JEROME LEVY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JEROME LEVY FOUNDATION (EIN 13-6159573)
- Tax period
- 2012-11-01 to 2013-10-31
- Filed
- 2014-09-15
- IRS object ID
- 201412589349100701
- Schema version
- 2012v2.1
- 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
- Schedule B
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-09-15T10:04:53-05:00 | Timestamp |
| Tax Period End Date | 2013-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136159573 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEROME LEVY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JERO | NameControl |
| Phone | 2124556228 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHELBY WHITE | Name |
| Title | TRUSTEE | Title |
| Phone | 2124556228 | Phone |
| Date Signed | 2014-08-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL WEIRETER | Name |
| PTIN | P00140887 | PTIN |
| Phone | 2123721000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 48043161 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 23394881 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 58 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 58 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 83131 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 83131 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 116257 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1606387 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 116257 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 311852 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 306601 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 23906179 | TotalRevenueAndExpenses |
| Total Net Investment Income | 506047 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 9680 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 9680 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 10000 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 905 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 155 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 750 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 20585 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9835 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 750 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1826567 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1826567 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1847152 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9835 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1827317 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 22059027 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 496212 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 805959 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 111101 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 111101 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 6153603 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1439716 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1637037 | InvestmentsGovtObligEOYFMV |
| Investments Other BOY | 10000000 | InvestmentsOtherBOY |
| Investments Other EOY | 37467772 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 46295023 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 16959562 | TotalAssetsBOY |
| Total Assets EOY | 39018589 | TotalAssetsEOY |
| Total Assets EOYFMV | 48043161 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 16959562 | RetainedEarningsBOY |
| Retained Earnings EOY | 39018589 | RetainedEarningsEOY |
| Total Net Assets BOY | 16959562 | TotalNetAssetsBOY |
| Total Net Assets EOY | 39018589 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 16959562 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 39018589 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 16959562 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 22059027 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 39018589 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 39018589 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 156,000 US TREASURY BONDS | 2011-05-26 | 2013-01-31 | 250182 | 227902 | 22280 | 22280 |
| 864,000 US TREASURY BONDS | 2011-05-26 | 2013-02-15 | 1356205 | 1262228 | 93977 | 93977 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 116257 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2014015 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 22945636 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.087773 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3200726 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 25761032 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.124247 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 694683 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 28890319 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.024046 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1141066 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 27052753 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.042179 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 198889 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 20400994 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.009749 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.287994 | TotalDistributionRatio |
| Average Distribution Ratio | 0.057599 | AverageDistributionRatio |
| Net Noncharitable Assets | 35317948 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2034278 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4962 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2039240 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1827317 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 9924 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 9924 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 9924 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 11659 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 11659 | TotalCreditsAndPayments |
| Overpayment | 1735 | Overpayment |
| Amount Credited To Next Year | 1735 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.LEONLEVY.ORG | WebsiteAddress |
| Books In Care Of Person Name | MCGLADREY LLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2123721859 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| SJ LEVY DECEASED 10042012 | |||||||||
| PO BOX 211 | LINCOLNDALE | NY | 10540 | TRUSTEE | 1.00 | 0 | 0 | 0 | |
| SHELBY WHITE | |||||||||
| C/O ODYSSEY PARTNERS ONE ROCKEFELLE | NEW YORK | NY | 10020 | TRUSTEE | 1.00 | 0 | 0 | 0 | PLAZA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 35287532 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 568253 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 35855785 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 35855785 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 537837 | CashDeemedCharitable |
| Net Noncharitable Assets | 35317948 | NetNoncharitableAssets |
| Minimum Investment Return | 1765897 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1765897 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 9924 | TaxBasedOnInvestmentIncome |
| Total Tax | 9924 | TotalTax |
| Distributable Amount Before Adj | 1755973 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1755973 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1755973 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1827317 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1827317 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1827317 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1755973 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 1956754 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 875015 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2831769 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1827317 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1755973 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 71344 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 2903113 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2903113 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 1956754 | ExcessFromYear2 |
| Excess From Year1 | 875015 | ExcessFromYear1 |
| Excess From Current Year | 71344 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | 501(C)(3) | FOR DONEE'S EXEMPT PURPOSE | $666,667 |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | NONE | 501(C)(3) | FOR DONEE'S EXEMPT PURPOSE | $100,000 |
| CITY COLLEGE OF NEW YORK | |||||||
| 160 CONVENT AVENUE | NEW YORK | NY | 10031 | NONE | 501(C)(3) | FOR DONEE'S EXEMPT PURPOSE | $100,000 |
| GOVERNANCE INSTITUTE | |||||||
| CO RUSSELL WHEELER | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | FOR DONEE'S EXEMPT PURPOSE | $75,000 |
| ISRAEL ANTIQUITIES AUTHORITY | |||||||
| 51 W 52ND STREET FL 29 | NEW YORK | NY | 10019 | NONE | 501(C)(3) | FOR DONEE'S EXEMPT PURPOSE | $250,000 |
| KATONAH VILLAGE LIBRARY | |||||||
| 28 BEDFORD ROAD | KATONAH | NY | 10536 | NONE | 501(C)(3) | FOR DONEE'S EXEMPT PURPOSE | $2,500 |
| LEWISBORO LIBRARY | |||||||
| 15 MAIN STREET | SOUTH SALEM | NY | 10590 | NONE | 501(C)(3) | FOR DONEE'S EXEMPT PURPOSE | $100,000 |
| NATIONAL COALITION AGAINST CENSORSHIP | |||||||
| 19 FULTON STREET ROOM 407 | NEW YORK | NY | 10038 | NONE | 501(C)(3) | FOR DONEE'S EXEMPT PURPOSE | $225,000 |
| NORTH SHORE LONG ISLAND MEDICAL CENTER | |||||||
| 972 BRUSH HOLLOW ROAD 5TH FL | WESTBURY | NY | 11590 | NONE | 501(C)(3) | FOR DONEE'S EXEMPT PURPOSE | $100,000 |
| PRO PUBLICA | |||||||
| ONE EXCHANGE PLAZA 23RD FL | NEW YORK | NY | 10006 | NONE | 501(C)(3) | FOR DONEE'S EXEMPT PURPOSE | $50,000 |
| UNITED WAY OF WESTCHESTER & PUTNAM | |||||||
| 336 CENTRAL PARK AVENUE | WHITE PLAINS | NY | 106061500 | NONE | 501(C)(3) | FOR DONEE'S EXEMPT PURPOSE | $10,000 |
| WESTCHESTER LAND TRUST INC | |||||||
| 403 HARRIS ROAD | BEDFORD HILLS | NY | 10507 | NONE | 501(C)(3) | FOR DONEE'S EXEMPT PURPOSE | $122,400 |
| WESTPORT COUNTRY PLAYHOUSE | |||||||
| 25 POWERS CT | WESTPORT | CT | 06880 | NONE | 501(C)(3) | FOR DONEE'S EXEMPT PURPOSE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1826567 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $58 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $83,131 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $306,601 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $116,257 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL REFUND | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $5,251 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $511,298 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 511298 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ESTATE OF S JAY LEVY | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 23394881 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 1439716 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 1637037 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ULYSESS OFFSHORE FUND | FMV | 10000000 | 17358820 |
| BHL CAPITAL LLC | FMV | 27467772 | 28936203 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FILING FEE | 750 | 0 | 750 |
| BANK CHARGES | 155 | 155 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| BHL CAPITAL LLC | 31794 | 31794 | 31794 |
| ESTATE OF S SAY LEVY | 274807 | 274807 | 274807 |
| FEDERAL REFUND | 5251 | 5251 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | Category |
| Amount | $9,680 | Amount |
| Net Investment Income | 9680 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
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 Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $10,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |