BETA

MICHAEL AND ANDREA LEVEN FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MICHAEL AND ANDREA LEVEN FAMILY FOUNDATION (EIN 27-4093841)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-08-29
IRS object ID
202302419349100315
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-08-29T13:25:28-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-08-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMichaelPersonFirstNm
Person LastLevenPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$191,459FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,227,008ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$337InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$337InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$81,295DividendsRevAndExpnssAmt
Dividends Net Invst Incm$81,295DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$726OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$2,309,366TotalRevAndExpnssAmt
Total Net Invst Incm$81,632TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Expenses Rev And Expnss$8,583OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$8,583OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,583TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,583TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,326,380ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,326,380ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,334,963TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,334,963TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$25,597ExcessRevenueOverExpensesAmt
Net Investment Income$81,632NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$92,785SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$67,044SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$67,044SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$60,353CorporateStockBOYAmt
Corporate Stock EOY$60,497CorporateStockEOYAmt
Corporate Stock EOYFMV$24,631CorporateStockEOYFMVAmt
Other Investments BOY$202,860OtherInvestmentsBOYAmt
Other Investments EOY$202,860OtherInvestmentsEOYAmt
Other Investments EOYFMV$99,784OtherInvestmentsEOYFMVAmt
Total Assets BOY$355,998TotalAssetsBOYAmt
Total Assets EOY$330,401TotalAssetsEOYAmt
Total Assets EOYFMV$191,459TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$355,998RetainedEarningBOYAmt
Retained Earning EOY$330,401RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$355,998TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$330,401TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$355,998TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$330,401TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$355,998TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$25,597ExcessRevenueOverExpensesAmt
Subtotal$330,401SubtotalAmt
Tot Net Ast Or Fund Balances EOY$330,401TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,135InvestmentIncomeExciseTaxAmt
Subtotal$1,135SubtotalAmt
Tax Based On Investment Income$1,135TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,565EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$2,565TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$1,430OverpaymentAmt
Applied To ES Tax$1,430AppliedToESTaxAmt

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 Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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$27,085AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$101,908AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$99,784FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$228,777TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$228,777AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,432CashDeemedCharitableAmt
Net Vl Noncharitable Assets$225,345NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,267MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,267MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,135TaxBasedOnInvestmentIncomeAmt
Total Tax$1,135TotalTaxAmt
Distributable Before Adj$10,132DistributableBeforeAdjAmt
Distributable Before Ded$10,132DistributableBeforeDedAmt
Distributable As Adjusted$10,132DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,334,963ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$2,334,963QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,132DistributableAsAdjustedAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Excess Distribution Cyov Yr5$3,928,835ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,396,754ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,935,408ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,482,666ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,075,651ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$16,819,314TotalExcessDistributionCyovAmt
Qualifying Distributions$2,334,963QualifyingDistributionsAmt
Applied To Current Year$10,132AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,324,831RemainingDistriFromCorpusAmt
Total Corpus$19,144,145TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$3,928,835ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$15,215,310ExcessDistriCyovToNextYrAmt
Excess From Year4$4,396,754ExcessFromYear4Amt
Excess From Year3$3,935,408ExcessFromYear3Amt
Excess From Year2$3,482,666ExcessFromYear2Amt
Excess From Year1$1,075,651ExcessFromYear1Amt
Excess From Current Year$2,324,831ExcessFromCurrentYearAmt
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 (28 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 Leadership Institute$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 Project$100,000
BIRTHRIGHT ISRAEL FOUNDATION
711 3RD AVE 10TH FLNEW YORKNY10017N/APCAnnual Campaign$200,000
BNAI BRITH YOUTH ORGANIZATION INC
800 8TH ST NWWASHINGTONDC20001N/APCTo Implement the Leven Global Leadership Academy$100,000
BOSTON LATIN SCHOOL ASSOCIATION
27 SCHOOL ST STE 300BOSTONMA02108N/APCLeven Athletics Fund$37,880
CAPITAL RESEARCH CENTER
1513 16TH NW STWASHINGTONDC20036N/APCSoros Project$62,500
CENTER FOR ENTREPRENEURIAL JEWISH PHILANTHROPY
435 STRATTON RDNEW ROCHELLENY10804N/APCGeneral & Unrestricted$150,000
CHAI LIFELINE INC
151 WEST 30TH ST 7TH FLNEW YORKNY10001N/APCTo Fund a New 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
FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC
PO BOX 33249WASHINGTONDC20033N/APCFDD'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 ICharitable Event$100,000
INSTITUTE FOR HUMANE STUDIES
PO BOX 45951BALTIMOREMD21297N/APCDirector of Placement Strategy Fund$100,000
ISRAEL EMERGENCY ALLIANCE - STANDWITHUS
PO BOX 341069LOS ANGELESCA90034N/APCAlums for Campus Fairness$25,000
JEWISH COUNCIL FOR PUBLIC AFFAIRS
25 BROADWAYNEW YORKNY10004N/APCEmerging Leaders Program$50,000
JEWISH EDUCATIONAL LOAN FUND INC
6065 ROSWELL RD STE 740ATLANTAGA30328N/APCAnnual Campaign$50,000
KINGS COLLEGE
56 BROADWAYNEW YORKNY10004N/APCMichael and Andrea Leven Family Foundation Scholarship fund$30,000
MOISHE HOUSE
441 SAXONY RD BARN 2ENCINITASCA92024N/APC2022 Moishe House Pods$75,000
OHR YISROEL OF BERGEN COUNTY INC
40 REID AVEPASSAICNJ07055N/APCexecutive officer name fund$100,000
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
P E F ISRAEL ENDOWMENT FUNDS INC
630 THIRD AVE 15TH FLOORNEW YORKNY10017N/APCconstruction of the Study Center at Hadassah College$125,000
SHABBAT PROJECT INC
228 PARK AVE SOUTH STE 77191NEW YORKNY10003N/APCOneTable Friday night Shabbat dinners$50,000
SHALOM LEARNING INC
6900 WISCONSIN AVE SUITER 200BETHESDAMD20815N/APCGeneral & Unrestricted$25,000
STUDENTS SUPPORTING ISRAEL
3131 FERNBROOK LN N STE 223PLYMOUTHMN55447N/APCGeneral & Unrestricted$75,000
THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND
PO BOX 61075NEW ORLEANSLA70161N/APCTo Establish the Newt Gingrich Collection Fund$100,000
THE JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMER
1101 14TH ST NW STE 1030WASHINGTONDC20005N/APCU.S.-Israel Security project$75,000
YEHUDI INC
3790 ROYAL PALM AVEMIAMI BEACHFL33140N/APCGeneral & Unrestricted$54,000
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$2,326,380TotalGrantOrContriPdDurYrAmt

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$337ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$81,295ExclusionAmt
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 InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFederal Tax RefundDesc
Exclusion01ExclusionCd
Exclusion$726ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$82,358ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$82,358TotalIncomeProducingActyAmt

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$2,227,008TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockHERSHA HOSPITALITY TRUSTStockNm
EOY Book Value$60,497EOYBookValueAmt
EOYFMV$24,631EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemBLACKSTONE RE DEBT STRATEGIESCategoryOrItemTxt
Book Value$202,860BookValueAmt
EOYFMV$99,784EOYFMVAmt

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, 2022, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $2,326,380. This amount represents 25% or more of the Foundation's net assets of $314,317 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2022. 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 (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$8,558$8,558
State or Local Filing Fees$25$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFederal Tax RefundDesc
Revenue And Expenses Per Books$726RevenueAndExpensesPerBooksAmt

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