LEVITT FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LEVITT FOUNDATION INC (EIN 13-6128226)
- Tax period
- 2021-05-01 to 2022-04-30
- Filed
- 2022-11-29
- IRS object ID
- 202233339349100408
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-29T11:50:00-06:00 | ReturnTs |
| Tax Period End | 2022-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873583884 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIAMOND & ASSOCIATES PC CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 642 NEWTOWN YARDLEY RD - STE 220 | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136128226 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEVITT FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O THE PHILANTHROPIC GROUP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEVI | BusinessNameControlTxt |
| Phone | 2125017785 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 FIFTH AVENUE 2OTH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY GREEN LANDAUER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125017785 | PhoneNum |
| Signature | 2022-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TRACY | PersonFirstNm |
| Person Last | GREEN LANDAUER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY BRIZUELA | PreparerPersonNm |
| PTIN | P01298690 | PTIN |
| Phone | 2154978888 | PhoneNum |
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 | $17,276,250 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $409,582 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $409,582 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $615,639 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,313,910 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $615,639 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,025,230 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,025,230 | 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 | $14,654 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,327 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,327 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $100,300 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,015 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $95,285 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,300 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,776 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,524 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $177,254 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,118 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $107,136 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $740,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $740,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $917,654 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,118 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $847,536 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $107,576 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $970,112 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,634 | CashBOYAmt |
| Cash EOY | $31,797 | CashEOYAmt |
| Cash EOYFMV | $31,797 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $541,286 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $456,508 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $456,508 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $16,378,753 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,547,944 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,787,945 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,928,673 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,036,249 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,276,250 | 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 | $16,928,673 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,036,249 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,928,673 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,036,249 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,928,673 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,036,249 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,928,673 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $107,576 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,036,249 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,036,249 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 314.301 SHS VANGUARD EQUITY INCOME FUND | P | 2021-10-11 | $28,862 | $25,836 | $3,026 | $3,026 |
| 599.958 SHS VANGUARD EQUITY INCOME FUND | P | 2022-02-01 | $55,592 | $49,578 | $6,014 | $6,014 |
| 966.825 SHS VANGUARD EQUITY INCOME FUND | P | 2022-04-21 | $90,698 | $79,952 | $10,746 | $10,746 |
| 184.554 SHS VANGUARD INTER-TERM INVEST-GR ADM | P | 2021-10-11 | $1,857 | $1,914 | -$57 | -$57 |
| 156.550 SHS VANGUARD INTER-TERM INVEST-GR ADM | P | 2022-02-01 | $1,514 | $1,622 | -$108 | -$108 |
| 675.458 SHS VANGUARD LONG-TERM INVEST-GR ADM | P | 2021-10-11 | $7,349 | $7,620 | -$271 | -$271 |
| 183.645 SHS VANGUARD LONG-TERM INVEST-GR ADM | P | 2022-02-01 | $1,899 | $2,070 | -$171 | -$171 |
| 661.186 SHS VANGUARD PRIMECAP CORE FUND | P | 2022-02-01 | $21,449 | $20,812 | $637 | $637 |
| 4695.45 SHS VANGUARD PRIMECAP CORE FUND | P | 2022-04-21 | $148,470 | $147,799 | $671 | $671 |
| 885.296 SHS VANGUARD SHORT-TERM INVEST-GR ADM | P | 2022-02-01 | $9,411 | $9,620 | -$209 | -$209 |
| 240.017 SHS VANGUARD SHORT-TERM INVEST-GR ADM | P | 2022-04-21 | $2,443 | $2,608 | -$165 | -$165 |
| 2068.316 SHS VANGUARD TOTAL BOND MKT INDEX ADM | P | 2022-02-01 | $22,607 | $23,732 | -$1,125 | -$1,125 |
| 166.590 SHS VANGUARD TOTAL STOCK MKT IDX ADM | P | 2021-09-14 | $18,571 | $12,498 | $6,073 | $6,073 |
| 1011.949 SHS VANGUARD TOTAL STOCK MKT IDX ADM | P | 2021-10-11 | $110,687 | $76,033 | $34,654 | $34,654 |
| 578.668 SHS VANGUARD TOTAL STOCK MKT IDX ADM | P | 2022-02-01 | $64,429 | $43,563 | $20,866 | $20,866 |
| 2401.002 SHS VANGUARD TOTAL STOCK MKT IDX ADM | P | 2022-04-21 | $257,363 | $181,014 | $76,349 | $76,349 |
| 58.587 SHS VANGUARD U.S. GROWTH FUND ADMIRAL | P | 2021-09-14 | $11,429 | $10,771 | $658 | $658 |
| 6.686 SHS VANGUARD U.S. GROWTH FUND ADMIRAL | P | 2021-10-11 | $1,245 | $1,229 | $16 | $16 |
| CAPITAL GAINS DIVIDENDS | P | $458,035 | $458,035 | $458,035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $615,639 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,485 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,485 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,485 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,189 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,189 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,704 | OverpaymentAmt |
| Applied To ES Tax | $4,704 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | NY | 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 | LEVITTFOUNDATIONNYC.ORG | WebsiteAddressTxt |
| Individual With Books | DIAMOND ASSOCIATES PC CPAS | IndividualWithBooksNm |
| Phone | 2154978888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 642 NEWTOWN YARDLEY ROAD STE 220 | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| TRACY GREEN LANDAUER | ||||||||
| 630 FIFTH AVENUE 20TH FLOOR | NEW YORK | NY | 10111 | SECRETARY & DIRECTOR | 0.50 | $0 | $0 | $0 |
| AMY GOLDBERG | ||||||||
| 630 FIFTH AVENUE 20TH FLOOR | NEW YORK | NY | 10111 | TREASURER & DIRECTOR | 0.50 | $0 | $0 | $0 |
| KRISTIN REYNOLDS PHD | ||||||||
| 630 FIFTH AVENUE 20TH FLOOR | NEW YORK | NY | 10111 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| HILDA H POLANCO | ||||||||
| 630 FIFTH AVENUE 20TH FLOOR | NEW YORK | NY | 10111 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| KWAKU DRISKELL | ||||||||
| 630 FIFTH AVENUE 20TH FLOOR | NEW YORK | NY | 10111 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| COLVIN GRANNUM | ||||||||
| 630 FIFTH AVENUE 20TH FLOOR | NEW YORK | NY | 10111 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CARLOS GARCIA-TUNON | ||||||||
| 630 FIFTH AVENUE 20TH FLOOR | NEW YORK | NY | 10111 | PRESIDENT & DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHILANTHROPIC GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 FIFTH AVENUE 20TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $100,300 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $19,375,721 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $508,208 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,883,929 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,883,929 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $298,259 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,585,670 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $979,284 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $979,284 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,485 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,485 | TotalTaxAmt |
| Distributable Before Adj | $965,799 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $965,799 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $965,799 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $847,536 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $847,536 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $965,799 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $761,959 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $847,536 | QualifyingDistributionsAmt |
| Applied To Year1 | $761,959 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $85,577 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $880,222 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BARBARA R GREENBERG LEVITT FOUNDATI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 FIFTH AVENUE 20TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2125017785 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS BY INVITATION ONLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO CHARITABLE ORGANIZATIONS, NO GRANTS ARE MADE TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A NEW CHANCE ANIMAL RESCUE INC | ||||||||
| 18 TWIN PONDS DRIVE | BEDFORD HILLS | NY | 10507 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 NORTH MICHIGAN AVE 17TH FL | CHICAGO | IL | 60601 | N/A | PC | GENERAL SUPPORT | $4,000 | |
| BK ROT INC | ||||||||
| PO BOX 370538 | BROOKLYN | NY | 11237 | N/A | PC | YOUTH LEADERS PROGRAM | $25,000 | |
| BLOOM AGAIN BKLYN | ||||||||
| 495 HENRY ST SUITE 255 | BROOKLYN | NY | 11231 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| BRONXWORKS INC | ||||||||
| 60 E TREMONT AVE | BRONX | NY | 10453 | N/A | PC | YOUTH FOOD JUSTICE CORP | $45,000 | |
| BROOKLYN COMMUNITY FOUNDATION | ||||||||
| 1000 DEAN ST STE 307 | BROOKLYN | NY | 11238 | N/A | PC | HATTIE CARTHAN URBAN AGRICULTURE YOUTH CORPS | $25,000 | |
| CANDID | ||||||||
| PO BOX 22799 | NEW YORK | NY | 10087 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| CHICAGO CHILDREN'S MUSEUM | ||||||||
| 700 E GRAND AVE SUITE 127 | CHICAGO | IL | 60611 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| CHILDRENS AID SOCIETY | ||||||||
| 117 WEST 124TH ST 5TH FL | NEW YORK | NY | 10027 | N/A | PC | CULINARY TEEN APPRENTICESHIP PROGRAM | $30,000 | |
| COMMUNITY FOOD ADVOCATES | ||||||||
| 110 WALL STREET | NEW YORK | NY | 10005 | N/A | PC | YOUTH FOOD ADVOCATES PROGRAM | $30,000 | |
| DANCING CLASSROOMS | ||||||||
| 1350 AVENUE OF THE AMERICAS | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $4,500 | |
| EQUITY ADVOCATES | ||||||||
| 258 HALSTEAD AVE 613 | HARRISON | NY | 10528 | N/A | PC | BUILDING POWER & ADVOCACY SKILLS WITHIN NYC YOUTH FOOD JUSTICE COMMUNITY | $30,000 | |
| FARM TO GROW INC | ||||||||
| 490 LAKE PARK DR SUITE 10504 | OAKLAND | CA | 94610 | N/A | PC | RHYTHMS OF THE LAND DOCUMENTARY | $14,500 | |
| GREEN GUERILLAS | ||||||||
| 30 3RD AVE RM 848 | BROOKLYN | NY | 11217 | N/A | PC | YOUTH EMPOWERMENT PIPELINE | $50,000 | |
| HARLEM GROWN | ||||||||
| 127 WEST 127 STREET ROOM 201 | NEW YORK | NY | 10027 | N/A | PC | YOUTH LEADERSHIP PROGRAMYOUTH LEADERSHIP PROGRAM | $17,500 | |
| HISPANICS IN PHILANTHROPY | ||||||||
| 414 13TH STREET 200 | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $7,500 | |
| INNER-CITY SCHOLARSHIP FUND INC | ||||||||
| 1011 FIRST AVE STE 1800 | NEW YORK | NY | 10022 | N/A | PC | UNITED STATES CONFERENCE OF CATHOLIC BISHOPSUNITED STATES CONFERENCE OF CATHOLIC BISHOPS | $5,000 | |
| LANTERN COMMUNITY SERVICES | ||||||||
| 494 8TH AVENUE FLOOR 20 | NEW YORK | NY | 10001 | N/A | PC | FOOD4LIFE | $30,000 | |
| LATINAS ON THE VERGE OF EXCELLENCE | ||||||||
| WE WORK BRYANT PARK | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| LATINO U COLLEGE ACCESS | ||||||||
| 75 VIRGINIA RD 2ND FL | WHITE PLAINS | NY | 10603 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| LITERACY INC | ||||||||
| 5030 BROADWAY | NEW YORK | NY | 10034 | N/A | PC | GENERAL SUPPORT | $4,000 | |
| MADISON SQUARE BOYS & GIRLS CLUB FOUNDATION INC | ||||||||
| 250 BRADHURST AVENUE | NEW YORK | NY | 10039 | N/A | PC | GENERAL SUPPORT | $4,000 | |
| MARY MITCHELL FAMILY & YOUTH CENTER | ||||||||
| 2007 MAPES AVENUE | BRONX | NY | 10460 | N/A | PC | FOOD JUSTICE CLUB | $40,000 | |
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| NATIONAL ALLIANCE FOR THE MENTALLY ILL OF NY CITY | ||||||||
| 505 8TH AVE 1103 | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| NEW YORK CITY STREET TREE CONSORTIUM | ||||||||
| 100 GOLD STREET SUITE 3100 | NEW YORK | NY | 10038 | N/A | PC | FRUITREES | $33,000 | |
| NORTH STAR FUND COMMUNITY FOOD FUNDERS | ||||||||
| 520 8TH AVENUE SUITE 1800 | NEW YORK | NY | 10018 | N/A | PC | SEEDING POWER FELLOWSHIP & MEMBERSHIP SUPPORT | $16,000 | |
| NOS QUEDAMOS | ||||||||
| 754 MELROSE AVENUE | BRONX | NY | 10451 | N/A | PC | YOUTH-POWERED FOOD JUSTICE INTERNSHIP PROGRAM | $30,000 | |
| PHILANTHROPY NEW YORK INC | ||||||||
| 320 E 43RD STREET | NEW YORK | NY | 10017 | N/A | PC | MEMBERSHIP GRANT | $1,900 | |
| RED HOOK INITIATIVE | ||||||||
| 767 HICKS ST | BROOKLYN | NY | 11231 | N/A | PC | RED HOOK FARM | $30,000 | |
| ROBERT TOIGO FOUNDATION | ||||||||
| 555 12TH ST 275 | OAKLAND | CA | 94607 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| SCAN-HARBOR INC | ||||||||
| 345 EAST 102ND ST 3RD FL | NEW YORK | NY | 10029 | N/A | PC | GET HEALTHY EAST HARLEM | $35,000 | |
| SHAKESPEARE & COMPANY | ||||||||
| 70 KEMBLE ST | LENOX | MA | 01240 | N/A | PC | GENERAL SUPPORT | $4,000 | |
| SHARETHECAREGIVING INC | ||||||||
| 121 AVENUE OF THE AMERICAS 6TH | NEW YORK | NY | 10013 | N/A | PC | GENERAL SUPPORT | $2,000 | FLOOR |
| THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||
| 220 EAST 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | N/A | PC | EMERGENCY CAMPAIGN IN THE UKRAINE | $5,000 | |
| THE BROTHERHOODSISTERHOOD SOL INC | ||||||||
| 140 HAMILTON PLACE | NEW YORK | NY | 10031 | N/A | PC | ENVIRONMENTAL JUSTICE AND FOOD EMPOWERMENT INITIATIVE | $40,000 | |
| THE CAMPAIGN AGAINST HUNGER | ||||||||
| 2010 FULTON STREET | BROOKLYN | NY | 11233 | N/A | PC | GREEN TEAM INTERNSHIP PROGRAM | $30,000 | |
| THE ONE LOVE FOUNDATION | ||||||||
| 119 PONDFIELD ROAD | BRONXVILLE | NY | 10708 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| THE URBAN WILD | ||||||||
| 1765 PROSPECT PLACE APT 4N | BROOKLYN | NY | 11233 | N/A | PC | PROGRAM GRANT - AG TECH | $30,000 | |
| THIRD STREET MUSIC SCHOOL SETTLEMENT INC | ||||||||
| 235 EAST 11TH STREET | NEW YORK | NY | 10003 | N/A | PC | INTER-SCHOOL ORCHESTRAS OF NY | $4,000 | |
| UNITED COMMUNITY CENTER FOR EAST NY FARMS | ||||||||
| 613 NEW LOTS AVENUE | BROOKLYN | NY | 11207 | N/A | PC | YOUTH FOOD JUSTICE NETWORK | $20,000 | |
| UNITED STATES SOCCER FEDERATION FDN INC | ||||||||
| 1140 CONNECTICUT AVE NW STE 1200 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $4,500 | |
| URBAN JUSTICE CENTER | ||||||||
| 40 RECTOR STREET 9TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | VENDOR POWER SUMMER INTERNSHIP | $30,000 | |
| WESTCHESTER CHORAL SOCIETY | ||||||||
| 216 CENTRAL AVENUE | WHITE PLAINS | NY | 10606 | N/A | PC | GENERAL SUPPORT | $4,000 | |
| YOUTH MINISTRIES FOR PEACE AND JUSTICE | ||||||||
| 1384 STRATFORD AVE | BRONX | NY | 10472 | N/A | PC | COMMUNITY HEALTH INITIATIVE | $17,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $740,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $409,582 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $615,639 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,025,230 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,025,230 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $12,662 | $6,331 | $6,331 |
| BILLING SERVICE | $1,992 | $996 | $996 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 8,237.854 SHS VANGUARD EQUITY INCOME FUND | AT COST | $681,234 | $736,052 |
| 3,649.018 SHS VANGUARD EXPLORER FUND | AT COST | $470,236 | $356,582 |
| 55,597.512 SHS VANGUARD INTER-TERM INVEST-GR | AT COST | $575,593 | $487,034 |
| 9,505.807 SHS VANGUARD INTERNATIONAL GROWTH | AT COST | $1,042,638 | $983,185 |
| 33,211.171 SHS VANGUARD INTERNATIONAL VALUE FUND | AT COST | $1,043,150 | $1,237,448 |
| 56,913.220 SHS VANGUARD LONG-TERM INVEST-GR | AT COST | $640,460 | $496,852 |
| 60,935.271 SHS VANGUARD PRIMECAP CORE | AT COST | $1,918,066 | $1,837,808 |
| 123,599.010 SHS VANGUARD SHORT-TERM INVEST-GR | AT COST | $1,342,804 | $1,257,002 |
| 82,319.024 SHS VANGUARD TOTAL INTL STOCK INDEX ADMIRAL | AT COST | $2,125,046 | $2,473,687 |
| 268,094.237 SHS VANGUARD TOTAL BOND MKT INDEX | AT COST | $3,074,485 | $2,691,666 |
| 35,835.097 SHS VANGUARD TOTAL STOCK MKT INDEX | AT COST | $2,701,637 | $3,612,536 |
| 5,122.600 SHS VANGUARD US GROWTH | AT COST | $932,595 | $618,093 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $126 | $126 | $0 |
| DUES | $780 | $0 | $780 |
| FILING FEES | $750 | $0 | $750 |
| INSURANCE | $2,014 | $0 | $2,014 |
| INVESTMENT ADVISORY FEES | $42,650 | $42,650 | $0 |
| TRAVEL | $912 | $0 | $912 |
| POSTAGE | $68 | $0 | $68 |
| FEDERAL EXCISE TAX | $15,000 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $100,300 | Amt |
| Net Investment Income | $5,015 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $95,285 | DisbursementsCharitablePrpsAmt |