LEVITT FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LEVITT FOUNDATION INC (EIN 13-6128226)
- Tax period
- 2018-05-01 to 2019-04-30
- Filed
- 2019-10-31
- IRS object ID
- 201923049349100917
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-31T14:30:37-05:00 | ReturnTs |
| Tax Period End | 2019-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 233064611 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIAMOND & ASSOCIATES PC CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 642 NEWTOWN YARDLEY RD - STE 220 | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136128226 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEVITT FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O THE PHILANTHROPIC GROUP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEVI | BusinessNameControlTxt |
| Phone | 2125017785 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 FIFTH AVENUE 2OTH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BLONDEL PINNOCK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125017785 | PhoneNum |
| Signature | 2019-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK S JAFFE | PreparerPersonNm |
| PTIN | P01317692 | PTIN |
| Phone | 2154978888 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.115.217.16 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-31 | IPDt |
| IP Tm | 15:25:50 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 214CABBE7EBDF75D5CCEF1642EBAFBD1F87EE792 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DA79CA34A9CD87668266E5AFE5F85D2F9237393A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,521,081 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $72 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $72 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $836,317 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $836,317 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $262,894 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,184,250 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $262,894 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,099,283 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,099,283 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,986 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,992 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,994 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $97,524 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,876 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $92,648 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,392 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,392 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,714 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $114 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,600 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $129,616 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,982 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $103,634 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $702,429 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $702,429 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $832,045 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,982 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $806,063 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $267,238 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,088,301 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,504 | CashBOYAmt |
| Cash EOY | $6,518 | CashEOYAmt |
| Cash EOYFMV | $6,518 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $58,207 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $77,787 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $77,787 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $17,033,480 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,283,124 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,436,776 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,100,191 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,367,429 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,521,081 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $17,100,191 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,367,429 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,100,191 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,367,429 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,100,191 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,367,429 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,100,191 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $267,238 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,367,429 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,367,429 | 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 |
|---|---|---|---|---|---|---|---|
| 34,840.505 SHS TIFF MULTI-ASSET FUND | P | 2005-01-27 | 2018-12-14 | $459,546 | $500,327 | -$40,781 | -$40,781 |
| 29,681.947 SHS TIFF MULTI-ASSET FUND | P | 2005-01-27 | 2019-03-15 | $390,021 | $421,029 | -$31,008 | -$31,008 |
| CAPITAL GAINS DIVIDENDS | P | $334,683 | $334,683 | $334,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $262,894 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $791,129 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,155,838 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046114 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $777,063 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,815,826 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049132 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $866,445 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,127,163 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053726 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $812,766 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,353,712 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046835 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $789,829 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,167,634 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046007 | DistributionYr5Rt |
| Total Distribution | 0.241814 | TotalDistributionRt |
| Average Distribution | 0.048363 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,369,918 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $791,698 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,883 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $802,581 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $806,063 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $10,883 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,883 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,883 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,614 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,614 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,731 | OverpaymentAmt |
| Applied To ES Tax | $6,731 | 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 |
| 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 | FDNWEB.ORG/LEVITT | WebsiteAddressTxt |
| Individual With Books | DIAMOND ASSOCIATES PC CPAS | IndividualWithBooksNm |
| Phone | 2154978888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 642 NEWTOWN YARDLEY ROAD STE 220 | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| BLONDEL PINNOCK | ||||||||
| 630 FIFTH AVENUE 20TH FLOOR | NEW YORK | NY | 10111 | PRESIDENT & DIRECTOR | 0.50 | $0 | $0 | $0 |
| CARLOS GARCIA-TUNON | ||||||||
| 630 FIFTH AVENUE 20TH FLOOR | NEW YORK | NY | 10111 | TREASURER & DIRECTOR | 0.50 | $0 | $0 | $0 |
| TRACY GREEN LANDAUER | ||||||||
| 630 FIFTH AVENUE 20TH FLOOR | NEW YORK | NY | 10111 | SECRETARY & DIRECTOR | 0.50 | $0 | $0 | $0 |
| KRISTIN REYNOLDS PHD | ||||||||
| 630 FIFTH AVENUE 20TH FLOOR | NEW YORK | NY | 10111 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| AMY GOLDBERG | ||||||||
| 630 FIFTH AVENUE 20TH FLOOR | NEW YORK | NY | 10111 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| HILDA H POLANCO | ||||||||
| 630 FIFTH AVENUE 20TH FLOOR | NEW YORK | NY | 10111 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHILANTHROPIC GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 FIFTH AVENUE 20TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $97,524 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $16,463,122 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $156,084 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,619,206 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,619,206 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $249,288 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,369,918 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $818,496 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $818,496 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,883 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,883 | TotalTaxAmt |
| Distributable Before Adj | $807,613 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $807,613 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $807,613 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $806,063 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $806,063 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,883 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $795,180 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $807,613 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $788,181 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $806,063 | QualifyingDistributionsAmt |
| Applied To Year1 | $788,181 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,882 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $789,731 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BARBARA R GREENBERG LEVITT FOUNDATI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 FIFTH AVENUE 20TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2125017785 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS BY INVITATION ONLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO CHARITABLE ORGANIZATIONS, NO GRANTS ARE MADE TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 3L FOUNDATION INC | ||||||||
| NU OMICON PO BOX 230145 | HOLLIS | NY | 11423 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| ABYSSINIAN BAPTIST CHURCH | ||||||||
| 123 WEST 138 STREET | NEW YORK | NY | 10030 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| AMERICAN CIVIL LIBERTIES UNION FDN INC | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL SUPPORT | $7,250 | |
| BK ROT INC | ||||||||
| 1278 MYRTLE AVE | BROOKLYN | NY | 11221 | N/A | PC | COMPOST RESALE INITIATIVE PILOT PROGRAM | $19,500 | |
| BRONX CONSERVATORY OF MUSIC | ||||||||
| 400 WEST END AVE 2B | NEW YORK | NY | 10024 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| BRONXWORKS INC | ||||||||
| 60 E TREMONT AVE | BRONX | NY | 10453 | N/A | PC | YOUTH FOOD JUSTICE | $45,000 | |
| CENTER FOR MODERN DANCE EDUCATION INC | ||||||||
| 84 EUCLID AVENUE | HACKENSACK | NJ | 07601 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| CHILDRENS AID SOCIETY | ||||||||
| 1021 JENNINGS ST | BRONX | NY | 10460 | N/A | PC | GO!CHEFS TEEN APPRENTICESHIP PROGRAM | $30,000 | |
| CITY PARKS FOUNDATION | ||||||||
| 830 5TH AVE | NEW YORK | NY | 10065 | N/A | PC | LEARNING GARDENS | $15,000 | |
| CONEY ISLAND PREP PUBLIC CHARTER SCHOOL | ||||||||
| 501 WEST AVE RM 101 | BROOKLYN | NY | 11224 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| CUNY GRADUATE SCHOOL FOR PUBLIC HEALTH | ||||||||
| 55 W 125TH ST FL 7 | NEW YORK | NY | 10027 | N/A | PC | FOOD JUSTICE FELLOWSHIP FOR YOUNG ADULT LEADERS | $90,000 | |
| EXALT YOUTH | ||||||||
| 175 REMSEN STREET STE 1000 | BROOKLYN | NY | 11201 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| FAMILYCOOK COMMUNITY TABLE | ||||||||
| 330 E 43 STREET 704 | NEW YORK | NY | 10017 | N/A | PC | CHEFS FOR CHANGE AND TEEN BATTLE CHEF | $25,000 | |
| FOUNDATION CENTER | ||||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| GEORGE SCHOOL | ||||||||
| 1690 NEWTOWN LANGHORNE ROAD | NEWTOWN | PA | 189402414 | N/A | PC | GENERAL SUPPORT | $500 | |
| GONZAGA COLLEGE HIGH SCHOOL | ||||||||
| US CONFERENCE OF CATHOLIC BISHOPS | WASHINGTON | DC | 20001 | N/A | PC | GENERAL SUPPORT | $4,500 | 190 EYE STREET NW |
| HARLEM GROWN INC | ||||||||
| 127 WEST 127 STREET ROOM 201 | NEW YORK | NY | 10027 | N/A | PC | YOUTH LEADERSHIP PROGRAM | $35,000 | |
| HARLEM YMCAYWCA OF GREATER NEW YORK | ||||||||
| 180 WEST 135TH ST | NEW YORK | NY | 10030 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| INNER-CITY SCHOLARSHIP FUND INC | ||||||||
| 1011 FIRST AVE STE 1800 | NEW YORK | NY | 10022 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| INTERSCHOOL ORCHESTRAS OF NEW YORK | ||||||||
| 121 WEST 27 STREET 902 | NEW YORK | NY | 10001 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| JUST FOOD INC | ||||||||
| 114 WEST 47 STREET STE C1-35 | NEW YORK | NY | 10036 | N/A | PC | YOUTH FOOD JUSTICE TRACK | $35,000 | |
| LATINAS ON THE VERGE OF EXCELLENCE | ||||||||
| WEWORK BRYANT PARK 54 WEST 40 | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $5,000 | STREET |
| LATINO U COLLEGE ACCESS | ||||||||
| 75 VIRGINIA RD 2ND FL | WHITE PLAINS | NY | 10603 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| LITERACY INC | ||||||||
| 5030 BROADWAY 641 | NEW YORK | NY | 10034 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| MARY MITCHELL FAMILY & YOUTH CENTER | ||||||||
| 2007 MAPES AVENUE | BRONX | NY | 10460 | N/A | PC | FOOD JUSTICE TEEN COUNCIL | $40,000 | |
| NATIONAL ALLIANCE FOR THE MENTALLY ILL OF NY CITY | ||||||||
| 505 8TH AVE 1103 | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $4,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20 STREET 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | GENERAL SUPPORT | $7,250 | |
| NEIGHBORHOOD HOUSING SERVICES NYC-NHS | ||||||||
| 307 WEST 36 STREET 12TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| NEW YORK BOTANICAL GARDEN | ||||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | N/A | PC | MORRIS CAMPUS FARM TRAINING OF TRAINERS | $25,000 | |
| NEW YORK CITY STREET TREE CONSORTIUM | ||||||||
| 51 CHAMBERS ST STE 1412A | NEW YORK | NY | 10007 | N/A | PC | FRUITREES NEW YORK | $18,000 | |
| NORTH SHORE ANIMAL LEAGUE | ||||||||
| 16 LEWYT ST | PORT WASHINGTON | NY | 11050 | N/A | PC | GENERAL SUPPORT | $4,500 | |
| NORTH STAR FUND INC | ||||||||
| 520 8TH AVENUE SUITE 1800 | NEW YORK | NY | 10018 | N/A | PC | SEEDING POWER FELLOWSHIP FOR FOOD JUSTICE LEADERS | $20,000 | |
| NORTH STAR FUND INC | ||||||||
| 520 8TH AVENUE SUITE 1800 | NEW YORK | NY | 10018 | N/A | PC | COMMUNITY FOOD FUNDERS | $6,000 | |
| NORTHEAST BROOKLYN HOUSING DEVELOPMENT | ||||||||
| 132 RALPH AVE 1 | BROOKLYN | NY | 11233 | N/A | PC | REFUND OF PREVIOUS GRANT DUE TO FAILURE TO COMPLY WITH GRANT RESTRICTIONS | -$12,971 | |
| PHILANTHROPY NEW YORK INC | ||||||||
| 320 E 43RD STREET | NEW YORK | NY | 10017 | N/A | PC | MEMBERSHIP GRANT | $1,900 | |
| POWER OF TWO NYC CORP | ||||||||
| 400 ROCKAWAY AVENUE 2 | BROOKLYN | NY | 11212 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| QUEENS COMMUNITY HOUSE | ||||||||
| 108-25 62ND STREET | QUEENS | NY | 11375 | N/A | PC | YOUTH FOOD JUSTICE LEADERSHIP PROGRAM | $50,000 | |
| RED HOOK INITIATIVE | ||||||||
| 767 HICKS ST | BROOKLYN | NY | 11231 | N/A | PC | YOUTH FARM APPRENTICES PROGRAM | $30,000 | |
| ROCKAWAY WATERFRONT ALLIANCE | ||||||||
| PO BOX 900645 | FAR ROCKAWAY | NY | 11690 | N/A | PC | ROCKAWAY FOOD ACCESS AND JUSTICE PROJECT | $35,000 | |
| SCAN-NEW YORK VOLUNTEER PARENT-AIDES ASSOCIATION INC | ||||||||
| 345 EAST 102ND ST 3RD FLOOR | NEW YORK | NY | 10029 | N/A | PC | GET HEALTHY, EAST HARLEM | $40,000 | |
| SHARETHECAREGIVING INC | ||||||||
| 121 AVENUE OF THE AMERICAS 6TH | NEW YORK | NY | 10013 | N/A | PC | GENERAL SUPPORT | $3,000 | FLOOR |
| SPONSORS FOR EDUCATIONAL OPPORTUNITY INC | ||||||||
| 55 EXCHANGE PLACE SUTE 601 | NEW YORK | NY | 10005 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| THE NEW BREED LIFE ARTS & EDUCATIONAL ASSOCIATION INC | ||||||||
| 233 WEST 135 STREET | NEW YORK | NY | 10030 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| UNITED COMMUNITY CENTERS | ||||||||
| 613 NEW LOTS AVENUE | BROOKLYN | NY | 11207 | N/A | PC | EAST NEW YORK FARMS | $25,000 | |
| US SOCCER FEDERATION FOUNDATION INC | ||||||||
| 1140 CONNECTICUT AVE NW STE 1200 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| WESTCHESTER CHORAL SOCIETY | ||||||||
| 216 CENTRAL AVENUE | WHITE PLAINS | NY | 10606 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| BRONX ZOO 2300 SOUTHERN BLVD | BRONX | NY | 10460 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| YOUTH MINISTRIES FOR PEACE AND JUSTICE | ||||||||
| 1384 STRATFORD AVE | BRONX | NY | 10472 | N/A | PC | BRONX RIVER FOODWAY | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $702,429 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $836,317 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $262,894 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,099,283 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,099,283 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $11,863 | $5,931 | $5,932 |
| BILLING SERVICE | $123 | $61 | $62 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TIFF MULTI-ASSET FUND | AT COST | $17,281,274 | $16,434,930 |
| TIFF SHORT-TERM FUND | AT COST | $1,850 | $1,846 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $114 | $114 | $0 |
| DUES | $750 | $0 | $750 |
| FILING FEES | $750 | $0 | $750 |
| INSURANCE | $1,989 | $0 | $1,989 |
| MISCELLANEOUS EXPENSE | $111 | $0 | $111 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $97,524 | Amt |
| Net Investment Income | $4,876 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $92,648 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |