MICHAEL AND ANDREA LEVEN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL AND ANDREA LEVEN FAMILY FOUNDATION (EIN 27-4093841)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-19
- IRS object ID
- 202042329349101304
- Schema version
- 2019v5.1
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-19T15:35:20-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274093841 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael and Andrea Leven Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN LEVEN | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,620,180 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,015,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $402 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $402 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $55,757 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,757 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $552,167 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,116,331 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $552,167 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,872 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,625,198 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $608,326 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $9,005 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,005 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $271,137 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,818 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $260,319 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $9,471 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $9,471 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,905 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $14,507 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,507 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,076 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,076 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,539 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36,531 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $347,640 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,302 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $321,438 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,744,155 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,744,155 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,091,795 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,302 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,065,593 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,466,597 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $588,024 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $82,924 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $124,885 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $124,885 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,161,243 | CorporateStockBOYAmt |
| Corporate Stock EOY | $762,102 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $804,328 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $757 | CorporateBondsBOYAmt |
| Other Investments BOY | $1,576,970 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $467,519 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $690,967 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,821,894 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,354,506 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,620,180 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,507 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $716 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,507 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $716 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,820,387 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,353,790 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,820,387 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,353,790 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,821,894 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,354,506 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,820,387 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,466,597 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,353,790 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,353,790 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $1,784,348 | $1,497,551 | $286,797 | $286,797 | |||
| HPC STARBOARD VALUE LTD D ESC | $189,180 | $100,000 | $89,180 | $89,180 | P | 2011-12-29 | 2019-11-08 |
| HPC MILLENNIUM INT LTD D ESC | $21,079 | $12,562 | $8,517 | $8,517 | P | 2011-12-29 | 2019-02-22 |
| HPC MILLENNIUM INT LTD D ESC | $127,280 | $71,859 | $55,421 | $55,421 | P | 2011-12-29 | 2019-11-08 |
| CS JUMP ON SX5E | $232,394 | $200,000 | $32,394 | $32,394 | P | 2018-03-29 | 2019-04-23 |
| CITI TRIGGER JUMP ON EEM | $200,000 | $200,000 | P | 2017-12-28 | 2019-07-03 | ||
| JPM JUMP ON SPX WITH AVERAGING | $283,125 | $250,000 | $33,125 | $33,125 | P | 2018-04-17 | 2019-07-22 |
| CS JUMP ON SPX | $278,925 | $250,000 | $28,925 | $28,925 | P | 2018-07-31 | 2019-11-05 |
| DISTRIBUTIONS IN EXCESS OF BASIS | $0 | $0 | $17,808 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $552,167 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,698,978 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,273,608 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.749007 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,439,024 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,597,318 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.418882 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,720,944 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,701,505 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.271572 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,249,284 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,356,889 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.187204 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,497,007 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $23,637,995 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.105635 | DistributionYr5Rt |
| Total Distribution | 1.7323 | TotalDistributionRt |
| Average Distribution | 0.34646 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,721,304 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $942,823 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,880 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $948,703 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,065,593 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,880 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,880 | SubtotalAmt |
| Tax Based On Investment Income | $5,880 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $5,820 | OverpaymentAmt |
| Applied To ES Tax | $5,820 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Andrea Leven | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir | 1.0 | $0 | $0 | $0 |
| Jon Leven | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Michael A Leven | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Development Specialists LLC | |||||
| 320 Meadow Lane | Merion | PA | 19066 | Philanthropic srvcs | $166,219 |
| Finch Brands LLC | |||||
| 123 South Broad Street Suite 2150 | Philadelphia | PA | 19109 | Philanthropic srvcs | $57,500 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE JEWISH GIVING PLEDGE/JEWISH FUTURE PLEDGE - WILL SEEK TO HAVE JEWISH FAMILIES PLEDGE THAT 50% OF THEIR CHARITABLE DOLLARS TRANSFERRED AT DEATH WILL SUPPORT JEWISH CAUSES | Description1Txt |
| Expenses1 | $297,291 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,197,564 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,282 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,530,899 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,762,745 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,762,745 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,441 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,721,304 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $136,065 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $136,065 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,880 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,880 | TotalTaxAmt |
| Distributable Before Adj | $130,185 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $130,185 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $130,185 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,065,593 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,065,593 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,880 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,059,713 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $130,185 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $1,334,141 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,405,692 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,053,145 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,928,835 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,396,754 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,118,567 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,065,593 | QualifyingDistributionsAmt |
| Applied To Current Year | $130,185 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,935,408 | RemainingDistriFromCorpusAmt |
| Total Corpus | $19,053,975 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,334,141 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,719,834 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,405,692 | ExcessFromYear4Amt |
| Excess From Year3 | $3,053,145 | ExcessFromYear3Amt |
| Excess From Year2 | $3,928,835 | ExcessFromYear2Amt |
| Excess From Year1 | $4,396,754 | ExcessFromYear1Amt |
| Excess From Current Year | $3,935,408 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Andrea Leven | ContributingManagerNm |
| Contributing Manager | Michael A Leven | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALPHA EPSILON PI FOUNDATION INC | |||||||
| 8815 WESLEYAN RD | INDIANAPOLIS | IN | 46268 | N/A | PC | Alpha Epsilon Pi Michael A. Leven Advanced Leadership Institute program | $183,000 |
| AMERICAN FRIENDS OF BEIT HATFUTSOT | |||||||
| 633 3RD AVE 21ST FL | NEW YORK | NY | 10017 | N/A | PC | Faith and Culture film in support of the Museum of Jewish People at Beit Hatfutsot Project | $50,000 |
| AMERICAN FRIENDS OF I D C | |||||||
| 142 W 57TH ST 11TH FL | NEW YORK | NY | 10019 | N/A | PC | Act.IL for the Boca Raton/ Miami Media Rooms project | $30,000 |
| AMERICAN FRIENDS OF THE ISRAEL SPORT CENTER FOR TH | |||||||
| 1 NORTHFIELD PLZ STE 300 | NORTHFIELD | IL | 60093 | N/A | PC | Atlanta Project: Adaptive Fitness Center and operating expenses for ISCD | $100,000 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | |||||||
| 220 E 42ND ST STE 400 | NEW YORK | NY | 10017 | N/A | PC | Entwine Program | $70,000 |
| AYN RAND INSTITUTE THE CENTER FOR THE ADVANCEMENT | |||||||
| 6 HUTTON CENTRE DR STE 600 | SANTA ANA | CA | 92707 | N/A | PC | Sponsorship of the 2019 Leven Foundation Ayn Rand Student Conference: "Reason, Purpose, Self-Esteem: Keys to a Better Life and Society" | $125,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | N/A | PC | Birthright Israel Program | $125,000 |
| BNAI BRITH YOUTH ORGANIZATION INC | |||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | Support curriculum development and deployment for BBYO Leadership Academy Program | $100,000 |
| BOSTON LATIN SCHOOL ASSOCIATION | |||||||
| 27 SCHOOL ST STE 300 | BOSTON | MA | 02108 | N/A | PC | Director's salary fund | $33,970 |
| BOSTON LATIN SCHOOL ASSOCIATION | |||||||
| 27 SCHOOL ST STE 300 | BOSTON | MA | 02108 | N/A | PC | Viterbi-Leven Fund for Technology to provide technology support personnel at BLS | $50,000 |
| BOSTON LATIN SCHOOL ASSOCIATION | |||||||
| 27 SCHOOL ST STE 300 | BOSTON | MA | 02108 | N/A | PC | John White '64 Fund for Athletics | $20,000 |
| BOSTON LATIN SCHOOL ASSOCIATION | |||||||
| 27 SCHOOL ST STE 300 | BOSTON | MA | 02108 | N/A | PC | Leven Athletics Transportation Fund | $20,000 |
| BRANDEIS UNIVERSITY | |||||||
| 60 TURNER ST | WALTHAM | MA | 02453 | N/A | PC | Jewish Futures Project | $75,000 |
| CAPITAL RESEARCH CENTER | |||||||
| 1513 16TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | Soros Study project | $36,185 |
| CENTER FOR ENTREPRENEURIAL JEWISH PHILANTHROPY | |||||||
| 435 STRATTON RD | NEW ROCHELLE | NY | 10804 | N/A | PC | General & Unrestricted | $150,000 |
| CENTRAL FUND OF ISRAEL | |||||||
| 980 AVE OF THE AMERICAS FRNT 3 | NEW YORK | NY | 10018 | N/A | PC | JVP and IfNotNow Campaign Work - Aliyah Assistance | $75,000 |
| CINTOC | |||||||
| 4528 VAN NESS ST NW | WASHINGTON | DC | 20016 | N/A | PC | Operation Untouchables 2: Supporting Treasury to Sanction Iran-Backed Actors in Africa | $25,000 |
| CLAL-THE NATIONAL JEWISH CENTER FOR LEARNING AND L | |||||||
| 440 PARK AVE S | NEW YORK | NY | 10016 | N/A | PC | Stand and See Fellowship fund | $150,000 |
| DELEGATION OF JEWISH AMERICAN STUDENTS | |||||||
| 1806 COLFAX ST | EVANSTON | IL | 60201 | N/A | PC | KAHAL Campus Scale Grant Fund | $50,000 |
| ELI AND BESSIE COHEN CAMPS | |||||||
| 888 WORCESTER ST STE 350 | WELLESLEY | MA | 02482 | N/A | PC | Aaron and Blanche Gordon Facility at Camp Tevya Project | $125,000 |
| FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC | |||||||
| PO BOX 33249 | WASHINGTON | DC | 20033 | N/A | PC | Military Center/QME projects and CSIF, including cryptocurrency research | $100,000 |
| FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC | |||||||
| PO BOX 33249 | WASHINGTON | DC | 20033 | N/A | PC | FDD's Center on Military and Political Power and FDD's Center on Economic and Financial Power | $100,000 |
| FOUNDATION OF THE HOSPITALITY SALES AND MARKETING | |||||||
| 7918 JONES BRANCH DR STE 300 | MCLEAN | VA | 22102 | N/A | SO I | HSMAI Europe Grant for 2018-2019 | $50,000 |
| FOUNDATION OF THE HOSPITALITY SALES AND MARKETING | |||||||
| 7918 JONES BRANCH DR STE 300 | MCLEAN | VA | 22102 | N/A | SO I | Charitable Event | $100,000 |
| HEBREW BENEVOLENT CONGREGATION THE TEMPLE | |||||||
| 1589 PEACHTREE ST NE | ATLANTA | GA | 30309 | N/A | PC | Andrea and Michael Leven Jewish Identity Institute | $200,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE - PEN | |||||||
| 121 SIBLEY AVE | ARDMORE | PA | 19003 | N/A | PC | Center for Jewish Innovation Fund | $50,000 |
| HILLELS OF GEORGIA INC | |||||||
| 735 GATEWOOD RD NE | ATLANTA | GA | 30322 | N/A | PC | Campus SuperStar Appeal Program | $25,000 |
| INSTITUTE FOR HUMANE STUDIES | |||||||
| 3434 WASHINGTON BLVD MS 1C5 | ARLINGTON | VA | 22201 | N/A | PC | Director of Placement Strategy Fund | $100,000 |
| INSTITUTE FOR HUMANE STUDIES | |||||||
| 3434 WASHINGTON BLVD MS 1C5 | ARLINGTON | VA | 22201 | N/A | PC | Leven Fellowships Fund | $100,000 |
| INTERFAITHFAMILY COM INC | |||||||
| 90 OAK ST 4TH FL | NEWTON | MA | 02464 | N/A | PC | InterfaithFamily/Atlanta Project | $90,000 |
| JERUSALEM FOUNDATION INC | |||||||
| 420 LEXINGTON AVE STE 1645 | NEW YORK | NY | 10170 | N/A | PC | Jerusalem Press Club | $40,000 |
| JEWISH EDUCATION CENTER OF SOUTH FLORIDA INC | |||||||
| 500 NE SPANISH RIVER BLVD STE 15 | BOCA RATON | FL | 33431 | N/A | PC | Camp Nageela Boca | $25,000 |
| JEWISH JUMPSTART | |||||||
| 2801 OCEAN PARK BLVD 348 | SANTA MONICA | CA | 90405 | N/A | PC | JLens project of Jewish Jumpstart | $50,000 |
| JEWISH KIDS GROUPS FOUNDATION INC | |||||||
| 1440 SPRING ST NW | ATLANTA | GA | 30309 | N/A | PC | Interfaith Family Enrollment Initiative | $50,000 |
| MOISHE HOUSE | |||||||
| 441 SAXONY RD BARN 2 | ENCINITAS | CA | 92024 | N/A | PC | Moishe House Boca-South Palm Beach Project | $60,000 |
| MUSEUM OF THE BIBLE INC | |||||||
| 7507 SW 44TH ST | OKLAHOMA CITY | OK | 73179 | N/A | PC | the Jerusalem and Rome Exhibit Program | $50,000 |
| NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | |||||||
| 101 S INDEPENDENCE MALL E | PHILADELPHIA | PA | 19106 | N/A | PC | Educational Programming | $50,000 |
| P E F ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 3RD AVE 15TH FL | NEW YORK | NY | 10017 | N/A | PC | Leven Fellows scholarship fund for the 2019-20 academic year at Hadassah Academic College and towards the costs of supporting activities supporting activities. | $155,000 |
| P E F ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 3RD AVE 15TH FL | NEW YORK | NY | 10017 | N/A | PC | construction fund of the Study Center at Hadassah College | $125,000 |
| P E F ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 3RD AVE 15TH FL | NEW YORK | NY | 10017 | N/A | PC | to Support the IMPACT-se Palestinian Curriculum Campaign for the 2019-20 academic year at Hadassah Academic College and towards the costs of supporting activities | $25,000 |
| PACE ACADEMY INC | |||||||
| 966 W PACES FERRY RD NW | ATLANTA | GA | 30327 | N/A | PC | Aim High Campaign in support of the Upper School and the Riverview Stadium Expansion Project | $100,000 |
| ROBERT W WOODRUFF ARTS CENTER - ALLIANCE THEATRE | |||||||
| 1280 PEACHTREE ST NE | ATLANTA | GA | 30309 | N/A | PC | Alliance Theatre Campaign | $25,000 |
| SWC MUSEUM CORP | |||||||
| 1399 S ROXBURY DR | LOS ANGELES | CA | 90035 | N/A | PC | Museum of Tolerance - Jerusalem Project | $50,000 |
| THE JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMER | |||||||
| 1101 14TH ST NW STE 1030 | WASHINGTON | DC | 20005 | N/A | PC | in support of the COO position | $100,000 |
| TURNING POINT USA INC | |||||||
| 4940 E BEVERLY RD | PHOENIX | AZ | 85044 | N/A | PC | Campus Leadership Project | $56,250 |
| TURNING POINT USA INC | |||||||
| 4940 E BEVERLY RD | PHOENIX | AZ | 85044 | N/A | PC | Campus Leadership Project | $168,750 |
| YEHUDI INC | |||||||
| 3790 ROYAL PALM AVE | MIAMI BEACH | FL | 33140 | N/A | PC | The Michael and Andrea Leven Family Foundation Costa Rica Fellowships Program | $36,000 |
| ZIONIST ORGANIZATION OF AMERICA | |||||||
| 633 3RD AVE STE 31-B | NEW YORK | NY | 10017 | N/A | PC | Fuel For Truth Program | $70,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,744,155 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $402 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,757 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $552,167 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,872 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $610,198 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $610,198 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Leven Michael A | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7295 Ballantrae Court | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,015,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMER INTERNATIONAL GROUP INC | $7,973 | $7,392 |
| AMERICAN TOWER REIT INC | $5,131 | $5,286 |
| APPLE INC | $5,160 | $11,159 |
| BOEING CO | $10,621 | $10,099 |
| BP PLC SPONSORED ADR | $7,664 | $8,039 |
| CHUBB LIMITED | $6,943 | $7,939 |
| CISCO SYSTEMS INC | $8,052 | $9,016 |
| CITIGROUP INC | $11,264 | $12,782 |
| COMCAST CORP | $6,658 | $8,185 |
| CONSTELLATION BRANDS INC | $4,283 | $4,175 |
| CROWN CASTLE INTL | $4,838 | $7,818 |
| DIAGEO PLC ADS | $6,276 | $7,747 |
| HERSHA HOSPITALITY TRUST | $59,565 | $40,954 |
| HERSHA HOSPITALITY TRUST PFD E | $250,000 | $250,000 |
| HERSHA HOSPITALITY TRUST PREF | $249,999 | $250,199 |
| HOME DEPOT INC | $6,773 | $11,356 |
| INTERNATIONAL BUSINESS MACHINE | $5,008 | $5,094 |
| JP MORGAN CHASE | $6,707 | $13,940 |
| MASTERCARD INC | $6,715 | $11,346 |
| MICROSOFT CORP | $6,463 | $9,147 |
| NIKE INC-CL B | $7,140 | $9,624 |
| PEPSICO INC | $1,991 | $4,100 |
| PNC FINANCIAL GROUP INC | $8,705 | $9,578 |
| PROCTER GAMBLE CO | $2,929 | $5,496 |
| PRUDENTIAL JENNISON MLP Z | $14,460 | $14,266 |
| QUEST DIAGNOSTICS | $5,091 | $5,446 |
| RAYTHEON CO | $6,308 | $12,745 |
| SELECT SECTOR SPDR ENERGY FUND | $8,875 | $8,225 |
| SELECT SECTOR SPDR UTILITIES | $5,835 | $6,914 |
| SELECT SECTOR SPDR-HEALTH CARE | $13,338 | $14,668 |
| UNITEDHEALTH GROUP INC | $7,538 | $11,759 |
| WALT DISNEY HOLDINGS CO | $3,658 | $9,690 |
| WELLS FARGO PFD SER R - 6.625% | $141 | $144 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKSTONE RE DEBT STRATEGIES | $251,940 | $299,066 |
| HPC MILLENNIUM INT LTD D ESC | $215,579 | $391,901 |
| RIVERVIEW (F/K/A AIP) SELECT M |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets.The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions:During the taxable year ending December 31, 2019, the Foundation made distributions from assets from sources other than current income.Collectively, the distributions in excess of current income totaled $3,744,155. This amount represents 25% or more of the Foundation's net assets of $4,054,718 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2019. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution.The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $9,005 | LegalFeesAmt |
| Disbursements Charitable Prps | $9,005 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $18,171 | $18,171 | |
| Bank Charges | $8 | $8 | |
| Computers/Electronic Devices | $1,377 | $1,377 | |
| Equipment Maintenance | $602 | $602 | |
| Office Supplies | $14,082 | $14,082 | |
| Postage/Delivery Service | $980 | $980 | |
| State or Local Filing Fees | $100 | $100 | |
| Website Hosting/Support | $288 | $288 | |
| CREDIT CARD FEES | $295 | $295 | |
| DIGITAL SUBSCRIPTION FEES | $636 | $636 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $1,872 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING OPTIONS | Desc |
| BOY Book Value | $1,507 | BOYBookValueAmt |
| EOY Book Value | $716 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $10,818 | $10,818 | |
| PHILANTHROPIC CONSULTING SRVCS | $258,339 | $258,339 | |
| COPYWRITING SERVICES | $1,980 | $1,980 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2019 | $5,900 | |
| Foreign Tax Paid | $5 | $5 |
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