Form 990-PF Return of Private Foundation OMB No 1545-0052 Or Section 4947(A)(1) Nonexempt Charitable Trust

Total Page:16

File Type:pdf, Size:1020Kb

Form 990-PF Return of Private Foundation OMB No 1545-0052 Or Section 4947(A)(1) Nonexempt Charitable Trust Form 990-PF Return of Private Foundation OMB No 1545-0052 or Section 4947(a)(1) Nonexempt Charitable Trust Department of the Treasury Treated as a Private Foundation Internal Revenue Service Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements. 2010 For calendar year 2010 , or tax year beginning , and ending G Check all that apply: = Initial return Initial return of a former public charity 0 Final return ri Amended return n Address channe n Name rhanne Name of foundation A Employer identification number LEON LEVY FOUNDATION 30-6085406 Number and street (or P O box number if mail is not delivered to street address) Room/suite B Telephone number ONE ROCKEFELLER PLAZA 20 FL 212-455-6233 City or town , state, and ZIP code C If exemption application is pending , check here NEW YORK, NY 10020 D 1 Foreign organizations , check here eign or ganiz th e 8 5% test, H Check type of organization : ® Section 501 ( c)(3) exempt private foundation 2. chreck her and aattach computation Section 4947( a)( 1 ) nonexem pt charitable trust 0 Other taxable private foundation E If private foun dation status was terminated I Fair market value of all assets at end of year J Accounting method: 0 Cash ® Accrual under section 507(b)(1)(A), check here (from Part ll, col. (c), line 16) 0 Other ( specify ) F If the foundation is in a 60-month termination 505 , 161 , 38 7 . (Part 1, column (d) must be on cash basis) under section 507( b )( 1 ) B) , check here Part I Analysis of Revenue and Expenses ( a) Revenue and (b ) Net investment ( c) Adjusted net ( d) Disbursements (The total of amounts in columns (b), (c), and (d) may not for charitable purposes necessarily equal the amounts in column (a)) expenses per books income income (cash basis only) 1 Contributions , gifts, grants, etc., received 19 . N/A 2 it the foundation is not required to attach Sch B Interest and temporary 3 inve stmentsavinsss 262 , 636. 262 1 636. S TATEMENT 4 4 Dividends and interest from securities 592 , 361. 592 361. S TATEMENT 5 5a Gross rents b Net rental income or (loss) 6a Net gain or (loss) from sale of assets not on line 10 8 , 948 , 2 98. S TATEMENT 3 b Gross sales price for all assets on line Ba 5 6 , 714 , 114. d 7 Capital gain net income (from Part IV, line 2) 13 , 573 , 693. 8 Net short-term capital gain 9 Income modifications Gross sales less returns 10a and allowances b Less Cost of goods sold Y= _ c Gross profit or (loss) .11 Other income 9 , 286 , 696. 8 , 192 , 813. S TATEMENT 6 t' 12 Total Add lines 1 throu g h 11 19 , 090 010. 22 , 621 , 503. --, 13 Compensation of officers , directors, trustees, etc 449 , 353. 224,676. 0 224 , 677. 14 Other employee salaries and wages 3 2 5 10 0 . 15 9 3 9 9 . ° v 16 5 7 01. 15 Pension plans, employee benefits 142 319. 69 , 78 72 539. yi 16a Legal fees STMT 7 33 , 497. 31 13 9- I ^^ F" 2 , 359. ,w b Accounting fees STMT 8 88 , 600 . 58 , 476. L 11 30 124 . X, c Other professional fees STMT 9 325 , 728. 0. f 1( 0 11325 , 728. 17 Interest 18 Taxes STMT 10 504 012. 134 418. 18 , 186. 19 Depreciation and depletion 1 408 437 . 1 , 408 437 . E 20 Occupancy 337 087. 165 276. 171 811. < 21 Travel, conferences, and meetings 14 721 . 7 218. 7 503 . C 22 Printing and publications 10 623 . 5 209 . 5 415 . 2 23 Other expenses STMT 11 321 , 943. 229 , 912. 92 , 030. 24 Total operating and administrative C, expenses . Add lines 13 through 23 3 961 , 420. 2 , 493 , 939. 1 , 116 , 073. 0 25 Contributions , gifts, grants paid 3 7 356 , 851 . 29,762. 232. 26 Total expenses and disbursements. Add lines 24 and 25 41 318 271. 2 , 493 , 939. 30 878 305. 27 Subtract line 26 from line 12: a Excess of revenue over expenses and disbursements <22228261. > b Net investment income (if negative , enter -0-) 20 , 12 7 5 6 4 . c Adjusted net income cf negative , enter -0-) N / A 12-07-1o LHA For Paperwork Reduction Act Notice , see the instructions. Form 990-PF (2010) -J"- 1 13101103 785048 0800720000 2010.04050 LEON LEVY FOUNDATION 08007201 Fnrm 990-PF(20101 T.Fnu T.Fw FnTTh1T PTnu 1f1-AnAgAf1F Page2 ^chedschedulesandamountsinthedescnphon Beginning of year End of year Part II Balance Sheets A column should be tor end -o t-year amounts only ( a) Book Value ( b) Book Value (c) Fair Market Value 1 Cash - non-interest-bearing 2 Savings and temporary cash investments 5 , 698 , 806. 6 , 310 , 872. 6 , 310 , 872. 3 Accounts receivable ► Less: allowance for doubtful accounts ► 4 Pledges receivable ► Less: allowance for doubtful accounts ► 5 Grants receivable 6 Receivables due from officers , directors, trustees, and other disqualified persons 7 Other notes and loans receivable ► Less: allowance for doubtful accounts ► , 8 Inventories for sale or use y 9 Prepaid expenses and deferred charges 97 , 558. 3 , 814 , 114. 3 , 814 , 114. 10a Investments - U.S. and state government obligations b Investments - corporate stock c Investments - corporate bonds 11 Investments - land, buildings , and equipment basis ► Less accumulated depreciation ► 12 Investments - mortgage loans 13 Investments - other STMT 13 527 437 419. 512 179 766. 451 997 141. 14 Land, buildings, and equipment basis ► 47 , 392 , 440. Less accumulated depreciation ► 5 , 486 , 594. 42 688 8 2 9. 41 , 905 846 . 41 1 905 , 846. 15 Other assets ( describe ► STATEMENT 14 ) 2 , 354 , 375. 1 , 133 , 414. 1 , 133 , 414. 16 Total assets to be completed by all filers 578 2 7 6 987 . 565 , 344 012. 505 , 161 , 387. 17 Accounts payable and accrued expenses 1 044 397 . 36 477 . 18 Grants payable 67 , 540 , 410. 73 , 995 385. 19 Deferred revenue 20 Loans from officers , directors, trustees , and other disqualified persons 2 21 Mortgages and other notes payable J 22 Other liabilities ( describe ► STATEMENT 15 ) 195 , 339. 795 , 942. 23 Total liabilities add lines 17 throw h 22 68 , 780 , 146. 744 , 8-2-7 , 804. Foundations that follow SFAS 117, check here ► and complete lines 24 through 26 and lines 30 and 31. 24 Unrestricted 509 , 496 , 841. 490 , 516 , 208. 0 25 Temporarily restricted m 26 Permanently restricted r_ Foundations that do not follow SFAS 117 , check here PP. 0 'L and complete lines 27 through 31. ,, 27 Capital stock, trust principal, or current funds _ 28 Paid-in or capital surplus , or land, bldg., and equipment fund a 29 Retained earnings , accumulated income, endowment, or other funds Z 30 Total net assets or fund balances 509 , 496 , 841. 490 , 516 , 208. 31 Total liabilities and net assets/fund balances 578 , 276 , 987. 565 , 344 , 01 2 . Part III Analysis of Changes in Net Assets or Fund Balances 1 Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year's return) _ 1 1 509 , 496 , 841 . 2 Enter amount from Part I, line 27a _ 2 <22 , 228 , 261 . > 3 Other increases not included in line 2 (itemize) ► SEE STATEMENT 12 3 3 , 247 , 628. 4 Add lines 1, 2, and 3 4 490 , 516 , 208. 5 Decreases not included in line 2 (itemize) ► 5 0 . 6 Total net assets or fund balances at end of year ( line 4 minus line 5 - Part II column ( b), line 30 6 490 , 516 , 208 . Form 990-PF (2010) 023511 12-07-10 2 13101103 785048 0800720000 2010.04050 LEON LEVY FOUNDATION 08007201 Form 990-PF (2010) LEON LEVY FOUNDATION 30-6085406 Page 3 Part IV Capital Gains and Losses for Tax on Investment Income (b How acquired (a) List and describe the kind(s) of property sold (e.g., real estate, (c' Date acquired (d) Date sold D - Purchase (mo., yr.) 2-story brick warehouse; or common stock, 200 shs. MLC Co.) D - Donation day, yr.) (mo., day, la b SEE ATTACHED STATEMENT c d e allowed (e) Gross sales price (f) Depreciation (g) Cost or other basis (h) Gain or (loss) (or allowable) plus expense of sale (e) plus (f) minus (g) a b c d e 56 , 714 , 14. 1 1 43 140 421. 13 573 693. Complete only for assets showing gain in column (h) and owned by the fou ndation on 12/31/69 (I) Gains (Col. (h) gain minus (j) Adjusted basis (k) Excess of col. (i) col. (k), but not less than -0-) or Losses (from col. (h)) (i) F.M.V. as of 12/31/69 as of 12/31/69 over col. (I), if any a b c d e 13 573 693. If gain, also enter in Part I, line 7 2 Capital gain net income or (net capital loss) If (loss), enter -0- in Part I, line 7 2 13 , 573 , 693. 3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6): If gain, also enter in Part I, line 8, column (c). If ( loss ), enter -0- in Part I line 8 3 N / A Fart V uualuTlcatlon under section 494U(e) Tor Fieaucea I ax on Net investment income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.) If section 4940( d)(2) applies, leave this part blank.
Recommended publications
  • Global Conference for Jewish Museums
    UPHEAVAL GLOBAL CONFERENCE FOR JEWISH MUSEUMS COUNCIL OF AMERICAN JEWISH MUSEUMS ASSOCIATION OF EUROPEAN JEWISH MUSEUMS APRIL 2021 Throughout the past year of the pandemic, Jewish museums have faced unprecedented challenges and have responded. They have worked together in new configurations, have been resources for new communities, and are envisioning new ways to be museums for the present and the future. The Council of American Jewish Museums is proud to present its first online, global conference for Jewish museums­­­—developed in partnership with the Association of European Jewish Museums. This year, we are collectively unpacking the topic of Upheaval—recognizing that our profession has been greatly impacted by pressing issues and the crises of our times. At the same time, however, museums are creating their own upheavals—through innovation, reconfiguration, and approaches that will reshape our work for years to come. GLOBAL CONFERENCE FOR JEWISH MUSEUMS | APRIL 2021 2 PROGRAM TUESDAYUPHEAVAL APRIL 20 11:00 AM EDT WELCOME 11:10 AM EDT JEWISH MUSEUMS: CONTEXT MATTERS For this year’s program we have come together as a global community: to address common challenges and opportunities, to build a collegial community, and to articulate implications for the worldwide field of Jewish museums. While Jewish museums around the world share many mutual concerns, each one operates within its own geographic, political, and social realities. This session explores, from various angles, how context profoundly shapes the work of Jewish museums—from Tel Aviv and Sydney, to Hohenems and Washington, DC. Speakers AVRIL ALBA Consulting Scholar, Holocaust Memorial Museum–Sydney Jewish Museum KARA BLOND Executive Director, Capital Jewish Museum HANNO LOEWY Director, Jewish Museum Hohenems DAN TADMOR CEO, ANU—Museum of the Jewish People Moderated by BARBARA KIRSHENBLATT-GIMBLETT Ronald S.
    [Show full text]
  • NEW YORK PHILHARMONIC's 175Th BIRTHDAY December 7, 2017
    FOR IMMEDIATE RELEASE September 27, 2017 Contact: Katherine E. Johnson (212) 875-5700; [email protected] NEW YORK PHILHARMONIC’S 175th BIRTHDAY December 7, 2017 175th BIRTHDAY CONCERTS Led by Former Music Director ALAN GILBERT With Philharmonic Musicians as Soloists Homage to Inaugural Concert and to the Musicians of the Orchestra December 6–9, 2017 NEARLY 100 HISTORIC RADIO BROADCAST PERFORMANCES TO BE RELEASED FOR STREAMING FOR FIRST TIME NEW YORK PHILHARMONIC LEON LEVY DIGITAL ARCHIVES TO RELEASE ALL 19TH CENTURY MATERIALS ON DECEMBER 7 Fifth Release in a Multi-Year Project Funded by the LEON LEVY FOUNDATION ARCHIVAL EXHIBIT The New York Philharmonic at 175: A History of Innovation November 17, 2017–January 20, 2018 FREE INSIGHTS AT THE ATRIUM “Inside the Orchestra: Yesterday, Today, and Imagining the Future” With New York Philharmonic Musicians December 5, 2017 The New York Philharmonic will celebrate its 175th birthday with a subscription program led by former Music Director Alan Gilbert; nearly 100 historic radio broadcast performances released for streaming for the first time; a New York Philharmonic Digital Archives release of all of the Orchestra’s archival material from the 19th century; a New York Philharmonic Archives exhibit, The New York Philharmonic at 175: A History of Innovation; and a free Insights at the Atrium event, “Inside the Orchestra: Yesterday, Today, and Imagining the Future,” with Philharmonic musicians. More 175th birthday activities will be announced at a later date. The New York Philharmonic, the oldest symphony orchestra in the United States and one of the oldest in the world, presented its inaugural concert 175 years ago, on December 7, 1842, in the Apollo Rooms in downtown Manhattan.
    [Show full text]
  • Nine Philanthropists Named Recipients of the 2017 Carnegie Medal of Philanthropy
    For more information: Carnegie Corporation of New York Secretariat of the 2017 Carnegie Medal of Philanthropy Communications Department [email protected] | 212.207.6273 Nine Philanthropists Named Recipients of the 2017 Carnegie Medal of Philanthropy New York, June 22, 2017— The international family of Carnegie institutions named nine exceptional philanthropists as recipients of the Carnegie Medal of Philanthropy today in recognition of their outstanding and innovative leadership in philanthropy, celebrating Andrew Carnegie’s philanthropic ideals. Their foresight and generosity have been effective in addressing a range of important issues, including social entrepreneurship, nuclear nonproliferation, career training, medical research, the arts, culture, school reform in India, women’s rights in China, and land conservation in South America. The 2017 honorees are: • Mei Hing Chak China; HeungKong Charitable Foundation • H. F. (Gerry) and Marguerite Lenfest U.S.A.; Lenfest Foundation • Azim Premji India; Azim Premji Foundation • Julian Robertson U.S.A.; Robertson Foundation • Jeff Skoll U.S.A.; Skoll Foundation • Kristine McDivitt Tompkins U.S.A.; Tompkins Conservation • Shelby White U.S.A.; Leon Levy Foundation • Sir James D. Wolfensohn U.S.A. and Australia; Wolfensohn Center for Development “The recipients of the 2017 Carnegie Medal of Philanthropy were selected for their distinguished and longstanding contributions to the public good,” said Vartan Gregorian, president of Carnegie Corporation of New York. “The medal reflects
    [Show full text]
  • 2014 0- Do Not Enter Social Security Numbers on This Form As It May Be Made Public
    l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93491320029595 OMB No 1545-0052 Form 990-PF Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation 2014 0- Do not enter social security numbers on this form as it may be made public. Department of the Treasury 0- Information about Form 990-PF and its instructions is at www.irs.gov/form990Pf . Open to Pu b lic Internal Revenue Service ITSBeCtiOT For calendar year 2014, or tax year beginning 01-01-2014 , and ending 12-31-2014 Name of foundation A Employer identification number LEON LEVY FOUNDATION 30-6085406 Number and street (or P 0 box number if mail is not delivered to street address) Room/suite U ieiepnone number (see instructions) ONE ROCKEFELLER PLAZA NO 20 FL (212) 455-6233 City or town, state or province, country, and ZIP or foreign postal code C If exemption application is pending, check here F NEW YORK, NY 10020 G Check all that apply r'Initial return r'Initial return of a former public charity D 1. Foreign organizations, check here F r Final return r'Amended return 2. Foreign organizations meeting the 850/, r- Address change r'Name change test, check here and attach computation F E If private foundation status was terminated H C heck type of organization Section 501(c)(3) exempt private foundation und er section 507 ( b )( 1 )( A ), c hec k here F_ Section 4947(a)(1) nonexempt charitable trust r'Other taxable private foundation I Fair market value of all assets at end J Accounting method F Cash F Accrual F If the foundation is in a 60-month termination of year (from Part II, col.
    [Show full text]
  • Leon Levy Fellows in Neuroscience Fifth Annual Symposium May 4, 2016
    LEON LEVY FELLOWS IN NEUROSCIENCE FIFTH ANNUAL SYMPOSIUM MAY 4, 2016 ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI LEON LEVY FELLOWSHIP PROGRAM The Leon Levy Foundation (LLF) continues to advance Leon Levy’s interest in neuroscience by identifying and supporting the most exceptional individuals as they begin their research careers in studies of the mind, brain, and behavior. The founda- tion decided to pursue this core interest by establishing Leon Levy Fellowships in neuroscience at select New York institutions. Our goal is to advance the careers of the most outstanding young neuroscientists and to encourage them to pursue YPZR[HRPUNYLZLHYJOPKLHZ[OH[^V\SKUV[ÄUKZ\WWVY[MYVTV[OLYZV\YJLZ Our interest is in fundamental research to increase our understanding of the brain with particular emphasis on the relationship between brain function and its impact on human behavior. Although the LLF will not fund clinical trials, diseases of the brain- particularly those that affect behavior- are of interest to the foundation. All fellowship WYVNYHTHMÄSPH[LZILULÄ[MYVTWHY[PJPWH[PVUPUV\YHUU\HSZ`TWVZP\T^OPJOPZ intended to foster connections and collaborations between researchers and across We hope institutions. you will Our hope is that these neuroscientists, along with their mentors, will raise the level of neuroscience research in New York and throughout the world. join us in The Overarching Goals of the 2017 for Leon Levy Fellowship in Neuroscience Program the Sixth t5PTVQQPSUBOEOVSUVSFFYDFQUJPOBMZPVOHSFTFBSDIFSTJOUIFöFME t5PTVQQPSUUIFTFSFTFBSDIFSTJOUIFJSQVSTVJUPGJOOPWBUJWF
    [Show full text]
  • 2011 Center Annual Report.Pdf
    I The Center for Jewish History is one of the great public Jewish historical and cultural institutions in the world. As the campus to its five partner organizations — American Jewish Historical Society, American Sephardi Federation, Leo Baeck Institute, Yeshiva University Museum and YIVO Institute for Jewish Research — the Center has achieved recognition as a venue of unrivaled historical documentation and scholarship, imaginative exhibitions of Judaic art and artifacts, and vital public dialogue. The collections of its partners total over 500,000 volumes and 100 million archival documents. Spanning more than 600 years of Jewish history, the collections include thousands of pieces of artwork, textiles and ritual objects, as well as music, films and photographs. They comprise, taken as a whole, the largest repository of the modern Jewish experience outside of Israel. Since opening its doors to the public in October 2000, the Center for Jewish History has become the foremost Jewish research and cultural institution in New York City, enabling the history of the Jewish people to come alive through an array of scholarship and cultural programming. A prime destination for scholars from around the world, the Center is housed in a building that is as multifaceted as the institutions and collections found within its walls. The Center brings together rich and diverse records of all aspects of contemporary Jewish communities, including resources on all major cultural, geographic and religious The Valentin M. Blavatnik Orientation Theater offers denominations of Jewish life. visitors an informative and engaging introductory film on the wealth of resources and programs offered at the Center for Jewish History.
    [Show full text]
  • Table of Contents
    Table of Contents 3 Director’s Welcome 5 Teaching 25 Research and Exhibitions 51 Public Programs 57 Fundraising and Special Events Johannes Molzahn. Wohnung und Werkraum (Dwelling and Workplace) poster for the Deutsche Werkbund Exhibition in Breslau, 1929. Printed by Druckerei Schenkalowsky, A. G., Breslau. Lithograph. The Museum of Modern Art, Purchase Fund, Jan Tschichold Collection. Digital Image © The Museum of Modern Art/Licensed by SCALA / Art Resource, NY. 2 Director's Welcome Director’s Welcome We are in the midst of celebrating Bard Graduate Center’s twenty-fifth anniversary. While the past quarter-century has seen momentous changes that have marked our evolution, I am confident that the initiatives we have undertaken this past year will continue our growth through the next decades. I am particularly enthusiastic about the Digital Literacy Initiative, launched in September—the newest phase of our decade-old Digital Media Lab, which has helped a growing number of our graduates find success in digital-centric positions in cultural institutions, non-profits, and the private sector. Indeed, it is obvious that working in the object- based museum world requires basic digital competency. Students will now, during their course of study, undergo a series of intensive project- based workshops and training sessions that will provide them with a set of digital tools and experiences to be used throughout their careers. This year, we graduated fifteen master’s degree students and five doc- toral candidates. We also continued our practice of giving a research theme to the academic year, which for 2018-19 was “When is After?,” and our teen learning program entered its third year.
    [Show full text]
  • ISAW at FIVE INSTITUTE for the STUDY of the ANCIENT WORLD NEW YORK UNIVERSITY MAY 2012 Table of Contents
    ISAW AT FIVE INSTITUTE FOR THE STUDY OF THE ANCIENT WORLD NEW YORK UNIVERSITY MAY 2012 Table of Contents 5 A Note from John Sexton, President, New York University 6 Foreword: Shelby White, ISAW Founder 8 Introduction: Roger Bagnall, Leon Levy Director, ISAW 10 Faculty and Research 15 Faculty Fieldwork 18 Advisory Committee and Affiliates 21 Doctoral Program and Students 25 Staff 27 Postdoctoral Program and Scholars 31 Exhibitions 36 Facility and Library 38 Digital Programs 42 Lectures and Events 44 Publications 2 ISAW at Five, May 2012 ISAW at Five, May 2012 3 A Note from the President John Sexton President, New York University We celebrate an exceptional faculty and cadre of gradu- ate students. They have helped shape an outstanding graduate Ph.D. program, welcomed eminent visiting scholars from a wide range of the humanities and sciences, launched excavations, published widely, and mounted exhibitions of extraordinary merit, bringing to the general public greater appreciation for the ancient world—all distinctive contributions to the academy. ISAW has incorporated an impressive range of individual and institutional assets within NYU, drawing on the expertise of preeminent scholars from the various schools and the fine collections of the Bobst Library and the Institute of Fine Arts. This is a time for grand celebration. An esteemed NYU I applaud its initiatives in collaborative teaching and the Institute for the Study of the Ancient World exists and imagination of our students in developing research thrives. It has even come of age, for five years in the interests across a broad swath of disciplines and areas of modern word is a significant period of time.
    [Show full text]