FOUNDATION FOR MEDICAL EVALUATION AND EARLY DETECTION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR MEDICAL EVALUATION AND EARLY DETECTION (EIN 13-4196769)
- Tax period
- 2022-11-01 to 2023-10-31
- Filed
- 2024-02-08
- IRS object ID
- 202420399349100102
- Schema version
- 2022v5.0
- 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 Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-08T08:55:02-06:00 | ReturnTs |
| Tax Period End | 2023-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | 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 | 2022-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134196769 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR MEDICAL EVALUATION AND | BusinessNameLine1Txt |
| Business Name Line2 | EARLY DETECTION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 2127530813 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MICHAEL STOLER 25 SUTTON PL 7M | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL STOLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127530813 | PhoneNum |
| Signature | 2024-02-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | STOLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHU JING DENG | PreparerPersonNm |
| PTIN | P01335282 | PTIN |
| Phone | 2124855500 | PhoneNum |
| Preparation | 2024-02-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $566,937 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $21,742 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,742 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$16,708 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $195,741 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $30,034 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,742 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,174 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,087 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,087 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $216 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $105 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,495 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,087 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,187 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,495 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,087 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,187 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$75,461 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,655 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $133,515 | CashBOYAmt |
| Cash EOY | $98,763 | CashEOYAmt |
| Cash EOYFMV | $98,763 | CashEOYFMVAmt |
| Corporate Stock BOY | $452,744 | CorporateStockBOYAmt |
| Corporate Stock EOY | $468,174 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $468,174 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $98,941 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $685,200 | TotalAssetsBOYAmt |
| Total Assets EOY | $566,937 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $566,937 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,500 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $682,700 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $564,437 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $682,700 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $564,437 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $685,200 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $566,937 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $682,700 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$75,461 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $607,239 | SubtotalAmt |
| Other Decreases | $42,802 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $564,437 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (51 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| 0.04 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2013-01-07 | 2023-10-17 | $1 | -$1 | -$1 | |
| 0.02 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2013-01-07 | 2023-07-21 | $0 | $0 | ||
| 2.14 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2012-01-04 | 2023-05-04 | $30 | -$5 | -$5 | $25 |
| 34.91 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2012-01-24 | 2023-05-04 | $482 | -$78 | -$78 | $404 |
| 50.04 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2012-03-23 | 2023-05-04 | $692 | -$113 | -$113 | $579 |
| 43.77 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2012-05-18 | 2023-05-04 | $612 | -$106 | -$106 | $506 |
| 48.19 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2012-06-20 | 2023-05-04 | $675 | -$117 | -$117 | $558 |
| 49.08 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2013-07-20 | 2023-05-04 | $697 | -$129 | -$129 | $568 |
| 44.23 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2012-08-20 | 2023-05-04 | $622 | -$110 | -$110 | $512 |
| 47.22 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2012-09-20 | 2023-05-04 | $670 | -$124 | -$124 | $546 |
| 45.78 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2012-10-19 | 2023-05-04 | $652 | -$122 | -$122 | $530 |
| 42.82 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2012-11-20 | 2023-05-04 | $610 | -$115 | -$115 | $495 |
| 44.42 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2012-12-20 | 2023-05-04 | $625 | -$111 | -$111 | $514 |
| 203.06 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2012-12-12 | 2023-05-04 | $2,861 | -$512 | -$512 | $2,349 |
| 16.46 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2012-12-31 | 2023-05-04 | $232 | -$42 | -$42 | $190 |
| 2,673.99 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2013-01-07 | 2023-05-04 | $37,542 | -$6,604 | -$6,604 | $30,938 |
| 1,273.52 SHRS AB BOND INFLATION STRATEGY CLASS 1 | 2013-01-24 | 2023-05-04 | $14,404 | -$1,274 | -$1,274 | $13,130 |
| 1,010 SHRS AB LIMITED DURATION HIGH INCOME PORT-ADVISOR CLASS | 2013-07-15 | 2023-05-04 | $10,565 | -$1,585 | -$1,585 | $8,980 |
| 95.57 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2009-06-04 | 2023-05-04 | $1,014 | $92 | $92 | $1,106 |
| 70.15 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2009-07-23 | 2023-05-04 | $885 | -$73 | -$73 | $812 |
| 76.60 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2009-08-24 | 2023-05-04 | $987 | -$101 | -$101 | $886 |
| 71.92 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2009-09-22 | 2023-05-04 | $944 | -$112 | -$112 | $832 |
| 65.03 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2009-10-23 | 2023-05-04 | $861 | -$109 | -$109 | $752 |
| 72.87 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2009-11-24 | 2023-05-04 | $971 | -$129 | -$129 | $842 |
| 18.81 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2009-12-09 | 2023-05-04 | $251 | -$33 | -$33 | $218 |
| 60.09 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2009-12-22 | 2023-05-04 | $797 | -$102 | -$102 | $695 |
| 184.84 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2009-12-24 | 2023-05-04 | $2,447 | -$308 | -$308 | $2,139 |
| 23.53 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2010-01-05 | 2023-05-04 | $313 | -$41 | -$41 | $272 |
| 750.19 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2010-01-07 | 2023-05-04 | $10,000 | -$1,320 | -$1,320 | $8,680 |
| 188.11 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2010-01-08 | 2023-05-04 | $2,513 | -$337 | -$337 | $2,176 |
| 80.55 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2010-02-23 | 2023-05-04 | $1,080 | -$148 | -$148 | $932 |
| 16.46 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2010-05-24 | 2023-05-04 | $224 | -$34 | -$34 | $190 |
| 59.66 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2010-06-22 | 2023-05-04 | $816 | -$126 | -$126 | $690 |
| 50.01 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2010-11-23 | 2023-05-04 | $704 | -$125 | -$125 | $579 |
| 209.27 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2010-12-07 | 2023-05-04 | $2,873 | -$452 | -$452 | $2,421 |
| 11.35 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2010-12-13 | 2023-05-04 | $155 | -$24 | -$24 | $131 |
| 66.52 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2010-12-27 | 2023-05-04 | $910 | -$140 | -$140 | $770 |
| 26.81 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2011-01-04 | 2023-05-04 | $368 | -$58 | -$58 | $310 |
| 47.20 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2011-01-27 | 2023-05-04 | $649 | -$103 | -$103 | $546 |
| 69.60 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2011-02-23 | 2023-05-04 | $954 | -$149 | -$149 | $805 |
| 18.21 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2011-03-22 | 2023-05-04 | $251 | -$40 | -$40 | $211 |
| 30.16 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2011-04-26 | 2023-05-04 | $418 | -$69 | -$69 | $349 |
| 0.17 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2011-05-24 | 2023-05-04 | $2 | $0 | $0 | $2 |
| 45.81 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2011-06-22 | 2023-05-04 | $640 | -$110 | -$110 | $530 |
| 68.25 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2011-07-26 | 2023-05-04 | $955 | -$165 | -$165 | $790 |
| 54.71 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2011-10-24 | 2023-05-04 | $766 | -$133 | -$133 | $633 |
| 7.02 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2011-11-22 | 2023-05-04 | $99 | -$18 | -$18 | $81 |
| 439.65 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2011-12-14 | 2023-05-04 | $6,094 | -$1,007 | -$1,007 | $5,087 |
| 38.68 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2011-12-22 | 2023-05-04 | $534 | -$86 | -$86 | $448 |
| 0.21 SHRS BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 2009-06-04 | 2023-04-18 | $2 | $0 | $0 | $2 |
| 100,000 SHRS ISRAELI ST DUE 03/01/2023 0.630% | 1950-01-01 | 2023-03-07 | $100,000 | $0 | $0 | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$16,708 | 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 | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $273 | TaxDueAmt |
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 | FOUNDATIONFORSCREENING.ORG | WebsiteAddressTxt |
| Individual With Books | CO TAXPAYER | IndividualWithBooksNm |
| Phone | 2127530813 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 SUTTON PLACE SOUTH APT 7M | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL STOLER | ||||||||
| 25 SUTTON PLACE SOUTH SUITE 7M | NEW YORK | NY | 10022 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| J MARVIN FEIGENBAUM | ||||||||
| C/O 25 SUTTON PLACE SOUTH SUITE 7M | NEW YORK | NY | 10022 | TREASURER | 1.00 | $0 | $0 | $0 |
| JEFFREY WIESENFELD | ||||||||
| C/O 25 SUTTON PLACE SOUTH SUITE 7M | NEW YORK | NY | 10022 | SECRETARY | 1.00 | $0 | $0 | $0 |
| PAULA STOLER | ||||||||
| C/O 25 SUTTON PLACE SOUTH SUITE 7M | NEW YORK | NY | 10022 | DIRECTOR | 1.00 | $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 | $533,236 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $121,203 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $654,439 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $654,439 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,817 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $644,622 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,231 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,231 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $273 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $273 | TotalTaxAmt |
| Distributable Before Adj | $31,958 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,958 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,958 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,187 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $103,187 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,958 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $2,905 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $45,975 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $48,880 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $103,187 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,958 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $71,229 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $120,109 | 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 | $120,109 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,905 | ExcessFromYear2Amt |
| Excess From Year1 | $45,975 | ExcessFromYear1Amt |
| Excess From Current Year | $71,229 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NYU LANGONE HEALTH SYSTEM | ||||||
| 550 1ST AVE | NEW YORK | NY | 10016 | PUBLIC CHARITY | TO SUPPORT HEALTH CARE SCREENINGS FOR THE COMMUNITY. | $85,000 |
| RENEWAL OF LIFE | ||||||
| 5904 13TH AVE | BROOKLYN | NY | 11219 | PUBLIC CHARITY | TO SUPPORT HEALTH CARE SCREENINGS FOR THE COMMUNITY. | $10,000 |
| GIFT OF LIFE MARROW REGISTRY | ||||||
| 5901 BROKEN SOUND PKWY NW STE 600 | BOCA RATON | FL | 33487 | PUBLIC CHARITY | TO SUPPORT HEALTH CARE SCREENINGS FOR THE COMMUNITY. | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,000 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,742 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$16,708 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,034 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,034 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JULIET ROSENTHAL FOUNDATION | ||||||
| 1 | ROSENTHAL ROSENTHAL - 1370 BROADWAY | NEW YORK | NY | 10018 | $20,000 | Yes (X) |
| MICHAEL STOLER | ||||||
| 2 | 25 SUTTON PLACE SOUTH SUITE 7M | NEW YORK | NY | 10022 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $4,174 | Amt |
| Net Investment Income | $2,087 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,087 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | $343,651 | $343,651 |
| AB BOND INFLATION STRATEGY | $66,133 | $66,133 |
| AB LIMITED DURATION HIGH | $48,910 | $48,910 |
| NEW YORK COMMUNITY BANCORP INC | $9,480 | $9,480 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $42,802 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NYS FILING FEE | $100 | $0 | $0 | $100 |
| BANK CHARGES | $5 | $0 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL STOLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 SUTTON PLACE SOUTH SUITE 7M | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $216 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |