DR JOHN S LEVY FOUNDATION TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DR JOHN S LEVY FOUNDATION TR (EIN 82-6689237)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349104900
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T12:46:35-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-15 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC RAVID | PreparerPersonNm |
| PTIN | P00012208 | PTIN |
| Phone | 2037876527 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $399,635 | 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 | $5,884 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,884 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,632 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $88,154 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,632 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $55,516 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,516 | 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 |
| Taxes Rev And Expnss | $315 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $315 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,082 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,082 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,397 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,397 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,082 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,082 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $82,479 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,397 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $80,082 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,963 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,119 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,851 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,304 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,304 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $111,515 | CorporateStockBOYAmt |
| Corporate Stock EOY | $94,572 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $213,423 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $146,787 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $131,313 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $158,908 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $280,153 | TotalAssetsBOYAmt |
| Total Assets EOY | $253,189 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $399,635 | 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 | $280,153 | RetainedEarningBOYAmt |
| Retained Earning EOY | $253,189 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $280,153 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $253,189 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $280,153 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $253,189 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $280,153 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,963 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $253,190 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $253,189 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 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 315.03 SH | 2018-09-11 | 2021-11-19 | $12,250 | $8,694 | $3,556 | $3,556 | |
| DIMENSIONAL FUND ADVISORS TAX-MNGD US MKTWIDE VALUE INST 257.384 SH | 2020-03-26 | 2021-11-19 | $9,109 | $5,557 | $3,552 | $3,552 | |
| MICROSOFT CORP COM 28 SH | 2016-02-29 | 2021-11-19 | $8,444 | $1,421 | $7,023 | $7,023 | |
| UNITEDHEALTH GROUP INC COM 81 SH | 2014-08-13 | 2021-11-19 | $33,678 | $6,571 | $27,107 | $27,107 | |
| DIMENSIONAL FUND ADVISORS EMERG MKTS CORE EQTY 88.476 SH | 2019-01-25 | 2021-06-16 | $2,370 | $1,811 | $559 | $559 | |
| MATTHEWS ASIAN GROWTH INST 47.098 SH | 2019-09-09 | 2021-06-16 | $1,884 | $1,241 | $643 | $643 | |
| MATTHEWS ASIAN GROWTH INST 146.535 SH | 2018-10-12 | 2021-06-16 | $2,734 | $2,267 | $467 | $467 | |
| PIMCO ETF TRUST ENHAB SHRT NA AC ETF 5 SH | 2019-09-09 | 2021-06-16 | $510 | $508 | $2 | $2 | |
| DIMENSIONAL FUND ADVISORS ONE-YEAR FIXED INCOME 102.235 SH | 2018-07-13 | 2021-11-19 | $1,052 | $1,049 | $3 | $3 | |
| DOUBLELINE FUNDS TOTAL RET BOND 91.977 SH | 2019-01-25 | 2021-11-19 | $948 | $958 | -$10 | -$10 | |
| VANGUARD FTSE DEV MKT ETF 107 SH | 2019-01-25 | 2021-06-16 | $5,621 | $4,230 | $1,391 | $1,391 | |
| VANGUARD SMALL CP ETF 25 SH | 2019-01-25 | 2021-11-19 | $5,637 | $3,649 | $1,988 | $1,988 | |
| SPDR GOLD TRUST GOLD SHS ETF 4 SH | 2019-09-09 | 2021-06-16 | $688 | $566 | $122 | $122 | |
| SPDR GOLD TRUST GOLD SHS ETF PRINCIPAL PAYMENTS | 2021-12-03 | $47 | $47 | $47 | |||
| CAPITAL GAINS DIVIDENDS | $3,182 | $3,182 | $3,182 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,632 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $738 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $738 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $738 | 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 | $4 | EsPenaltyAmt |
| Tax Due | $742 | 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 | $384,562 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,846 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $400,408 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $400,408 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,006 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $394,402 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,720 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,720 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $738 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $738 | TotalTaxAmt |
| Distributable Before Adj | $18,982 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,982 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,982 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $80,082 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $80,082 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,982 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $71,704 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $39,910 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $35,939 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $147,553 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $80,082 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,982 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $61,100 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $208,653 | 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 | $208,653 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $71,704 | ExcessFromYear3Amt |
| Excess From Year2 | $39,910 | ExcessFromYear2Amt |
| Excess From Year1 | $35,939 | ExcessFromYear1Amt |
| Excess From Current Year | $61,100 | 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| APOSTLES OF THE SACRED HEART | ||||||
| 295 BENHAM STREET | HAMDEN | CT | 06514 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES | $1,000 |
| BEVERLY LEVY EARLY LEARNING CENTER | ||||||
| 360 AMITY RD | WOODBRIDGE | CT | 06525 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $10,942 |
| CAMP ARGO | ||||||
| 886 MAPLEDALE RD | ORANGE | CT | 06477 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $3,000 |
| CAMP LAURELWOOD | ||||||
| 463 SUMMER HILL ROAD | MADISON | CT | 06443 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $5,000 |
| CENTER FOR FAMILY JUSTICE | ||||||
| 753 FAIRFIELD AVE | BRIDGEPORT | CT | 06604 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,000 |
| CENTER FOR FAMILY JUSTICE | ||||||
| 753 FAIRFIELD AVE | BRIDGEPORT | CT | 06604 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $2,500 |
| CHABAD OF ORANGE | ||||||
| 291 DERBY AVE | ORANGE | CT | 06477 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $350 |
| CLEARITY FOUNDATION | ||||||
| 2820 ROOSEVELT ROAD SUITE 204 | SAN DIEGO | CA | 92106 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,000 |
| 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. | $36 |
| 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. | $996 |
| CONNECTICUT ZOOLOGICAL SOCIETY | ||||||
| 1875 NOBLE AVE | BRIDGEPORT | CT | 06610 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $480 |
| DISCOVERY TO CURE | ||||||
| PO BOX 208063 | NEW HAVEN | CT | 06520 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $15,000 |
| EZRA ACADEMY | ||||||
| 75 RIMMON RD | WOODBRIDGE | CT | 06525 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,000 |
| EZRA ACADEMY | ||||||
| 75 RIMMON RD | WOODBRIDGE | CT | 06525 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $360 |
| EZRA ACADEMY | ||||||
| 75 RIMMON RD | WOODBRIDGE | CT | 06525 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $200 |
| GREAT SCIENTISTS FOR ALL | ||||||
| 25 HIGGINS DRIVE | MILFORD | CT | 06460 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $5,000 |
| HOLE IN THE WALL GANG FUND | ||||||
| 555 LONG WHARF DR | NEW HAVEN | CT | 06511 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $10,000 |
| JEWISH FEDERATION-NEW HAVEN | ||||||
| 360 AMITY RD | WOODBRIDGE | CT | 06525 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $5,000 |
| JEWISH FEDERATION-PJ LIBRARY | ||||||
| 360 AMITY RD | WOODBRIDGE | CT | 06515 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $5,000 |
| JEWISH WOMEN'S CIRCLE | ||||||
| 291 DERBY AVE | ORANGE | CT | 06515 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $2,000 |
| JEWISH WOMEN'S CIRCLE | ||||||
| 291 DERBY AVE | ORANGE | CT | 06515 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $2,000 |
| JUNIOR ACHIEVEMENT | ||||||
| 835 MAIN STREET | BRIDGEPORT | CT | 06604 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,000 |
| NDSS | ||||||
| 1155 15TH STREET NW SUITE 540 | WASHINGTON | DC | 20005 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $100 |
| NILMDTS | ||||||
| PO BOX 621669 | LITTLETON | CO | 80162 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $100 |
| ORANGE LION'S CLUB | ||||||
| PO BOX 824 | ORANGE | CT | 06477 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $100 |
| ROTARY CLUB OF ORANGE | ||||||
| PO BOX 894 | ORANGE | CT | 06477 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $40 |
| SEND A KID TO CAMP | ||||||
| 360 AMITY ROAD | WOODBRIDGE | CT | 06525 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $100 |
| TEMPLE BETH SHOLOM | ||||||
| 1809 WHITNEY AVE | HAMDEN | CT | 06517 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $1,628 |
| UNITED WAY OF MILFORD | ||||||
| 20 EVERGREEN AVENUE | MILFORD | CT | 06460 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $50 |
| 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. | $100 |
| WAYNE UNIVERSITY | ||||||
| 5700 CASE AVENUE | DETROIT | CT | 48202 | OTHER PUBLIC CHARITY | TO OR FOR THE USE BY THE CHARITABLE ORGANIZATION FOR CHARITABLE PURPOSES. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,082 | 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 | $5,884 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,632 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $55,516 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,516 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $94,572 | EOYBookValueAmt |
| EOYFMV | $213,423 | 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 | $131,313 | BookValueAmt |
| EOYFMV | $158,908 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | 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 | $2,081 | $2,081 | $0 |
| ROUNDING | $1 | $1 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TD AMERITRADE FOREIGN TAX | $135 | $135 | $0 |
| EXCISE TAX | $180 | $180 | $0 |
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