BETA

MICHAEL AND ANDREA LEVEN FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MICHAEL AND ANDREA LEVEN FAMILY FOUNDATION (EIN 27-4093841)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-11
IRS object ID
202433169349102428
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-11T16:09:54-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274093841EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Michael and Andrea Leven Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlMICHBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personmichael levenPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-11-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$70,422FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,546,218ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$438InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$438InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,205DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,205DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$30,511NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$177,764GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$100,584CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,317OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,317OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,523,667TotalRevAndExpnssAmt
Total Net Invst Incm$108,544TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$1,400TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$10,629OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,310OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$8,319OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,029TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,310TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,319TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,670,333ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,670,333ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,682,362TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,310TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,678,652TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$158,695ExcessRevenueOverExpensesAmt
Net Investment Income$106,234NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$67,044SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,299SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,299SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$60,497CorporateStockBOYAmt
Other Investments BOY$202,860OtherInvestmentsBOYAmt
Other Investments EOY$161,407OtherInvestmentsEOYAmt
Other Investments EOYFMV$60,123OtherInvestmentsEOYFMVAmt
Total Assets BOY$330,401TotalAssetsBOYAmt
Total Assets EOY$171,706TotalAssetsEOYAmt
Total Assets EOYFMV$70,422TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$330,401RetainedEarningBOYAmt
Retained Earning EOY$171,706RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$330,401TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$171,706TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$330,401TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$171,706TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$330,401TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$158,695ExcessRevenueOverExpensesAmt
Subtotal$171,706SubtotalAmt
Tot Net Ast Or Fund Balances EOY$171,706TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly-traded Securities$177,764$77,900$99,864$99,864
PASSTHROUGH K1 CAPITAL GAIN/(LOSS)$720
FieldValueIRS element (for citing)
Capital Gain Net Income$100,584CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,477InvestmentIncomeExciseTaxAmt
Subtotal$1,477SubtotalAmt
Tax Based On Investment Income$1,477TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,830EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$2,830TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$1,353OverpaymentAmt
Applied To ES Tax$1,353AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line155 WALLS DRIVE FL 3AddressLine1Txt
CityFairfieldCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Andrea Leven
FOUNDATION SOURCE 501 SILVERSIDE RDwilmingtonDE198091377VP, Dir1.0$0$0$0
Jon Leven
FOUNDATION SOURCE 501 SILVERSIDE RDwilmingtonDE198091377VP1.0$0$0$0
Michael A Leven
FOUNDATION SOURCE 501 SILVERSIDE RDwilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$20,259AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$27,755AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$60,123FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$108,137TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$108,137AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,622CashDeemedCharitableAmt
Net Vl Noncharitable Assets$106,515NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,326MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,326MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,477TaxBasedOnInvestmentIncomeAmt
Total Tax$1,477TotalTaxAmt
Distributable Before Adj$3,849DistributableBeforeAdjAmt
Distributable Before Ded$3,849DistributableBeforeDedAmt
Distributable As Adjusted$3,849DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,678,652ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$3,678,652QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,849DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$4,396,754ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,935,408ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,482,666ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,075,651ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,324,831ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$15,215,310TotalExcessDistributionCyovAmt
Qualifying Distributions$3,678,652QualifyingDistributionsAmt
Applied To Current Year$3,849AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,674,803RemainingDistriFromCorpusAmt
Total Corpus$18,890,113TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$4,396,754ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$14,493,359ExcessDistriCyovToNextYrAmt
Excess From Year4$3,935,408ExcessFromYear4Amt
Excess From Year3$3,482,666ExcessFromYear3Amt
Excess From Year2$1,075,651ExcessFromYear2Amt
Excess From Year1$2,324,831ExcessFromYear1Amt
Excess From Current Year$3,674,803ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerAndrea LevenContributingManagerNm
Contributing ManagerMichael A LevenContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALPHA EPSILON PI FOUNDATION INC
8815 WESLEYAN RDINDIANAPOLISIN46268N/APCAlpha Epsilon Pi Michael A. Leven Advanced Leaders$182,000
AMERICAN FRIENDS OF THE ISRAEL SPORT CENTER FOR TH
1 NORTHFIELD PLZ STE 300NORTHFIELDIL60093N/APCAtlanta Project: Adaptive Fitness Center and operating expenses for ISCD$100,000
AYN RAND INSTITUTE THE CENTER FOR THE ADVANCEMENT
6 HUTTON CENTRE DR STE 600SANTA ANACA92707N/APCLeven Foundation Ayn Rand Student Conference and General Operating Support of the Ayn Rand Institute$125,000
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615NEW YORKNY10087N/APCUkrainian Bus$60,000
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615NEW YORKNY10087N/APCAnnual Campaign fund$100,000
BNAI BRITH YOUTH ORGANIZATION INC
800 8TH ST NWWASHINGTONDC20001N/APCTo Implement the Leven Global Leadership Academy$100,000
BOSTON LATIN SCHOOL ASSOCIATION
300 FENWAY PALACE ROAD BLDG STEBOSTONMA02115N/APCFill the gap between what the 'Leven Athletics Fund' releases toward the Director's position and the actual expense of the position$25,000
BOSTON UNIVERSITY TRUSTEES OF BOSTON UNIVERSITY
595 COMMONWEALTH AVE STE 700 WBOSTONMA02215N/APCBoston University Hillel - To Support Jewish Graduate Students$25,000
BOSTON UNIVERSITY TRUSTEES OF BOSTON UNIVERSITY
595 COMMONWEALTH AVE STE 700 WBOSTONMA02215N/APCHillel Annual Fund$60,000
CENTER FOR ENTREPRENEURIAL JEWISH PHILANTHROPY
435 STRATTON RDNEW ROCHELLENY10804N/APCGeneral & Unrestricted$150,000
CENTRAL FUND OF ISRAEL
461 CENTRAL AVECEDARHURSTNY11516N/APCAliyah Assistance$25,000
CENTRAL FUND OF ISRAEL
461 CENTRAL AVECEDARHURSTNY11516N/APCFor the Benefit of CyberWell$20,000
CHAI LIFELINE INC
151 WEST 30TH ST 7TH FLNEW YORKNY10001N/APCTo Fund a Case Manager Position in the Southeast Region$37,500
CLAL-THE NATIONAL JEWISH CENTER FOR LEARNING AND L
440 PARK AVE SOUTHNEW YORKNY10016N/APCRabbis Without Borders, GLEAN, and Stand and See Fellowship$62,500
COMMUNIO FOUNDATION
5500 CHEROKEE AVE STE 480ALEXANDRIAVA22312N/APCGeneral & Unrestricted$50,000
FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC
PO BOX 33249WASHINGTONDC20033N/APCto support FDD's Center on Military and Political Power (CMPP) and FDD's Center on Economic and Financial Power (CEFP)$100,000
FOUNDATION OF THE HOSPITALITY SALES AND MARKETING
7918 JONES BRANCH DR STE 300MCLEANVA22102N/ASO ICentury Campaign$100,000
HEROES TO HEROES FOUNDATION
PO BOX 741577BOYNTON BEACHFL33474N/APCGeneral & Unrestricted$50,000
INTERCOLLEGIATE STUDIES INSTITUTE INC
3901 CENTERVILLE RDWILMINGTONDE19807N/APCISI Graduate, Faculty, and Alumni Program$80,000
INTERNATIONAL ISRAEL ALLIES CAUCUS FOUNDATION INC
5614 CONNECTICUT AVE NW STE 247WASHINGTONDC20015N/APCGeneral & Unrestricted$50,000
ISRAEL GLOBAL INITIATIVE FUND INC
CO ALAN SOHN 30 N LASALLE ST 20CHICAGOIL60602N/APCGeneral & Unrestricted$100,000
ISRAEL INDEPENDENCE FUND
4530 HAZLETON LNWELLINGTONFL33449N/APCGeneral & Unrestricted$20,000
JEWISH EDUCATION CENTER OF SOUTH FLORIDA INC
264 NW SPANISH RIVER BLVDBOCA RATONFL33431N/APCHospitality Room for Students in new JEC Building$30,000
JEWISH EDUCATION CENTER OF SOUTH FLORIDA INC
264 NW SPANISH RIVER BLVDBOCA RATONFL33431N/APCBilli Marcus Camp Nageela Boca Scholarship$25,000
JEWISH EDUCATIONAL LOAN FUND INC
6065 ROSWELL RD STE 740SANDY SPRINGSGA30328N/APCAnnual Campaign$50,000
JEWISH FEDERATION OF GREATER ATLANTA INC
1440 SPRING ST NWATLANTAGA30309N/APCJewish Camp Initiative$85,000
JEWISH FEDERATION OF GREATER ATLANTA INC
1440 SPRING ST NWATLANTAGA30309N/APCPartners Fund$70,000
JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC
9901 DONNA KLEIN BLVDBOCA RATONFL33428N/APCAnnual Fund$50,000
JEWISH GRADUATE STUDENT INITIATIVE INC
9315 ALCOTT ST SUITE 201LOS ANGELESCA90035N/APCGeneral & Unrestricted$25,000
JEWISH NATIONAL FUND-USA INC
42 E 69TH STNEW YORKNY10021N/APCProject in Bathsheva, Israel$200,000
JEWISH NEWS SERVICE INC
9450 SW GEMINI DR PMP 38958BEAVERTOWNOR97008N/APCJNS Studio$30,000
JEWISH UNITY INTERNATIONAL INC
1428 HOLLY LN NEATLANTAGA30329N/APCOlami Launch Program$100,000
LEADERSHIP INSTITUTE
222 6TH STKANSAS CITYMO64163N/APCMichael A. Leven Campaign & Activist Trainer for the School Board Leaders Program$108,000
MARCUS JEWISH COMMUNITY CENTER OF ATLANTA INC
5342 TILLY MILL RDATLANTAGA30338N/APCCapital Campaign$83,333
MOISHE HOUSE
441 SAXONY RD BARN 2ENCINITASCA92024N/APCMoishe Pods$25,000
MORASHA OLAMI INC
555 MADISON AVELAKEWOODNJ08701N/APCOlami Mentorship Program$250,000
OHR YISROEL OF BERGEN COUNTY INC
475 GROVE STRIDGEWOODNJ07450N/APCMichael A. Leven Rabbinic Scholar$90,000
P E F ISRAEL ENDOWMENT FUNDS INC
630 THIRD AVE 15TH FLOORNEW YORKNY10017N/APCconstruction of the Study Center at Hadassah College$125,000
P E F ISRAEL ENDOWMENT FUNDS INC
630 THIRD AVE 15TH FLOORNEW YORKNY10017N/APCMichael A. and Andrea Leven Fellowship Program at Hadassah Academic College Jerusalem$155,000
P E F ISRAEL ENDOWMENT FUNDS INC
630 THIRD AVE 15TH FLOORNEW YORKNY10017N/APCGeneral Support of IMPACT-se Operations$30,000
REUT USA
21650 OXNARD ST STE 2350WOODLAND HILLSCA91367N/APCTikkun Olam Makers$25,000
SHABBAT PROJECT INC
228 PARK AVE SOUTH STE 77191NEW YORKNY10003N/APCOne Table$100,000
SIMON WIESENTHAL CENTER INC
1399 S ROXBURY 2ND FLLOS ANGELESCA90035N/APCGeneral & Unrestricted$20,000
STANDWITHUS
6505 WILSHIRE BLVD FL 5LOS ANGELESCA90048N/APCAlums for Campus Fairness$25,000
STUDENTS SUPPORTING ISRAEL
PO BOX 46282MINNEAPOLISMN55446N/APCNational Conference$90,000
THE JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMER
1101 14TH ST NW STE 1030WASHINGTONDC20005N/APCGeneral & Unrestricted$50,000
UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA
7200 W CAMINO REAL STE 214BOCA RATONFL33433N/APCSouthern NCSY's TJJ Israel Trips$60,000
YEHUDI INC
3790 ROYAL PALM AVEMIAMI BEACHFL33140N/APCGeneral & Unrestricted$72,000
ZIONIST ORGANIZATION OF AMERICA
633 3RD AVE STE 31-BNEW YORKNY10017N/APCGeneral & Unrestricted$75,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,670,333TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$438ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,205ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$30,511ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescK-1 INC/LOSSDesc
Exclusion14ExclusionCd
Exclusion$5,317ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$22,551ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$22,551TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonLeven Michael AContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17295 Ballantrae CourtAddressLine1Txt
CityBoca RatonCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33496ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,546,218TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyMORGAN STANLEY MS, 1716 sh.NoncashPropertyDesc
Fair Market Value$146,443FairMarketValueAmt
Received2023-03-20ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemBLACKSTONE RE DEBT STRATEGIESCategoryOrItemTxt
Book Value$161,407BookValueAmt
EOYFMV$60,123EOYFMVAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationAs explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $3,670,333. This amount represents 25% or more of the Foundation's net assets of $191,459 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.ExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$8,294$8,294
Bank Charges$325$325
State or Local Filing Fees$25$25
K-1 EXP BLACKSTONE RE DEBT STG$1,985$1,985

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescK-1 Inc/Loss BLACKSTONE RE DEBT STRATEGIES IIIDesc
Revenue And Expenses Per Books$5,317RevenueAndExpensesPerBooksAmt
Net Investment Income$5,317NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2023CategoryTxt
Amt$1,400Amt

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