LEON LOWENSTEIN FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LEON LOWENSTEIN FOUNDATION INC (EIN 13-6015951)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-22
- IRS object ID
- 202021439349100307
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-22T09:56:04-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1155 Avenue of the Americas 1200 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 136015951 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leon Lowenstein Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANDREW BENDHEIM | InCareOfNm |
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 2123190670 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 157 Church Street 19th Floor | AddressLine1Txt |
| City | New Haven | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW BENDHEIM | PersonNm |
| Person Title | director | PersonTitleTxt |
| Phone | 2123190670 | PhoneNum |
| Signature | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Aaron Shapiro | PreparerPersonNm |
| PTIN | P01333816 | PTIN |
| Phone | 2128674000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26511920201435000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-05-22 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8BAB167CC20738F3D1E6B133BEB8A02CA90C437F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8BAB167CC20738F3D1E6B133BEB8A02CA90C437F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $142,491,830 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,634,704 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,634,704 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $393,378 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,867,003 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $393,378 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $800 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $800 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,028,882 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,028,882 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $317,083 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,417 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $286,666 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $43,606 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,180 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $41,426 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $46,779 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,425 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $44,354 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,653 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,653 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $38,939 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,752 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,187 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $87,985 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,248 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,737 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,335 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $719 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,659 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $254 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $28,117 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,977 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $24,140 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $24,866 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,973 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $19,893 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,296 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,274 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,022 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $663,913 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $126,618 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $496,084 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,031,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,188,440 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,695,413 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $126,618 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,684,524 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,666,531 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,902,264 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $499,262 | CashBOYAmt |
| Cash EOY | $447,227 | CashEOYAmt |
| Cash EOYFMV | $447,227 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $35,408 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,513 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,513 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $117,791,936 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $142,036,370 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $142,036,370 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,270 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $550 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $974 | LandBOYAmt |
| Land EOY | $720 | LandEOYAmt |
| Land EOYFMV | $720 | LandEOYFMVAmt |
| Other Assets EOY | $71,036 | OtherAssetsEOYAmt |
| Total Assets BOY | $118,327,580 | TotalAssetsBOYAmt |
| Total Assets EOY | $142,562,866 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $142,491,830 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $19,088 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $22,205 | AccountsPayableEOYAmt |
| Grants Payable BOY | $181,940 | GrantsPayableBOYAmt |
| Grants Payable EOY | $25,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $400,155 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $882,699 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $601,183 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $929,904 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $117,726,397 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $141,632,962 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $117,726,397 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $141,632,962 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $118,327,580 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $142,562,866 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $117,726,397 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,666,531 | ExcessRevenueOverExpensesAmt |
| Other Increases | $26,573,096 | OtherIncreasesAmt |
| Subtotal | $141,632,962 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $141,632,962 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD FTSE ALL-WORLD - INFO AVAILABLE UPON REQUEST | P | 2016-01-01 | 2019-11-26 | $8,000,000 | $7,342,954 | $657,046 | $657,046 |
| DIMENSIONAL EMERGING MARKET - INFO AVAILABLE UPON REQUEST | P | 2016-01-01 | 2019-12-31 | $3,929,868 | $4,795,720 | -$865,852 | -$865,852 |
| JP MORGAN BLACK ROCK - INFO AVAILABLE UPON REQUEST | P | 2016-01-01 | 2019-12-31 | $3,937,135 | $3,334,951 | $602,184 | $602,184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $393,378 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,183,458 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $133,812,980 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04621 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,351,822 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $127,350,081 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042024 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,965,518 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $110,818,377 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053831 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,971,655 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $117,468,134 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050836 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,212,671 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $123,418,103 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050338 | DistributionYr5Rt |
| Total Distribution | 0.243239 | TotalDistributionRt |
| Average Distribution | 0.048648 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $133,674,451 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,502,995 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $39,023 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,542,018 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,684,524 | 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 | $39,023 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $39,023 | SubtotalAmt |
| Tax Based On Investment Income | $39,023 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $110,060 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $110,060 | TotalPaymentsAndCreditsAmt |
| Overpayment | $71,037 | OverpaymentAmt |
| Applied To ES Tax | $71,037 | 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 | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | 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 | ANDREW BENDHEIM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123190670 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 157 CHURCH STREET 19TH FLOOR | AddressLine1Txt |
| City | new haven | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| Thomas Wright | ||||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | Secretary | 5.0 | $16,250 | $0 | $0 |
| Lynn Thoman | ||||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | Director (through 11/2019) | 5.0 | $10,000 | $0 | $0 |
| Kim Bendheim | ||||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | Vice Chair | 5.0 | $15,000 | $0 | $0 |
| Tom Bendheim | ||||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | Director | 5.0 | $10,000 | $0 | $0 |
| Joanna Schulman | ||||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | Director | 5.0 | $13,750 | $0 | $0 |
| John Bendheim Jr | ||||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | dIRECTOR | 5.0 | $10,000 | $0 | $0 |
| Stewart Hudson | ||||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | Executive Director | 35.0 | $220,000 | $45,836 | $0 |
| Andrew Bendheim | ||||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | Chair | 20.0 | $22,083 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $135,461,547 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $240,323 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,233 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $135,710,103 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $135,710,103 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,035,652 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $133,674,451 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,683,723 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,683,723 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,023 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,023 | TotalTaxAmt |
| Distributable Before Adj | $6,644,700 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,644,700 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,644,700 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,684,524 | 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 | $6,684,524 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $39,023 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,645,501 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,644,700 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,531,697 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,684,524 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,531,697 | AppliedToYear1Amt |
| Applied To Current Year | $152,827 | 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 |
| Undistributed Income CY | $6,491,873 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Amanda James | |||||||
| 94 Mercer St | New York | NY | 10012 | none | PC | Charitable | $5,000 |
| American Enterprise Institute | |||||||
| 1789 Massachusetts Avenue NW | Washington | DC | 20036 | none | PC | Charitable | $80,000 |
| Americas Society Inc | |||||||
| 680 Park Avenue | New York | NY | 10065 | none | PC | Charitable | $15,000 |
| Bard Prison Initiative | |||||||
| PO Box 5000 | AnnandaleOnHudson | NY | 12504 | none | PC | Charitable | $10,000 |
| Barrington Stage Company Inc | |||||||
| 30 Union Street | Pittsfield | MA | 01201 | none | PC | Charitable | $25,000 |
| Beth Israel Deaconess Medical Center | |||||||
| 330 Brookline Avenue | Boston | MA | 02215 | none | PC | Charitable | $45,000 |
| Big Picture Learning | |||||||
| 325 Public St | Providence | RI | 02905 | none | PC | Charitable | $235,000 |
| Boys & Girls Club of Greenwich | |||||||
| 4 Horseneck Lane | Greenwich | CT | 06830 | none | PC | Charitable | $22,000 |
| BRAC USA | |||||||
| 110 William Street | New york | NY | 10038 | none | PC | Charitable | $5,000 |
| California State University Northridge Foundation | |||||||
| 18111 Nordhoff St University Hall 1 | Northridge | CA | 91330 | none | PC | Charitable | $10,000 |
| City Year | |||||||
| 287 Columbus Avenue | Boston | MA | 02116 | none | PC | Charitable | $250,000 |
| Combined Jewish Philanthropies | |||||||
| Kraft Family Building 126 High Stre | Boston | MA | 02110 | none | PC | Charitable | $10,000 |
| Community Servings Inc | |||||||
| 179 Armory St | Jamaica Plain | MA | 02130 | none | PC | Charitable | $5,000 |
| Crossroads Rhode Island | |||||||
| 58 East 68th Street | New York | NY | 10065 | none | PC | Charitable | $5,000 |
| Endicott College | |||||||
| 376 Hale St | Beverly | MA | 01915 | none | PC | Charitable | $50,000 |
| Environmental Defense Fund | |||||||
| 257 Park Ave South 17th Floor | New York | NY | 10010 | none | PC | Charitable | $575,000 |
| Environmental Health Strategy Center | |||||||
| 565 Congress St Ste 204 | Portland | ME | 04101 | none | PC | Charitable | $160,000 |
| Environmental Working Group | |||||||
| 1436 U St NW Ste 100 | Washington | DC | 20009 | none | PC | Charitable | $550,000 |
| Epic Theatre Center Inc | |||||||
| 55 W 39th Street | New York | NY | 10018 | none | PC | Charitable | $50,000 |
| Exponent Philanthropy | |||||||
| 1720 N Street | Washington | DC | 20036 | none | PC | Charitable | $1,500 |
| Family Centers Inc | |||||||
| 40 Arch Street | Greenwich | CT | 06830 | none | PC | Charitable | $5,000 |
| Foster Care Counts | |||||||
| 11150 Santa Monica Blvd Ste 1500 | Los Angeles | CA | 90025 | none | PC | Charitable | $25,000 |
| French-American Foundation | |||||||
| 28 West 44th Street | New York | NY | 10036 | none | PC | Charitable | $10,000 |
| Gordon School | |||||||
| 45 Maxfield Avenue | East Providence | RI | 02914 | none | PC | Charitable | $15,000 |
| Gulf of Maine Research Institute | |||||||
| 350 Commercial Street | Portland | ME | 04101 | none | PC | Charitable | $10,000 |
| Harvard Kennedy School | |||||||
| 79 John F Kennedy St | Cambridge | MA | 02138 | none | PC | Charitable | $100,000 |
| Harvey School | |||||||
| 260 Jay Street | Katonah | NY | 10536 | none | PC | Charitable | $3,500 |
| Hospital for Special Surgery | |||||||
| 535 E 70th St | New York | NY | 10021 | none | PC | Charitable | $100,000 |
| Institute for Nonprofit Practice | |||||||
| 144 Gould Street | Needham | MA | 02494 | none | PC | Charitable | $15,000 |
| Johns Hopkins University | |||||||
| 3910 Keswick Road Suite N2100 | Baltimore | MD | 21211 | none | PC | Charitable | $800,000 |
| Juntos Vieques | |||||||
| HC 2 Box 14717 | Vieques | PR | 00765 | none | PC | Charitable | $2,500 |
| Kids in Crisis | |||||||
| One Salem St | Cos Cob | CT | 06807 | none | PC | Charitable | $6,500 |
| Kitchen Table Campaigns | |||||||
| 641 S St NW 3rd Floor | WaSHINGTON | DC | 20001 | none | PC | Charitable | $120,000 |
| Knox County Homeless Coalition | |||||||
| PO Box 1696 | Rockland | ME | 04841 | none | PC | Charitable | $20,000 |
| Lappin Foundation | |||||||
| 29 Congress St | Salem | MA | 01970 | none | PC | Charitable | $20,000 |
| LEAP | |||||||
| 535 8th Avenue Suite 1100 | New York | NY | 10018 | none | PC | Charitable | $250,000 |
| Liberation Programs Inc | |||||||
| 129 Glover Avenue | norwalk | CT | 06850 | none | PC | Charitable | $10,000 |
| Lincoln School | |||||||
| 301 Butler Ave | Providence | RI | 02906 | none | PC | Charitable | $25,000 |
| Looking Above and Beyond Inc | |||||||
| 1158 Shadow Hill Way | Beverly Hills | CA | 90210 | none | PC | Charitable | $25,000 |
| Los Angeles Philharmonic Association | |||||||
| 151 S Grand Ave | Los Angeles | CA | 90012 | none | PC | Charitable | $25,000 |
| Maine Coast Heritage Trust | |||||||
| 1 Bowdoin Mill Island Ste 201 | Topsham | ME | 04086 | none | PC | Charitable | $10,000 |
| Marlene Myerson JCC Manhattan | |||||||
| 334 Amsterdam Ave | New York | NY | 10023 | none | PC | Charitable | $100,000 |
| Massachusetts Eye and Ear | |||||||
| 243 Charles St | Boston | MA | 02114 | none | PC | Charitable | $10,000 |
| Mayo Clinic | |||||||
| 200 First St SW | Rochester | MN | 55902 | none | PC | Charitable | $280,000 |
| McGill University | |||||||
| 1001 Sherbrooke Street West | Montreal | CA | 11111 | none | PC | Charitable | $5,000 |
| New Profit | |||||||
| 200 Clarendon Street 44th Floor | Boston | MA | 02116 | none | PC | Charitable | $69,440 |
| North American Council for Online Learning | |||||||
| 1934 Old Gallows Rd Ste 350 | Vienna | VA | 22182 | none | PC | Charitable | $150,000 |
| NYU Langone Health | |||||||
| One Park Avenue 3rd floor | New York | NY | 10016 | none | PC | Charitable | $475,000 |
| ONS Fdn for Clinical Research and Education Inc | |||||||
| 6 Greenwich Office Park 40 Valley | Greenwich | CT | 06831 | none | PC | Charitable | $6,000 |
| PEN American Center | |||||||
| 588 Broadway Suite 303 | New York | NY | 10012 | none | PC | Charitable | $25,000 |
| Phoenix Charter Academy Foundation | |||||||
| 60 canal street 4th floor | Boston | MA | 02114 | none | PC | Charitable | $20,000 |
| Powermylearning | |||||||
| 520 Eighth Avenue Floor 10 | New York | NY | 10018 | none | PC | Charitable | $200,000 |
| Princeton Family YMCA | |||||||
| 59 Paul Robeson Place | Princeton | NJ | 08534 | none | PC | Charitable | $3,000 |
| Rachel's Network Inc | |||||||
| 1200 18th Street NW | New York | NY | 20036 | none | PC | Charitable | $20,000 |
| Rhode Island Community Food Bank Assoc | |||||||
| 200 Niantic Avenue | Providence | RI | 02907 | none | PC | Charitable | $5,000 |
| Sarah Lawrence College | |||||||
| 1 Mead Way | Bronxville | NY | 10708 | none | PC | Charitable | $2,000 |
| Save the Bay | |||||||
| 100 Save the Bay Drive | Providence | RI | 02905 | none | PC | Charitable | $5,000 |
| Squash Haven | |||||||
| 70 Tower Parkway | New Haven | CT | 06511 | none | PC | Charitable | $10,000 |
| The Brookings Institution | |||||||
| 1775 Massachusetts Avenue NW | Washington | DC | 20036 | none | PC | Charitable | $50,000 |
| The Forum for Urban Design | |||||||
| 114 Bowery Ste 301 | New York | NY | 10013 | none | PC | Charitable | $1,000 |
| The Museum of Language Arts Incorporated | |||||||
| 1300 I St NW Ste 400e | Washington | DC | 20005 | none | PC | Charitable | $25,000 |
| The Public Theater | |||||||
| 425 Lafayette St | New York | NY | 10003 | none | PC | Charitable | $15,000 |
| The Trilateral Commission | |||||||
| 1156 15th Street NW | Washington | DC | 20005 | none | PC | Charitable | $10,000 |
| The Wharton School of the Univ of Pennsylvania | |||||||
| 3730 Walnut St | Philadelphia | PA | 19104 | none | PC | Charitable | $42,500 |
| Thompson Island Outward Bound Education Center | |||||||
| PO Box 127 | Boston | MA | 02127 | none | PC | Charitable | $10,000 |
| Tides Center | |||||||
| PO Box 29907 | San Francisco | CA | 94129 | none | PC | Charitable | $235,000 |
| Tom Gold Dance Foundation | |||||||
| 51 West 81st Street | New York | NY | 10024 | none | PC | Charitable | $15,000 |
| Tufts University | |||||||
| Ballou Hall | Medford | MA | 02155 | none | PC | Charitable | $10,000 |
| University of Southern California | |||||||
| 3551 Trousdale Parkway Ste 160 | Los Angeles | CA | 90089 | none | PC | Charitable | $25,000 |
| University of Washington | |||||||
| Box 359505 | Seattle | WA | 98195 | none | PC | Charitable | $30,000 |
| UPMCInstitute for Precision Medicine | |||||||
| 116 Atwood St Suite 201 | Pittsburgh | PA | 15213 | none | PC | Charitable | $250,000 |
| Venture for America Inc | |||||||
| 40 West 29th Street | New York | NY | 10001 | none | PC | Charitable | $25,000 |
| Vieques Humane Society & Animal Rescue | |||||||
| PO Box 1399 | vieques | PR | 00765 | none | PC | Charitable | $29,000 |
| Virginia Organizing | |||||||
| 703 Concord Avenue | Charlottesville | VA | 22903 | none | PC | Charitable | $250,000 |
| Wallis Annenberg Center for the Performing Arts | |||||||
| 9390 N Santa Monica Blvd | Beverly Hills | CA | 90210 | none | PC | Charitable | $25,000 |
| Waterside School | |||||||
| 770 pacific street | stamford | CT | 06902 | none | PC | charitable | $5,000 |
| Year Up | |||||||
| 40 Fountain Street | Providence | RI | 02903 | none | PC | Charitable | $39,500 |
| YWCA Greenwich | |||||||
| 259 East Putnam Avenue | Greenwich | CT | 06830 | none | PC | Charitable | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,188,440 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cedars-Sinai Medical Center | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8700 Beverly Boulevard | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90048 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | none | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | Charitable | GrantOrContributionPurposeTxt |
| Amt | $25,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $25,000 | TotalGrantOrContriApprvFutAmt |
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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,634,704 | 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 | $393,378 | 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 | OTHER | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $800 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,028,882 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,028,882 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $142,036,370 | BookValueAmt |
| EOYFMV | $142,036,370 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| EOY Book Value | $71,036 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $17,296 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,274 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,022 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | other income | Desc |
| Revenue And Expenses Per Books | $800 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $800 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $27,115,404 |
| CHANGE IN DEFERRED EXCISE TAX | -$542,308 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX | Desc |
| BOY Book Value | $340,391 | BOYBookValueAmt |
| EOY Book Value | $882,699 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $65,091 | $65,091 | |
| OTHER CONSULTANTS | $22,894 | $157 | $22,737 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $40,957 | ||
| FICA TAX | $14,378 | $719 | $13,659 |
Comments