NOEL AND HARRIETTE LEVINE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NOEL AND HARRIETTE LEVINE FOUNDATION INC (EIN 13-4074336)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-08
- IRS object ID
- 202241899349100804
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-08T12:10:28-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 506 CARNEGIE CENTER 400 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134074336 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Noel and Harriette Levine Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DENISE SAUL | InCareOfNm |
| Business Name Control | NOEL | BusinessNameControlTxt |
| Phone | 2123719255 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Saul Partners 9 57th St 3405 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENISE SAUL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2123719255 | PhoneNum |
| Signature | 2022-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DENISE | PersonFirstNm |
| Person Last | SAUL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HAL R TERR CPA | PreparerPersonNm |
| PTIN | P00360976 | PTIN |
| Phone | 6095201188 | PhoneNum |
| Preparation | 2022-06-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,311,037 | 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 | $1,374 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $207,366 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $207,366 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $131,450 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $131,450 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,410 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,462,141 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $161,491 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,102 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,102 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $359,702 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $501,409 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $7,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,863 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,862 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $17,342 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,592 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $750 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $823 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $786 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,890 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,492 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,398 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,535,134 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,535,134 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,561,024 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,492 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,540,532 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,201,322 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $494,917 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,457,222 | CashBOYAmt |
| Cash EOY | $112,523 | CashEOYAmt |
| Cash EOYFMV | $112,523 | CashEOYFMVAmt |
| US Government Obligations BOY | $6,720,365 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,025,716 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,247,454 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,914,104 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,569,676 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,356,783 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,562,888 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,519,179 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,594,277 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $729 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,655,308 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,227,094 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,311,037 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $750 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $750 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $17,654,557 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,227,094 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,654,557 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,227,094 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,655,307 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,227,094 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,654,557 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,201,322 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,453,235 | SubtotalAmt |
| Other Decreases | $1,226,141 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,227,094 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| .663 SHS CANADIAN PACIFIC RAILWAY LTD - CIL | 2020-01-01 | 2021-12-24 | $47 | $0 | $47 | $47 |
| JPMORGAN CAPITAL GAIN DISTRIBTUIONS | 2020-01-01 | 2021-12-31 | $40 | $0 | $40 | $40 |
| 140,000 BERKSHIRE HATHAWAY | 2020-01-01 | 2021-01-15 | $140,000 | $137,487 | $2,513 | $2,513 |
| 55,000 BANK OF MONTREAL | 2019-12-19 | 2021-04-13 | $55,000 | $54,743 | $257 | $257 |
| 125,000 EQUIFAX INC | 2020-01-01 | 2021-08-16 | $125,000 | $124,550 | $450 | $450 |
| 65,000 INTL LEASE FIN CORP | 2020-01-01 | 2021-04-15 | $65,000 | $67,062 | -$2,062 | -$2,062 |
| 95,000 JPMORGAN CHASE & CO. | 2020-01-01 | 2021-06-18 | $95,000 | $95,000 | ||
| 296 SHS KANSAS CITY SOUTHERN | 2020-01-01 | 2021-12-17 | $26,640 | $9,795 | $16,845 | $16,845 |
| 15,000 NATL RURAL UTIL COOP | 2019-12-19 | 2021-03-15 | $15,000 | $14,902 | $98 | $98 |
| 95,000 NORTHROP GRUNMAN CORP | 2019-12-19 | 2021-03-24 | $98,265 | $94,089 | $4,176 | $4,176 |
| 185,000 PACCAR FINL CORP | 2020-01-01 | 2021-05-10 | $185,000 | $184,952 | $48 | $48 |
| 90,000 TOYOTA MTR CR CORP | 2019-12-19 | 2021-04-13 | $90,000 | $89,964 | $36 | $36 |
| 568,000 US TREAS 1.875% | 2020-01-01 | 2021-11-30 | $570,106 | $563,282 | $6,824 | $6,824 |
| 446,000 US TREAS 2% | 2020-01-01 | 2021-12-13 | $459,823 | $436,179 | $23,644 | $23,644 |
| 638,000 US TREAS 1.625% | 2020-01-01 | 2021-12-13 | $649,849 | $586,260 | $63,589 | $63,589 |
| 601,000 US TREAS 2% | 2020-01-01 | 2021-12-13 | $623,783 | $608,526 | $15,257 | $15,257 |
| 250,000 US TREAS 2.25% | 2019-12-19 | 2021-12-13 | $263,588 | $233,859 | $29,729 | $29,729 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $161,491 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,879 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,879 | SubtotalAmt |
| Tax Based On Investment Income | $6,879 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,002 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $14,602 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $12 | EsPenaltyAmt |
| Overpayment | $7,711 | OverpaymentAmt |
| Applied To ES Tax | $7,711 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENISE SAUL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123719255 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 W 57TH ST SUITE 3405 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Denise Saul | ||||||||
| c/o Saul Partners 9 57th St | New York | NY | 10019 | Director | 10.0 | $0 | $0 | $0 |
| Jennifer Saul Rich | ||||||||
| c/o Saul Partners 9 57th St | New York | NY | 10019 | Director | 10.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,217,883 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $536,680 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,754,563 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,754,563 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $266,318 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,488,245 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $874,412 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $874,412 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,879 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,879 | TotalTaxAmt |
| Distributable Before Adj | $867,533 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $867,533 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $867,533 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,540,532 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,540,532 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $867,533 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,046 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $2,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,413,654 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,643,723 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,060,423 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,540,532 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $867,533 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,672,999 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,733,422 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,046 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,732,376 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,000 | ExcessFromYear3Amt |
| Excess From Year2 | $5,413,654 | ExcessFromYear2Amt |
| Excess From Year1 | $1,643,723 | ExcessFromYear1Amt |
| Excess From Current Year | $3,672,999 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Asia Society | ||||||
| 725 Park Avenue | New York | NY | 10021 | PC | UNRESTRICTED GRANT | $100,000 |
| American Friends of the Israel Museum | ||||||
| 545 5th Avenue 920 | New York | NY | 10017 | PC | UNRESTRICTED GRANT | $4,435,134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,535,134 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $207,366 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $131,450 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,410 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN EXCHANGE GAIN/LOSS | Desc |
| Exclusion | 24 | ExclusionCd |
| Exclusion | $1,102 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $358,328 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $358,328 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECIEVABLE | Desc |
| BOY Book Value | $729 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $1,226,141 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $37 | $37 | |
| CT CORP FEES | $786 | $786 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Foreign Exchange Gain/Loss | Desc |
| Revenue And Expenses Per Books | $1,102 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,102 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| NYS FILING FEES | $750 | $750 | |
| EXCISE TAX | $14,000 | ||
| FOREIGN TAX PAID | $2,592 | $2,592 |
Comments