MORTIMER AND MIMI LEVITT FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MORTIMER AND MIMI LEVITT FOUNDATION INC (EIN 13-6204678)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202503169349100330
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T10:26:56-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136204678 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORTIMER AND MIMI LEVITT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORT | BusinessNameControlTxt |
| Phone | 2132016100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1910 W SUNSET BLVD SUITE 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90026 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON YAZOWSKI | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 9738231140 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CINDY FEDER | PreparerPersonNm |
| PTIN | P01342030 | PTIN |
| Phone | 2129498700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $199,275,145 | 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 | $3,025,976 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $283,224 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $283,224 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,859,451 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,859,451 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $857,051 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $616,134 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,930,987 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $616,134 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $308,381 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $308,381 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,093,166 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,067,190 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $316,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $316,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,506,228 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,467,048 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $301,627 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $301,627 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $34,965 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $34,965 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $165,779 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $82,890 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $82,889 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $85,853 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $76,178 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,675 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,290 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $91 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $494,746 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $301,244 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $374,348 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $374,348 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,758 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,758 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,916,423 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $701,156 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,131,469 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,224,017 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,161,559 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,721,779 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,964,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,964,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,188,317 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,161,559 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,686,079 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,095,151 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,905,631 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $485,318 | CashBOYAmt |
| Cash EOY | $1,218,201 | CashEOYAmt |
| Cash EOYFMV | $1,218,201 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $991,325 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $484,512 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $484,512 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,125,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,250,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,125,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,125,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $125,039 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $121,929 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $121,929 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,461,297 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,683,476 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,683,476 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,944,348 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,330,890 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,330,890 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,356,106 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,375,499 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,375,499 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $13,283,301 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $5,438,896 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $8,122,879 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $7,844,405 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $7,844,405 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $5,284,485 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,206,906 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,206,906 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,839,691 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $399,643 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,602,622 | LandBOYAmt |
| Land EOY | $1,440,048 | LandEOYAmt |
| Land EOYFMV | $1,440,048 | LandEOYFMVAmt |
| Other Assets BOY | $139,133,290 | OtherAssetsBOYAmt |
| Other Assets EOY | $166,444,279 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $166,444,279 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $169,756,709 | TotalAssetsBOYAmt |
| Total Assets EOY | $199,275,145 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $199,275,145 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $453,120 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $410,640 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $61,700 | DeferredRevenueBOYAmt |
| Other Liabilities BOY | $4,746,510 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,401,879 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,261,330 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,812,519 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $164,495,379 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $191,871,545 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $2,591,081 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $164,495,379 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $194,462,626 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $169,756,709 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $199,275,145 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $164,495,379 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,095,151 | ExcessRevenueOverExpensesAmt |
| Other Increases | $33,062,398 | OtherIncreasesAmt |
| Subtotal | $194,462,626 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $194,462,626 | 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 |
|---|---|---|---|---|---|---|---|
| SALE OF MARKETABLE SECURITIES | P | 2024-01-01 | 2024-12-31 | $7,609,870 | $7,198,433 | $411,437 | $411,437 |
| SALE OF MARKETABLE SECURITIES | P | 2023-01-01 | 2024-12-31 | $4,319,362 | $4,116,420 | $202,942 | $202,942 |
| CAPITAL GAINS DIVIDENDS | P | $1,755 | $1,755 | $1,755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $616,134 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $411,437 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,488 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,488 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,488 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,849 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $50,849 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $24,361 | OverpaymentAmt |
| Applied To ES Tax | $24,361 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE ORGANIZATION | IndividualWithBooksNm |
| Phone | 2132016100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1910 W SUNSET BLVD 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN MCNAMARA | ||||||||
| 1910 W SUNSET BLVD SUITE 600 | LOS ANGELES | CA | 90026 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHY EBERLY OVITT | ||||||||
| 1910 W SUNSET BLVD SUITE 600 | LOS ANGELES | CA | 90026 | DIRECTOR / CO-CHAIR | 1.00 | $0 | $0 | $0 |
| LARRY CHAIFETZ | ||||||||
| 1910 W SUNSET BLVD SUITE 600 | LOS ANGELES | CA | 90026 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PASY WANG | ||||||||
| 1910 W SUNSET BLVD SUITE 600 | LOS ANGELES | CA | 90026 | DIRECTOR/TREASURER | 1.00 | $0 | $0 | $0 |
| PETER E LEVITT | ||||||||
| 1910 W SUNSET BLVD SUITE 600 | LOS ANGELES | CA | 90026 | DIRECTOR / CO-CHAIR | 1.00 | $0 | $0 | $0 |
| SHARON YAZOWSKI | ||||||||
| 1910 W SUNSET BLVD SUITE 600 | LOS ANGELES | CA | 90026 | DIRECTOR/SEC/PRES/CEO | 40.00 | $316,000 | $23,021 | $0 |
| HELEN JOHNSON | ||||||||
| 1910 W SUNSET BLVD SUITE 600 | LOS ANGELES | CA | 90026 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|---|
| VANESSA SILBERMAN | |||||||||
| 1910 W SUNSET BLVD SUITE 600 LOS | ANGELES CA 90026 | LOS ANGELES | CA | 90026 | EXECUTIVE VICE PRESI | 40.00 | $184,750 | $9,840 | $0 |
| VICTORIA BRIDENSTINE | |||||||||
| 1910 W SUNSET BLVD SUITE 600 LOS | ANGELES CA 90026 | LOS ANGELES | CA | 90026 | VICE PRESIDENT OF PR | 40.00 | $156,583 | $15,007 | $0 |
| MARK ARTEAGA | |||||||||
| 1910 W SUNSET BLVD SUITE 600 LOS | ANGELES CA 90026 | LOS ANGELES | CA | 90026 | VICE PRESIDENT OF OP | 40.00 | $147,245 | $20,553 | $0 |
| CHRIS DZIALO | |||||||||
| 1910 W SUNSET BLVD SUITE 600 LOS | ANGELES CA 90026 | LOS ANGELES | CA | 90026 | ASSOC. VICE PRESIDEN | 40.00 | $121,066 | $11,462 | $0 |
| KIMBERLY JAMES | |||||||||
| 1910 W SUNSET BLVD SUITE 600 LOS | ANGELES CA 90026 | LOS ANGELES | CA | 90026 | SENIOR PROGRAMS MANA | 40.00 | $108,576 | $14,711 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EVENT RISK MANAGEMENT SOLUTIONS LLC | |||||
| PO BOX 851 | BOISE | ID | 83702 | SAFETY & SECURITY | $113,683 |
| EISNER ADVISORY GROUP LLC | |||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | TAX & ACCOUNTING | $107,063 |
| JILL ASKE | |||||
| 3933 WAWONA STREET | LOS ANGELES | CA | 90065 | FILMING & PHOTOGRAPHY | $60,814 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE MORTIMER AND MIMI LEVITT FOUNDATION SUPPORTS THE PROGRAMS OF LOCAL FRIENDS OF LEVITT PAVILION ORGANIZATIONS AND NONPROFITS THROUGH INTERPAVILION AND LEVITT NETWORK ACTIVITIES AND CONSULTATION. THE FOUNDATION SUPPORTS AND ASSISTS IN THE PRODUCTION OF FREE CONCERTS AS WELL AS GUIDES CIVIC AND COMMUNITY LEADERS IN DEVELOPING NEW LOCAL LEVITT PROGRAMS AND FREE CONCERT SERIES. THE GOAL OF THE FOUNDATION IS TO INSPIRE AND STRENGTHEN COMMUNITIES THROUGH LIVE MUSIC EXPERIENCES. CENTRAL TO THIS MISSION IS THE CREATION, DEVELOPMENT, AND SUPPORT OF LEVITT PAVILIONS AND LEVITT CONCERT SITES AS COMMUNITY GATHERING SPACES. THE FOUNDATION HELPS TOWNS AND CITIES NATIONWIDE ESTABLISH AND SUSTAIN THEIR OWN PAVILIONS, CONCERT SITES, AND LEVITT PROGRAMS, RESULTING IN STRONGER, HEALTHIER, AND MORE INTERCONNECTED NEIGHBORHOODS AND COMMUNITIES. | Description1Txt |
| Expenses1 | $4,721,779 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,279,977 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,604,652 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $17,293,924 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,178,553 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,178,553 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $467,678 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,710,875 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,535,544 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,535,544 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,488 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,488 | TotalTaxAmt |
| Distributable Before Adj | $1,509,056 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $25,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,534,056 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,534,056 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,686,079 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $30,925 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $7,717,004 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,534,056 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,709,206 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,450,546 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,848,825 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,852,673 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,978,606 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,839,856 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,717,004 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,534,056 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,182,948 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $23,022,804 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,709,206 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,313,598 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,450,546 | ExcessFromYear4Amt |
| Excess From Year3 | $1,848,825 | ExcessFromYear3Amt |
| Excess From Year2 | $3,852,673 | ExcessFromYear2Amt |
| Excess From Year1 | $6,978,606 | ExcessFromYear1Amt |
| Excess From Current Year | $6,182,948 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MS SHARON YAZOWSKI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1910 W SUNSET BLVD SUITE 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2132016100 | RecipientPhoneNum |
| Form And Info And Materials | IN-WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 646 DOWNTOWN | ||||||||
| 1100 GARRISON AVENUE | FORT SMITH | AR | 72901 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| ADVOCATES FOR CHILDREN OF NY INC | ||||||||
| 151 WEST 30TH ST 5TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $5,000 | |
| ALLEGANY ARTS COUNCIL | ||||||||
| 9 N CENTRE STREET | CUMBERLAND | MD | 21502 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| ARLINGTON ROTARY FOUNDATION | ||||||||
| PO BOX 121045 | ARLINGTON | TX | 76013 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $2,500 | |
| ARTS AND CULTURAL ALLIANCE OF ST LUCIE | ||||||||
| 2300 VIRGINIA AVENUE | FORT PIERCE | FL | 34982 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| ART AS MENTORSHIP | ||||||||
| 300 GLADSTONE BLVD 102 | KANSAS CITY | MO | 64124 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $10,000 | |
| BAMS FEST INC | ||||||||
| 1452 DORCHESTER AVENUE 4TH FLOOR | DORCHESTER | MA | 02122 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $5,000 | |
| BERGEN CATHOLIC HIGH SCHOOL | ||||||||
| 1040 ORADELL AVE | ORADELL | NJ | 07649 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $10,000 | |
| BIG CAR MEDIA INC | ||||||||
| 3819 LAFAYETTE ROAD | INDIANAPOLIS | IN | 46254 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $28,000 | |
| BLACK BELT COMMUNITY FOUNDATION | ||||||||
| 609 LAUDERDALE STREET | SELMA | AL | 36701 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| BLACK CULTURAL ZONE | ||||||||
| 8495 PARDEE DRIVE 6006 | OAKLAND | CA | 94621 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $28,000 | |
| BLINKNOW FOUNDATION | ||||||||
| PO BOX 453 | MENHAM | NJ | 07945 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $25,000 | |
| BODYTRAFFIC | ||||||||
| 3435 WILSHIRE BLVD STE 200 | LOS ANGELES | CA | 900101903 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $1,000 | |
| BOYS AND GIRLS CLUB OF METRO LOS ANGELES | ||||||||
| 5029 VERMONT AVE | LOS ANGELES | CA | 90037 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $10,000 | |
| BREWERY ARTS CENTER | ||||||||
| 449 W KING ST | CARSON CITY | NV | 89703 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| CALIFORNIA DANCE INSTITUTE | ||||||||
| 1568 S SIERRA BONITA AVENUE | LOS ANGELES | CA | 90019 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $500 | |
| CATALYST CALIFORNIA | ||||||||
| 1910 WEST SUNSET BOULEVARDSUITE 500 | LOS ANGELES | CA | 90026 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $25,000 | |
| CATAMOUNT FILM & ARTS CO | ||||||||
| 115 EASTERN AVENUE PO BOX 324 | ST JOHNSBURY | VT | 05819 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $35,000 | |
| CEDARS-SINAI | ||||||||
| 6500 WILSHIRE BLVD STE 1600 | LOS ANGELES | CA | 90048 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $25,000 | |
| CEDAR-SINAI WOMEN'S GUILD | ||||||||
| 407 NORTH MAPLE DRIVE GROUND FLOOR | BEVERLY HILLS | CA | 90210 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $250 | |
| CENTER FOR MUSIC ECOSYSTEMS | ||||||||
| 920 BOB WALLACE AVENUE STE 320 | HUNTSVILLE | AL | 35081 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $7,500 | |
| CENTER THEATRE GROUP | ||||||||
| 601 W TEMPLE ST 13 | LOS ANGELES | CA | 900122621 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $3,000 | |
| CITYFEST INC | ||||||||
| 800 FRENCH STREET | WILMINGTON | DE | 19801 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| CITY PARKS FOUNDATION INC | ||||||||
| 830 5TH AVENUE | NEW YORK | NY | 100657001 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $15,000 | |
| CLEARITY FOUNDATION | ||||||||
| 8880 RIO SAN DIEGO DRIVESTE 800 | SAN DIEGO | CA | 92108 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $1,000 | |
| COLBURN SCHOOL | ||||||||
| 200 S GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $1,000 | |
| CONNECTICUT HUMANE SOCIETY | ||||||||
| 701 RUSSELL ROAD | NEWINGTON | CT | 06111 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $5,000 | |
| COLUSA COUNTY ARTS COUNCIL | ||||||||
| 151 5TH STREET | COLUSA | CA | 95932 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| COWAN COMMUNITY ACTION GROUP INC | ||||||||
| PO BOX 268 | WHITESBURG | KY | 41858 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| CREATE PORTAGE COUNTY INC | ||||||||
| PO BOX 565 | STEVENS POIN | WI | 54481 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| CREATIVE WACO | ||||||||
| 712 AUSTIN AVENUE | WACO | TX | 76703 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| CSUN FOUNDATION | ||||||||
| 18111 NORDHOFF STREET | NORTHRIDGE | CA | 91330 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| DISCOVER DOWNTOWN MIDDLESBORO INC | ||||||||
| PO BOX 1156 | MIDDLESBORO | KY | 40965 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| DOWNTOWN SPRINGFIELD HERITAGE FOUNDATION | ||||||||
| 227 S SEVENTH STREET | SPRINGFIELD | IL | 62701 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| EARLHAM CHICKS WITH CHECKS INC | ||||||||
| 545 NE 6TH STREET | EARLHAM | IA | 50072 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| EVERYBODY DANCE LA(THE GABRIELLA FOUNDATION) | ||||||||
| 3183 WILSHIRE BLVD SUITE 196 | LOS ANGELES | CA | 900101104 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $10,000 | |
| FIRST FRIDAY BEREA | ||||||||
| 433 CHESTNUT STREET | BEREA | KY | 40403 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| FIVE POINTS MUSIC FOUNDATION | ||||||||
| 1217 MAPLE AVE | ROANOKE | VA | 24016 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $5,000 | |
| FOLK ALLIANCE INTERNATIONAL | ||||||||
| 601 AVENIDA CESAR E CHAVEZ STE 100 | KANSAS CITY | MO | 64108 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $10,000 | |
| FRIENDS OF LEVITT PAVILION ARLINGTON | ||||||||
| 505 E BORDER STREET | ARLINGTON | TX | 76010 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $225,000 | |
| FRIENDS OF LEVITT PAVILION CITY OF ANGELS | ||||||||
| 1910 W SUNSET BLVD STE 600 | LOS ANGELES | CA | 90026 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $238,000 | |
| FRIENDS OF LEVITT PAVILION DAYTON | ||||||||
| 2312 FAR HILLS AVENUE STE 194 | DAYTON | OH | 45419 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $250,000 | |
| FRIENDS OF LEVITT PAVILION DENVER | ||||||||
| 2648 EUDORA STREET | DENVER | CO | 80207 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $250,000 | |
| FRIENDS OF LEVITT PAVILION SAN JOSE | ||||||||
| PO BOX 1735 | SAN JOSE | CA | 95109 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $60,000 | |
| FRIENDS OF LEVITT PAVILION STEELSTACKS | ||||||||
| 25 WEST THIRD STREET | BETHLEHEM | PA | 18015 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $200,000 | |
| FRIENDS OF LEVITT SHELL SIOUX FALLS | ||||||||
| 524 N MAIN AVENUE 106 | SIOUX FALLS | SD | 57104 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $200,000 | |
| GALLUP MAINSTREET ARTS & CULTURAL DISTRICT | ||||||||
| PO BOX 6007 | GALLUP | NM | 87301 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| GALVA ARTS COUNCIL INC | ||||||||
| PO BOX 29 | GALVA | IL | 61434 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| HANA ARTS | ||||||||
| PO BOX 686 | HANA | HI | 96713 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| HARRISONBURG DOWNTOWN RENAISSANCE | ||||||||
| 217 S LIBERTY STREET 204 | HARRISONBURG | VA | 22801 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| HEART OF LOS ANGELES | ||||||||
| 2701 WILSHIRE BLVD SUITE 100 | LOS ANGELES | CA | 90057 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $5,000 | |
| HIGHER PURPOSE CO | ||||||||
| 130 DESOTO AVE SUITE 10 | CLARKDALE | MS | 38614 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $5,000 | |
| IMAGINE LOS ANGELES INC | ||||||||
| 1418 N SPRING STREET STE 102 | LOS ANGELES | CA | 90012 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $65,000 | |
| INTERNATIONAL LATINO CULTURAL CENTER | ||||||||
| 542 S DEARBORN STREET 610 | CHICAGO | IL | 60605 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $40,000 | |
| JAZZ ON WHEELS | ||||||||
| 1018 CHRISTOPHER STREET | FLINT | MI | 48503 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| JEFFERSON COUNTY PARKS AND RECREATION | ||||||||
| 235 SAM MICHAELS LANE | SHENANDOAH JUNCTION | WV | 25442 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| JOHN MICHAEL KOHLER ARTS CENTER | ||||||||
| 608 NEW YORK AVENU | SHEBOYGAN | WI | 53081 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| LIBERTY HILL FOUNDATION | ||||||||
| 1001 WILSHIRE BLVD PMB 2170 | LOS ANGELES | CA | 90017 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $5,000 | |
| LOS ANGELES PHILHARMONIC ASSOCIATION | ||||||||
| 151 SOUTH GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $10,000 | |
| LOWNDES-VALDOSTA ARTS COMMISSION INC | ||||||||
| 527 N PATTERSON STREET | VALDOSTA | GA | 31601 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $35,000 | |
| MAIN STREET BATESVILLE INC | ||||||||
| 267 EAST MAIN STREET | BATESVILLE | AR | 72501 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| MAKE MUSIC ALLIANCE INC | ||||||||
| 1801 DORCHESTER ROAD 1K | BROOKLYN | NY | 11226 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $10,000 | |
| MARION CULTURAL ALLIANCE INC | ||||||||
| 23 SW BROADWAY STRET | OCALA | FL | 34471 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| MUSIC FORWARD FOUNDATION | ||||||||
| 9348 CIVIC CENTER DRIVE | BEVERLY HILLS | CA | 34471 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $12,000 | |
| MY FRIEND'S PLACE | ||||||||
| 5850 HOLLYWOOD BOULEVARD | LOS ANGELES | CA | 90028 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $50,000 | |
| NEIGHBORWORKS BLACKSTONE RIVER VALLEY | ||||||||
| 719 FRONT STREET UNIT 103 | WOONSOCKET | RI | 02895 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| NEW VILLAGE GIRLS ACADEMY | ||||||||
| 333 S GRAND AVE 47TH FLOOR | LOS ANGELES | CA | 90071 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $500 | |
| ON BROADWAY INC | ||||||||
| 340 N BROADWAY STE 165 | GREEN BAY | WI | 54303 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| OPERATION HOPE | ||||||||
| 636 OLD POST ROAD | FAIRFIELD | CT | 06824 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $10,000 | |
| PETS ARE WONDERFUL SUPPORTLOS ANGELES | ||||||||
| 150 W 24TH STREET | LOS ANGELES | CA | 90007 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $10,000 | |
| RALPH WILSON PARK CONSERVANCY | ||||||||
| PO BOX 1310 | BUFFALO | NY | 14213 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $2,000 | |
| RISE CHATTANOOGA | ||||||||
| 2901 TAYLOR ST | CHATTANOOGA | TN | 37406 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| SCISSORTAIL PRODUCTIONS INC | ||||||||
| 410 MERKLE DRIVE | NORMAN | OK | 73069 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| SCOTLAND SATURDAYS | ||||||||
| 2013 CENTRAL ROAD | BATON ROUGE | LA | 70807 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| SCRIPPS COLLEGE | ||||||||
| 1030 COLUMBIA AVE | CLAREMONT | CA | 917113905 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $1,000 | |
| SELBY AVE JAZZFEST | ||||||||
| C/O MYCHAEL WRIGHT 984 AURORA | ST PAUL | MN | 55109 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $5,000 | AVENUE |
| SOUND MIND LIVE | ||||||||
| 929 LORIMER STREET 3L | BROOKLYN | NY | 11222 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $5,000 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO | ||||||||
| 474 S RAYMOND AVE | PASADENA | CA | 91105 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $10,000 | |
| SPRINGS FOOD PANTRY INC | ||||||||
| 5 STONE HWY | EAST HAMPTON | NY | 11937 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $10,000 | |
| STRATTON - PETIT FOUNDATION | ||||||||
| 20929 VENTURA BLVD 47-301 | WOODLAND HILLS | CA | 91364 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $500 | |
| SUPPORTERS OF BRADDOCK DRIVE ELEMENTARY | ||||||||
| 4711 INGLEWOOD BLVD | CULVER CITY | CA | 90230 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $15,000 | |
| THE COMMUNITY CHEST OF ENGLEWOOD | ||||||||
| 122 S VAN BRUNT ST 2ND FLOOR | ENGLEWOOD | NJ | 07631 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $5,000 | |
| THE HUMANE FARMING ASSOCIATION | ||||||||
| PO BOX 3577 | SAN RAFAEL | CA | 94912 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $300 | |
| THE MUSIC CENTER | ||||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $11,000 | |
| THE RYAN PERRY FOUNDATION INC | ||||||||
| 216 MARINE BLVD BOX 385 | AMAGANSETT | NY | 11930 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $5,000 | |
| THE SAN DIEGO FOUNDATION-FRIENDS OF LA PU | ||||||||
| 2508 HISTORIC DECATUR ROAD SUITE | SAN DIEGO | CA | 92106 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $10,000 | 200 |
| UTICA MONDAY NITE CORPORATION | ||||||||
| PO BOX 277 | UTICA | NY | 13503 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| WHIPPOORWILL ARTS INC | ||||||||
| 193 OAK DRIVE | SAN RAFAEL | CA | 949012547 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $5,000 | |
| VISION SOLDOTNA | ||||||||
| 44790 STERLING HWY | SOLDOTNA | AR | 99669 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $30,000 | |
| VOLUNTEER COLLECTIVE | ||||||||
| 2222 PICO BLVD SUITE 102 | SANTA MONICA | CA | 90405 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $250 | |
| YOUNG CONCERT ARTISTS | ||||||||
| 1776 BROADWAYSUITE 1500 | NEW YORK | NY | 10019 | NONE | PC | COMMUNITY PROGRAMMING SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,964,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $283,224 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $857,051 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $308,381 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $616,134 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,064,790 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,064,790 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ESTATE OF ELIZABETH LEVITT HIRSCH | ||||||
| 1 | 140 E 62ND ST | NEW YORK | NY | 10065 | $2,900,000 | Yes (X) |
| MELLON FOUNDATION | ||||||
| 2 | 9551 KIP DRIVE | BEVERLY HILLS | CA | 90210 | $61,700 | Yes (X) |
| DEPARTMENT OF THE TREASURY | ||||||
| 3 | 1500 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20220 | $55,653 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EISNER ADVISORY GROUP LLC | CategoryTxt |
| Amt | $165,779 | Amt |
| Net Investment Income | $82,890 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $82,889 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (41 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| BUILDING | 1995-12-01 | $3,293,000 | $2,044,054 | SL | 39.000000000000 | $84,436 | $84,436 | $0 |
| LAND | 1995-12-01 | $586,960 | L | $0 | $0 | $0 | ||
| LEASEHOLD IMPROVEMENT | 2017-09-30 | $8,946 | $5,370 | SL | 10.000000000000 | $895 | $895 | $0 |
| LEASEHOLD IMPROVEMENT | 2018-11-01 | $13,515 | $1,793 | SL | 39.000000000000 | $347 | $347 | $0 |
| BUILDING | 2008-01-20 | $2,621,200 | $1,069,760 | SL | 39.000000000000 | $67,210 | $67,210 | $0 |
| LAND | 2008-01-20 | $467,246 | L | $0 | $0 | $0 | ||
| LEASEHOLD IMPROVEMENT | 2022-10-31 | $73,768 | $8,606 | SL | 39.000000000000 | $4,918 | $4,918 | $0 |
| LEASEHOLD IMPROVEMENT | 2017-04-01 | $14,491 | $9,781 | SL | 10.000000000000 | $1,449 | $1,449 | $0 |
| LEASEHOLD IMPROVEMENT | 2017-12-01 | $13,591 | $8,267 | SL | 10.000000000000 | $1,359 | $1,359 | $0 |
| LEASEHOLD IMPROVEMENT | 2017-12-01 | $217,987 | $66,302 | SL | 20.000000000000 | $10,899 | $10,899 | $0 |
| BUILDING | 2008-04-08 | $4,723,800 | $1,917,781 | SL | 39.000000000000 | $121,123 | $121,123 | $0 |
| LAND | 2008-04-08 | $851,919 | L | $0 | $0 | $0 | ||
| AC CHILLER | 2023-06-01 | $129,973 | $2,808 | SL | 27.000000000000 | $4,814 | $4,814 | $0 |
| OFFICE FURNITURE | 2014-08-01 | $93,649 | $93,649 | SL | 7.000000000000 | $0 | $0 | $0 |
| OFFICE FURNITURE | 2017-11-17 | $8,106 | $8,106 | SL | 7.000000000000 | $0 | $0 | $0 |
| COMPUTERS & EQUIPMENT | 2017-12-16 | $4,426 | $4,426 | SL | 5.000000000000 | $0 | $0 | $0 |
| OFFICE FURNITURE | 2018-01-01 | $1,612 | $1,380 | SL | 7.000000000000 | $232 | $0 | $0 |
| COMPUTERS & EQUIPMENT | 2018-02-01 | $3,299 | $3,299 | SL | 5.000000000000 | $0 | $0 | $0 |
| COMPUTERS & EQUIPMENT | 2018-07-01 | $1,664 | $1,664 | SL | 5.000000000000 | $0 | $0 | $0 |
| PRODUCTION EQUIPMENT | 2019-02-01 | $1,924 | $1,641 | SL | 5.000000000000 | $283 | $0 | $0 |
| PRODUCTION EQUIPMENT | 2019-05-01 | $1,813 | $1,425 | SL | 5.000000000000 | $363 | $0 | $0 |
| COMPUTERS & EQUIPMENT | 2020-04-14 | $2,698 | $1,755 | SL | 5.000000000000 | $540 | $0 | $0 |
| COMPUTERS & EQUIPMENT | 2022-01-01 | $3,449 | $1,035 | SL | 5.000000000000 | $690 | $0 | $0 |
| COMPUTERS & EQUIPMENT | 2022-02-01 | $3,449 | $1,035 | SL | 5.000000000000 | $690 | $0 | $0 |
| COMPUTERS & EQUIPMENT | 2022-03-01 | $2,699 | $810 | SL | 5.000000000000 | $540 | $0 | $0 |
| COMPUTERS & EQUIPMENT | 2022-07-01 | $2,699 | $810 | SL | 5.000000000000 | $540 | $0 | $0 |
| COMPUTERS & EQUIPMENT | 2022-07-01 | $2,699 | $810 | SL | 5.000000000000 | $540 | $0 | $0 |
| OFFICE FURNITURE | 2022-06-01 | $1,641 | $351 | SL | 7.000000000000 | $234 | $0 | $0 |
| OFFICE FURNITURE | 2022-12-22 | $382 | $83 | SL | 7.000000000000 | $55 | $0 | $0 |
| OFFICE FURNITURE | 2022-12-22 | $344 | $74 | SL | 7.000000000000 | $49 | $0 | $0 |
| OFFICE FURNITURE | 2023-07-01 | $176,858 | $12,633 | SL | 7.000000000000 | $25,265 | $0 | $0 |
| COMPUTERS & EQUIPMENT | 2023-07-01 | $50,730 | $5,073 | SL | 5.000000000000 | $10,146 | $0 | $0 |
| COMPUTERS & EQUIPMENT | 2023-07-01 | $55,462 | $5,546 | SL | 5.000000000000 | $11,092 | $0 | $0 |
| COMPUTERS & EQUIPMENT | 2023-07-01 | $145,975 | $7,299 | SL | 10.000000000000 | $14,598 | $0 | $0 |
| LEASEHOLD IMPROVEMENT | 2023-10-06 | $1,252,577 | $62,629 | SL | 10.000000000000 | $125,258 | $0 | $0 |
| LEASEHOLD IMPROVEMENT | 2024-11-01 | $22,770 | SL | 20.000000000000 | $664 | $664 | $0 | |
| LEASEHOLD IMPROVEMENT | 2023-07-01 | $244,135 | $3,130 | SL | 39.000000000000 | $3,130 | $3,130 | $0 |
| COMPUTERS & EQUIPMENT | 2024-01-01 | $2,208 | SL | 5.000000000000 | $221 | $0 | $0 | |
| COMPUTERS & EQUIPMENT | 2024-01-01 | $2,217 | SL | 5.000000000000 | $222 | $0 | $0 | |
| COMPUTERS & EQUIPMENT | 2024-11-01 | $1,789 | SL | 5.000000000000 | $179 | $0 | $0 | |
| OFFICE FURNITURE | 2024-06-01 | $24,711 | SL | 7.000000000000 | $1,765 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (38 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMER ELEC PWR CO INC NTS | $235,727 | $235,727 |
| AMERICAN EXPRESS CO NTS | $100,513 | $100,513 |
| AMERICAN HONDA FIN NTS | $6,161 | $6,161 |
| AMERICAN HONDA FIN NTS | $235,289 | $235,289 |
| BANK OF AMER CORP NTS | $101,989 | $101,989 |
| BK OF MONTREAL | $192,831 | $192,831 |
| CADENCE DESIGN SYSTEMS | $92,906 | $92,906 |
| CANADIAN IMPERIAL BANK | $104,825 | $104,825 |
| CITIGROUP INC B/E | $29,910 | $29,910 |
| CITIGROUP INC NTS B/E | $240,390 | $240,390 |
| COMCAST CORP B/E | $76,470 | $76,470 |
| ENBRIDGE INC B/E | $76,259 | $76,259 |
| GENERAL MOTORS FINL CO | $99,069 | $99,069 |
| GLOBAL PAYMENTS INC B/E | $86,149 | $86,149 |
| GOLDMAN SACHS GROUP INC B/E | $49,725 | $49,725 |
| J P MORGAN CHASE & CO B/E | $21,769 | $21,769 |
| JOHN DEERE CAPITAL CORP NTS B/E | $32,309 | $32,309 |
| JPMORGAN CHASE & CO NTS | $237,981 | $237,981 |
| MCKESSON CORP NTS B/E | $75,820 | $75,820 |
| MORGAN STANLEY B/E | $99,217 | $99,217 |
| MORGAN STANLEY NTS B/E | $126,147 | $126,147 |
| NATIONAL RURAL UTIL COOP | $224,637 | $224,637 |
| NATIONAL RURAL UTILITIES | $90,281 | $90,281 |
| ONEOK INC NTS B/E | $147,816 | $147,816 |
| PACIFIC GAS & ELEC NTS | $237,955 | $237,955 |
| PAYPAL HOLDINGS INC NTS | $68,996 | $68,996 |
| PFIZER INVT ENTER NTS | $63,432 | $63,432 |
| PUBLIC SERVICE ENTERPRIS | $238,502 | $238,502 |
| ROYAL BANK OF CANADA NTS | $98,786 | $98,786 |
| SOUTHERN CAL EDISON NTS | $57,581 | $57,581 |
| SOUTHERN CALIF EDISON CO | $100,168 | $100,168 |
| T-MOBILE USA INC NTS B/E | $49,711 | $49,711 |
| TOYOTA MOTOR CRDT CORP | $98,817 | $98,817 |
| TOYOTA MOTOR CREDIT CORP | $34,078 | $34,078 |
| UNITEDHEALTH GROUP INC | $117,583 | $117,583 |
| VERIZON COMMUNICATIONS | $119,578 | $119,578 |
| VIRGINIA ELEC & PWR CO | $215,417 | $215,417 |
| WELLS FARGO & CO B/E | $90,705 | $90,705 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (161 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC IRELAND CL A 157 SHS | $55,231 | $55,231 |
| AGILENT TECHNOLOGIES INC 294 SHS | $39,496 | $39,496 |
| AIRBNB INC CL A 544 SHS | $71,487 | $71,487 |
| AKAMAI TECHNOLOGIES INC 351 SHS | $33,573 | $33,573 |
| ALLEGION PLC 112 SHS | $14,636 | $14,636 |
| ALLEGRO MICROSYSTEMS INC DEL 930 SHS | $20,330 | $20,330 |
| ALLY FINANCIAL INC 345 SHS | $12,423 | $12,423 |
| ALPHABET INC CL A 158 SHS | $29,909 | $29,909 |
| ALPHABET INC CL A 632 SHS | $119,638 | $119,638 |
| AMAZON.COM INC 1099 SHS | $241,110 | $241,110 |
| AMER EXPRESS CO 261 SHS | $77,462 | $77,462 |
| AMERICAN WATER WORKS CO INC NEW 334 SHS | $41,580 | $41,580 |
| AMERIPRISE FINANCIAL INC 93 SHS | $49,516 | $49,516 |
| AMGEN INC 163 SHS | $42,484 | $42,484 |
| APTARGROUP INC 146 SHS | $22,937 | $22,937 |
| ARES MANAGEMENT CORPORATION CL 431 SHS | $76,300 | $76,300 |
| AVERY DENNISON CORP 86 SHS | $16,093 | $16,093 |
| BALL CORP 701 SHS | $38,646 | $38,646 |
| BANK OF NEW YORK MELLON CORP 998 SHS | $76,676 | $76,676 |
| BJS WHSL CLUB HLDGS INC 270 SHS | $24,125 | $24,125 |
| BRIGHT HORIZONS FAMILY 230 SHS | $25,496 | $25,496 |
| BROADCOM INC 185 SHS | $42,890 | $42,890 |
| BURLINGTON STORES INC 144 SHS | $41,049 | $41,049 |
| CADENCE DESIGN SYSTEM 271 SHS | $81,425 | $81,425 |
| CAMDEN PPTY TR SBI 107 SHS | $12,416 | $12,416 |
| CARLISLE COS INC 67 SHS | $24,712 | $24,712 |
| CARRIER GLOBAL CORP 404 SHS | $27,577 | $27,577 |
| CARRIER GLOBAL CORP 845 SHS | $57,680 | $57,680 |
| CBRE GROUP INC CL A 330 SHS | $43,326 | $43,326 |
| CHIPOTLE MEXICAN GRILL INC CL A 1059 SHS | $63,858 | $63,858 |
| CHUBB LTD CHF 260 SHS | $71,838 | $71,838 |
| COLGATE PALMOLIVE CO 806 SHS | $73,273 | $73,273 |
| COMCAST CORP NEW CL A 1215 SHS | $45,599 | $45,599 |
| CONFLUENT INC CL A 554 SHS | $15,490 | $15,490 |
| CRH PLC ORD 326 SHS | $30,162 | $30,162 |
| CUBESMART SBI 329 SHS | $14,098 | $14,098 |
| CUMMINS INC 185 SHS | $43,226 | $43,226 |
| CYBER-ARK SOFTWARE LTD ILS 144 SHS | $47,974 | $47,974 |
| DANAHER CORP 206 SHS | $47,287 | $47,287 |
| DANAHER CORP 360 SHS | $82,638 | $82,638 |
| DARLING INTL INC 259 SHS | $8,726 | $8,726 |
| DATADOG INC 315 SHS | $45,010 | $45,010 |
| DECKERS OUTDOOR CORP 150 SHS | $30,464 | $30,464 |
| DEERE AND CO 138 SHS | $58,471 | $58,471 |
| DIGITAL REALTY TRUST INC REIT 190 SHS | $33,693 | $33,693 |
| DOMINO'S PIZZA INC 63 SHS | $26,445 | $26,445 |
| DYNATRACE INC 1280 SHS | $69,568 | $69,568 |
| DYNATRACE INC 626 SHS | $34,023 | $34,023 |
| E L F BEAUTY INC 94 SHS | $11,802 | $11,802 |
| EAST WEST BANCORP INC 426 SHS | $40,794 | $40,794 |
| EASTGROUP PROPERTIES INC 126 SHS | $20,222 | $20,222 |
| ECOLAB INC 194 SHS | $45,458 | $45,458 |
| ELEVANCE HEALTH INC 129 SHS | $47,588 | $47,588 |
| EMERSON ELECTRIC CO 476 SHS | $58,991 | $58,991 |
| ENCOMPASS HEALTH CORP 255 SHS | $23,549 | $23,549 |
| ESSENTIAL UTILS INC 231 SHS | $8,390 | $8,390 |
| ETSY INC 270 SHS | $14,280 | $14,280 |
| EVERSOURCE ENERGY COM 649 SHS | $37,272 | $37,272 |
| EXACT SCIENCES CORP 193 SHS | $10,845 | $10,845 |
| FEDERAL RLTY INVT TR NEW SBI 142 SHS | $15,897 | $15,897 |
| FIFTH THIRD BANCORP 1136 SHS | $48,030 | $48,030 |
| FIRST INDL REALTY TRUST INC 636 SHS | $31,883 | $31,883 |
| FIRST SOLAR INC 161 SHS | $28,375 | $28,375 |
| FIRST SOLAR INC 86 SHS | $15,157 | $15,157 |
| FORTIVE CORP 462 SHS | $34,650 | $34,650 |
| FRESHPET INC 170 SHS | $25,179 | $25,179 |
| GALLAGHER ARTHUR J & CO 327 SHS | $92,819 | $92,819 |
| GE AEROSPACE 279 SHS | $46,534 | $46,534 |
| GE HEALTHCARE TECHNOLOGIES INC 358 SHS | $27,988 | $27,988 |
| GILEAD SCIENCES INC 357 SHS | $32,976 | $32,976 |
| HANOVER INSURANCE GROUP INC (THE) 175 SHS | $27,066 | $27,066 |
| HENRY JACK & ASSOC INC 126 SHS | $29,801 | $29,801 |
| HEXCEL CORP NEW 326 SHS | $20,440 | $20,440 |
| HOLOGIC INC 682 SHS | $49,165 | $49,165 |
| HUNT J B TRANS SVCS INC 162 SHS | $27,647 | $27,647 |
| ICON PLC EUR 132 SHS | $27,682 | $27,682 |
| INGEVITY CORP 395 SHS | $16,096 | $16,096 |
| INTERCONTINENTAL HOTELS GROUP PLC NEW SPON ADR 178 SHS | $22,236 | $22,236 |
| INTUIT 209 SHS | $131,357 | $131,357 |
| INTUITIVE SURGICAL INC 95 SHS | $49,586 | $49,586 |
| IPG PHOTONICS CORP 227 SHS | $16,507 | $16,507 |
| JACOBS SOLUTIONS INC 226 SHS | $30,198 | $30,198 |
| JEFFERIES FINL GROUP INC 871 SHS | $68,286 | $68,286 |
| JONES LANG LASALLE INC 156 SHS | $39,490 | $39,490 |
| KB HOME 589 SHS | $38,709 | $38,709 |
| KKR & CO INC CL A 945 SHS | $139,775 | $139,775 |
| KLA CORP 89 SHS | $56,081 | $56,081 |
| LAMB WESTON HLDGS INC 329 SHS | $21,987 | $21,987 |
| LINCOLN ELEC HOLDINGS NEW 128 SHS | $23,996 | $23,996 |
| LIVE OAK BANCSHARES INC 473 SHS | $18,707 | $18,707 |
| LOWES COMPANIES INC 116 SHS | $28,629 | $28,629 |
| LPL FINL HLDGS INC COM 70 SHS | $22,856 | $22,856 |
| MARVELL TECHNOLOGY INC 1208 SHS | $133,424 | $133,424 |
| MC CORMICK & CO NV 571 SHS | $43,533 | $43,533 |
| MERCK & CO INC COM 502 SHS | $49,939 | $49,939 |
| MERIT MEDICAL SYSTEM INC 389 SHS | $37,624 | $37,624 |
| METLIFE INC 833 SHS | $68,206 | $68,206 |
| MICRON TECHNOLOGY INC 416 SHS | $35,011 | $35,011 |
| MICROSOFT CORP 484 SHS | $204,006 | $204,006 |
| MIDDLEBY CORP DELA 190 SHS | $25,736 | $25,736 |
| MONOLITHIC POWER SYSTEMS INC 113 SHS | $66,862 | $66,862 |
| MORGAN STANLEY 485 SHS | $60,974 | $60,974 |
| MSA SAFETY INC COM 148 SHS | $24,534 | $24,534 |
| MSCI INC 95 SHS | $57,001 | $57,001 |
| MYR GROUP INC 267 SHS | $39,722 | $39,722 |
| N Y TIMES CO CL A 558 SHS | $29,044 | $29,044 |
| NETAPP INC 367 SHS | $42,601 | $42,601 |
| NVENT ELEC PLC 270 SHS | $18,403 | $18,403 |
| NVIDIA CORP 1857 SHS | $249,377 | $249,377 |
| OMNICELL INC 500 SHS | $22,260 | $22,260 |
| ORACLE CORP 180 SHS | $29,995 | $29,995 |
| ORMAT TECHNOLOGIES INC 250 SHS | $16,930 | $16,930 |
| OWENS CORNING NEW 193 SHS | $32,872 | $32,872 |
| PALOMAR HOLDINGS INC 152 SHS | $16,050 | $16,050 |
| PAYLOCITY HLDG CORP 158 SHS | $31,516 | $31,516 |
| PENUMBRA INC 128 SHS | $30,397 | $30,397 |
| PROCTER & GAMBLE CO 589 SHS | $98,746 | $98,746 |
| PROGRESSIVE CORP OHIO 461 SHS | $110,460 | $110,460 |
| QUEST DIAGNOSTICS INC 100 SHS | $15,086 | $15,086 |
| REGENERON PHARMACEUTICALS INC 44 SHS | $31,343 | $31,343 |
| REINSURANCE GROUP AMER INC NEW 125 SHS | $26,704 | $26,704 |
| ROCKWELL AUTOMATION INC NEW 109 SHS | $31,151 | $31,151 |
| ROGERS CORP 127 SHS | $12,904 | $12,904 |
| SCHWAB CHARLES CORP NEW 840 SHS | $62,168 | $62,168 |
| SENSIENT TECHNOLOGIES CORP 266 SHS | $18,955 | $18,955 |
| SERVICENOW INC 125 SHS | $132,515 | $132,515 |
| SITIME CORP 111 SHS | $23,813 | $23,813 |
| SMURFIT WESTROCK PLC 685 SHS | $36,894 | $36,894 |
| SPROUTS FARMERS MARKETS INC 375 SHS | $47,651 | $47,651 |
| STEEL DYNAMICS INC 347 SHS | $39,582 | $39,582 |
| STIFEL FINANCIAL CORP 249 SHS | $26,414 | $26,414 |
| TE CONNECTIVITY LTD CHF 203 SHS | $29,023 | $29,023 |
| TETRA TECH INC NEW 752 SHS | $29,960 | $29,960 |
| THE TRADE DESK INC CL A 171 SHS | $20,098 | $20,098 |
| THERMO FISHER SCIENTIFIC INC 104 SHS | $54,104 | $54,104 |
| TJX COS INC NEW 502 SHS | $60,647 | $60,647 |
| T-MOBILE US INC COM 355 SHS | $78,359 | $78,359 |
| TOPBUILD CORP 72 SHS | $22,416 | $22,416 |
| TRANSMEDICS GROUP INC 125 SHS | $7,794 | $7,794 |
| TREX CO INC 345 SHS | $23,815 | $23,815 |
| TRIMBLE INC COM 391 SHS | $27,628 | $27,628 |
| TRUIST FINL CORP 1384 SHS | $60,038 | $60,038 |
| UBER TECHNOLOGIES INC 1192 SHS | $71,901 | $71,901 |
| ULTA BEAUTY, INC 38 SHS | $16,527 | $16,527 |
| UNTD RENTALS INC 79 SHS | $55,651 | $55,651 |
| UNUM GROUP 524 SHS | $38,268 | $38,268 |
| VALMONT INDUSTRIES INC 93 SHS | $28,520 | $28,520 |
| VERALTO CORP 559 SHS | $56,934 | $56,934 |
| VERISK ANALYTICS INC 214 SHS | $58,942 | $58,942 |
| VERIZON COMMUNICATIONS INC 1847 SHS | $73,862 | $73,862 |
| VERTEX PHARMACEUTICAL INC 92 SHS | $37,048 | $37,048 |
| VERTIV HLDG CO 160 SHS | $18,178 | $18,178 |
| VISA INC CL A 401 SHS | $126,732 | $126,732 |
| VOYA FINL INC COM 497 SHS | $34,209 | $34,209 |
| WABTEC INC 113 SHS | $21,424 | $21,424 |
| WABTEC INC 244 SHS | $46,260 | $46,260 |
| WEBSTER FINANCIAL CORP WATERBURY CONN 544 SHS | $30,040 | $30,040 |
| WEST PHARMACEUTICAL SERVICES INC 288 SHS | $74,684 | $74,684 |
| WORKDAY INC CL A 264 SHS | $68,120 | $68,120 |
| YETI HOLDINGS INC 345 SHS | $13,286 | $13,286 |
| ZIMMER BIOMET HOLDINGS INC 369 SHS | $38,977 | $38,977 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,683,476 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,683,476 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $3,293,000 | $2,128,490 | $1,164,510 |
| LAND | $586,960 | $0 | $586,960 |
| LEASEHOLD IMPROVEMENT | $8,946 | $6,265 | $2,681 |
| LEASEHOLD IMPROVEMENT | $13,515 | $2,140 | $11,375 |
| BUILDING | $2,621,200 | $1,136,970 | $1,484,230 |
| LAND | $467,246 | $0 | $467,246 |
| LEASEHOLD IMPROVEMENT | $73,768 | $13,524 | $60,244 |
| LEASEHOLD IMPROVEMENT | $14,491 | $11,230 | $3,261 |
| LEASEHOLD IMPROVEMENT | $13,591 | $9,626 | $3,965 |
| LEASEHOLD IMPROVEMENT | $217,987 | $77,201 | $140,786 |
| BUILDING | $4,723,800 | $2,038,904 | $2,684,896 |
| LAND | $851,919 | $0 | $851,919 |
| AC CHILLER | $129,973 | $7,622 | $122,351 |
| LEASEHOLD IMPROVEMENT | $22,770 | $664 | $22,106 |
| LEASEHOLD IMPROVEMENT | $244,135 | $6,260 | $237,875 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CASH ALTERNATIVES # 59693 | FMV | $4,944 | $4,944 |
| CS BATESVILLE LLC | FMV | $6,201,962 | $6,201,962 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE FURNITURE | $93,649 | $93,649 | $0 |
| OFFICE FURNITURE | $8,106 | $8,106 | $0 |
| OFFICE FURNITURE | $1,612 | $1,612 | $0 |
| PRODUCTION EQUIPMENT | $1,924 | $1,924 | $0 |
| PRODUCTION EQUIPMENT | $1,813 | $1,788 | $25 |
| COMPUTERS & EQUIPMENT | $2,698 | $2,295 | $403 |
| COMPUTERS & EQUIPMENT | $3,449 | $1,725 | $1,724 |
| COMPUTERS & EQUIPMENT | $3,449 | $1,725 | $1,724 |
| COMPUTERS & EQUIPMENT | $2,699 | $1,350 | $1,349 |
| COMPUTERS & EQUIPMENT | $2,699 | $1,350 | $1,349 |
| COMPUTERS & EQUIPMENT | $2,699 | $1,350 | $1,349 |
| OFFICE FURNITURE | $1,641 | $585 | $1,056 |
| OFFICE FURNITURE | $382 | $138 | $244 |
| OFFICE FURNITURE | $344 | $123 | $221 |
| OFFICE FURNITURE | $176,858 | $37,898 | $138,960 |
| COMPUTERS & EQUIPMENT | $50,730 | $15,219 | $35,511 |
| COMPUTERS & EQUIPMENT | $55,462 | $16,638 | $38,824 |
| COMPUTERS & EQUIPMENT | $145,975 | $21,897 | $124,078 |
| LEASEHOLD IMPROVEMENT | $1,252,577 | $187,887 | $1,064,690 |
| COMPUTERS & EQUIPMENT | $2,208 | $221 | $1,987 |
| COMPUTERS & EQUIPMENT | $2,217 | $222 | $1,995 |
| COMPUTERS & EQUIPMENT | $1,789 | $179 | $1,610 |
| OFFICE FURNITURE | $24,711 | $1,765 | $22,946 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $34,965 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $34,965 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (9 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST/DIVIDEND | $42,409 | $78,205 | $78,205 |
| DUE FROM MANAGING AGENT | $39,700 | $75,958 | $75,958 |
| DEFERRED TENANT IMPROVEMENT | $111,019 | $307,114 | $307,114 |
| DEFERRED LEASING COMM, NET | $137,078 | $150,904 | $150,904 |
| DUE FROM TENANT/RENT RECEIVABLE | $353,542 | $153,851 | $153,851 |
| OPERATING RIGHT-OF-USE ASSET | $3,510,201 | $3,209,884 | $3,209,884 |
| BEQUEST RECEIVABLE | $129,740,267 | $159,819,937 | $159,819,937 |
| OTHER RECEIVABLES | $189,831 | $57,345 | $57,345 |
| BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS | $5,009,243 | $2,591,081 | $2,591,081 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (46 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LEVITT PAVILION PROGRAM EXPS | $1,845,607 | $0 | $0 | $1,845,607 |
| COMPUTER AND INTERNET EXPENSES | $94,442 | $0 | $0 | $94,442 |
| DUES AND SUBSCRIPTIONS | $24,670 | $0 | $0 | $24,670 |
| FORGIVENESS OF CHARITABLE LOAN | $100,000 | $0 | $0 | $0 |
| INSURANCE | $25,915 | $0 | $0 | $25,915 |
| OFFICE EXPENSES | $14,379 | $0 | $0 | $30,581 |
| STAFF DEVELOPMENT | $101,742 | $0 | $0 | $101,742 |
| TELEPHONE | $8,512 | $0 | $0 | $8,512 |
| AMORTIZATION | $53,018 | $53,018 | $53,018 | $0 |
| CLEANING | $30,957 | $30,957 | $30,957 | $0 |
| EXTERMINATING | $990 | $990 | $990 | $0 |
| FIRE&PROTECTION | $10,689 | $10,689 | $10,689 | $0 |
| INSURANCE | $8,867 | $8,867 | $8,867 | $0 |
| LANDSCAPE | $7,137 | $7,137 | $7,137 | $0 |
| MANAGEMENT FEES | $13,999 | $13,999 | $13,999 | $0 |
| MISCELLANEOUS | $1,346 | $1,346 | $1,346 | $0 |
| PROPERTY RENT | $34,688 | $34,688 | $34,688 | $0 |
| REPAIRS | $57,108 | $57,108 | $57,108 | $0 |
| UTILITIES | $44,499 | $44,499 | $44,499 | $0 |
| WASTE MANAGEMENT | $3,683 | $3,683 | $3,683 | $0 |
| PROFESSIONAL FEES | $180 | $180 | $180 | $0 |
| AMORTIZATION | $23,651 | $23,651 | $23,651 | $0 |
| CLEANING | $25,467 | $25,467 | $25,467 | $0 |
| CONTRACT LABOR | $2,959 | $2,959 | $2,959 | $0 |
| EXTERMINATING | $2,040 | $2,040 | $2,040 | $0 |
| FIRE & PROTECTION | $4,039 | $4,039 | $4,039 | $0 |
| INSURANCE | $5,217 | $5,217 | $5,217 | $0 |
| LANDSCAPE | $2,847 | $2,847 | $2,847 | $0 |
| MANAGEMENT FEES | $6,454 | $6,454 | $6,454 | $0 |
| MISCELLANEOUS | $3,636 | $3,636 | $3,636 | $0 |
| REPAIRS | $11,336 | $11,336 | $11,336 | $0 |
| SNOW REMOVAL | $11,531 | $11,531 | $11,531 | $0 |
| PROPERTY TAXES | $56,976 | $56,976 | $56,976 | $0 |
| UTILITIES | $43,078 | $43,078 | $43,078 | $0 |
| WASTE MANAGEMENT | $2,561 | $2,561 | $2,561 | $0 |
| PROFESSIONAL FEES | $554 | $554 | $554 | $0 |
| CONTRACT LABOR | $54,120 | $54,120 | $54,120 | $0 |
| EXTERMINATING | $1,800 | $1,800 | $1,800 | $0 |
| FIRE & PROTECTION | $3,762 | $3,762 | $3,762 | $0 |
| INSURANCE | $10,328 | $10,328 | $10,328 | $0 |
| LANDSCAPE | $17,915 | $17,915 | $17,915 | $0 |
| LEGAL AND OTHER PROFESSIONAL FEES | $553 | $553 | $553 | $0 |
| REPAIRS | $112,475 | $112,475 | $112,475 | $0 |
| SNOW REMOVAL | $3,188 | $3,188 | $3,188 | $0 |
| PROPERTY TAXES | $16,500 | $16,500 | $16,500 | $0 |
| WASTE MANAGEMENT | $11,008 | $11,008 | $11,008 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME (CS BATESVILLE LLC) | Desc |
| Revenue And Expenses Per Books | $308,381 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $308,381 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN | $1,338,485 |
| CHANGE IN VALUE OF BEQUEST RECEIVABLE | $30,079,670 |
| CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS | $1,644,243 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| TENANT DEPOSITS | $45,555 | $45,555 |
| SHORT-TERM OPERATING LEASE LIABILITY | $416,984 | $429,392 |
| LONG-TERM OPERATING LEASE LIABILITY | $4,283,971 | $3,926,932 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS OF THE LEVITT PAVILION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Loan Original | $2,500,000 | LoanOriginalAmt |
| Balance Due | $1,125,000 | BalanceDueAmt |
| Note | 2013-04 | NoteDt |
| Loan Maturity | 2033-04 | LoanMaturityDt |
| Interest | 3.000000000000 | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | CHARITABLE | LoanPurposeTxt |
| Lender Consideration | NONE | LenderConsiderationDesc |
| Consideration FMV | $0 | ConsiderationFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEES | $76,178 | $76,178 | $0 | $0 |
| OUTREACH AND CONSULTING FEES | $9,675 | $0 | $0 | $9,675 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $91 | $91 | $0 | $0 |
| EXCISE TAX EXPENSE | $24,199 | $0 | $0 | $0 |