JEROME LEVY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JEROME LEVY FOUNDATION (EIN 13-6159573)
- Tax period
- 2013-11-01 to 2014-10-31
- Filed
- 2015-06-05
- IRS object ID
- 201511569349100406
- Schema version
- 2013v4.0
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-05T14:28:36-05:00 | ReturnTs |
| Tax Period End | 2014-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100362602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136159573 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEROME LEVY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JERO | BusinessNameControlTxt |
| Phone | 2124556228 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ROCKEFELLER PLAZA 20TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100202017 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHELBY WHITE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2124556228 | PhoneNum |
| Signature | 2015-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL WEIRETER | PreparerPersonNm |
| PTIN | P00140887 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,630,254 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,393,197 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $37 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $611,052 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $611,052 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,183,818 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $668,834 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $92,577 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $92,577 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,913,045 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $703,666 | 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 | $7,652 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,826 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,826 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,699 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $199 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $661,235 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $660,485 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $677,586 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $664,510 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,576 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,524,863 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,524,863 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,202,449 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $664,510 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,529,439 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $710,596 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,156 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $111,101 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,104 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,104 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,439,716 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $843,871 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $943,676 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $37,467,772 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $38,855,621 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $48,657,474 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $39,018,589 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,728,596 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,630,254 | 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 | $39,018,589 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,728,596 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,018,589 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,728,596 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,018,589 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,728,596 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,018,589 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $710,596 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $39,729,185 | SubtotalAmt |
| Other Decreases | $589 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,728,596 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 200,000 US TREASURY | 2010-11-14 | 2014-01-24 | $217,436 | $193,771 | $23,665 | $23,665 |
| 340,000 US TREASURY | 2010-11-14 | 2014-10-01 | $369,381 | $329,410 | $39,971 | $39,971 |
| 75,000 US TREASURY | 2010-11-14 | 2014-10-08 | $82,017 | $72,664 | $9,353 | $9,353 |
| THRU BHL CAPITAL LLC | 2014-10-31 | 2014-10-31 | -$1,675,319 | -$1,675,319 | ||
| THRU BHL CAPITAL LLC | 2014-10-31 | 2014-10-31 | -$581,488 | -$581,488 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,183,818 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,827,317 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $35,317,948 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051739 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,014,015 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,945,636 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.087773 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,200,726 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $25,761,032 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.124247 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $694,683 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $28,890,319 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.024046 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,141,066 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,052,753 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042179 | DistributionYr5Rt |
| Total Distribution | 0.329984 | TotalDistributionRt |
| Average Distribution | 0.065997 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $48,328,855 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,189,559 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $392 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,189,951 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,529,439 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $783 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $783 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $783 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,235 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,235 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,452 | OverpaymentAmt |
| Applied To ES Tax | $9,452 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LEONLEVY.ORG | WebsiteAddressTxt |
| Individual With Books | MCGLADREY LLP | IndividualWithBooksNm |
| Phone | 2123721859 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100362602 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHELBY WHITE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ULYSSES PARTNERS ONE ROCKEFELLE | AddressLine1 |
| Address Line2 | PLAZA | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10020 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $48,956,163 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,664 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,064,827 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,064,827 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $735,972 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,328,855 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,416,443 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,416,443 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $783 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $783 | TotalTaxAmt |
| Distributable Before Adj | $2,415,660 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,415,660 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,415,660 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,529,439 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,529,439 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,529,439 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,415,660 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,956,754 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $875,015 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $71,344 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,903,113 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,529,439 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,529,439 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $886,221 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $886,221 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,016,892 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,016,892 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,070,533 | ExcessFromYear3Amt |
| Excess From Year2 | $875,015 | ExcessFromYear2Amt |
| Excess From Year1 | $71,344 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $250,000 |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $232,270 |
| CITY COLLEGE OF NEW YORK | |||||||
| 160 CONVENT AVENUE | NEW YORK | NY | 10031 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $762,000 |
| KATONAH VILLAGE LIBRARY | |||||||
| 28 BEDFORD ROAD | KATONAH | NY | 10536 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $2,500 |
| LEGAL INFORMATION FOR FAMILIES TODAY | |||||||
| 32 COURT STREET SUITE 1208 | BROOKLYN | NY | 11201 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $1,000 |
| LEWISBORO LAND TRUST | |||||||
| PO BOX 496 | SOUTH SALEM | NY | 10590 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $4,743 |
| NATIONAL COALITION AGAINST CENSORSHIP | |||||||
| 19 FULTON STREET ROOM 407 | NEW YORK | NY | 10038 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $225,000 |
| OPEN SPACE INSTITUTE | |||||||
| 1350 BROADWAY SUITE 201 | NEW YORK | NY | 10018 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $2,350 |
| UNITED WAY OF WESTCHESTER & PUTNAM | |||||||
| 336 CENTRAL PARK AVENUE | WHITE PLAINS | NY | 106061500 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $10,000 |
| WESTCHESTER LAND TRUST INC | |||||||
| 403 HARRIS ROAD | BEDFORD HILLS | NY | 10507 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $10,000 |
| WESTPORT COUNTRY PLAYHOUSE | |||||||
| 25 POWERS CT | WESTPORT | CT | 06880 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,524,863 | 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 | $37 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $611,052 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,183,818 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME THRU BHL CAPITAL LLC | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $92,577 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$1,480,152 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,480,152 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ESTATE OF S JAY LEVY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 ROCK SHELTER ROAD PO BOX 293 | AddressLine1 |
| City | WACCABUC | City |
| State | NY | State |
| ZIP Code | 10597 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,393,197 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MCGLADREY LLP | CategoryTxt |
| Amt | $7,652 | Amt |
| Net Investment Income | $3,826 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,826 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $843,871 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $943,676 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ULYSESS OFFSHORE FUND | FMV | $10,000,000 | $18,485,998 |
| BHL CAPITAL LLC | FMV | $28,855,621 | $30,171,476 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COST BASIS ADJUSTMENT ON BHL CAPITAL LLC | Description |
| Amount | $589 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $750 | $0 | $750 |
| BANK CHARGES | $150 | $150 | $0 |
| DEDUCTIONS THRU BHL CAPITAL LLC | $181,962 | $181,962 | $0 |
| DEDUCTIONS THRU ESTATE OF S JAY LEVY | $478,373 | $478,373 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME THRU BHL CAPITAL LLC | Desc |
| Revenue And Expenses Per Books | $92,577 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $92,577 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $92,577 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF S JAY LEVY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 ROCK SHELTER ROAD PO BOX 293 | AddressLine1 |
| City | WACCABUC | City |
| State | NY | State |
| ZIP Code | 10597 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $8,500 | $0 | $0 |
| FOREIGN TAX PAID - BHL CAPITAL LLC | $199 | $199 | $0 |