LEVITT FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LEVITT FOUNDATION INC (EIN 13-6128226)
- Tax period
- 2020-05-01 to 2021-04-30
- Filed
- 2021-10-27
- IRS object ID
- 202113009349100106
- Schema version
- 2020v4.1
- 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 | 2021-10-27T08:04:10-05:00 | ReturnTs |
| Tax Period End | 2021-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 233064611 | 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 | 2020-05-01 | 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 | CARLOS GARCIA TUNON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125017785 | PhoneNum |
| Signature | 2021-09-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CARLOS | PersonFirstNm |
| Person Last | GARCIA TUNON | 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 | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $19,848,679 | 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 | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $528,678 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $528,678 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $839,745 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,836,237 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $839,745 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,368,447 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,368,447 | 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 | $14,281 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,141 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,140 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $105,320 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,266 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $100,054 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,977 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,473 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,504 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $146,578 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,880 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $110,698 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $783,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $783,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $929,978 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,880 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $894,098 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $438,469 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,332,567 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,176 | CashBOYAmt |
| Cash EOY | $8,634 | CashEOYAmt |
| Cash EOYFMV | $8,634 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $57,796 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $541,286 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $541,286 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $16,394,232 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,378,753 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,298,759 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,490,204 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,928,673 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,848,679 | 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 | $16,490,204 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,928,673 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,490,204 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,928,673 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,490,204 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,928,673 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,490,204 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $438,469 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,928,673 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,928,673 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,285.721 SHS VANGUARD EQUITY INCOME FUND | P | 2021-02-08 | 2021-04-06 | $112,848 | $105,568 | $7,280 | $7,280 |
| 211.592 SHS VANGUARD EQUITY INCOME FUND | P | 2021-02-08 | 2021-04-16 | $18,882 | $17,373 | $1,509 | $1,509 |
| 143.064 SHS VANGUARD EXPLORER FUND | P | 2021-02-08 | 2021-04-06 | $18,744 | $18,820 | -$76 | -$76 |
| 114.097 SHS VANGUARD EXPLORER FUND | P | 2021-02-08 | 2021-04-16 | $15,266 | $15,009 | $257 | $257 |
| 3,473.494 SHS VANGUARD INTER-TERM INVEST-GR | P | 2020-05-27 | 2021-04-06 | $34,874 | $36,024 | -$1,150 | -$1,150 |
| 1,359.578 SHS VANGUARD INTER-TERM INVEST-GR | P | 2020-05-27 | 2021-04-16 | $13,705 | $14,100 | -$395 | -$395 |
| 1,653.308 SHS VANGUARD INTERNATIONAL GROWTH | P | 2020-05-27 | 2020-10-01 | $224,999 | $172,776 | $52,223 | $52,223 |
| 348.040 SHS VANGUARD INTERNATIONAL GROWTH | P | 2020-05-27 | 2021-01-21 | $60,799 | $36,803 | $23,996 | $23,996 |
| 157.437 SHS VANGUARD INTERNATIONAL GROWTH | P | 2020-05-27 | 2021-04-06 | $25,823 | $16,648 | $9,175 | $9,175 |
| 301.443 SHS VANGUARD INTERNATIONAL GROWTH | P | 2020-05-27 | 2021-04-16 | $50,667 | $31,877 | $18,790 | $18,790 |
| 223.575 SHS VANGUARD INTERNATIONAL VALUE | P | 2020-05-27 | 2021-01-21 | $9,296 | $6,935 | $2,361 | $2,361 |
| 4,025.426 SHS VANGUARD INTERNATIONAL VALUE | P | 2020-05-27 | 2021-01-21 | $174,422 | $124,871 | $49,551 | $49,551 |
| 640.976 SHS VANGUARD INTERNATIONAL VALUE | P | 2020-05-27 | 2021-01-21 | $28,190 | $19,883 | $8,307 | $8,307 |
| 1,702.791 SHS VANGUARD LONG-TERM INVEST-GR | P | 2020-05-27 | 2021-04-16 | $18,373 | $19,216 | -$843 | -$843 |
| 703.867 SHS VANGUARD PRIMECAP FUND | P | 2020-05-27 | 2020-10-01 | $104,799 | $91,420 | $13,379 | $13,379 |
| 13,297.111 SHS VANGUARD PRIMECAP FUND | P | 2020-05-27 | 2021-02-08 | $2,220,352 | $1,753,617 | $466,735 | $466,735 |
| 9,128.181 SHS VANGUARD PRIMECAP CORE | P | 2021-02-08 | 2021-04-06 | $303,329 | $286,899 | $16,430 | $16,430 |
| 1,479.791 SHS VANGUARD PRIMECAP CORE | P | 2021-02-08 | 2021-04-16 | $49,928 | $46,510 | $3,418 | $3,418 |
| 2,120.667 SHS VANGUARD SHORT-TERM INVEST-GR | P | 2020-05-27 | 2021-04-16 | $23,221 | $23,044 | $177 | $177 |
| 2,581.467 SHS VANGUARD TOTAL INTL STOCK INDEX | P | 2020-05-27 | 2020-10-01 | $72,772 | $65,791 | $6,981 | $6,981 |
| 4,298.484 SHS VANGUARD TOTAL INTL STOCK INDEX | P | 2020-05-27 | 2021-04-06 | $147,395 | $109,912 | $37,483 | $37,483 |
| 2,004.639 SHS VANGUARD TOTAL INTL STOCK INDEX | P | 2020-05-27 | 2021-04-16 | $70,042 | $51,258 | $18,784 | $18,784 |
| 5,939.501 SHS VANGUARD TOTAL BOND MKT INDEX | P | 2020-05-27 | 2021-04-16 | $66,701 | $68,174 | -$1,473 | -$1,473 |
| 1,629.870 SHS VANGUARD TOTAL STOCK MKT INDEX | P | 2020-05-27 | 2020-10-01 | $136,208 | $121,865 | $14,343 | $14,343 |
| 2,534.006 SHS VANGUARD TOTAL STOCK MKT INDEX | P | 2020-05-27 | 2021-04-06 | $261,155 | $189,855 | $71,300 | $71,300 |
| 1,487.636 SHS VANGUARD TOTAL STOCK MKT INDEX | P | 2020-05-27 | 2021-04-16 | $157,243 | $111,458 | $45,785 | $45,785 |
| 306.174 SHS VANGUARD US GROWTH FUND | P | 2021-02-08 | 2021-04-16 | $55,479 | $56,291 | -$812 | -$812 |
| 736.184 SHS VANGUARD WINDSOR FUND | P | 2020-05-27 | 2021-01-21 | $54,905 | $45,575 | $9,330 | $9,330 |
| 30,130.063 SHS VANGUARD WINDSOR FUND | P | 2020-05-27 | 2021-02-08 | $2,276,627 | $1,865,268 | $411,359 | $411,359 |
| 365,497.076 SHS TIFF MULTI ASSET FUND | P | 2005-01-27 | 2020-05-26 | $5,000,000 | $5,209,463 | -$209,463 | -$209,463 |
| 362,844.702 SHS TIFF MULTI ASSET FUND | P | 2005-01-27 | 2020-05-27 | $5,000,000 | $5,171,840 | -$171,840 | -$171,840 |
| 427,294.979 SHS TIFF MULTI ASSET FUND | P | 2005-01-27 | 2020-05-28 | $5,883,852 | $6,090,466 | -$206,614 | -$206,614 |
| 190.749 SHS TIFF SHORT TERM FUND | P | 2005-01-27 | 2020-05-28 | $1,885 | $1,883 | $2 | $2 |
| CAPITAL GAINS DIVIDENDS | P | $143,456 | $143,456 | $143,456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $839,745 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,523 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,523 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,523 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,731 | 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 | $21,731 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Overpayment | $3,189 | OverpaymentAmt |
| Applied To ES Tax | $3,189 | 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 | FDNWEB.ORG/LEVITT | 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 |
|---|---|---|---|---|---|---|---|---|
| BLONDEL PINNOCK | ||||||||
| 630 FIFTH AVENUE 20TH FLOOR | NEW YORK | NY | 10111 | PRESIDENT & DIRECTOR | 0.50 | $0 | $0 | $0 |
| CARLOS GARCIA-TUNON | ||||||||
| 630 FIFTH AVENUE 20TH FLOOR | NEW YORK | NY | 10111 | TREASURER & DIRECTOR | 0.50 | $0 | $0 | $0 |
| TRACY GREEN LANDAUER | ||||||||
| 630 FIFTH AVENUE 20TH FLOOR | NEW YORK | NY | 10111 | SECRETARY & DIRECTOR | 0.50 | $0 | $0 | $0 |
| KRISTIN REYNOLDS PHD | ||||||||
| 630 FIFTH AVENUE 20TH FLOOR | NEW YORK | NY | 10111 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| AMY GOLDBERG | ||||||||
| 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 |
| 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 | $105,320 | 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 | $17,355,520 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $450,669 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,806,189 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,806,189 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $267,093 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,539,096 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $876,955 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $876,955 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,523 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,523 | TotalTaxAmt |
| Distributable Before Adj | $858,432 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $858,432 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $858,432 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $894,098 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $894,098 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $894,098 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $858,432 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $797,625 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $894,098 | QualifyingDistributionsAmt |
| Applied To Year1 | $797,625 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $96,473 | 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 | $761,959 | 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 (47 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 | ||||||||
| PO BOX 215 | BEDFORD HILLS | NY | 10507 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| ABYSSINIAN BAPTIST CHURCH | ||||||||
| 132 ODELL CLARK PLACE | NEW YORK | NY | 10030 | N/A | PC | AMERICAN BAPTIST CHURCHES IN THE USA | $3,000 | |
| BK ROT INC | ||||||||
| 1278 MYRTLE AVE | BROOKLYN | NY | 11221 | N/A | PC | YOUTH LEADERS PROGRAM | $25,000 | |
| BRONXWORKS INC | ||||||||
| 60 E TREMONT AVE | BRONX | NY | 10453 | N/A | PC | YOUTH FOOD JUSTICE CORP | $45,000 | |
| BROOKLYN COMMUNITY FOUNDATION CORPORATE ADVISED FUND | ||||||||
| 1000 DEAN ST STE 307 | BROOKLYN | NY | 11238 | N/A | PC | HATTIE CARTHAN URBAN AGRICULTURE YOUTH CORPS | $25,000 | |
| CANDID | ||||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | SERVICES FOR GRANTSEEKERS | $3,000 | |
| CHILDRENS AID SOCIETY | ||||||||
| 1021 JENNINGS ST | BRONX | NY | 10460 | N/A | PC | GO!CHEFS CULINARY TEEN APPRENTICESHIP PROGRAM | $30,000 | |
| COMMUNITY FOOD ADVOCATES | ||||||||
| 110 WALL STREET | NEW YORK | NY | 10005 | N/A | PC | YOUTH FOOD ADVOCATES INITIATIVE | $30,000 | |
| CONEY ISLAND PREP PUBLIC CHARTER SCHOOL | ||||||||
| 315 AVE U | BROOKLYN | NY | 11223 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| COUNCIL ON THE ENVIRONMENT INC - GROW NYC | ||||||||
| PO BOX 2327 | NEW YORK | NY | 10272 | N/A | PC | YOUNG ADULT WORKFORCE READINESS YOUTH PROGRAM | $30,000 | |
| CUNY GRADUATE SCHOOL FOR PUBLIC HEALTH | ||||||||
| 55 W 125TH ST FL 7 | NEW YORK | NY | 10027 | N/A | PC | FOOD JUSTICE FELLOWSHIP FOR YOUNG ADULT LEADERS | $90,000 | |
| EQUITY ADVOCATES | ||||||||
| 258 HALSTEAD AVE 613 | HARRISON | NY | 10528 | N/A | PC | BUILDING POWER & ADVOCACY SKILLS IN YOUTH FOOD JUSTICE | $30,000 | |
| GLOBAL KIDS | ||||||||
| 137 EAST 25 ST 2ND FL | NEW YORK | NY | 10010 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| HARLEM GROWN INC | ||||||||
| 127 WEST 127 STREET ROOM 201 | NEW YORK | NY | 10027 | N/A | PC | YOUTH LEADERSHIP PROGRAM | $17,500 | |
| HARLEM YMCAYWCA OF GREATER NEW YORK | ||||||||
| 180 WEST 135TH ST | NEW YORK | NY | 10030 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| 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 BISHOPS | $5,000 | |
| INTERSCHOOL ORCHESTRAS OF NEW YORK | ||||||||
| 121 WEST 27 STREET 902 | NEW YORK | NY | 10001 | N/A | PC | GENERAL SUPPORT | $4,000 | |
| LATINAS ON THE VERGE OF EXCELLENCE | ||||||||
| 54 WEST 40 STREET | 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 | |
| LINCOLN PARK CONSERVANCY INC | ||||||||
| 387 HUGENOT | NEW ROCHELLE | NY | 10801 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| LITERACY INC | ||||||||
| 5030 BROADWAY 641 | NEW YORK | NY | 10034 | N/A | PC | GENERAL SUPPORT | $4,000 | |
| MARY MITCHELL FAMILY & YOUTH CENTER | ||||||||
| 2007 MAPES AVENUE | BRONX | NY | 10460 | N/A | PC | FOOD JUSTICE TEEN COUNCIL | $40,000 | |
| NATIONAL ALLIANCE FOR THE MENTALLY ILL OF NY CITY | ||||||||
| 505 8TH AVE 1103 | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| NEIGHBORHOOD HOUSING SERVICES NYC-NHS | ||||||||
| 307 WEST 36 STREET 12TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| NORTH STAR FUND INC | ||||||||
| 520 8TH AVENUE SUITE 1800 | NEW YORK | NY | 10018 | N/A | PC | COMMUNITY FOOD FUNDERS & RACIAL JUSTICE TRAINING | $7,000 | |
| PHILANTHROPY NEW YORK INC | ||||||||
| 320 E 43RD STREET | NEW YORK | NY | 10017 | N/A | PC | MEMBERSHIP GRANT | $1,900 | |
| QUEENS COMMUNITY HOUSE | ||||||||
| 108-25 62ND STREET | QUEENS | NY | 11375 | N/A | PC | YOUTH FOOD JUSTICE LEADERSHIP PROGRAM | $50,000 | |
| RED HOOK INITIATIVE | ||||||||
| 767 HICKS ST | BROOKLYN | NY | 11231 | N/A | PC | YOUTH FARM APPRENTICE PROGRAM | $30,000 | |
| RESIST INC | ||||||||
| PO BOX 301240 | BOSTON | MA | 02130 | N/A | PC | NORTHEAST FARMERS OF COLOR LAND TRUST | $14,500 | |
| ROBERT TOIGO FOUNDATION | ||||||||
| 555 12TH ST 275 | OAKLAND | CA | 94607 | N/A | PC | GENERAL SUPPORT | $4,500 | |
| ROCKAWAY WATERFRONT ALLIANCE | ||||||||
| PO BOX 900645 | FAR ROCKAWAY | NY | 11690 | N/A | PC | YOUTH FOOD ACCESS AND JUSTICE PROJECT | $17,500 | |
| SCAN-HARBOR | ||||||||
| 345 EAST 102ND ST 3RD FL | NEW YORK | NY | 10029 | N/A | PC | GET HEALTHY EAST HARLEM | $40,000 | |
| 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 BROTHERHOODSISTERHOOD SOL | ||||||||
| 140 HAMILTON PLACE | NEW YORK | NY | 10031 | N/A | PC | FOOD EMPOWERMENT INITIATIVE | $40,000 | |
| THE CAMPAIGN AGAINST HUNGER | ||||||||
| 2010 FULTON STREET | BROOKLYN | NY | 11233 | N/A | PC | GREEN TEAM INTERNSHIP PROGRAM | $40,000 | |
| THE CLASSICAL THEATRE OF HARLEM INC | ||||||||
| 8 WEST 126TH ST | NEW YORK | NY | 10027 | N/A | PC | GENERAL SUPPORT | $4,500 | |
| THE ONE LOVE FOUNDATION IN HONOR OF YEARDLEY LOVE INC | ||||||||
| PO BOX 368 119 PONDFIELD ROAD | BRONXVILLE | NY | 10708 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| TRUSTEES OF COLUMBIA UNIV IN THE CITY OF NY | ||||||||
| 622 WEST 113TH ST MAIL CODE 4524 | NEW YORK | NY | 10025 | N/A | PC | BLACK ALUMNI SCHOLARSHIP FUND | $3,000 | |
| UNITED COMMUNITY CENTERS | ||||||||
| 613 NEW LOTS AVENUE | BROOKLYN | NY | 11207 | N/A | PC | EAST NEW YORK FARMS | $20,000 | |
| URBAN JUSTICE CENTER | ||||||||
| 40 RECTOR STREET 9TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | SVP'S VENDOR POWER SUMMER INTERNSHIP PROGRAM | $30,000 | |
| US SOCCER FEDERATION FOUNDATION INC | ||||||||
| 1140 CONNECTICUT AVE NW STE 1200 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| WE STAY - NOS QUEDAMOS INC | ||||||||
| 754 MELROSE AVE | BRONX | NY | 10451 | N/A | PC | YOUTH-POWERED FOOD JUSTICE INTERNSHIP PROGRAM | $30,000 | |
| WESTCHESTER CHORAL SOCIETY | ||||||||
| 216 CENTRAL AVENUE | WHITE PLAINS | NY | 10606 | N/A | PC | GENERAL SUPPORT | $4,500 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| BRONX ZOO 2300 SOUTHERN BLVD | BRONX | NY | 10460 | N/A | PC | GENERAL SUPPORT | $4,500 | |
| YOUTH MINISTRIES FOR PEACE AND JUSTICE | ||||||||
| 1384 STRATFORD AVE | BRONX | NY | 10472 | N/A | PC | COMMUNITY HEALTH INITIATIVE | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $783,400 | 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 | $24 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $528,678 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $839,745 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,368,447 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,368,447 | 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 | $12,704 | $6,352 | $6,352 |
| BILLING SERVICE | $1,577 | $789 | $788 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 9,392.812 SHS VANGUARD EQUITY INCOME FUND | AT COST | $771,226 | $842,254 |
| 3,118.296 SHS VANGUARD EXPLORER FUND | AT COST | $410,212 | $417,259 |
| 54,070.201 SHS VANGUARD INTER-TERM INVEST-GR | AT COST | $560,730 | $545,028 |
| 8,322.763 SHS VANGUARD INTERNATIONAL GROWTH | AT COST | $880,088 | $1,377,750 |
| 31,775.098 SHS VANGUARD INTERNATIONAL VALUE FUND | AT COST | $985,678 | $1,384,441 |
| 54,936.532 SHS VANGUARD LONG-TERM INVEST-GR | AT COST | $619,890 | $590,568 |
| 61,831.495 SHS VANGUARD PRIMECAP CORE | AT COST | $1,943,364 | $2,071,355 |
| 122,234.635 SHS VANGUARD SHORT-TERM INVEST-GR | AT COST | $1,328,285 | $1,340,914 |
| 79,909.606 SHS VANGUARD TOTAL STOCK INDEX | AT COST | $2,043,278 | $2,764,872 |
| 264,416.947 SHS VANGUARD TOTAL BOND MKT INDEX | AT COST | $3,034,916 | $2,969,402 |
| 39,494.362 SHS VANGUARD TOTAL STOCK MKT INDEX | AT COST | $2,959,024 | $4,172,974 |
| 4,580.083 SHS VANGUARD US GROWTH | AT COST | $842,062 | $821,942 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $81 | $81 | $0 |
| DUES | $765 | $0 | $765 |
| FILING FEES | $750 | $0 | $750 |
| INSURANCE | $1,989 | $0 | $1,989 |
| INVESTMENT ADVISORY FEES | $23,392 | $23,392 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $105,320 | Amt |
| Net Investment Income | $5,266 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100,054 | DisbursementsCharitablePrpsAmt |