JERRY & MARILYN HANDLER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JERRY & MARILYN HANDLER FOUNDATION (EIN 47-3796588)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-04
- IRS object ID
- 202641249349101814
- Schema version
- 2025v4.1
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-04T13:35:52-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 THIRD AVENUE 11TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473796588 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JERRY & MARILYN HANDLER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DAWN HANDLER HARBART | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JERR | BusinessNameControlTxt |
| Phone | 9175758544 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1641 THIRD AVENUE 14A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAWN HANDLER HARBART | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9175758544 | PhoneNum |
| Signature | 2026-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAHLA SEDGH | PreparerPersonNm |
| PTIN | P00727214 | PTIN |
| Phone | 2124855500 | PhoneNum |
| Preparation | 2026-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,151,766 | 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 |
| Dividends Rev And Expnss | $13,437 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,792 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,000 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $81,182 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,000 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $28,036 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $55,473 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,792 | 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 | $7,247 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,415 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,832 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,573 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,714 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $859 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $159 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $151 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $151 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,130 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,129 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,842 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,690 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,129 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,402 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,217 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,663 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $33,695 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,155 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,155 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $518,950 | CorporateStockBOYAmt |
| Corporate Stock EOY | $492,165 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $554,181 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $537,100 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $12,330 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,330 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,330 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $564,975 | TotalAssetsBOYAmt |
| Total Assets EOY | $552,650 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,151,766 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $105,810 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $101,675 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $105,810 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $101,675 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $314,064 | CapitalStockBOYAmt |
| Capital Stock EOY | $314,064 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $145,101 | RetainedEarningBOYAmt |
| Retained Earning EOY | $136,911 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $459,165 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $450,975 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $564,975 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $552,650 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $459,165 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,217 | ExcessRevenueOverExpensesAmt |
| Other Increases | $92 | OtherIncreasesAmt |
| Subtotal | $451,040 | SubtotalAmt |
| Other Decreases | $65 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $450,975 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1 SH AB DISRUPTORS ETF | 2024-08-02 | 2025-04-23 | $69 | $71 | -$2 | -$2 |
| 1 SH AB DISRUPTORS ETF | 2024-08-02 | 2025-10-23 | $105 | $71 | $34 | $34 |
| 27.001 SH AB GLOBAL CORE EQUITY-AD | 2022-04-20 | 2025-01-23 | $475 | $417 | $58 | $58 |
| 173 SH ISHARES CORE INTL STOCK ETF | 2022-04-20 | 2025-02-10 | $11,987 | $11,295 | $692 | $692 |
| 92 SH ISHARES CORE MSCI EMERGING | 2022-04-20 | 2025-02-10 | $4,973 | $4,955 | $18 | $18 |
| 195.402 SH AB GLOBAL BOND FUND- ADV | 2017-02-27 | 2025-03-03 | $1,360 | $1,516 | -$156 | -$156 |
| 221.586 SH BERNSTEIN INTERMEDIATE | 2017-02-27 | 2025-03-03 | $2,515 | $2,903 | -$388 | -$388 |
| 39 SH ISHARES CORE INTL STOCK ETF | 2022-04-20 | 2025-03-03 | $2,720 | $2,546 | $174 | $174 |
| 17 SH ISHARES CORE MSCI EMERGING | 2022-04-20 | 2025-03-03 | $901 | $916 | -$15 | -$15 |
| 40.353 SH BERNSTEIN INTERMEDIATE | 2017-02-27 | 2025-04-23 | $450 | $529 | -$79 | -$79 |
| 43.574 SH BERNSTEIN INTERMEDIATE | 2017-02-27 | 2025-07-23 | $489 | $571 | -$82 | -$82 |
| 44.306 SH BERNSTEIN INTERMEDIATE | 2017-02-27 | 2025-10-23 | $510 | $580 | -$70 | -$70 |
| 61 SH AB CONSERVATIVE BUFFER ETF | 2024-01-22 | 2025-12-04 | $2,510 | $2,176 | $334 | $334 |
| 344.435 SH AB CORE BOND PORTFOLIO SCB | 2017-02-27 | 2025-12-04 | $3,930 | $4,513 | -$583 | -$583 |
| 583.214 SH AB GLOBAL BOND FUND- ADV | 2017-02-27 | 2025-12-04 | $4,065 | $4,525 | -$460 | -$460 |
| 279.343 SH AB GLOBAL CORE EQUITY-AD | 2022-04-20 | 2025-12-04 | $5,355 | $4,310 | $1,045 | $1,045 |
| 127 SH AB INTERNAL LOW VOLAT EQ ETF VOLATILITY EQUITY ETF | 2022-04-20 | 2025-12-04 | $5,401 | $3,902 | $1,499 | $1,499 |
| 17.62 SH AB SMALL CAP GROWTH-ADV | 2022-04-20 | 2025-12-04 | $1,396 | $1,144 | $252 | $252 |
| 91.578 SH AB SMALL CAP VALUE PORT- ADV | 2022-04-20 | 2025-12-04 | $1,370 | $1,410 | -$40 | -$40 |
| 68.499 SH AB SUST INTL THEMATIC - ADV | 2024-01-22 | 2025-12-04 | $1,520 | $1,312 | $208 | $208 |
| 78 SH ISHARES CORE INTL STOCK ETF | 2022-04-20 | 2025-12-04 | $6,585 | $5,093 | $1,492 | $1,492 |
| 40 SH ISHARES CORE MSCI EMERGING | 2022-04-20 | 2025-12-04 | $2,679 | $2,154 | $525 | $525 |
| 23 SH ISHARES CORE S&P 500 ETF | 2022-04-20 | 2025-12-04 | $15,781 | $10,273 | $5,508 | $5,508 |
| CAPITAL GAIN DISTRIBUTION | 2025-01-01 | 2025-12-31 | $4,036 | $4,036 | $4,036 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,000 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $273 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $273 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $273 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $527 | OverpaymentAmt |
| Applied To ES Tax | $527 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAWN HARBART | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9175758544 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1641 THIRD AVENUE APT 14A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAWN HARBART | ||||||||
| 1641 THIRD AVENUE APT 14AE | NEW YORK | NY | 10128 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARILYN HANDLER | ||||||||
| 150 CENTRAL PARK SOUTH-2504 | NEW YORK | NY | 10019 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| 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 | $565,737 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,598 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $537,100 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,142,435 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,142,435 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,137 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,125,298 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,265 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,265 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $273 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $5,232 | IncomeTaxAmt |
| Total Tax | $5,505 | TotalTaxAmt |
| Distributable Before Adj | $50,760 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,760 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $50,760 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,402 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $56,402 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,760 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $48,963 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,402 | QualifyingDistributionsAmt |
| Applied To Year1 | $48,963 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,439 | 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 | $43,321 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGING WITH DIGNITY | ||||||||
| PO BOX 1661 | TALLAHASSEE | FL | 323021661 | N/A | PC | TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES. | $2,500 | |
| ART STUDENTS LEAGUE OF NEW YORK | ||||||||
| 215 WEST 57TH STREET | NEW YORK | NY | 10019 | N/A | PC | TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES. | $2,500 | |
| ASPCA | ||||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | N/A | PC | TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES. | $1,500 | |
| CALIFORNIA WILDFIRE RESPONSE | ||||||||
| 910 N HILL ST | LOS ANGELES | CA | 90012 | N/A | PC | TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES. | $2,560 | |
| CLEAN AIR TASK FORCE | ||||||||
| 114 STATE STREET 6TH FL | BOSTON | MA | 02109 | N/A | PC | TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES. | $1,500 | |
| COALITION FOR RAINFOREST NATIONS | ||||||||
| 52 VANDERBILT AVENUE 14TH FL STE | NEW YORK | NY | 100173808 | N/A | PC | TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES. | $2,500 | 1401 |
| CURE ALZHEIMER'S FUND | ||||||||
| 34 WASHINGTON STREET SUITE 310 | WELLESLEY HILLS | MA | 02481 | N/A | PC | TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES. | $2,500 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR STREET 16TH FL | NEW YORK | NY | 10006 | N/A | PC | TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES. | $2,500 | |
| ENCOURAGE KIDS FOUNDATION | ||||||||
| 1560 BROADWAY 600 | NEW YORK | NY | 10036 | N/A | PC | TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES. | $2,500 | |
| FEEDING AMERICA | ||||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | N/A | PC | TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES. | $2,500 | |
| GRAND TETON SUMMER FESTIVAL CONCERT | ||||||||
| 175 S KING STREET SUITE 200 | JACKSON | WY | 83025 | N/A | PC | TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES. | $7,500 | |
| JACKSON HOLE REGIONAL HORSE RESCUE | ||||||||
| 505 E ZENITH DRIVE | JACKSON | WY | 83001 | N/A | PC | TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES | $2,500 | |
| NATURAL RESOURCE DEFENSE COUNCIL | ||||||||
| 40 W 20TH STREET | NEW YORK | NY | 10011 | N/A | PC | TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES. | $2,500 | |
| PAWS | ||||||||
| PO BOX 1037 | LYNWOOD | WA | 98046 | N/A | PC | TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES. | $2,500 | |
| PLANNED PARENTHOOD FOUNDATION OF AMERICA | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | PC | TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES. | $2,500 | |
| ST JUDE HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PC | TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES. | $2,500 | |
| TETON YOUTH AND FAMILY SERVICES | ||||||||
| 175 S KING STREET SUITE 200 | JACKSON | WY | 83025 | N/A | PC | TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES. | $1,000 | |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| TWO BRATTLE SQUARE | CAMBRIDGE | MA | 021383780 | N/A | PC | TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES. | $4,000 | |
| WILDLIFE CONSERVATIVE NETWORK | ||||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | N/A | PC | TO PROVIDE FUNDS FOR CHARITABLE & EDUCATIONAL PURPOSES. | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,560 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $645 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,792 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $28,036 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $28,681 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,792 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,473 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $7,247 | Amt |
| Net Investment Income | $2,415 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,832 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT - BERNSTEIN BROKERAGE | StockNm |
| EOY Book Value | $492,165 | EOYBookValueAmt |
| EOYFMV | $554,181 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN 230 FIFTH AVE ASSOC LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $537,100 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION RECEIVABLE - 230 FIFTH AVENUE | Desc |
| BOY Book Value | $12,330 | BOYBookValueAmt |
| EOY Book Value | $12,330 | EOYBookValueAmt |
| EOYFMV | $12,330 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSES - 230 FIFTH AVENUE ASSOCIATES LLC | Desc |
| Amt | $65 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 230 FIFTH AVE. ASSOC. (13-1866702) | Desc |
| Revenue And Expenses Per Books | $151 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $151 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 230 FIFTH AVE. ASSOC. (13-1866702) | Desc |
| Revenue And Expenses Per Books | $28,036 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $28,036 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $92 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN 230 FIFTH AVE ASSOC LLC IN EXCESS OF TAX BASIS | Desc |
| BOY Book Value | $105,810 | BOYBookValueAmt |
| EOY Book Value | $101,675 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $4,714 | $4,714 | $0 |
| CORPORATE FEE AND OTHER EXPENSES | $859 | $0 | $859 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $159 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |