DR JOHN S LEVY FOUNDATION TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DR JOHN S LEVY FOUNDATION TR (EIN 82-6689237)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-16
- IRS object ID
- 202333209349101218
- 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
- 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 | 2023-11-16T08:18:59-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | LEVY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | 2023-11-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $281,526 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,512 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,512 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,412 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $53,906 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,412 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $39,924 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,924 | 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 | $2,739 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,739 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $878 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $128 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,979 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,979 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,596 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,846 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $63,985 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $63,985 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,581 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,846 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,985 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,657 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,078 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,304 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,255 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,255 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $94,572 | CorporateStockBOYAmt |
| Corporate Stock EOY | $92,292 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $156,674 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $131,313 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $117,985 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $111,597 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $253,189 | TotalAssetsBOYAmt |
| Total Assets EOY | $223,532 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $281,526 | 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 | $253,189 | RetainedEarningBOYAmt |
| Retained Earning EOY | $223,532 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $253,189 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $223,532 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $253,189 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $223,532 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $253,189 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,657 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $223,532 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $223,532 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS US CORE EQTY INST 34.173 SH | 2018-09-11 | 2022-12-30 | $1,008 | $846 | $162 | $162 | |
| DIMENSIONAL FUND ADVISORS ONE-YEAR FIXED INCOME429.453 SH | 2018-07-13 | 2022-12-30 | $4,316 | $4,405 | -$89 | -$89 | |
| DIMENSIONAL ETF TR US MARKETWID VALUE ETF .084 SH | 2020-03-26 | 2022-05-09 | $3 | $2 | $1 | $1 | |
| DIMENSIONAL ETF TR US MARKETWID VALUE ETF 66 SH | 2020-03-26 | 2022-12-30 | $2,195 | $1,425 | $770 | $770 | |
| DOUBLELINE FUNDS TOTAL RET BOND I 73.774 SH | 2019-01-25 | 2022-12-30 | $627 | $742 | -$115 | -$115 | |
| PIMCO ETF TRUST ENHAN SHRT MA AC ETF 50 SH | 2019-09-09 | 2022-12-30 | $4,933 | $5,081 | -$148 | -$148 | |
| UNITED HEALTHCARE GROUP INC 45 SH | 2014-08-13 | 2022-06-28 | $22,805 | $3,650 | $19,155 | $19,155 | |
| UNITED HEALTHCARE GROUP INC 29 SH | 2014-08-13 | 2022-12-30 | $15,247 | $2,352 | $12,895 | $12,895 | |
| SPDR GIKD TRYST GIKD SGS ETF 7 SH | 2019-09-09 | 2022-12-30 | $1,185 | $991 | $194 | $194 | |
| CAPITAL GAINS DIVIDENDS | $1,587 | $1,587 | $1,587 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,412 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $488 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $488 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $488 | 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 | $0 | EsPenaltyAmt |
| Tax Due | $488 | 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 | $336,014 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,444 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $349,458 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $349,458 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,242 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $344,216 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,211 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,211 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $488 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $488 | TotalTaxAmt |
| Distributable Before Adj | $16,723 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,723 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,723 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,985 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $63,985 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,723 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $71,704 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $39,910 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $35,939 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $61,100 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $208,653 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $63,985 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,723 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $47,262 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $255,915 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $255,915 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $71,704 | ExcessFromYear4Amt |
| Excess From Year3 | $39,910 | ExcessFromYear3Amt |
| Excess From Year2 | $35,939 | ExcessFromYear2Amt |
| Excess From Year1 | $61,100 | ExcessFromYear1Amt |
| Excess From Current Year | $47,262 | 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADL CONNECTICUT | ||||||
| 1952 WHITNEY AVE | HAMDEN | CT | 06517 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES | $5,000 |
| CAPITAL PREP HARBOUR SCHOOL | ||||||
| 461 MILL HILL AVE | BRIDGEPORT | CT | 06610 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $600 |
| CHABAD OF ORANGE | ||||||
| 291 DERBY AVE | ORANGE | CT | 06477 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $200 |
| CONGREGATION B'NAI JACOB | ||||||
| 75 RIMMON RD | WOODBRIDGE | CT | 06525 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,120 |
| CURE RARE DISEASE | ||||||
| 4 RESEARCH DRIVE | WOODBRIDGE | CT | 06525 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,700 |
| DISCOVERY TO CURE FOUNDATION AT WAYNE STATE UNIVERSITY | ||||||
| 540 E CANFIELD | DETROIT | MI | 48201 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $5,000 |
| DISCOVERY TO CURE FOUNDATION | ||||||
| PO BOX 208063 | NEW HAVEN | CT | 06520 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $14,620 |
| DONATE LIFE CT | ||||||
| 16 MAIN ST | DURHAM | CT | 06422 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $100 |
| DONORS CHOOSE | ||||||
| PO BOX 7247 | PHILADELPHIA | PA | 191706656 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $230 |
| EZRA ACADEMY | ||||||
| 75 RIMMON RD | WOODBRIDGE | CT | 06525 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,800 |
| FOOD2KIDZ | ||||||
| 34 WEST MAIN ST | MILFORD | CT | 06460 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $400 |
| JEWISH FAMILY SERVICE | ||||||
| 1440 WHALLEY AVE | NEW HAVEN | CT | 06515 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,800 |
| LIFE HAVEN | ||||||
| 447 FERRY ST | NEW HAVEN | CT | 06513 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $500 |
| LION'S CLUB CHARITIES | ||||||
| 321 BOSTON POST RD | ORANGE | CT | 06477 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $200 |
| LUSTGARTEN FOUNDATION | ||||||
| 415 CROSSWAYS PARK DRIVE | WOODBURY | CT | 06515 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $200 |
| MADDCT | ||||||
| 339 HEMINGWAY AVE | EAST HAVEN | CT | 06512 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $250 |
| MILFORD FOOD2KIDS | ||||||
| 34 WEST MAIN ST | MILFORD | CT | 06460 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $2,500 |
| MILFORD FOOD2KIDS | ||||||
| 34 WEST MAIN ST | MILFORD | CT | 06460 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $2,400 |
| NILMDTS | ||||||
| PO BOX 621669 | LITTLETON | CO | 80162 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $175 |
| RONALD MCDONALD HOUSE | ||||||
| 860 HOWARD AVE | NEW HAVEN | CT | 06477 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,000 |
| ROTARY CLUB OF ORANGE | ||||||
| 255 BOSTON POST RD | ORANGE | CT | 06477 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $20 |
| 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. | $10,000 |
| 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. | $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. | $1,695 |
| 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. | $475 |
| 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 |
| UNIVERSITY OF CONNECTICUT HILLEL | ||||||
| 54 N EAGLEVILLE RD | STORRS | CT | 06268 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $250 |
| YALE UNIVERSITY - DISCOVERY TO CURE WALK | ||||||
| PO BOX 2038 | NEW HAVEN | CT | 605212038 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $63,985 | 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 | $5,512 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,412 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $39,924 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,924 | 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 | $2,739 | Amt |
| Net Investment Income | $2,739 | 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 | $92,292 | EOYBookValueAmt |
| EOYFMV | $156,674 | 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 | $117,985 | BookValueAmt |
| EOYFMV | $111,597 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $1,979 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,979 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TD AMERITRADE FOREIGN TAX | $128 | $128 | $0 |
| EXCISE TAX | $750 | $0 | $0 |
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