DR JOHN S LEVY FOUNDATION TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DR JOHN S LEVY FOUNDATION TR (EIN 82-6689237)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349102043
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T10:26:02-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472517893 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEERS HAMERMAN COHEN & BURGER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 234 CHURCH STREET | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 826689237 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR JOHN S LEVY FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRJO | BusinessNameControlTxt |
| Phone | 2032858545 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 179 SUNRISE HILL CIRCLE | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06477 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN S LEVY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2032858545 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC RAVID | PreparerPersonNm |
| PTIN | P00012208 | PTIN |
| Phone | 2037876527 | PhoneNum |
| Preparation | 2024-11-11 | PreparationDt |
| 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 | $250,112 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,460 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,460 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,006 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $103,941 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,006 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $41,466 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,466 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,191 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,191 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $677 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $145 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,766 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,766 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,634 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,102 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,481 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,481 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,115 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,102 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,481 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,649 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,364 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,255 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,849 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,849 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $92,292 | CorporateStockBOYAmt |
| Corporate Stock EOY | $66,407 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $134,481 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $117,985 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $77,627 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $75,782 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $223,532 | TotalAssetsBOYAmt |
| Total Assets EOY | $183,883 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $250,112 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $223,532 | RetainedEarningBOYAmt |
| Retained Earning EOY | $183,883 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $223,532 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $183,883 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $223,532 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $183,883 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $223,532 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,649 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $183,883 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $183,883 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS US CORE EQTY 1 INST / CUSIP: XXX-XX-XXXX / SYMBOL: D | 2018-09-11 | 2023-04-17 | $4,317 | $3,389 | $928 | $928 |
| DIMENSIONAL FUND ADVISORS US CORE EQTY 1 INST / CUSIP: XXX-XX-XXXX / SYMBOL: D | 2018-09-11 | 2023-07-13 | $4,060 | $2,957 | $1,103 | $1,103 |
| DIMENSIONAL FUND ADVISORS EMRG MKTS CORE EQTY INST / CUSIP: XXX-XX-XXXX / SYMB | 2019-01-25 | 2023-04-17 | $782 | $749 | $33 | $33 |
| DIMENSIONAL FUND ADVISORS EMRG MKTS CORE EQTY INST / CUSIP: XXX-XX-XXXX / SYMB | 2019-01-25 | 2023-07-13 | $934 | $867 | $67 | $67 |
| DIMENSIONAL FUND ADVISORS ONE-YEAR FIXED INCOME INST / CUSIP: XXX-XX-XXXX / SY | 2018-07-13 | 2023-04-17 | $1,989 | $2,013 | -$24 | -$24 |
| DIMENSIONAL FUND ADVISORS ONE-YEAR FIXED INCOME INST / CUSIP: XXX-XX-XXXX / SY | 2018-07-13 | 2023-07-13 | $1,197 | $1,208 | -$11 | -$11 |
| DIMENSIONAL ETF TR US MARKETWIDE VALUE ETF / CUSIP: 25434V724 / SYMBOL: DFUV | 2020-03-26 | 2023-04-17 | $2,602 | $1,662 | $940 | $940 |
| DIMENSIONAL ETF TR US MARKETWIDE VALUE ETF / CUSIP: 25434V724 / SYMBOL: DFUV | 2020-03-26 | 2023-07-13 | $1,966 | $1,209 | $757 | $757 |
| DOUBLELINE FUNDS TOTAL RET BOND I / CUSIP: XXX-XX-XXXX / SYMBOL: DBLTX | 2019-01-25 | 2023-04-17 | $2,441 | $2,854 | -$413 | -$413 |
| DOUBLELINE FUNDS TOTAL RET BOND I / CUSIP: XXX-XX-XXXX / SYMBOL: DBLTX | 2019-01-25 | 2023-07-13 | $567 | $667 | -$100 | -$100 |
| MATTHEWS INTERNATIONAL FUNDS ASIAN GROWTH & INCOME INST / CUSIP: XXX-XX-XXXX / | 2018-10-12 | 2023-04-17 | $2,127 | $2,518 | -$391 | -$391 |
| MATTHEWS INTERNATIONAL FUNDS ASIAN GROWTH & INCOME INST / CUSIP: XXX-XX-XXXX / | 2018-10-12 | 2023-07-13 | $1,007 | $1,156 | -$149 | -$149 |
| MICROSOFT CORP COM / CUSIP: XXX-XX-XXXX / SYMBOL: MSFT | 2016-02-29 | 2023-04-17 | $573 | $101 | $472 | $472 |
| MICROSOFT CORP COM / CUSIP: XXX-XX-XXXX / SYMBOL: MSFT | 2016-02-29 | 2023-07-13 | $3,410 | $507 | $2,903 | $2,903 |
| PIMCO ETF TRUST ENHAN SHRT MA AC ETF / CUSIP: 72201R833 / SYMBOL: MINT | 2019-09-09 | 2023-04-17 | $1,487 | $1,524 | -$37 | -$37 |
| PIMCO ETF TRUST ENHAN SHRT MA AC ETF / CUSIP: 72201R833 / SYMBOL: MINT | 2019-09-09 | 2023-07-13 | $1,792 | $1,829 | -$37 | -$37 |
| UNITEDHEALTH GROUP INC COM / CUSIP: 91324P102 / SYMBOL: UNH | 2014-08-13 | 2023-04-17 | $1,006 | $162 | $844 | $844 |
| VANGUARD FTSE DEVELOPED MKTS ETF / CUSIP: XXX-XX-XXXX / SYMBOL: VEA | 2019-01-25 | 2023-04-17 | $2,992 | $2,569 | $423 | $423 |
| VANGUARD FTSE DEVELOPED MKTS ETF / CUSIP: XXX-XX-XXXX / SYMBOL: VEA | 2019-01-25 | 2023-07-13 | $1,707 | $1,423 | $284 | $284 |
| VANGUARD SMALL CP ETF / CUSIP: XXX-XX-XXXX / SYMBOL: VB | 2019-01-25 | 2023-04-17 | $564 | $437 | $127 | $127 |
| VANGUARD SMALL CP ETF / CUSIP: XXX-XX-XXXX / SYMBOL: VB | 2019-01-25 | 2023-07-13 | $2,259 | $1,603 | $656 | $656 |
| SPDR GOLD TRUST GOLD SHS ETF / CUSIP: 78463V107 / SYMBOL: GLD | 2019-09-09 | 2023-04-17 | $2,410 | $1,840 | $570 | $570 |
| TD UNDERTERMINED COST BASIS FACTOR | 2023-06-30 | 2023-12-31 | $31 | $31 | $0 | $0 |
| 57DFAEMERGINGMARKETSCOREEQUIT DFCEX | 2019-01-25 | 2023-12-21 | $1,253 | $1,183 | $70 | $70 |
| 628DFAONE-YEARFIXED-INCOMEDFIHX | 2019-01-25 | 2023-12-14 | $6,379 | $6,442 | -$63 | -$63 |
| 211DFAUSCOREEQUITY1DFEOX | 2018-09-11 | 2023-12-14 | $7,540 | $5,245 | $2,295 | $2,295 |
| 195 DIMENSIONAL US DFUV | 2020-03-26 | 2023-12-14 | $7,209 | $4,210 | $2,999 | $2,999 |
| 322 DOUBLELINE TOTAL RETURN BOND DBLTX | 2019-01-25 | 2023-12-21 | $2,841 | $3,345 | -$504 | -$504 |
| 167 MATTHEWS ASIAN GROWTH AND INCOME MICSX | 2019-01-25 | 2023-12-21 | $2,045 | $2,521 | -$476 | -$476 |
| MICROSOFT CORP COM / CUSIP: XXX-XX-XXXX / SYMBOL: MSFT | 2016-02-29 | 2023-12-21 | $2,232 | $304 | $1,928 | $1,928 |
| PIMCO ENHANCED SHRT MINT | 2019-09-09 | 2023-12-21 | $3,403 | $3,455 | -$52 | -$52 |
| UNITEDHEALTH GROUP INC COM / CUSIP: 91324P102 / SYMBOL: UNH | 2014-08-13 | 2023-12-14 | $21,370 | $3,245 | $18,125 | $18,125 |
| VANGUARD FTSE DEVELOPED MKTS ETF / CUSIP: XXX-XX-XXXX / SYMBOL: VEA | 2019-01-25 | 2023-12-21 | $3,211 | $2,688 | $523 | $523 |
| VANGUARD SMALL CP ETF / CUSIP: XXX-XX-XXXX / SYMBOL: VB | 2019-01-25 | 2023-12-21 | $2,533 | $1,748 | $785 | $785 |
| SPDR GOLD TRUST GOLD SHS ETF / CUSIP: 78463V107 / SYMBOL: GLD | 2023-12-21 | $1,705 | $1,274 | $431 | $431 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,006 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $505 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $505 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $505 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $29 | EsPenaltyAmt |
| Tax Due | $534 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 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 | DR JOHN LEVY | IndividualWithBooksNm |
| Phone | 2032858545 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 179 SUNRISE HILL CIRCLE | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06477 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR JOHN S LEVY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 179 SUNRISE HILL CIRCLE | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06477 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $262,746 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,067 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $273,813 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $273,813 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,107 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $269,706 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,485 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,485 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $505 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $505 | TotalTaxAmt |
| Distributable Before Adj | $12,980 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,980 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,980 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,481 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $75,481 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,980 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $71,704 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $39,910 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,939 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $61,100 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $47,262 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $255,915 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,481 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,980 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $62,501 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $318,416 | 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 | $71,704 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $246,712 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $39,910 | ExcessFromYear4Amt |
| Excess From Year3 | $35,939 | ExcessFromYear3Amt |
| Excess From Year2 | $61,100 | ExcessFromYear2Amt |
| Excess From Year1 | $47,262 | ExcessFromYear1Amt |
| Excess From Current Year | $62,501 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DR JOHN S LEVY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADL CONNECTICUT | |||||||
| 1000 LAFAYETTE BLVD | BRIDGEPORT | CT | 06604 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $5,000 | |
| ADL CONNECTICUT | |||||||
| 1000 LAFAYETTE BLVD | BRIDGEPORT | CT | 06604 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $10,000 | |
| ADL CONNECTICUT | |||||||
| 1000 LAFAYETTE BLVD | BRIDGEPORT | CT | 06604 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $10,000 | |
| CENTRAL CT COAST YMCA | |||||||
| 1240 CHAPEL ST | NEW HAVEN | CT | 06511 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $250 | |
| CHABAD OF ORANGE | |||||||
| 291 DERBY AVE | ORANGE | CT | 06477 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $500 | |
| CHAPEL HAVEN | |||||||
| 1040 WHALLEY AVE | NEW HAVEN | CT | 06515 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $250 | |
| CURE RARE DISEASE | |||||||
| 4 RESEARCH DR | WOODBRIDGE | CT | 06525 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,000 | |
| DISCOVERY TO CURE FOUNDATION | |||||||
| 179 SUNRISE HILL CIRCLE | ORANGE | CT | 06477 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $5,000 | |
| FBI NEW HAVEN CITIZENS ACAD ASSC | |||||||
| 70 WASHINGTON AVE STE 933 | NORTH HAVEN | CT | 06473 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $55 | |
| FBI NEW HAVEN CITIZENS ACAD ASSC | |||||||
| 70 WASHINGTON AVE STE 933 | NORTH HAVEN | CT | 06473 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,000 | |
| FOOD2KIDZ | |||||||
| 34 WEST MAIN ST | MILFORD | CT | 06460 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $500 | |
| GOODWILL | |||||||
| 432 WASHINGTON AVE | NORTH HAVEN | CT | 06473 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $250 | |
| JEWISH FEDERATION-NEW HAVEN | |||||||
| 360 AMITY RD | WOODBRIDGE | CT | 06525 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $5,000 | |
| JEWISH FEDERATION-PJ LIBRARY | |||||||
| 360 AMITY RD | WOODBRIDGE | CT | 06515 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $5,000 | |
| JONATHAN LAW HIGH SCHOOL | |||||||
| 20 LANSDALE RD | MILFORD | CT | 06460 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $150 | |
| KEEP MILFORD WARM | |||||||
| 34 WEST MAIN ST | MILFORD | CT | 06460 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $500 | |
| LEAP | |||||||
| 31 JEFFERSON ST | NEW HAVEN | CT | 06511 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,000 | |
| LUSTGARTEN FOUNDATION | |||||||
| 415 CROSSWAYS PARK DRIVE | WOODBURY | NY | 11797 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $250 | |
| MCS OF CONNECTICUT | |||||||
| MASONIC CARE 22 MASONIC AVE | WALLINGFORD | CT | 06492 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $500 | |
| NILMDTS | |||||||
| PO BOX 621669 | LITTLETON | CO | 80162 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $150 | |
| ORANGE ROTARY | |||||||
| PO BOX 894 | ORANGE | CT | 06477 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $100 | |
| SABINA DOLAN TRUST | |||||||
| 400 ORANGE ST | NEW HAVEN | CT | 06511 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,000 | |
| SOCIETY ST MARY MADDALANA | |||||||
| 123 WOOSTER ST | NEW HAVEN | CT | 06511 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $150 | |
| SOUTHERN CT HEBREW ACADEMY | |||||||
| 261 DERBY AVE | ORANGE | CT | 06477 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $5,000 | |
| SOUTHERN CT HEBREW ACADEMY | |||||||
| 261 DERBY AVE | ORANGE | CT | 06477 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $500 | |
| SOUTHERN CT HEBREW ACADEMY | |||||||
| 261 DERBY AVE | ORANGE | CT | 06477 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $5,000 | |
| ST MARTIN DE PORRES ACADEMY | |||||||
| 208 COLUMBUS AVE | NEW HAVEN | CT | 06519 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $5,000 | |
| ST MARY SCHOOL | |||||||
| 72 GULF ST | MILFORD | CT | 06460 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $500 | |
| ST MARY SCHOOL | |||||||
| 72 GULF ST | MILFORD | CT | 06460 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,000 | |
| TEMPLE BETH SHOLOM | |||||||
| 1809 WHITNEY AVE | HAMDEN | CT | 06517 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,746 | |
| TEMPLE BETH SHOLOM | |||||||
| 1809 WHITNEY AVE | HAMDEN | CT | 06517 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $2,000 | |
| TEMPLE EMANUEL OF GREATER NEW HAVEN | |||||||
| 150 DERBY AVE | ORANGE | CT | 06477 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $750 | |
| TOMMY FUND | |||||||
| YALE NH CHILDRENS HOSPITAL 1 PARK | NEW HAVEN | CT | 06510 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,000 | ST |
| WILBUR CROSS HIGH SCHOOL | |||||||
| 181 MITCHELL DR | NEW HAVEN | CT | 06511 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $130 | |
| YALE- DISCOVERY TO CURE | |||||||
| YALE SCHOOL OF MEDICINE PO BOX | NEW HAVEN | CT | 06520 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $250 | 208063 |
| YALE- DISCOVERY TO CURE | |||||||
| YALE SCHOOL OF MEDICINE PO BOX | NEW HAVEN | CT | 06520 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $5,000 | 208063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,481 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,460 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,006 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $41,466 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,466 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,191 | Amt |
| Net Investment Income | $3,191 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $66,407 | EOYBookValueAmt |
| EOYFMV | $134,481 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $77,627 | BookValueAmt |
| EOYFMV | $75,782 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $1,766 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,766 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TD AMERITRADE FOREIGN TAX | $25 | $25 | $0 |
| SCHWAB FOREIGN TAX | $120 | $120 | $0 |
| EXCISE TAX | $532 | $0 | $0 |
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