | ||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10018 | NONE | PRESELECTED ORGANIZATIONS | $10,000 |
| AMER FRIENDS OF MAGEN DAVID ADOM | ||||||
| 4371 NORTHLAKE BLVD | PALM BEACH GARDENS | FL | 33418 | NONE | PRESELECTED ORGANIZATIONS | $20,000 |
| PENN HILLEL | ||||||
| 215 SOUTH 39TH STREET | PHILADELPHIA | PA | 19104 | NONE | PRESELECTED ORGANIZATIONS | $5,000 |
| DOROT | ||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | NONE | PRESELECTED ORGANIZATIONS | $10,000 |
| RUTGERS HILLEL | ||||||
| 70 COLLEGE AVENUE | NEW BRUNSWICK | NJ | 08901 | NONE | PRESELECTED ORGANIZATIONS | $10,000 |
| CEMETARY ASSOCIATION | ||||||
| 701 FORD ROAD SUITE 5 | ROCKAWAY | NJ | 07866 | NONE | PRESELECTED ORGANIZATIONS | $10,000 |
| ISRAEL HEALTHCARE FOUNDATION | ||||||
| 25 WEST 45TH STREET SUITE 701 | NEW YORK | NY | 10036 | NONE | PRESELECTED ORGANIZATIONS | $15,000 |
| MORSELIFE FOUNDATION | ||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | NONE | PRESELECTED ORGANIZATIONS | $40,000 |
| JEWISH FED OF PALM BEACH COUNTY | ||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM BEACH | FL | 33409 | NONE | PRESELECTED ORGANIZATIONS | $75,000 |
| NY CITY CENTER | ||||||
| 131 W 55TH ST | NEW YORK | NY | 10019 | NONE | PRESELECTEDORGANIZATIONS | $2,500 |
| MORSELIFE NOW FOR HOLCAUST SURVIVOR | ||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | NONE | PRESELECTED ORGANIZATIONS | $40,000 |
| BREAST CANCER RESEARCH FOUNDATION | ||||||
| 25 WEST 43TH STREET SUITE 609 | NEW YORK | NY | 10036 | NONE | PRESELECTED ORGANIZATIONS | $10,000 |
| FOUNDCARE INC | ||||||
| 2330 SOUTH CONGRESS AVENUE | WEST PALM BEACH | FL | 33406 | NONE | PRESELECTED ORGANIZATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $692,500 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $462,295 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $120,243 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN DIST | Desc |
| Related Or Exempt Function Incm | $5,300 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $587,838 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $587,838 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY LEVY | PersonNm |
| Short Explanation | PAID TRUSTEE FEES | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS | $3,823,927 | $3,489,242 |
| BOND DISCOUNTS | $204,954 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS | $4,195,739 | $7,389,526 |
| PREFERRED STOCKS | $804,432 | $683,003 |
| REAL ESTATE INVESTMENT TRUSTS | $406,216 | $692,874 |
| EXCHANGE TRADED PRODUCTS | $1,106,294 | $1,217,146 |
| MUTUAL FUNDS | $20,001 | $20,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,926 | LegalFeesAmt |
| Net Investment Income | $2,926 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOND PREMIUM AMORTIZATION | Desc |
| Revenue And Expenses Per Books | $48,979 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $48,979 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $5,300 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVISORY FEE | $73,762 | $73,762 | $0 | $0 |
| TRUSTEE FEE | $68,087 | $68,087 | $0 | $0 |
| ACCOUNTING FEE | $3,500 | $3,500 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $640 | $640 | $0 | $0 |
| IRS | $0 | $0 | $0 | $0 |
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