MORTIMER AND MIMI LEVITT FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MORTIMER AND MIMI LEVITT FOUNDATION INC (EIN 13-6204678)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202423199349100207
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T08:27:41-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | 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 | 136204678 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORTIMER AND MIMI LEVITT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORT | BusinessNameControlTxt |
| Phone | 2132016100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1910 W SUNSET BLVD SUITE 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90026 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON YAZOWSKI | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 9738231140 | PhoneNum |
| Signature | 2024-11-11 | 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 | JEAN JIANG | PreparerPersonNm |
| PTIN | P00170967 | PTIN |
| Phone | 2129498700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $169,756,709 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $11,575 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $489 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $489 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $349,668 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $349,668 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,764,339 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,764,339 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $646,886 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $575,393 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,560,878 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $575,393 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $339,375 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $339,375 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,040,839 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,029,264 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $255,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $255,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,359,523 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,268,570 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $271,299 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $271,299 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,887 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,887 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $158,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $54,913 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $103,812 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $370,243 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $90,904 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $279,339 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,949 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,794 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $363,508 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $299,182 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $399,750 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $399,750 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,268 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,268 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,478,972 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $853,908 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,520,326 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,693,124 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,302,701 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,110,251 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,865,480 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,865,480 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,558,604 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,302,701 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,975,731 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,517,765 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,726,563 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $502,722 | CashBOYAmt |
| Cash EOY | $485,318 | CashEOYAmt |
| Cash EOYFMV | $485,318 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $420,963 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $991,325 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $991,325 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,250,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,375,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,250,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,250,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $58,083 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $125,039 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $125,039 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,461,297 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,461,297 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,305,427 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,944,348 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,944,348 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,371,826 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,356,106 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,356,106 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $13,260,531 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $5,137,652 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $8,151,563 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $8,122,879 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $8,122,879 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $5,528,309 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,284,485 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,284,485 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,784,444 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $181,822 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $76,973 | LandBOYAmt |
| Land EOY | $1,602,622 | LandEOYAmt |
| Land EOYFMV | $1,602,622 | LandEOYFMVAmt |
| Other Assets BOY | $140,963,912 | OtherAssetsBOYAmt |
| Other Assets EOY | $139,133,290 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $139,133,290 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $174,754,778 | TotalAssetsBOYAmt |
| Total Assets EOY | $169,756,709 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $169,756,709 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $318,437 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $453,120 | AccountsPayableEOYAmt |
| Deferred Revenue EOY | $61,700 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $5,243,601 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,746,510 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,562,038 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,261,330 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $169,192,740 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $164,495,379 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $169,192,740 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $164,495,379 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $174,754,778 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $169,756,709 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $169,192,740 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,517,765 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,644,609 | OtherIncreasesAmt |
| Subtotal | $165,319,584 | SubtotalAmt |
| Other Decreases | $824,205 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $164,495,379 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SALE OF MARKETABLE SECURITIES | P | 2023-01-01 | 2023-12-31 | $5,182,968 | $5,033,981 | $148,987 | $148,987 |
| SALE OF MARKETABLE SECURITIES | P | 2022-01-01 | 2023-12-31 | $14,376,815 | $13,951,504 | $425,311 | $425,311 |
| CAPITAL GAINS DIVIDENDS | P | $1,095 | $1,095 | $1,095 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $575,393 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $148,987 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,999 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,999 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,999 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,848 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $49,848 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $25,849 | OverpaymentAmt |
| Applied To ES Tax | $25,849 | 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 |
| Org Report Or Register State | CA | 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE ORGANIZATION | IndividualWithBooksNm |
| Phone | 2132016100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1910 W SUNSET BLVD 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90026 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREW HIRSCH | ||||||||
| 1910 W SUNSET BLVD SUITE 600 | LOS ANGELES | CA | 90026 | DIRECTOR / VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ELIZABETH LEVITT-HIRSCH | ||||||||
| 1910 W SUNSET BLVD SUITE 600 | LOS ANGELES | CA | 90026 | DIRECTOR / PRESIDENT | 10.00 | $0 | $0 | $0 |
| JOHN MCNAMARA | ||||||||
| 1910 W SUNSET BLVD SUITE 600 | LOS ANGELES | CA | 90026 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHY EBERLY OVITT | ||||||||
| 1910 W SUNSET BLVD SUITE 600 | LOS ANGELES | CA | 90026 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LARRY CHAIFETZ | ||||||||
| 1910 W SUNSET BLVD SUITE 600 | LOS ANGELES | CA | 90026 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PASY WANG | ||||||||
| 1910 W SUNSET BLVD SUITE 600 | LOS ANGELES | CA | 90026 | DIRECTOR/TREASURER | 1.00 | $0 | $0 | $0 |
| PETER E LEVITT | ||||||||
| 1910 W SUNSET BLVD SUITE 600 | LOS ANGELES | CA | 90026 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHARON YAZOWSKI | ||||||||
| 1910 W SUNSET BLVD SUITE 600 | LOS ANGELES | CA | 90026 | CHIEF EXECUTIVE OFFICER | 40.00 | $255,000 | $22,399 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|---|
| VANESSA SILBERMAN | |||||||||
| 1910 W SUNSET BLVD SUITE 600 LOS | ANGELES CA 90026 | LOS ANGELES | CA | 90026 | EXECUTIVE VICE PRESI | 40.00 | $173,750 | $9,485 | $0 |
| VICTORIA BRIDENSTINE | |||||||||
| 1910 W SUNSET BLVD SUITE 600 LOS | ANGELES CA 90026 | LOS ANGELES | CA | 90026 | VICE PRESIDENT OF PR | 40.00 | $144,563 | $13,879 | $0 |
| MARK ARTEAGA | |||||||||
| 1910 W SUNSET BLVD SUITE 600 LOS | ANGELES CA 90026 | LOS ANGELES | CA | 90026 | VICE PRESIDENT OF OP | 40.00 | $135,284 | $18,870 | $0 |
| AMBER WITHERS | |||||||||
| 1910 W SUNSET BLVD SUITE 600 LOS | ANGELES CA 90026 | LOS ANGELES | CA | 90026 | PROGRAM OFFICER | 40.00 | $100,847 | $14,083 | $0 |
| NICOLE SAINT MCGAFFEY | |||||||||
| 1910 W SUNSET BLVD SUITE 600 LOS | ANGELES CA 90026 | LOS ANGELES | CA | 90026 | ART DIRECTOR | 40.00 | $89,750 | $12,256 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EISNER ADVISORY GROUP LLC | |||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | TAX & ACCOUNTING | $109,825 |
| JILL ASKE | |||||
| 3933 WAWONA STREET | LOS ANGELES | CA | 90065 | FILMING & PHOTOGRAPHY | $61,202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE MORTIMER AND MIMI LEVITT FOUNDATION SUPPORTS THE PROGRAMS OF LOCAL FRIENDS OF LEVITT PAVILION ORGANIZATIONS AND NONPROFITS THROUGH INTERPAVILION AND LEVITT NETWORK ACTIVITIES AND CONSULTATION. THE FOUNDATION SUPPORTS AND ASSISTS IN THE PRODUCTION OF FREE CONCERTS AS WELL AS GUIDES CIVIC AND COMMUNITY LEADERS IN DEVELOPING NEW LOCAL LEVITT PROGRAMS AND FREE CONCERT SERIES. THE GOAL OF THE FOUNDATION IS TO INSPIRE AND STRENGTHEN COMMUNITIES THROUGH LIVE MUSIC EXPERIENCES. CENTRAL TO THIS MISSION IS THE CREATION, DEVELOPMENT, AND SUPPORT OF LEVITT PAVILIONS AND LEVITT CONCERT SITES AS COMMUNITY GATHERING SPACES. THE FOUNDATION HELPS TOWNS AND CITIES NATIONWIDE ESTABLISH AND SUSTAIN THEIR OWN PAVILIONS, CONCERT SITES, AND LEVITT PROGRAMS, RESULTING IN STRONGER, HEALTHIER, AND MORE INTERCONNECTED NEIGHBORHOODS AND COMMUNITIES. | Description1Txt |
| Expenses1 | $4,110,251 | Expenses1Amt |
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 | $16,005,355 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,334,380 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,041,278 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,381,013 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,381,013 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $500,715 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,880,298 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,644,015 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,644,015 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,999 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,999 | TotalTaxAmt |
| Distributable Before Adj | $1,620,016 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $25,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,645,016 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,645,016 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,975,731 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,647,891 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $8,623,622 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,645,016 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,070,541 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,709,206 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,450,546 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,848,825 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,852,673 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,931,791 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,623,622 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,645,016 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,978,606 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,910,397 | 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 | $3,070,541 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,839,856 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,709,206 | ExcessFromYear4Amt |
| Excess From Year3 | $1,450,546 | ExcessFromYear3Amt |
| Excess From Year2 | $1,848,825 | ExcessFromYear2Amt |
| Excess From Year1 | $3,852,673 | ExcessFromYear1Amt |
| Excess From Current Year | $6,978,606 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MS SHARON YAZOWSKI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1910 W SUNSET BLVD SUITE 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2132016100 | RecipientPhoneNum |
| Form And Info And Materials | IN-WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (139 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FRIENDS OF LEVITT PAVILION ARLINGTON | ||||||||
| 505 E BORDER STREET | ARLINGTON | TX | 76010 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $225,000 | |
| FRIENDS OF LEVITT PAVILION CITY OF ANGELS | ||||||||
| 1910 W SUNSET BLVD STE 600 | LOS ANGELES | CA | 90026 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $513,000 | |
| FRIENDS OF LEVITT PAVILION DAYTON | ||||||||
| 2312 FAR HILLS AVENUE STE 194 | DAYTON | OH | 45419 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $200,000 | |
| THE CITY AND COUNTY OF DENVER MANAGER OF | ||||||||
| 2648 EUDORA STREET | DENVER | CO | 80207 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $50,000 | |
| FRIENDS OF LEVITT PAVILION DENVER | ||||||||
| 2648 EUDORA STREET | DENVER | CO | 80207 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $200,000 | |
| FRIENDS OF LEVITT PAVILION SAN JOSE | ||||||||
| PO BOX 1735 | SAN JOSE | CA | 95109 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $60,000 | |
| FRIENDS OF LEVITT SHELL SIOUX FALLS | ||||||||
| 524 N MAIN AVENUE 106 | SIOUX FALLS | SD | 57104 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $200,000 | |
| FRIENDS OF LEVITT PAVILION STEELSTACKS | ||||||||
| 25 WEST THIRD STREE | BETHLEHEM | PA | 18015 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $200,000 | |
| SCOTLAND SATURDAYS | ||||||||
| 2013 CENTRAL ROAD | BATON ROUGE | LA | 70807 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| CREATIVE WACO | ||||||||
| 712 AUSTIN AVENUE | WACO | TX | 76703 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| MARION CULTURAL ALLIANCE INC | ||||||||
| 23 SW BROADWAY STRET | OCALA | FL | 34471 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| VISION SOLDOTNA | ||||||||
| 44790 STERLING HWY | SOLDOTNA | AR | 99669 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| MARION CULTURAL ALLIANCE INC | ||||||||
| 712 AUSTIN AVENUE | WACO | TX | 76703 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $15,000 | |
| CREATIVE WACO | ||||||||
| 23 SW BROADWAY STRET | OCALA | FL | 34471 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $15,000 | |
| GALVA ARTS COUNCIL INC | ||||||||
| PO BOX 29 | GALVA | IL | 61434 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| SCOTLAND SATURDAYS | ||||||||
| 2013 CENTRAL ROAD | BATON ROUGE | LA | 70807 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $15,000 | |
| HANA ARTS | ||||||||
| PO BOX 686 | HANA | HI | 96713 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $32,500 | |
| SCISSORTAIL PRODUCTIONS INC | ||||||||
| 410 MERKLE DRIVE | NORMAN | OK | 73069 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| 646 DOWNTOWN | ||||||||
| 1100 GARRISON AVENUE | FORT SMITH | AR | 72901 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $22,500 | |
| MAIN STREET BATESVILLE INC | ||||||||
| 267 EAST MAIN STREET | BATESVILLE | AR | 72501 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $22,500 | |
| CATAMOUNT FILM & ARTS CO | ||||||||
| 115 EASTERN AVENUE PO BOX 324 | ST JOHNSBUR | VT | 05819 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $12,500 | |
| GALVA ARTS COUNCIL INC | ||||||||
| PO BOX 29 | GALVA | IL | 61434 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $15,000 | |
| VISION SOLDOTNA | ||||||||
| 44790 STERLING HWY | SOLDOTNA | AR | 99669 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $15,000 | |
| COWAN COMMUNITY ACTION GROUP INC | ||||||||
| PO BOX 268 | WHITESBURG | KY | 41858 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $8,500 | |
| CREATE PORTAGE COUNTY INC | ||||||||
| PO BOX 565 | STEVENS POIN | WI | 54481 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $22,500 | |
| JEFFERSON COUNTY PARKS AND RECREATION | ||||||||
| 235 SAM MICHAELS LANE | SHENANDOAH JUNCTION | WV | 25442 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $22,500 | |
| ON BROADWAY INC | ||||||||
| 340 N BROADWAY STE 165 | GREEN BAY | WI | 54303 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| COLUSA COUNTY ARTS COUNCIL | ||||||||
| 151 5TH STREET | COLUSA | CA | 95932 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| JOHN MICHAEL KOHLER ARTS CENTER | ||||||||
| 608 NEW YORK AVENU | SHEBOYGAN | WI | 53081 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| EARLHAM CHICKS WITH CHECKS INC | ||||||||
| 54 NE 6TH STREE | EARLHAM | IA | 50072 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| DOWNTOWN SPRINGFIELD HERITAGE FOUNDATION | ||||||||
| 227 S SEVENTH STREET | SPRINGFIELD | IL | 62701 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $22,500 | |
| JAZZ ON WHEELS | ||||||||
| 1018 CHRISTOPHER STREET | FLINT | MI | 48503 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| CITYFEST INC | ||||||||
| 800 FRENCH STREET | WILMINGTON | DE | 19801 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| JOHN MICHAEL KOHLER ARTS CENTER | ||||||||
| 608 NEW YORK AVENU | SHEBOYGAN | WI | 53081 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $15,000 | |
| EARLHAM CHICKS WITH CHECKS INC | ||||||||
| 54 NE 6TH STREE | EARLHAM | IA | 50072 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $15,000 | |
| HARRISONBURG DOWNTOWN RENAISSANCE | ||||||||
| 217 S LIBERTY STREET 204 | HARRISONBURG | VA | 22801 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| GALLUP MAINSTREET ARTS & CULTURAL DISTRICT | ||||||||
| PO BOX 6007 | GALLUP | NM | 87301 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| LAKELAND CULTURAL ARTS CENTER | ||||||||
| 411 MOSBY AVENUE | LITTLETON | NC | 27850 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| ALLEGANY ARTS COUNCIL | ||||||||
| 9 N CENTRE STREET | CUMBERLAND | MD | 21502 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $22,500 | |
| LAKELAND CULTURAL ARTS CENTER | ||||||||
| 411 MOSBY AVENUE | LITTLETON | NC | 27850 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $15,000 | |
| SCISSORTAIL PRODUCTIONS INC | ||||||||
| 410 MERKLE DRIVE | NORMAN | OK | 73069 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $15,000 | |
| CATAMOUNT FILM & ARTS CO | ||||||||
| PO BOX 324 | ST JOHNSBURY | VT | 05819 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $15,000 | |
| BREWERY ARTS CENTER | ||||||||
| 449 W KING ST | CARSON CITY | NV | 89703 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $22,500 | |
| COWAN COMMUNITY ACTION GROUP INC | ||||||||
| PO BOX 268 | WHITESBURG | KY | 41858 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $15,000 | |
| COLUSA COUNTY ARTS COUNCIL | ||||||||
| 151 5TH STREET | COLUSA | CA | 95932 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $15,000 | |
| ON BROADWAY INC | ||||||||
| 340 N BROADWAY STE 165 | GREEN BAY | WI | 54303 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $15,000 | |
| NEIGHBORWORKS BLACKSTONE RIVER VALLEY | ||||||||
| 719 FRONT STREET UNIT 103 | WOONSOCKET | RI | 02895 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $22,500 | |
| CITYFEST INC | ||||||||
| 800 FRENCH STREET | WILMINGTON | DE | 19801 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $15,000 | |
| UTICA MONDAY NITE CORPORATION | ||||||||
| PO BOX 277 | UTICA | NY | 13503 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| JAZZ ON WHEELS | ||||||||
| 1018 CHRISTOPHER STREET | FLINT | MI | 48503 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $15,000 | |
| GALLUP MAINSTREET ARTS & CULTURAL DIST | ||||||||
| PO BOX 6007 | GALLUP | NM | 87301 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $15,000 | |
| UTICA MONDAY NITE CORPORATION | ||||||||
| PO BOX 277 | UTICA | NY | 13503 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $15,000 | |
| LOWNDES-VALDOSTA ARTS COMMISSION INC | ||||||||
| THE ANNETTE HOWELL TURNER CENTER | VALDOSTA | GA | 31601 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | FOR THE ARTS 527 N PATTERSON STREET |
| DISCOVER DOWNTOWN MIDDLESBORO INC | ||||||||
| PO BOX 1156 | MIDDLESBORO | KY | 40965 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| DISCOVER DOWNTOWN MIDDLESBORO INC | ||||||||
| PO BOX 1156 | MIDDLESBORO | KY | 40965 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $15,000 | |
| BLACK BELT COMMUNITY FOUNDATION | ||||||||
| 609 LAUDERDALE STREET | SELMA | AL | 36701 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $35,000 | |
| HARRISONBURG DOWNTOWN RENAISSANCE | ||||||||
| 217 S LIBERTY STREET 204 | HARRISONBURG | VA | 22801 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $15,000 | |
| FIRST FRIDAY BEREA | ||||||||
| 433 CHESTNUT STREET | BEREA | KY | 40403 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| FIRST FRIDAY BEREA | ||||||||
| 433 CHESTNUT STREET | BEREA | KY | 40403 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $15,000 | |
| SCOTLAND SATURDAYS | ||||||||
| 2013 CENTRAL ROAD | BATON ROUGE | LA | 70807 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| LOWNDES-VALDOSTA ARTS COMMISSION INC | ||||||||
| THE ANNETTE HOWELL TURNER CENTER | VALDOSTA | GA | 31601 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $15,000 | FOR THE ARTS 527 N PATTERSON STREET |
| MARION CULTURAL ALLIANCE INC | ||||||||
| 23 SW BROADWAY STRET | OCALA | FL | 34471 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| CREATIVE WACO | ||||||||
| 712 AUSTIN AVENUE | WACO | TX | 76703 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| ARTS AND CULTURAL ALLIANCE OF ST LUCIE | ||||||||
| 2300 VIRGINIA AVENU | FORT PIERCE | FL | 34982 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| ARTS AND CULTURAL ALLIANCE OF ST LUCIE | ||||||||
| 2300 VIRGINIA AVENU | FORT PIERCE | FL | 34982 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $15,000 | |
| MAIN STREET BATESVILLE INC | ||||||||
| 267 EAST MAIN STREET | BATESVILLE | AR | 72501 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| ALLEGANY ARTS COUNCIL | ||||||||
| 9 N CENTRE STREET | CUMBERLAND | MD | 21502 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| GALLUP MAINSTREET ARTS & CULTURAL DIST | ||||||||
| PO BOX 6007 | GALLUP | NM | 87301 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| SCISSORTAIL PRODUCTIONS INC | ||||||||
| 410 MERKLE DRIVE | NORMAN | OK | 73069 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| JEFFERSON COUNTY PARKS AND RECREATION | ||||||||
| 235 SAM MICHAELS LANE | SHENANDOAH JUNCTION | WV | 25442 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| AFRICAN AMERICAN CULTURAL COLLABORATIVE | ||||||||
| 20 S MONTGOMERY STREET | TRENTON | NJ | 08608 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| AFRICAN AMERICAN CULTURAL COLLABORATIVE | ||||||||
| 20 S MONTGOMERY STREET | TRENTON | NJ | 08608 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $15,000 | |
| JOHN MICHAEL KOHLER ARTS CENTER | ||||||||
| 608 NEW YORK AVENU | SHEBOYGAN | WI | 53081 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| LAKELAND CULTURAL ARTS CENTER | ||||||||
| 411 MOSBY AVENUE | LITTLETON | NC | 27850 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| COLUSA COUNTY ARTS COUNCIL | ||||||||
| 151 5TH STREET | COLUSA | CA | 95932 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| GALVA ARTS COUNCIL INC | ||||||||
| PO BOX 29 | GALVA | IL | 61434 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| VISION SOLDOTNA | ||||||||
| 44790 STERLING HWY | SOLDOTNA | AR | 99669 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| ON BROADWAY INC | ||||||||
| 340 N BROADWAY STE 165 | GREEN BAY | WI | 54303 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| CREATE PORTAGE COUNTY INC | ||||||||
| PO BOX 565 | STEVENS POIN | WI | 54481 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| CATAMOUNT FILM & ARTS CO | ||||||||
| 115 EASTERN AVENUE PO BOX 324 | ST JOHNSBUR | VT | 05819 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| CITYFEST INC | ||||||||
| 800 FRENCH STREET | WILMINGTON | DE | 19801 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| EARLHAM CHICKS WITH CHECKS INC | ||||||||
| 54 NE 6TH STREE | EARLHAM | IA | 50072 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| JAZZ ON WHEELS | ||||||||
| 1018 CHRISTOPHER STREET | FLINT | MI | 48503 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| HARRISONBURG DOWNTOWN RENAISSANCE | ||||||||
| 217 S LIBERTY STREET 204 | HARRISONBURG | VA | 22801 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| 646 DOWNTOWN | ||||||||
| 1100 GARRISON AVENUE | FORT SMITH | AR | 72901 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| COWAN COMMUNITY ACTION GROUP INC | ||||||||
| PO BOX 268 | WHITESBURG | KY | 41858 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| DISCOVER DOWNTOWN MIDDLESBORO INC | ||||||||
| PO BOX 1156 | MIDDLESBORO | KY | 40965 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| LOWNDES-VALDOSTA ARTS COMMISSION INC | ||||||||
| THE ANNETTE HOWELL TURNER CENTER | VALDOSTA | GA | 31601 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | FOR THE ARTS 527 N PATTERSON STREET |
| UTICA MONDAY NITE CORPORATION | ||||||||
| PO BOX 277 | UTICA | NY | 13503 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| FIRST FRIDAY BEREA | ||||||||
| 433 CHESTNUT STREET | BEREA | KY | 40403 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| AFRICAN AMERICAN CULTURAL COLLABORATIVE | ||||||||
| 20 S MONTGOMERY STREET | TRENTON | NJ | 08608 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| ARTS AND CULTURAL ALLIANCE OF ST LUCIE | ||||||||
| 2300 VIRGINIA AVENU | FORT PIERCE | FL | 34982 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| DOWNTOWN SPRINGFIELD HERITAGE FOUNDATION | ||||||||
| 227 S SEVENTH STREET | SPRINGFIELD | IL | 62701 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| BREWERY ARTS CENTER | ||||||||
| 449 W KING ST | CARSON CITY | NV | 89703 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| HANA ARTS | ||||||||
| PO BOX 686 | HANA | HI | 96713 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| NEIGHBORWORKS BLACKSTONE RIVER VALLEY | ||||||||
| 719 FRONT STREET UNIT 103 | WOONSOCKET | RI | 02895 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| CENTER THEATRE GROUP | ||||||||
| 601 W TEMPLE ST 13 | LOS ANGELES | CA | 900122621 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $13,000 | |
| EVERYBODY DANCE LA(THE GABRIELLA FOUNDATION) | ||||||||
| 2955 WILSHIRE BLVD | LOS ANGELES | CA | 900101104 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $32,800 | |
| IMAGINE LOS ANGELES INC | ||||||||
| 672 S LA FAYETTE PARK PL STE 28 | LOS ANGELES | CA | 900573234 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $4,000 | |
| NATIONAL PARTNERSHIP FOR WOMEN & FAMILIES | ||||||||
| 1725 I STREET NWSUITE 950 | WASHINGTON | DC | 20006 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $750 | |
| BODYTRAFFIC | ||||||||
| 3435 WILSHIRE BLVD STE 200 | LOS ANGELES | CA | 900101903 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $5,000 | |
| THE CHURCH IN OCEAN PARK | ||||||||
| 235 HILL ST | SANTA MONICA | CA | 904054142 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $300 | |
| LOS ANGELES REGIONAL FOOD BANK | ||||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $500 | |
| YOUNG CONCERT ARTISTS | ||||||||
| 1776 BROADWAYSUITE 1500 | NEW YORK | NY | 10019 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $1,000 | |
| MY FRIEND'S PLACE | ||||||||
| 5850 HOLLYWOOD BOULEVARD | LOS ANGELES | CA | 90028 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $52,400 | |
| TONGVA RETURN THE LAND FUND | ||||||||
| 2600 N ALTADENA DR | ALTADENA | CA | 910012838 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $1,030 | |
| CALIFORNIA DANCE INSTITUTE | ||||||||
| 3303 WILSHIRE BLVD STE 1200 | PORTER RANCH | CA | 900101732 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $500 | |
| THE HUMANE FARMING ASSOCIATION | ||||||||
| 36 WOODLAND AVENUE | SAN RAFAEL | CA | 94901 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $650 | |
| LIBERTY HILL FOUNDATION | ||||||||
| 6420 WILSHIRE BOULEVARDSUITE 700 | LOS ANGELES | CA | 90048 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $3,750 | |
| SIGLIN MUSIC PRESERVATION FUND | ||||||||
| 925 SUNNYSIDE BLVD | ANN ARBOR | MI | 481034746 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $1,000 | |
| CATALYST CALIFORNIA | ||||||||
| 1910 WEST SUNSET BOULEVARDSUITE 500 | LOS ANGELES | CA | 90026 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $2,500 | |
| CLEARITY FOUNDATION | ||||||||
| 8880 RIO SAN DIEGO DRIVESTE 800 | SAN DIEGO | CA | 92108 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $2,000 | |
| EZRAT ISREAL INC | ||||||||
| 806 EASTERN PKWY | BROOKLYN | NY | 112133511 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $150 | |
| NEW BALLET ENSEMBLE & SCHOOL | ||||||||
| 2157 YORK AVE | MEMPHIS | TN | 381045545 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $1,000 | |
| PATH | ||||||||
| 2201 WESTLAKE AVENUESUITE 200 | SEATTLE | WA | 98121 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $500 | |
| RAMAPO FOR CHILDREN | ||||||||
| 22 CAMP RAMAPO ROAD | RHINEBECK | NY | 12572 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $300 | |
| SCRIPPS COLLEGE | ||||||||
| 1030 COLUMBIA AVE | CLAREMONT | CA | 917113905 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $14,000 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $75 | |
| FILM INDEPENDENT | ||||||||
| 5670 WILSHIRE BOULEVARD 9TH FLOOR | LOS ANGELES | CA | 900365679 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $8,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVESUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $75 | |
| SPCAI | ||||||||
| 242 W 30TH STREET SUITE 1503 | NEW YORK | NY | 10001 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $100 | |
| VOLUNTEER COLLECTIVE | ||||||||
| 16060 VENTURA BLVD STE 110 P | LOS ANGELES | CA | 914364428 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $100 | |
| INTERNATIONAL DOCUMENTARY FOUNDATION | ||||||||
| 3600 WILSHIRE BLVD STE 1810 | LOS ANGELES | CA | 900102622 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $8,000 | |
| CSUN FOUNDATION | ||||||||
| 18111 NORDHOFF STREET | NORTHRIDGE | CA | 91330 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $5,000 | |
| EASTWOOD RANCH FOUNDATION | ||||||||
| 10100 SANTA MONICA BLVD STE 650 | LOS ANGELES | CA | 900674102 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $1,000 | |
| LOS ANGELES PHILHARMONIC ASSOCIATION | ||||||||
| 151 SOUTH GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $25,000 | |
| OUR HOUSE | ||||||||
| 82 FLORAL AVE | MURRAY HILL | NJ | 079741511 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $1,000 | |
| BE AN ELF | ||||||||
| 8117 W MANCHESTER AVE NO 500 | PLAYA DEL REY | CA | 902938211 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $250 | |
| BOB BAKER MARIONETTES | ||||||||
| 4949 YORK BLVD | LOS ANGELES | CA | 900421609 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $500 | |
| LOS ANGELES MASTER CHORALE | ||||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $1,000 | |
| THE MUSIC CENTER | ||||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $15,000 | |
| PLANNED PARENTHOOD LOS ANGELES | ||||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $500 | |
| THE TOWN SCHOOL | ||||||||
| 540 E 76TH ST | NEW YORK | NY | 100213394 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $250 | |
| TWO BIT CIRCUS FOUNDATION | ||||||||
| 634 MATEO ST | LOS ANGELES | CA | 900211312 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $500 | |
| VENICE FAMILY CLINIC FOUNDATION | ||||||||
| 604 ROSE AVE | VENICE | CA | 902912767 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $500 | |
| ONE VOICE | ||||||||
| 1228 FIFTEENTH STREETSUITE C | SANTA MONICA | CA | 90404 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $500 | |
| NIGHTINGALE-BAMFORD SCHOOL | ||||||||
| 20 E 92ND ST | NEW YORK | NY | 101280608 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $1,000 | |
| GABRIELLA CHARTER SCHOOLS | ||||||||
| 1435 LOGAN ST | LOS ANGELES | CA | 900263307 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $500 | |
| MERCY FOR ANIMALS | ||||||||
| 8033 SUNSET BLVDSUITE 864 | LOS ANGELES | CA | 90046 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,865,480 | 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 | $489 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $349,668 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $646,886 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $339,375 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $575,393 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,911,811 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,911,811 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS BUSINESS SOULTIONS US LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 120312 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06912 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EISNER ADVISORY GROUP LLC | $109,825 | $54,913 | $0 | $54,912 |
| CLARK NUBER PS | $48,900 | $0 | $0 | $48,900 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (37 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| BUILDING | 1995-12-01 | $3,293,000 | $1,959,618 | SL | 39.000000000000 | $84,436 | $84,436 | $0 |
| LAND | 1995-12-01 | $586,960 | L | $0 | $0 | $0 | ||
| LEASEHOLD IMPROVEMENT | 2016-05-16 | $47,445 | $8,214 | SL | 39.000000000000 | $608 | $608 | $0 |
| LEASEHOLD IMPROVEMENT | 2017-09-30 | $8,946 | $4,475 | SL | 10.000000000000 | $895 | $895 | $0 |
| LEASEHOLD IMPROVEMENT | 2018-11-01 | $13,515 | $1,446 | SL | 39.000000000000 | $347 | $347 | $0 |
| LEASEHOLD IMPROVEMENT | 2023-07-01 | $244,135 | SL | 39.000000000000 | $3,130 | $3,130 | $0 | |
| BUILDING | 2008-01-20 | $2,621,200 | $1,002,550 | SL | 39.000000000000 | $67,210 | $67,210 | $0 |
| LAND | 2008-01-20 | $467,246 | L | $0 | $0 | $0 | ||
| LEASEHOLD IMPROVEMENT | 2022-10-31 | $73,768 | $3,688 | SL | 39.000000000000 | $4,918 | $4,918 | $0 |
| LEASEHOLD IMPROVEMENT | 2017-04-01 | $14,491 | $8,332 | SL | 10.000000000000 | $1,449 | $1,449 | $0 |
| LEASEHOLD IMPROVEMENT | 2017-12-01 | $13,591 | $6,908 | SL | 10.000000000000 | $1,359 | $1,359 | $0 |
| LEASEHOLD IMPROVEMENT | 2017-12-01 | $217,987 | $55,403 | SL | 20.000000000000 | $10,899 | $10,899 | $0 |
| BUILDING | 2008-04-08 | $4,723,800 | $1,796,658 | SL | 39.000000000000 | $121,123 | $121,123 | $0 |
| LAND | 2008-04-08 | $851,919 | L | $0 | $0 | $0 | ||
| OFFICE FURNITURE | 2014-08-01 | $93,649 | $93,649 | SL | 7.000000000000 | $0 | $0 | $0 |
| OFFICE FURNITURE | 2017-11-17 | $8,106 | $8,106 | SL | 7.000000000000 | $0 | $0 | $0 |
| COMPUTERS & EQUIPMENT | 2017-12-16 | $4,426 | $4,426 | SL | 5.000000000000 | $0 | $0 | $0 |
| OFFICE FURNITURE | 2018-01-01 | $1,612 | $1,150 | SL | 7.000000000000 | $230 | $0 | $0 |
| COMPUTERS & EQUIPMENT | 2018-02-01 | $3,299 | $3,299 | SL | 5.000000000000 | $0 | $0 | $0 |
| COMPUTERS & EQUIPMENT | 2018-07-01 | $1,664 | $1,663 | SL | 5.000000000000 | $1 | $0 | $0 |
| PRODUCTION EQUIPMENT | 2019-02-01 | $1,924 | $1,256 | SL | 5.000000000000 | $385 | $0 | $0 |
| PRODUCTION EQUIPMENT | 2019-05-01 | $1,813 | $1,062 | SL | 5.000000000000 | $363 | $0 | $0 |
| COMPUTERS & EQUIPMENT | 2020-04-14 | $2,698 | $1,215 | SL | 5.000000000000 | $540 | $0 | $0 |
| COMPUTERS & EQUIPMENT | 2022-01-01 | $3,449 | $345 | SL | 5.000000000000 | $690 | $0 | $0 |
| COMPUTERS & EQUIPMENT | 2022-02-01 | $3,449 | $345 | SL | 5.000000000000 | $690 | $0 | $0 |
| COMPUTERS & EQUIPMENT | 2022-03-01 | $2,699 | $270 | SL | 5.000000000000 | $540 | $0 | $0 |
| COMPUTERS & EQUIPMENT | 2022-07-01 | $2,699 | $270 | SL | 5.000000000000 | $540 | $0 | $0 |
| COMPUTERS & EQUIPMENT | 2022-07-01 | $2,699 | $270 | SL | 5.000000000000 | $540 | $0 | $0 |
| OFFICE FURNITURE | 2022-06-01 | $1,641 | $117 | SL | 7.000000000000 | $234 | $0 | $0 |
| OFFICE FURNITURE | 2022-12-22 | $382 | $28 | SL | 7.000000000000 | $55 | $0 | $0 |
| OFFICE FURNITURE | 2022-12-22 | $344 | $25 | SL | 7.000000000000 | $49 | $0 | $0 |
| AC CHILLER | 2023-06-01 | $129,973 | SL | 27.000000000000 | $2,808 | $2,808 | $0 | |
| OFFICE FURNITURE | 2023-07-01 | $176,858 | SL | 7.000000000000 | $12,633 | $0 | $0 | |
| COMPUTERS & EQUIPMENT | 2023-07-01 | $50,730 | SL | 5.000000000000 | $5,073 | $0 | $0 | |
| COMPUTERS & EQUIPMENT | 2023-07-01 | $55,462 | SL | 5.000000000000 | $5,546 | $0 | $0 | |
| COMPUTERS & EQUIPMENT | 2023-07-01 | $145,975 | SL | 10.000000000000 | $7,299 | $0 | $0 | |
| LEASEHOLD IMPROVEMENT | 2023-10-06 | $1,218,866 | SL | 10.000000000000 | $28,918 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (21 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC NTS B/E | $84,402 | $84,402 |
| AT&T INC NTS B/E | $148,426 | $148,426 |
| BANK OF AMER CORP MED TERM NTS | $150,570 | $150,570 |
| BANK OF AMER CORP NTS | $70,591 | $70,591 |
| CITIGROUP INC B/E | $150,045 | $150,045 |
| DOLLAR TREE INC B/E | $148,787 | $148,787 |
| ENBRIDGE INC B/E | $150,022 | $150,022 |
| FEDEX CORP B/E | $146,954 | $146,954 |
| GENL MOTORS FINL CO INC | $149,519 | $149,519 |
| GOLDMAN SACHS GROUP INC B/E | $226,985 | $226,985 |
| J P MORGAN CHASE & CO B/E | $149,086 | $149,086 |
| KLA-TENCOR CORP NTS B/E | $44,733 | $44,733 |
| MORGAN STANLEY B/E | $149,272 | $149,272 |
| MORGAN STANLEY NTS B/E | $127,368 | $127,368 |
| SOUTHERN CALIF EDISON CO | $3,919 | $3,919 |
| VERIZON COMMUNICATIONS | $149,394 | $149,394 |
| WELLS FARGO & CO B/E | $148,864 | $148,864 |
| JPMORGAN CHASE & CO NTS B/E | $1,812 | $1,812 |
| SOUTHERN CAL EDISON NTS | $58,488 | $58,488 |
| PFIZER INVT ENTER NTS | $64,032 | $64,032 |
| JOHN DEERE CAPITAL CORP NTS B/E | $32,837 | $32,837 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (240 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC IRELAND CL A 191 SHS | $67,024 | $67,024 |
| ADOBE INC. (DELAWARE) 137 SHS | $81,734 | $81,734 |
| ADYEN N V ADR 1004 SHS | $12,932 | $12,932 |
| AIA GROUP LTD SPON ADR 305 SHS | $10,574 | $10,574 |
| AKZO NOBEL NV SPON ADR 172 SHS | $4,771 | $4,771 |
| ALCON INC CHF 80 SHS | $6,250 | $6,250 |
| ALIBABA GROUP HLDG LTD SPON ADR 123 SHS | $9,534 | $9,534 |
| ALPHABET INC CL A 860 SHS | $120,133 | $120,133 |
| AMAZON.COM INC 1038 SHS | $157,714 | $157,714 |
| AMERICAN TOWER CORP REIT 485 SHS | $104,702 | $104,702 |
| AMERIPRISE FINANCIAL INC 107 SHS | $40,642 | $40,642 |
| AMGEN INC 129 SHS | $37,155 | $37,155 |
| ANALOG DEVICES INC 341 SHS | $67,709 | $67,709 |
| AON PLC CL A 37 SHS | $10,768 | $10,768 |
| APPLIED MATERIALS INC 291 SHS | $47,162 | $47,162 |
| ASHTEAD GROUP PLC ORD UNSPONSORED ADR 30 SHS | $8,528 | $8,528 |
| ASM INTL NV EUR 21 SHS | $10,903 | $10,903 |
| ASML HLDG NV SPON ADR 19 SHS | $14,381 | $14,381 |
| ASSA ABLOY AB ADR 425 SHS | $6,112 | $6,112 |
| ASTRAZENECA PLC SPON ADR | $9,429 | $9,429 |
| ATLAS COPCO AB NEW REPSTG COM SER A SPON ADR 463 SHS | $7,969 | $7,969 |
| ATLASSIAN CORP CL A 370 SHS | $79,921 | $79,921 |
| BLACKSTONE INC CL A 632 SHS | $82,741 | $82,741 |
| BROADCOM INC 17 SHS | $18,976 | $18,976 |
| BROOKFIELD CORP CL A CAD 231 SHS | $9,268 | $9,268 |
| CAMECO CORP CANADA CAD 185 SHS | $7,974 | $7,974 |
| CANADIAN PAC RAILWAY LTD CAD 236 SHS | $18,658 | $18,658 |
| CHINA MERCHANTS BK CO LTD UNSPONSORED ADR 219 SHS | $3,804 | $3,804 |
| COCA COLA EUROPACIFIC PARTNERS PLC EUR 100 SHS | $6,674 | $6,674 |
| COSAN S A SPON ADR 400 SHS | $6,264 | $6,264 |
| CREDICORP LTD 61 SHS | $9,146 | $9,146 |
| DANAHER CORP 460 SHS | $106,416 | $106,416 |
| DBS GROUP HLDGS LTD. SPON ADR 60 SHS | $6,076 | $6,076 |
| DECKERS OUTDOOR CORP 66 SHS | $44,116 | $44,116 |
| ECOLAB INC 301 SHS | $59,703 | $59,703 |
| EPAM SYSTEMS INC 28 SHS | $8,326 | $8,326 |
| ERSTE GROUP BANK AG SPON ADR 230 SHS | $4,701 | $4,701 |
| ETSY INC 272 SHS | $22,046 | $22,046 |
| EVOLUTION AB UNSPONSORED ADR 87 SHS | $10,389 | $10,389 |
| EXPERIAN PLC SPON ADR 386 SHS | $15,726 | $15,726 |
| FANUC CORP ADR | $4,067 | $4,067 |
| FERGUSON PLC 59 SHS | $11,391 | $11,391 |
| FERRARI N V EUR 48 SHS | $16,245 | $16,245 |
| GLAXO WELLCOME PLC SPON ADR | $5,448 | $5,448 |
| GLOBANT S A 29 SHS | $6,901 | $6,901 |
| GRUPO FINANCIERO BANORTE SPON ADR 129 SHS | $6,477 | $6,477 |
| HALEON PLC SPON ADR | $5,876 | $5,876 |
| HANOVER INSURANCE GROUP INC (THE) 176 SHS | $21,370 | $21,370 |
| HDFC BANK LTD ADR REPSTG 3 ORD SHS 181 SHS | $12,147 | $12,147 |
| HEINEKEN NV SPON ADR | $5,659 | $5,659 |
| HENRY JACK & ASSOC INC 126 SHS | $20,590 | $20,590 |
| ICICI BANK LTD SPON ADR 757 SHS | $18,047 | $18,047 |
| ICON PLC EUR 56 SHS | $15,852 | $15,852 |
| ING GROEP N V NL SPON ADR | $9,252 | $9,252 |
| JD COM INC CL A SPON ADR 100 SHS | $2,889 | $2,889 |
| KDDI CORP ADR | $5,497 | $5,497 |
| KUBOTA CORP ADR JAPAN ADR | $4,717 | $4,717 |
| LAMB WESTON HLDGS INC 327 SHS | $35,345 | $35,345 |
| LINDE PLC EUR 22 SHS | $9,036 | $9,036 |
| LVMH MOET HENNESSY LOUIS ADR 98 SHS | $15,920 | $15,920 |
| MAGNA INTL INC CL A SUB VTG CANADA ORD CAD | $5,317 | $5,317 |
| MEITUAN ADR 194 SHS | $4,076 | $4,076 |
| MICHELIN COMPAGNIE GENERALE ADR 336 SHS | $6,035 | $6,035 |
| MICROSOFT CORP 477 SHS | $179,371 | $179,371 |
| MINTH GROUP LTD UN SPON ADR 52 SHS | $2,092 | $2,092 |
| MORGAN STANLEY 534 SHS | $49,796 | $49,796 |
| MUNICH RE GROUP ADR 214 SHS | $9,001 | $9,001 |
| N Y TIMES CO CL A 555 SHS | $27,189 | $27,189 |
| NESTLE S A SPONSORED ADR REPSTG REG SHS SWITZ ADR 80 SHS | $9,250 | $9,250 |
| NIDEC CORP ADR 277 SHS | $2,794 | $2,794 |
| NIKE INC CL B 626 SHS | $67,965 | $67,965 |
| NOVARTIS AG SPON ADR 49 SHS | $4,948 | $4,948 |
| NOVO NORDISK ADR DENMARK ADR 190 SHS | $19,656 | $19,656 |
| ORACLE CORP 449 SHS | $47,338 | $47,338 |
| OTSUKA HLDGS CO LTD UNSPONSORED ADR 281 SHS | $5,238 | $5,238 |
| P.T. TELEKOMUNIKASI INDONESIA SPON ADR 127 SHS | $3,272 | $3,272 |
| PAN PAC INTL HLDGS CORP ADR | $8,000 | $8,000 |
| PING AN INSURANCE (GROUP) CO OF CHINA LTD REPSTG 20 H SHS SPON ADR 506 SHS | $4,564 | $4,564 |
| PROCTER & GAMBLE CO 620 SHS | $90,855 | $90,855 |
| RENTOKIL INITIAL PLC SPON ADR 166 SHS | $4,749 | $4,749 |
| SAFRAN SA ADR 397 SHS | $17,520 | $17,520 |
| SCHNEIDER ELEC SE UNSPONSORED ADR 187 SHS | $7,523 | $7,523 |
| SMITH A O CORP 206 SHS | $16,983 | $16,983 |
| SONY GROUP CORP SPONSORED ADR 92 SHS | $8,711 | $8,711 |
| STERIS PLC 43 SHS | $9,454 | $9,454 |
| SYMRISE AG ADR 96 SHS | $5,695 | $5,695 |
| TAIWAN SEMICONDUCTOR MFG CO LTD ADR | $29,536 | $29,536 |
| TENCENT HLDGS LTD ADR 441 SHS | $16,665 | $16,665 |
| THERMO FISHER SCIENTIFIC INC 160 SHS | $84,926 | $84,926 |
| THOMSON REUTERS CORP CAD 55 SHS | $8,042 | $8,042 |
| TOTALENERGIES SE SPON ADR | $6,468 | $6,468 |
| TREX CO INC 196 SHS | $16,227 | $16,227 |
| UNILEVER PLC AMER SHS NEW SPON ADR 89 SHS | $4,315 | $4,315 |
| UNITEDHEALTH GROUP INC 230 SHS | $121,088 | $121,088 |
| VISA INC CL A 535 SHS | $139,287 | $139,287 |
| WAL MART DE MEXICO SAB DE CV CL V SPON ADR 121 SHS | $5,109 | $5,109 |
| WASTE CONNECTIONS INC CAD 55 SHS | $8,210 | $8,210 |
| WEG SA BRAZIL SPON ADR 865 SHS | $6,643 | $6,643 |
| WUXI BIOLOGICS CAYMAN INC ADR | $2,682 | $2,682 |
| XINYI SOLAR HLDGS LTD ADR | $1,395 | $1,395 |
| ADVANTEST CORP ADR 216 SHS | $7,290 | $7,290 |
| ARCH CAPITAL GROUP LTD 121 SHS | $8,987 | $8,987 |
| BAE SYSTEMS PLC SPON ADR 198 SHS | $11,448 | $11,448 |
| CANADIAN NAT RESOURCES LTD CAD 106 SHS | $6,945 | $6,945 |
| COMPASS GROUP PLC SPON ADR 257 SHS | $7,147 | $7,147 |
| LOREAL CO ADR FRANCE ADR 93 SHS | $9,245 | $9,245 |
| MERCADOLIBRE INC 9 SHS | $14,144 | $14,144 |
| UBS GROUP AG 262 SHS | $8,096 | $8,096 |
| CAPITEC BK HLDGS LTD ADR 69 SHS | $3,812 | $3,812 |
| PT BK RAKYAT ADR 175 SHS | $6,600 | $6,600 |
| PT BANK NEGERA INDONE ADR 175 SHS | $2,961 | $2,961 |
| DAIKIN INDS LTD ADR 361 SHS | $5,837 | $5,837 |
| ALLEGRO MICROSYSTEMS INC DEL 931 SHS | $28,181 | $28,181 |
| AMN HEALTHCARE SERVICES INC 157 SHS | $11,756 | $11,756 |
| APTARGROUP INC 145 SHS | $17,924 | $17,924 |
| AVANGRID INC 298 SHS | $9,658 | $9,658 |
| AZENTA INC 163 SHS | $10,618 | $10,618 |
| BALL CORP 1173 SHS | $67,471 | $67,471 |
| BJS WHSL CLUB HLDGS INC 457 SHS | $30,464 | $30,464 |
| BRIGHT HORIZONS FAMILY 230 SHS | $21,675 | $21,675 |
| BURLINGTON STORES INC 142 SHS | $27,616 | $27,616 |
| CAMDEN PPTY TR SBI 180 SHS | $17,872 | $17,872 |
| COLUMBIA BKG SYS INC 639 SHS | $17,049 | $17,049 |
| CUBESMART SBI 330 SHS | $15,296 | $15,296 |
| CYBER-ARK SOFTWARE LTD ILS 144 SHS | $31,543 | $31,543 |
| DARLING INTL INC 258 SHS | $12,859 | $12,859 |
| DOMINO'S PIZZA INC 43 SHS | $17,726 | $17,726 |
| EAST WEST BANCORP INC 424 SHS | $30,507 | $30,507 |
| EASTGROUP PROPERTIES INC 124 SHS | $22,759 | $22,759 |
| ESSENTIAL UTILS INC 230 SHS | $8,591 | $8,591 |
| FEDERAL RLTY INVT TR NEW SBI 72 SHS | $7,420 | $7,420 |
| FIRST SOLAR INC 85 SHS | $14,644 | $14,644 |
| FRESHPET INC 171 SHS | $14,836 | $14,836 |
| HEXCEL CORP NEW 325 SHS | $23,969 | $23,969 |
| HORACE MANN EDUCATORS CORP NEW 377 SHS | $12,328 | $12,328 |
| HUNT J B TRANS SVCS INC 119 SHS | $23,769 | $23,769 |
| ICON PLC EUR 84 SHS | $23,778 | $23,778 |
| INGEVITY CORP 238 SHS | $11,238 | $11,238 |
| INTERCONTINENTAL HOTELS GROUP PLC NEW SPON ADR 179 SHS | $16,321 | $16,321 |
| IPG PHOTONICS CORP 228 SHS | $24,747 | $24,747 |
| JONES LANG LASALLE INC 156 SHS | $29,464 | $29,464 |
| LEVI STRAUSS & CO CL A 611 SHS | $10,106 | $10,106 |
| LINCOLN ELEC HOLDINGS NEW 128 SHS | $27,835 | $27,835 |
| LIVE OAK BANCSHARES INC 403 SHS | $18,337 | $18,337 |
| LKQ CORP NEW 238 SHS | $11,374 | $11,374 |
| LPL FINL HLDGS INC COM 153 SHS | $34,826 | $34,826 |
| LTC PROPERTIES INC REAL ESTATE INVESTMNT TR 384 SHS | $12,334 | $12,334 |
| MANPOWERGROUP INC 159 SHS | $12,636 | $12,636 |
| MC CORMICK & CO NV 185 SHS | $12,658 | $12,658 |
| MERIT MEDICAL SYSTEM INC 390 SHS | $29,624 | $29,624 |
| MIDDLEBY CORP DELA 191 SHS | $28,109 | $28,109 |
| MSA SAFETY INC COM 186 SHS | $31,402 | $31,402 |
| MYR GROUP INC 179 SHS | $25,889 | $25,889 |
| OMNICELL INC 418 SHS | $15,729 | $15,729 |
| ORMAT TECHNOLOGIES INC 248 SHS | $18,796 | $18,796 |
| PAYLOCITY HLDG CORP 111 SHS | $18,298 | $18,298 |
| PENUMBRA INC 79 SHS | $19,872 | $19,872 |
| QUEST DIAGNOSTICS INC 186 SHS | $25,646 | $25,646 |
| REINSURANCE GROUP AMER INC NEW 123 SHS | $19,899 | $19,899 |
| ROGERS CORP125 SHS | $16,509 | $16,509 |
| SENSIENT TECHNOLOGIES CORP 266 SHS | $17,556 | $17,556 |
| SOLAREDGE TECHNOLOGIES INC 94 SHS | $8,798 | $8,798 |
| SONOCO PRODUCTS CO 227 SHS | $12,682 | $12,682 |
| STIFEL FINANCIAL CORP 247 SHS | $17,080 | $17,080 |
| TETRA TECH INC NEW 149 SHS | $24,873 | $24,873 |
| TRACTOR SUPPLY COMPANY 132 SHS | $28,384 | $28,384 |
| TRIMBLE INC COM 392 SHS | $20,854 | $20,854 |
| VALMONT INDUSTRIES INC 91 SHS | $21,249 | $21,249 |
| WABTEC INC 271 SHS | $34,390 | $34,390 |
| WEBSTER FINANCIAL CORP WATERBURY CONN 542 SHS | $27,512 | $27,512 |
| WOLFSPEED INC 417 SHS | $18,144 | $18,144 |
| AGILENT TECHNOLOGIES INC 223 SHS | $31,004 | $31,004 |
| CADENCE DESIGN SYSTEM 286 SHS | $77,898 | $77,898 |
| CHIPOTLE MEXICAN GRILL INC CL A 33 SHS | $75,470 | $75,470 |
| DYNATRACE INC 1242 SHS | $67,925 | $67,925 |
| EDWARDS LIFESCIENCES CORP 1016 SHS | $77,470 | $77,470 |
| FORTIVE CORP 1028 SHS | $75,692 | $75,692 |
| GALLAGHER ARTHUR J & CO 177 SHS | $39,804 | $39,804 |
| GARTNER INC 146 SHS | $73,982 | $73,982 |
| IDEXX LABS 146 SHSS | $81,037 | $81,037 |
| INTUIT 237 SHS | $148,132 | $148,132 |
| MARVELL TECHNOLOGY INC 1259 SHS | $75,930 | $75,930 |
| MONOLITHIC POWER SYSTEMS INC 143 SHS | $90,202 | $90,202 |
| MSCI INC 146 SHS | $82,585 | $82,585 |
| NVIDIA CORP 362 SHS | $179,270 | $179,270 |
| SERVICENOW INC 170 SHS | $120,103 | $120,103 |
| UBER TECHNOLOGIES INC 1364 SHS | $83,981 | $83,981 |
| VERALTO CORP 478 SHS | $39,320 | $39,320 |
| VERISK ANALYTICS INC 316 SHS | $75,480 | $75,480 |
| WEST PHARMACEUTICAL SERVICES INC 199 SHS | $70,072 | $70,072 |
| AKAMAI TECHNOLOGIES INC 518 SHS | $61,305 | $61,305 |
| AMER EXPRESS CO 466 SHS | $87,300 | $87,300 |
| AMERICAN WATER WORKS CO INC NEW 384 SHS | $50,684 | $50,684 |
| BANK OF NEW YORK MELLON CORP 1143 SHS | $59,493 | $59,493 |
| BIOGEN INC 105 SHS | $27,171 | $27,171 |
| BORGWARNER INC 1010 SHS | $36,209 | $36,209 |
| CARRIER GLOBAL CORP 531 SHS | $30,506 | $30,506 |
| COLGATE PALMOLIVE CO 914 SHS | $72,855 | $72,855 |
| CONAGRA BRANDS, INC. 983 SHS | $28,173 | $28,173 |
| CONS EDISON CO (HOLDING CO) 467 SHS | $42,483 | $42,483 |
| CUMMINS INC 185 SHS | $44,320 | $44,320 |
| DEERE AND CO 105 SHS | $41,986 | $41,986 |
| DIGITAL REALTY TRUST INC REIT 378 SHS | $50,871 | $50,871 |
| EMERSON ELECTRIC CO 443 SHS | $43,117 | $43,117 |
| EVERSOURCE ENERGY COM 850 SHS | $52,462 | $52,462 |
| FIFTH THIRD BANCORP 990 SHS | $34,145 | $34,145 |
| FIRST INDL REALTY TRUST INC 546 SHS | $28,758 | $28,758 |
| FIRST SOLAR INC 260 SHS | $44,793 | $44,793 |
| GE HEALTHCARE TECHNOLOGIES INC 740 SHS | $57,217 | $57,217 |
| GILEAD SCIENCES INC 545 SHS | $44,150 | $44,150 |
| HOLOGIC INC 781 SHS | $55,802 | $55,802 |
| INTEL CORP 458 SHS | $23,015 | $23,015 |
| INTL FLAVORS&FRGRNCS 406 SHS | $32,874 | $32,874 |
| KIMCO REALTY CORP 1463 SHS | $31,177 | $31,177 |
| LKQ CORP NEW 729 SHS | $34,839 | $34,839 |
| LOWES COMPANIES INC 191 SHS | $42,507 | $42,507 |
| MC CORMICK & CO NV 598 SHS | $40,915 | $40,915 |
| MERCK & CO INC COM 851 SHS | $92,776 | $92,776 |
| METLIFE INC 838 SHS | $55,417 | $55,417 |
| OWENS CORNING NEW 325 SHS | $48,175 | $48,175 |
| PAYPAL HOLDINGS INC 469 SHS | $28,801 | $28,801 |
| REGENERON PHARMACEUTICALS INC 85 SHS | $74,655 | $74,655 |
| SCHEIN HENRY INC 408 SHS | $30,890 | $30,890 |
| SCHWAB CHARLES CORP NEW 1067 SHS | $73,410 | $73,410 |
| SPROUTS FARMERS MARKETS INC 882 SHS | $42,433 | $42,433 |
| STEEL DYNAMICS INC 468 SHS | $55,271 | $55,271 |
| T-MOBILE US INC COM 442 SHS | $70,866 | $70,866 |
| TARGET CORP 221 SHS | $31,475 | $31,475 |
| TE CONNECTIVITY LTD CHF 409 SHS | $57,465 | $57,465 |
| TJX COS INC NEW 661 SHS | $62,008 | $62,008 |
| TRUIST FINL CORP 780 SHS | $28,798 | $28,798 |
| UNTD RENTALS INC 123 SHS | $70,531 | $70,531 |
| UNUM GROUP 661 SHS | $29,890 | $29,890 |
| VALMONT INDUSTRIES INC 137 SHS | $31,991 | $31,991 |
| VERIZON COMMUNICATIONS INC 1177 SHS | $44,373 | $44,373 |
| VERTEX PHARMACEUTICAL INC 138 SHS | $56,151 | $56,151 |
| VOYA FINL INC COM 573 SHS | $41,806 | $41,806 |
| WABTEC INC 521 SHS | $66,115 | $66,115 |
| WEYERHAEUSER CO 1764 SHS | $61,334 | $61,334 |
| ZIMMER BIOMET HOLDINGS INC 423 SHS | $51,479 | $51,479 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,461,297 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,461,297 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $3,293,000 | $2,044,054 | $1,248,946 | $1,248,946 |
| LAND | $586,960 | $0 | $586,960 | $586,960 |
| LEASEHOLD IMPROVEMENT | $8,946 | $5,370 | $3,576 | $3,576 |
| LEASEHOLD IMPROVEMENT | $13,515 | $1,793 | $11,722 | $11,722 |
| LEASEHOLD IMPROVEMENT | $244,135 | $3,130 | $241,005 | $241,005 |
| BUILDING | $2,621,200 | $1,069,760 | $1,551,440 | $1,551,440 |
| LAND | $467,246 | $0 | $467,246 | $467,246 |
| LEASEHOLD IMPROVEMENT | $73,768 | $8,606 | $65,162 | $65,162 |
| LEASEHOLD IMPROVEMENT | $14,491 | $9,781 | $4,710 | $4,710 |
| LEASEHOLD IMPROVEMENT | $13,591 | $8,267 | $5,324 | $5,324 |
| LEASEHOLD IMPROVEMENT | $217,987 | $66,302 | $151,685 | $151,685 |
| BUILDING | $4,723,800 | $1,917,781 | $2,806,019 | $2,806,019 |
| LAND | $851,919 | $0 | $851,919 | $851,919 |
| AC CHILLER | $129,973 | $2,808 | $127,165 | $127,165 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MARTIN CURRIE SMA-SHARES SERIES EM FUND CLASS NL | FMV | $140,410 | $140,410 |
| CS BATESVILLE LLC | FMV | $5,133,943 | $5,133,943 |
| CASH ALTERNATIVES # 59693 | FMV | $10,132 | $10,132 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (22 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE FURNITURE | $93,649 | $93,649 | $0 | $0 |
| OFFICE FURNITURE | $8,106 | $8,106 | $0 | $0 |
| COMPUTERS & EQUIPMENT | $4,426 | $4,426 | $0 | $0 |
| OFFICE FURNITURE | $1,612 | $1,380 | $232 | $232 |
| COMPUTERS & EQUIPMENT | $3,299 | $3,299 | $0 | $0 |
| COMPUTERS & EQUIPMENT | $1,664 | $1,664 | $0 | $0 |
| PRODUCTION EQUIPMENT | $1,924 | $1,641 | $283 | $283 |
| PRODUCTION EQUIPMENT | $1,813 | $1,425 | $388 | $388 |
| COMPUTERS & EQUIPMENT | $2,698 | $1,755 | $943 | $943 |
| COMPUTERS & EQUIPMENT | $3,449 | $1,035 | $2,414 | $2,414 |
| COMPUTERS & EQUIPMENT | $3,449 | $1,035 | $2,414 | $2,414 |
| COMPUTERS & EQUIPMENT | $2,699 | $810 | $1,889 | $1,889 |
| COMPUTERS & EQUIPMENT | $2,699 | $810 | $1,889 | $1,889 |
| COMPUTERS & EQUIPMENT | $2,699 | $810 | $1,889 | $1,889 |
| OFFICE FURNITURE | $1,641 | $351 | $1,290 | $1,290 |
| OFFICE FURNITURE | $382 | $83 | $299 | $299 |
| OFFICE FURNITURE | $344 | $74 | $270 | $270 |
| OFFICE FURNITURE | $176,858 | $12,633 | $164,225 | $164,225 |
| COMPUTERS & EQUIPMENT | $50,730 | $5,073 | $45,657 | $45,657 |
| COMPUTERS & EQUIPMENT | $55,462 | $5,546 | $49,916 | $49,916 |
| COMPUTERS & EQUIPMENT | $145,975 | $7,299 | $138,676 | $138,676 |
| LEASEHOLD IMPROVEMENT | $1,218,866 | $28,918 | $1,189,948 | $1,189,948 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,887 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,887 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (8 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST/DIVIDEND | $38,843 | $42,409 | $42,409 |
| DUE FROM MANAGING AGENT | $76,464 | $39,700 | $39,700 |
| DEFERRED TENANT IMPROVEMENT | $97,151 | $111,019 | $111,019 |
| DEFERRED LEASING COMM, NET | $122,384 | $137,078 | $137,078 |
| DUE FROM TENANT/RENT RECEIVABLE | $183,128 | $353,542 | $353,542 |
| OPERATING RIGHT-OF-USE ASSET | $4,872,227 | $3,510,201 | $3,510,201 |
| BEQUEST RECEIVABLE | $135,573,715 | $134,749,510 | $134,749,510 |
| OTHER RECEIVABLES | $0 | $189,831 | $189,831 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSS ON BEQUEST RECEIVABLE | Desc |
| Amt | $824,205 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (53 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LEVITT PAVILION PROGRAM EXPS | $1,135,247 | $0 | $0 | $1,135,247 |
| COMPUTER AND INTERNET EXPENSES | $88,470 | $0 | $0 | $88,470 |
| DUES AND SUBSCRIPTIONS | $25,521 | $0 | $0 | $25,521 |
| FORGIVENESS OF CHARITABLE LOAN | $100,000 | $0 | $0 | $0 |
| INSURANCE | $31,593 | $0 | $0 | $31,593 |
| OFFICE EXPENSES | $100,009 | $0 | $0 | $100,009 |
| STAFF DEVELOPMENT | $110,928 | $0 | $0 | $110,928 |
| TELEPHONE | $8,825 | $0 | $0 | $8,825 |
| MISCELLANEOUS | $24,471 | $0 | $0 | $19,733 |
| AMORTIZATION OF BOND PREMIUM | $34,459 | $34,459 | $0 | $0 |
| ADR FEES | $1,178 | $1,178 | $0 | $0 |
| AMORTIZATION | $38,002 | $38,002 | $38,002 | $0 |
| CLEANING | $25,604 | $25,604 | $25,604 | $0 |
| EXTERMINATING | $885 | $885 | $885 | $0 |
| FIRE&PROTECTION | $8,936 | $8,936 | $8,936 | $0 |
| INSURANCE | $8,789 | $8,789 | $8,789 | $0 |
| LANDSCAPE | $6,242 | $6,242 | $6,242 | $0 |
| MANAGEMENT FEES | $15,558 | $15,558 | $15,558 | $0 |
| MISCELLANEOUS | $2,460 | $2,460 | $2,460 | $0 |
| PROPERTY RENT | $5,400 | $5,400 | $5,400 | $0 |
| REPAIRS | $107,344 | $107,344 | $107,344 | $0 |
| SUPPLIES | $242 | $242 | $242 | $0 |
| TAXES | $34,539 | $34,539 | $34,539 | $0 |
| UTILITIES | $61,544 | $61,544 | $61,544 | $0 |
| WASTE MANAGEMENT | $3,416 | $3,416 | $3,416 | $0 |
| LOSS ON SALE OF FIXED ASSET | $38,623 | $38,623 | $38,623 | $0 |
| LEGAL SETTLEMENTS | $70,000 | $70,000 | $70,000 | $0 |
| PROFESSIONAL FEES | $2,000 | $2,000 | $2,000 | $0 |
| AMORTIZATION | $23,651 | $23,651 | $23,651 | $0 |
| CLEANING | $21,578 | $21,578 | $21,578 | $0 |
| CONTRACT LABOR | $403 | $403 | $403 | $0 |
| EXTERMINATING | $575 | $575 | $575 | $0 |
| FIRE & PROTECTION | $3,146 | $3,146 | $3,146 | $0 |
| INSURANCE | $5,151 | $5,151 | $5,151 | $0 |
| LANDSCAPE | $210 | $210 | $210 | $0 |
| MANAGEMENT FEES | $6,454 | $6,454 | $6,454 | $0 |
| MISCELLANEOUS | $2,718 | $2,718 | $2,718 | $0 |
| REPAIRS | $55,474 | $55,474 | $55,474 | $0 |
| SNOW REMOVAL | $12,215 | $12,215 | $12,215 | $0 |
| TAXES | $55,385 | $55,385 | $55,385 | $0 |
| UTILITIES | $40,508 | $40,508 | $40,508 | $0 |
| WASTE MANAGEMENT | $2,381 | $2,381 | $2,381 | $0 |
| BANK AND FILING FEES | $181 | $181 | $181 | $0 |
| CONTRACT LABOR | $43,357 | $43,357 | $43,357 | $0 |
| EXTERMINATING | $1,650 | $1,650 | $1,650 | $0 |
| FIRE & PROTECTION | $2,234 | $2,234 | $2,234 | $0 |
| INSURANCE | $9,611 | $9,611 | $9,611 | $0 |
| LANDSCAPE | $17,476 | $17,476 | $17,476 | $0 |
| LEGAL AND OTHER PROFESSIONAL FEES | $155 | $155 | $155 | $0 |
| REPAIRS | $50,133 | $50,133 | $50,133 | $0 |
| SNOW REMOVAL | $8,095 | $8,095 | $8,095 | $0 |
| TAXES | $16,256 | $16,256 | $16,256 | $0 |
| WASTE MANAGEMENT | $9,690 | $9,690 | $9,690 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME (CS BATESVILLE LLC) | Desc |
| Revenue And Expenses Per Books | $339,375 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $339,375 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN | Desc |
| Amt | $1,644,609 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| TENANT DEPOSITS | $28,638 | $45,555 |
| SHORT-TERM OPERATING LEASE LIABILITY | $209,629 | $416,984 |
| LONG-TERM OPERATING LEASE LIABILITY | $5,005,334 | $4,283,971 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS OF THE LEVITT PAVILION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Loan Original | $2,500,000 | LoanOriginalAmt |
| Balance Due | $1,250,000 | BalanceDueAmt |
| Note | 2013-04 | NoteDt |
| Loan Maturity | 2033-04 | LoanMaturityDt |
| Interest | 3.000000000000 | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | CHARITABLE | LoanPurposeTxt |
| Lender Consideration | NONE | LenderConsiderationDesc |
| Consideration FMV | $0 | ConsiderationFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEES | $90,904 | $90,904 | $0 | $0 |
| OUTREACH AND CONSULTING FEES | $279,339 | $0 | $0 | $279,339 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $3,794 | $3,794 | $0 | $0 |
| EXCISE TAX EXPENSE | $20,155 | $0 | $0 | $0 |