LEVY FAMILY FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
LEVY FAMILY FOUNDATION INC (EIN 47-2278080)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-07
IRS object ID
201903119349101105
Schema version
2018v3.1
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

FieldValueIRS element (for citing)
Return2019-11-07T13:51:26-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431001367PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BROWN SMITH WALLACE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16 CITYPLACE DRIVE SUITE 900AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63141ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472278080EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEVY FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEVYBusinessNameControlTxt
Phone3144091200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113675 VANDERBILT DRIVE NO 609AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34110ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIRVING LEVYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3144091200PhoneNum
Signature2019-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCATHY B GOLDSTICKERPreparerPersonNm
PTINP01225322PTIN
Phone3149831200PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address68.185.111.163IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-05IPDt
IP Tm16:21:31IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC313640C7E5C41A4D0B6E66F6AFB81F1E5651386AtSubmissionCreationDeviceId
At Submission Filing Device IdAE98D6F963388F3EB17929EB205AC6B074E88FA5AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$916,726FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$40InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$40InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$32,139DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,139DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,458NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$272,016GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,458CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$45,637TotalRevAndExpnssAmt
Total Net Invst Incm$45,637TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$161LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,514OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,514OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,713TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,109TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$43OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$43OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,631TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,666TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$48,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$48,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$61,631TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,666TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$48,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,994ExcessRevenueOverExpensesAmt
Net Investment Income$36,971NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$44,946CashBOYAmt
Cash EOY$4,471CashEOYAmt
Cash EOYFMV$4,471CashEOYFMVAmt
Sav And Temp Cash Invst EOY$15,651SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,651SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$62,905USGovernmentObligationsBOYAmt
US Government Obligations EOY$63,263USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$62,566USGovtObligationsEOYFMVAmt
Corporate Stock BOY$475,646CorporateStockBOYAmt
Corporate Stock EOY$486,666CorporateStockEOYAmt
Corporate Stock EOYFMV$476,333CorporateStockEOYFMVAmt
Corporate Bonds BOY$37,037CorporateBondsBOYAmt
Corporate Bonds EOY$35,441CorporateBondsEOYAmt
Corporate Bonds EOYFMV$34,059CorporateBondsEOYFMVAmt
Other Investments BOY$343,204OtherInvestmentsBOYAmt
Other Investments EOY$342,252OtherInvestmentsEOYAmt
Other Investments EOYFMV$323,646OtherInvestmentsEOYFMVAmt
Total Assets BOY$963,738TotalAssetsBOYAmt
Total Assets EOY$947,744TotalAssetsEOYAmt
Total Assets EOYFMV$916,726TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$963,738RetainedEarningBOYAmt
Retained Earning EOY$947,744RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$963,738TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$947,744TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$963,738TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$947,744TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$963,738TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,994ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$947,744SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$947,744TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY 4061P$271,888$258,558$13,330$13,330
CAPITAL GAINS DIVIDENDSP$128$128$128
FieldValueIRS element (for citing)
Capital Gain Net Income$13,458CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$49,508AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,007,178NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049155DistributionYr1Rt
Adjusted Qlfy Distri Yr2$48,783AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$949,632NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051370DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$977,974NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$739,769NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution0.100525TotalDistributionRt
Average Distribution0.025131AverageDistributionRt
Net Vl Noncharitable Assets$1,008,558NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$25,346AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$370NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$25,716AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$48,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$370InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$370SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$370TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$520EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$520TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$150OverpaymentAmt
Applied To ES Tax$150AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksIRVING AND SUSAN LEVYIndividualWithBooksNm
Phone3144091200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line113675 VANDERBILT DRIVE UNIT 609AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34110ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
IRVING LEVY
13675 VANDERBILT DR UNIT 609NAPLESFL34110PRESIDENT0.10$0$0$0
SUSAN LEVY
13675 VANDERBILT DR UNIT 609NAPLESFL34110VICE PRESIDENT/SECRETARY0.10$0$0$0
STEPHEN LEVY
14690 LOS PADRES CTCHESTERFIELDMO63017DIRECTOR0.10$0$0$0
STACEY TRIEN
4907 SOUTHWEST 31ST TERRACEFORT LAUDERDALEFL33312DIRECTOR0.10$0$0$0
ADAM TRIEN
94 RIVERCLUB PKWYJOHNS CREEKGA30097DIRECTOR0.10$0$0$0
JULIE REIFSCHNEIDER
771 CEDAR FIELD CTCHESTERFIELDMO63017DIRECTOR0.10$0$0$0
MICHAEL S SINGER
3801 PGA BLVD SUITE 604PALM BEACH GARDENSFL33410DIRECTOR0.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$983,654AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$40,263AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,023,917TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,023,917AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,359CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,008,558NetVlNoncharitableAssetsAmt
Minimum Investment Return$50,428MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$50,428MinimumInvestmentReturnAmt
Tax Based On Investment Income$370TaxBasedOnInvestmentIncomeAmt
Total Tax$370TotalTaxAmt
Distributable Before Adj$50,058DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$50,058DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$50,058DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$48,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$48,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$370PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$47,630AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$50,058DistributableAsAdjustedAmt
Undistributed Income PY$46,469UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$48,000QualifyingDistributionsAmt
Applied To Year1$46,469AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,531AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$48,527UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerIRVING LEVYContributingManagerNm
Contributing ManagerSUSAN LEVYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HIS VOICE GLOBAL
1016 SE AUBURN CTBLUE SPRINGSMO64014NONEPCTO RAISE UP COMMUNITY LEADERS AND SERVE ORPHANS$5,000
JEWISH FAMILY & CHILDREN SERVICE
10950 SCHUETZ ROADST LOUISMO63146NONEPCPROVIDE QUALITY SOCIAL SERVICES TO THE JEWISH & GENERAL COMMUNITIES EMPOWERING PEOPLE IN NEED$5,000
RANKEN JORDAN PEDIATRIC BRIDGE HOSPITAL
11365 DORSETT ROADMARYLAND HEIGHTSMO63043NONEPCHELP CHILDREN WITH COMPLEX MEDICAL NEEDS SUCCESSFULLY TRANSITION FROM HOSPITAL TO HOME$15,000
STRAY RESCUE OF ST LOUIS
2320 PINE STST LOUISMO63103NONEPCRESCUE STRAY ANIMALS IN NEED OF MEDICAL ATTENTION, RESTORE THEM TO HEALTH & PLACE THEM IN LOVING HOMES$15,000
SUNSHINE MINISTRIES
1315 HOWARD STST LOUISMO63106NONEPCHOMELESS PROGRAMS$4,000
ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN381053678NONEPCPATIENT CARE & RESEARCH$1,000
RANDY'S RESCUE RANCH
1422 E HWY 50OFALLONIL62269NONEPCCARE OF THE ANIMALS AND PROGRAMS SERVING O'FALLON, ST. LOUIS AND THE SURROUNDING AREAS$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$48,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,139ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,458ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$45,637ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$45,637TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMORGAN STANLEY CORPORATE BONDSBondNm
EOY Book Value$35,441EOYBookValueAmt
EOYFMV$34,059EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEY EQUITY SECURITIESStockNm
EOY Book Value$486,666EOYBookValueAmt
EOYFMV$476,333EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$63,263USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$62,566USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY MUTUAL FUNDSFMV$335,194$316,587
MORGAN STANLEY EXCH. TRADED & CLOSED-END FUNDSFMV$7,058$7,059

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$161LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$43RevenueAndExpensesPerBooksAmt
Net Investment Income$43NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$7,514Amt
Net Investment Income$7,514NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonIRVING AND SUSAN LEVYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line113675 VANDERBILT DRIVE UNIT 609AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34110ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$1,109$1,109$0
EXCISE TAXES PAID$604$0$0

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