NOEL AND HARRIETTE LEVINE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NOEL AND HARRIETTE LEVINE FOUNDATION INC (EIN 13-4074336)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349105693
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T15:42:23-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 | 134074336 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOEL AND HARRIETTE LEVINE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DENISE SAUL | InCareOfNm |
| Business Name Control | NOEL | BusinessNameControlTxt |
| Phone | 2123719255 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SAUL PARTNERS 9 W 57TH ST Suit | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENISE SAUL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2123719255 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY HOROWITZ CPA | PreparerPersonNm |
| PTIN | P00112797 | PTIN |
| Phone | 2127519100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.188.228.196 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220203215000189 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B33586D0B3F0D5DEC328319B4AFC0A33E1AF47EC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E28BBE648B1B661F435EE3CA612C79BCB3867150 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,606,872 | 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 | $25,122,931 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $26,628 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,628 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $59,314 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,314 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,728,169 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,940 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $25,208,884 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,893 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $94,475 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $94,475 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $489 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $489 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $94,964 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $94,964 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,572,567 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,572,567 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,667,531 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,667,531 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,541,353 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,893 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $264 | CashBOYAmt |
| Cash EOY | $122,071 | CashEOYAmt |
| Cash EOYFMV | $122,071 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,259 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $629,190 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $628,489 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,215,708 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,209,247 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,931,799 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,978,578 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,644,108 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,668,487 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,523 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,542,876 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,606,872 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,523 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,542,876 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,523 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,542,876 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,523 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,542,876 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,523 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,541,353 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,542,876 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,542,876 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 17 SHS ARTHUR J GALLAGHER & CO | 2019-01-31 | 2019-12-18 | $1,622 | $1,264 | $358 | $358 |
| 23 SHS AMETEK INC | 2019-03-26 | 2019-12-18 | $2,279 | $1,853 | $426 | $426 |
| 33 SHS QUEST DIAGNOSTICS | 2019-12-18 | $3,523 | $3,364 | $159 | $159 | |
| 6 SHS DARDEN RESTAURANTS | 2018-12-19 | 2019-12-18 | $699 | $615 | $84 | $84 |
| 19 SHS EATON CORP | 2019-06-27 | 2019-12-18 | $1,779 | $1,571 | $208 | $208 |
| 400 SHS ISHARES MSCI EUROPE | 2019-10-21 | 2019-12-18 | $7,737 | $7,509 | $228 | $228 |
| 10 SHS GENUINE PARTS CO | 2019-01-31 | 2019-12-18 | $1,060 | $995 | $65 | $65 |
| 17 SHS HERSHEY CO | 2019-03-26 | 2019-12-18 | $2,469 | $1,923 | $546 | $546 |
| 10 SHS KIMBERLY CLARK | 2019-01-31 | 2019-12-18 | $1,356 | $1,114 | $242 | $242 |
| 19 SHS MOTOROLA | 2019-10-23 | 2019-12-18 | $3,075 | $3,207 | -$132 | -$132 |
| 37 SHS PAYCHEX | 2019-08-01 | 2019-12-18 | $3,209 | $3,105 | $104 | $104 |
| 31 SHS WEC ENERGY GROUP | 2019-10-24 | 2019-12-18 | $2,827 | $2,912 | -$85 | -$85 |
| 29000 SHS T-NOTE 1.875 | 2019-02-21 | 2019-12-18 | $29,116 | $28,477 | $639 | $639 |
| MONEY MARKET FUND | $5,128,761 | $5,129,249 | -$488 | -$488 | ||
| 200000 SHS ALIBABA GROUP | 2019-11-29 | $200,000 | $200,265 | -$265 | -$265 | |
| 525 SHS ISHARES EDGE MSCI | 2019-03-29 | 2019-12-18 | $49,905 | $43,859 | $6,046 | $6,046 |
| 79 SHS AXALTA | 2019-12-18 | $2,404 | $2,445 | -$41 | -$41 | |
| 15 SHS DARDEN RESTAURANTS | 2018-12-18 | 2019-12-18 | $1,747 | $1,559 | $188 | $188 |
| 104 SHS KAR AUCTION | 2019-12-18 | $2,254 | $1,798 | $456 | $456 | |
| 31 SHS PROGRESSIVE CORP | 2018-12-18 | 2019-12-18 | $2,230 | $1,901 | $329 | $329 |
| 279000 SHS T-NOTE 1.875% | 2019-12-18 | $280,117 | $272,244 | $7,873 | $7,873 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,940 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,075 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,500 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.383333 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,544 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.016192 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,125 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,582 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.711125 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,025 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $260 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 3.942308 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $915 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.027322 | DistributionYr5Rt |
| Total Distribution | 6.08028 | TotalDistributionRt |
| Average Distribution | 1.216056 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,118,707 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,224,634 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,029 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,225,663 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,667,531 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,058 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,058 | SubtotalAmt |
| Tax Based On Investment Income | $2,058 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $3,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $80 | EsPenaltyAmt |
| Overpayment | $1,362 | OverpaymentAmt |
| Applied To ES Tax | $1,362 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENISE SAUL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123719255 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 W 57TH ST SUITE 3405 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Denise Saul | ||||||||
| C/O SAUL PARTNERS 9 W 57TH ST | NEW YORK | NY | 10019 | Director | 10.0 | $0 | $0 | $0 |
| Jennifer Saul Rich | ||||||||
| C/O SAUL PARTNERS 9 W 57TH ST | NEW YORK | NY | 10019 | Director | 10.0 | $0 | $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 | $2,422,346 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,774,311 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,196,657 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,196,657 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,950 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,118,707 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $255,935 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $255,935 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,058 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,058 | TotalTaxAmt |
| Distributable Before Adj | $253,877 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $253,877 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $253,877 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,667,531 | 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 | $5,667,531 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $5,667,531 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $253,877 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,012 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,046 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,058 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,667,531 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $253,877 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,413,654 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,417,712 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $5,417,712 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,012 | ExcessFromYear4Amt |
| Excess From Year3 | $1,046 | ExcessFromYear3Amt |
| Excess From Year1 | $2,000 | ExcessFromYear1Amt |
| Excess From Current Year | $5,413,654 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| New York City Center | ||||||
| 131 W 55th St | New York | NY | 10019 | PC | UNRESTRICTED GRANT | $5,000 |
| American Jewish Committee | ||||||
| 245 main street | White Plains | NY | 10601 | PC | UNRESTRICTED GRANT | $750,000 |
| The Museum of Modern Art | ||||||
| 11 W 53rd St | New York | NY | 10019 | PC | UNRESTRICTED GRANT | $2,500,000 |
| Asia Society | ||||||
| 725 Park Ave | New York | NY | 10021 | PC | UNRESTRICTED GRANT | $100,000 |
| American Friends of the Israel Museum | ||||||
| 545 5th Ave 920 | New York | NY | 10017 | PC | UNRESTRICTED GRANT | $2,217,567 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,572,567 | 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 | $26,628 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,314 | 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 | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $85,953 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $85,953 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ESTATE OF HARRIETTE LEVINE NOEL L | |||||||
| 1 | 855 THIRD AVENUE | NEW YORK | NY | 10022 | $20,019,725 | Yes (X) | |
| ESTATE OF NOEL LEVINE | |||||||
| 2 | 855 THIRD AVENUE | NEW YORK | NY | 10022 | $1,103,206 | Yes (X) | |
| ESTATE OF HARRIETTE LEVINE | |||||||
| 3 | 855 THIRD AVENUE | NEW YORK | NY | 10022 | $4,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Securities,Corporate & Government bonds | NoncashPropertyDesc |
| Fair Market Value | $20,019,725 | FairMarketValueAmt |
| Received | 2019-06-01 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| NY FILING FEE | $25 | $25 |
| CT CORPORATION | $464 | $464 |
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