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MICHAEL AND ANDREA LEVEN FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MICHAEL AND ANDREA LEVEN FAMILY FOUNDATION (EIN 27-4093841)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-13
IRS object ID
202242869349101034
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-10-13T15:01:17-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-10-11SignatureDt
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)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$314,317FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$583,750ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$30InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$30InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$117,568DividendsRevAndExpnssAmt
Dividends Net Invst Incm$117,568DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$19,459NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$478,225GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$681,889TotalRevAndExpnssAmt
Total Net Invst Incm$117,598TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$1,300TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$9,779OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$9,779OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,079TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,779TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,090,012ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,090,012ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,101,091TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,099,791TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$419,202ExcessRevenueOverExpensesAmt
Net Investment Income$117,598NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$11,987SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$92,785SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$92,785SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$560,353CorporateStockBOYAmt
Corporate Stock EOY$60,353CorporateStockEOYAmt
Corporate Stock EOYFMV$26,345CorporateStockEOYFMVAmt
Other Investments BOY$202,860OtherInvestmentsBOYAmt
Other Investments EOY$202,860OtherInvestmentsEOYAmt
Other Investments EOYFMV$195,187OtherInvestmentsEOYFMVAmt
Total Assets BOY$775,200TotalAssetsBOYAmt
Total Assets EOY$355,998TotalAssetsEOYAmt
Total Assets EOYFMV$314,317TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$775,200RetainedEarningBOYAmt
Retained Earning EOY$355,998RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$775,200TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$355,998TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$775,200TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$355,998TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$775,200TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$419,202ExcessRevenueOverExpensesAmt
Subtotal$355,998SubtotalAmt
Tot Net Ast Or Fund Balances EOY$355,998TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly-traded Securities$478,225$500,000-$21,775-$21,775
CAPITAL GAIN FINAL DIST-RIVERVIEW(AIP)$2,316
FieldValueIRS element (for citing)
Capital Gain Net Income-$19,459CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,635InvestmentIncomeExciseTaxAmt
Subtotal$1,635SubtotalAmt
Tax Based On Investment Income$1,635TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$4,200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$2,565OverpaymentAmt
Applied To ES Tax$2,565AppliedToESTaxAmt

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
Website AddressN/AWebsiteAddressTxt

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$179,331AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$148,826AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$195,187FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$523,344TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$523,344AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,850CashDeemedCharitableAmt
Net Vl Noncharitable Assets$515,494NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,775MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,775MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,635TaxBasedOnInvestmentIncomeAmt
Total Tax$1,635TotalTaxAmt
Distributable Before Adj$24,140DistributableBeforeAdjAmt
Distributable Before Ded$24,140DistributableBeforeDedAmt
Distributable As Adjusted$24,140DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,099,791ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,099,791QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,140DistributableAsAdjustedAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Excess Distribution Cyov Yr5$3,053,145ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,928,835ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,396,754ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,935,408ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,482,666ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$18,796,808TotalExcessDistributionCyovAmt
Qualifying Distributions$1,099,791QualifyingDistributionsAmt
Applied To Current Year$24,140AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,075,651RemainingDistriFromCorpusAmt
Total Corpus$19,872,459TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$3,053,145ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$16,819,314ExcessDistriCyovToNextYrAmt
Excess From Year4$3,928,835ExcessFromYear4Amt
Excess From Year3$4,396,754ExcessFromYear3Amt
Excess From Year2$3,935,408ExcessFromYear2Amt
Excess From Year1$3,482,666ExcessFromYear1Amt
Excess From Current Year$1,075,651ExcessFromCurrentYearAmt
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 (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
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$50,000
BNAI BRITH YOUTH ORGANIZATION INC
800 8TH ST NWWASHINGTONDC20001N/APCBBYO Leadership Academy Program$100,000
BOSTON LATIN SCHOOL ASSOCIATION
27 SCHOOL ST STE 300BOSTONMA02108N/APCViterbi-Leven Fund for Technology to provide technology support personnel at BLS Fund$50,000
BOSTON LATIN SCHOOL ASSOCIATION
27 SCHOOL ST STE 300BOSTONMA02108N/APCLeven Athletics Fund$33,762
BOSTON UNIVERSITY TRUSTEES OF BOSTON UNIVERSITY
595 COMMONWEALTH AVE STE 700 WBOSTONMA02215N/APCHillel Annual Fund$60,000
CENTER FOR ENTREPRENEURIAL JEWISH PHILANTHROPY
435 STRATTON RDNEW ROCHELLENY10804N/APCGeneral & Unrestricted$75,000
CLAL-THE NATIONAL JEWISH CENTER FOR LEARNING AND L
440 PARK AVE SOUTHNEW YORKNY10016N/APCRabbis Without Borders, GLEAN, and Stand and See Fellowship Fund$62,500
FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC
PO BOX 33249WASHINGTONDC20033N/APCFDD's Center on Military and Political Power (CMPP), FDD's Center on Economic and Financial Power (CEFP)$100,000
INTERCOLLEGIATE STUDIES INSTITUTE INC
3901 CENTERVILLE RDWILMINGTONDE19807N/APCGeorge Washington PPE Fellows Program$37,500
INTERFAITHFAMILY COM INC
190 N MAIN ST STE 203NATICKMA01760N/APCto support implementation of strategic plan and key pieces of infrastructure that require strengthening for achieving the organization's impact$115,000
JEWISH COUNCIL FOR PUBLIC AFFAIRS
25 BROADWAYNEW YORKNY10004N/APCEmerging Leaders Program$50,000
JEWISH EDUCATION CENTER OF SOUTH FLORIDA INC
500 NE SPANISH RIVER BLVD STE 15BOCA RATONFL33431N/APCCamp Nageela Boca Fund$25,000
JEWISH EDUCATIONAL LOAN FUND INC
4549 CHAMBLEE DUNWOODY RDATLANTAGA30338N/APCJELF's growth in South Florida$50,000
NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
101 S INDEPENDENCE MALL EPHILADELPHIAPA19106N/APCEducational Programming Program$50,000
SHABBAT PROJECT INC
228 PARK AVE SOUTH STE 77191NEW YORKNY10003N/APCONETABLE FRIDAY NIGHT SHABBAT DINNER FUND$50,000
SWC MUSEUM CORP
1399 S ROXBURY DRLOS ANGELESCA90035N/APCMuseum of Tolerance - Jerusalem Project$50,000
THE JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMER
1101 14TH ST NW STE 1030WASHINGTONDC20005N/APCU.S.-Israel Security project$75,000
TURNING POINT USA INC
4940 EAST BEVERLY RDPHOENIXAZ85044N/APCCampus Leadership Project$56,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,090,012TotalGrantOrContriPdDurYrAmt

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$30ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$117,568ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$19,459ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$98,139ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$98,139TotalIncomeProducingActyAmt

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$583,750TotalContributionsAmt
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$60,353EOYBookValueAmt
EOYFMV$26,345EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemBLACKSTONE RE DEBT STRATEGIESCategoryOrItemTxt
Book Value$202,860BookValueAmt
EOYFMV$195,187EOYFMVAmt

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, 2021, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,090,012. This amount represents 25% or more of the Foundation's net assets of $663,853 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2021. 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$9,754$9,754
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2021CategoryTxt
Amt$1,300Amt

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