KAYE FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KAYE FAMILY FOUNDATION (EIN 13-4092284)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-07-02
- IRS object ID
- 202421849349100317
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-02T13:51:24-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161468002 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHIAMPOU TRAVIS BESAW & KERSHNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 BRYANT WOODS NORTH | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134092284 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KAYE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAYE | BusinessNameControlTxt |
| Phone | 5188864191 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO THE AYCO COMPANY PO BOX 15201 | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 122125201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES R KAYE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5188864191 | PhoneNum |
| Signature | 2024-07-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | KAYE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA LAROUSSI | PreparerPersonNm |
| PTIN | P01257512 | PTIN |
| Phone | 7166302400 | PhoneNum |
| Preparation | 2024-07-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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 | $8,370,524 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,466,652 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $334,287 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $334,287 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $801,317 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,987,858 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $801,317 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,602,260 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,135,608 | 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 |
| Other Prof Fees Rev And Expnss | $152,277 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $111,091 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $41,186 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $14,305 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $14,305 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,002 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,033 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,783 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $198,617 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $132,181 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,436 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,999,287 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,999,287 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,197,904 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $132,181 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,040,723 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,404,356 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,003,427 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $208,036 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $665,691 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $665,691 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $6,451 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $6,451 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $6,451 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $5,029,991 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,402,732 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,753,792 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,500,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,016,664 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,944,590 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $62 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,738,089 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,091,538 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,370,524 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,738,089 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,091,538 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,738,089 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,091,538 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,738,089 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,091,538 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,738,089 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,404,356 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,142,445 | SubtotalAmt |
| Other Decreases | $1,050,907 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,091,538 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| ST CAPITAL GAIN (LOSS) FROM K-1 | P | 2023-12-31 | $9,584 | -$9,584 | -$9,584 | |
| LT CAPITAL GAIN (LOSS) FROM K-1 | P | 2023-12-31 | $18,771 | -$18,771 | -$18,771 | |
| CS #9390 | 2023-12-31 | $2,462,878 | -$82,230 | -$82,230 | $2,380,648 | |
| CS #7456 | 2023-12-31 | $5,695,308 | $911,902 | $911,902 | $6,607,210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $801,317 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,948 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,948 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,948 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $44,517 | 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 | $44,517 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $30,569 | OverpaymentAmt |
| Applied To ES Tax | $30,569 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 | CHUCK JUDGE - AYCO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5188864118 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 COLISEUM DRIVE | AddressLine1Txt |
| City | COHOES | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12047 | 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES R KAYE | ||||||||
| C/O THE AYCO COMPANY PO BOX 15201 | ALBANY | NY | 12212 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SHERYL KAYE | ||||||||
| C/O THE AYCO COMPANY PO BOX 15201 | ALBANY | NY | 12212 | TRUSTEE | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARABELLA ADVISORS LLC | |||||
| 1828 L ST NW SUITE 300 | WASHINGTON | DC | 20036 | ADVISOR | $82,373 |
| BBR PARTNERS LLC CHARLES SCHWAB INVT MGRS | |||||
| 55 EAST 52ND STREET 18TH FLOOR | NEW YORK | NY | 10055 | INVESTMENT MANAGER | $66,743 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECTCHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT,BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPTUNDER INTERNAL REVENUE CODE SECTION 501 (C)(3). | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $9,779,824 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $950,415 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,730,239 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,730,239 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $160,954 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,569,285 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $528,464 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $528,464 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,948 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,948 | TotalTaxAmt |
| Distributable Before Adj | $514,516 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $514,516 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $514,516 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,040,723 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,040,723 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $514,516 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,117,819 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,665,625 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,521,054 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $484,749 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,932,672 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,721,919 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,040,723 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $514,516 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,526,207 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $23,248,126 | 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 | $4,117,819 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,130,307 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,665,625 | ExcessFromYear4Amt |
| Excess From Year3 | $4,521,054 | ExcessFromYear3Amt |
| Excess From Year2 | $484,749 | ExcessFromYear2Amt |
| Excess From Year1 | $2,932,672 | ExcessFromYear1Amt |
| Excess From Current Year | $6,526,207 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES R KAYE | ContributingManagerNm |
| Contributing Manager | SHERYL KAYE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE SHIELD INSTITUTE & PURE VISION ARTS | |||||||
| 114 WEST 17TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | GENERAL DONATION | $500 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | GENERAL DONATION | $494,000 |
| PENN HILLEL | |||||||
| 215 S 39TH ST | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | GENERAL DONATION | $50,000 |
| COLUMBIA CEREBRAL PALSY CENTER | |||||||
| 3959 BROADWAY 803 | NEW YORK | NY | 10032 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,000 |
| THE BRONFMAN FELLOWSHIPS | |||||||
| 420 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL DONATION | $2,500 |
| JEWISH MUSEUM | |||||||
| 1109 5TH AVE AT 92ND ST | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL DONATION | $25,000 |
| ASIAN AMERICAN LEGAL DEFENSE & EDUCATION FUND | |||||||
| 99 HUDSON ST | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | GENERAL DONATION | $25,000 |
| MOVING TRADITIONS | |||||||
| 8380 OLD YORK ROAD SUITE 4300 | ELKINS PARK | PA | 19027 | NONE | PUBLIC CHARITY | GENERAL DONATION | $50,000 |
| PROJECT LYME | |||||||
| 229 E 85TH ST | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,000 |
| CONGREGATION EMANU-EL OF WESTCHESTER | |||||||
| 2125 WESTCHESTER AVE | RYE | NY | 10580 | NONE | PUBLIC CHARITY | GENERAL DONATION | $10,000 |
| ALZHEIMER'S NEW JERSEY | |||||||
| 425 EAGLE ROCK AVENUE 203 | ROSELAND | NJ | 07068 | NONE | PUBLIC CHARITY | GENERAL DONATION | $500 |
| CARNEGIE ENDOWMENT | |||||||
| 1779 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL DONATION | $35,000 |
| NACD NEW JERSEY CHAPTER | |||||||
| 293 ROUTE 18 SOUTH SUITE D 313 | EAST BRUNSWICK | NJ | 08816 | NONE | PUBLIC CHARITY | GENERAL DONATION | $16,667 |
| BIG BROTHERS BIG SISTERS OF NEW YORK CITY | |||||||
| 40 RECTOR ST 11TH FLOOR | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | GENERAL DONATION | $25,000 |
| CROHN'S & COLITIS FDN OF AMERICA | |||||||
| 733 THIRD AVENUE SUITE 510 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL DONATION | $25,000 |
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | |||||||
| 57 WEST 57TH STREET SUITE 904 | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | GENERAL DONATION | $10,000 |
| NEW YORK-PRESBYTERIAN FUND INC | |||||||
| 525 E 68TH ST BOX 156 | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL DONATION | $2,500,000 |
| BRONFMAN YOUTH FELLOWSHIP | |||||||
| 420 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL DONATION | $18,000 |
| CITY HARVEST | |||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | NONE | PUBLIC CHARITY | GENERAL DONATION | $50,000 |
| UJA-FEDERATION OF NEW YORK | |||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | NONE | PUBLIC CHARITY | GENERAL DONATION | $18,000 |
| UJA-FEDERATION OF NEW YORK | |||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | NONE | PUBLIC CHARITY | GENERAL DONATION | $36,000 |
| UJA-FEDERATION OF NEW YORK | |||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | NONE | PUBLIC CHARITY | GENERAL DONATION | $50,000 |
| MOUNT SINAI | |||||||
| 3201 KINGS HIGHWAY | BROOKLYN | NY | 11234 | NONE | PUBLIC CHARITY | GENERAL DONATION | $25,000 |
| AMERICAN INDIA FOUNDATION | |||||||
| 216 EAST 45TH STREET 7TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL DONATION | $10,000 |
| CITYMEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL DONATION | $2,500 |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | GENERAL DONATION | $17,000 |
| SPARROW'S NEST | |||||||
| 6730 HICKORY TREE LANE | OFALLON | MO | 63368 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,020 |
| MUSEUM OF THE CITY OF NEW YORK | |||||||
| 1220 5TH AVE | NEW YORK | NY | 10029 | NONE | PUBLIC CHARITY | GENERAL DONATION | $20,000 |
| OPERATION SURF | |||||||
| 80 SAN FRANCISCO ST | AVILA BEACH | CA | 93424 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,000 |
| SELFHELP COMMUNITY SERVICES | |||||||
| 520 8TH AVE 5TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL DONATION | $2,500 |
| TRUSTEES OF UNIVERSITY OF PENNSYLVANIA | |||||||
| 1 COLLEGE HALL ROOM 211 | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | GENERAL DONATION | $250,000 |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | GENERAL DONATION | $16,667 |
| CITY HARVEST | |||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | NONE | PUBLIC CHARITY | GENERAL DONATION | $25,000 |
| ADAPTIVE SPORTS FOUNDATION | |||||||
| 100 SILVERMAN WY | WINDHAM | NY | 12496 | NONE | PUBLIC CHARITY | GENERAL DONATION | $500 |
| CARINGKIND | |||||||
| 360 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 |
| TRUSTEES OF UNIVERSITY OF PENNSYLVANIA | |||||||
| 1 COLLEGE HALL ROOM 211 | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | GENERAL DONATION | $970,900 |
| CITY HARVEST | |||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | NONE | PUBLIC CHARITY | GENERAL DONATION | $750 |
| MEMORIAL SLOAN-KETTERING CANCER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL DONATION | $200 |
| POWERPLAY | |||||||
| 4 WEST 43RD STREET | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,000 |
| BROTHERS FOR LIFE | |||||||
| 1126 34TH AVENUE SUITE 309 | SEATTLE | WA | 98122 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | NONE | PUBLIC CHARITY | GENERAL DONATION | $50,000 |
| PARK AVENUE SYNAGOGUE | |||||||
| 50 E 87TH ST | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,030 |
| HEBREW IMMIGRANT AID SOCIETY | |||||||
| PO BOX 97077 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,000 |
| NEW HEIGHTS YOUTH INC | |||||||
| 1561 BEDFORD AVE | BROOKLYN | NY | 11225 | NONE | PUBLIC CHARITY | GENERAL DONATION | $500 |
| CONGREGATION EMANU-EL OF WESTCHESTER | |||||||
| 2125 WESTCHESTER AVE | RYE | NY | 10580 | NONE | PUBLIC CHARITY | GENERAL DONATION | $4,350 |
| THE ALFRED E SMITH MEMORIAL FOUNDAITON | |||||||
| 1011 1ST AVE 14TH FL | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL DONATION | $50,000 |
| ST MARK'S SCHOOL OF TEXAS | |||||||
| 10600 PRESTON RD | DALLAS | TX | 75230 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,000 |
| THE JEWISH EDUCATION PROJECT | |||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 |
| TRUSTEES OF UNIVERSITY OF PENNSYLVANIA | |||||||
| 1 COLLEGE HALL ROOM 211 | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | GENERAL DONATION | $500 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | GENERAL DONATION | $750,000 |
| TRINITY SCHOOL | |||||||
| 139 WEST 91ST STREET | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,000 |
| RYE COUNTRY DAY SCHOOL | |||||||
| 3 CEDAR ST | RYE | NY | 10580 | NONE | PUBLIC CHARITY | GENERAL DONATION | $750 |
| RYE COUNTRY DAY SCHOOL | |||||||
| 3 CEDAR ST | RYE | NY | 10580 | NONE | PUBLIC CHARITY | GENERAL DONATION | $200 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | GENERAL DONATION | $500,000 |
| THE KELLOGG SCHOOL | |||||||
| 2211 N CAMPUS DR | EVANSTON | IL | 60208 | NONE | PUBLIC CHARITY | GENERAL DONATION | $10,000 |
| THRIVE STUDY ABROAD - ISREAL | |||||||
| 363 WINTHROP ROAD | TEANECK | NJ | 07666 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 |
| NCUSCR | |||||||
| 6 EAST 43RD STREET 24TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 |
| AMERICAN INDIA FOUNDATION | |||||||
| 216 EAST 45TH STREET 7TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL DONATION | $2,000 |
| TCS NEW YORK CITY MARATHON | |||||||
| 320 WEST 57TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 |
| THANC FOUNDATION | |||||||
| 10 UNION SQUARE E | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 |
| CHILDREN'S CAUSE FOR CANCER ADVOCACY | |||||||
| 1325 G ST NW SUITE 540 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL DONATION | $25,000 |
| THE STARFISH FOUNDATION | |||||||
| 1433 CHERRY LANE | WEST CHESTER | PA | 19380 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 |
| THE NEW YORK STEM CELL FOUNDATION | |||||||
| 619 W 54TH ST | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | GENERAL DONATION | $10,000 |
| CITY HARVEST | |||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | NONE | PUBLIC CHARITY | GENERAL DONATION | $500 |
| LUNGEVITY FOUNDATION | |||||||
| 228 S WABASH AVE 700 | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | GENERAL DONATION | $10,000 |
| BCRF | |||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | GENERAL DONATION | $2,500 |
| BCRF | |||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 |
| NATIONAL EATING DISORDERS ASSOCIATION | |||||||
| 3308 PRESTON RD | PLANO | TX | 75093 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 |
| NATIONAL BRAIN TUMOR SOCIETY | |||||||
| 55 CHAPEL ST | NEWTON | MA | 02458 | NONE | PUBLIC CHARITY | GENERAL DONATION | $100 |
| CITY HARVEST | |||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | NONE | PUBLIC CHARITY | GENERAL DONATION | $530 |
| KRISTI HOUSE | |||||||
| 1265 NW 12TH AVE | MIAMI | FL | 33136 | NONE | PUBLIC CHARITY | GENERAL DONATION | $16,000 |
| OVERTOWN YOUTH CENTER | |||||||
| 450 NW 14TH ST | MIAMI | FL | 33136 | NONE | PUBLIC CHARITY | GENERAL DONATION | $9,000 |
| UJA-FEDERATION OF NEW YORK | |||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | NONE | PUBLIC CHARITY | GENERAL DONATION | $100,000 |
| FRIENDS OF THE IDF | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,150 |
| NEW YORK ROAD RUNNERS | |||||||
| 320 WEST 57TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,100 |
| THE STUDIO MUSEUM IN HARLEM | |||||||
| 144 W 125TH ST | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | GENERAL DONATION | $25,000 |
| INTREPID MUSEUM | |||||||
| PIER 86 W 46TH ST | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | GENERAL DONATION | $100 |
| FRIENDS OF THE IDF | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PUBLIC CHARITY | GENERAL DONATION | $2,000 |
| MEIR PANIM | |||||||
| 88 WALTON STREET SUITE B1 | BROOKLYN | NY | 11206 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 |
| PENN HILLEL | |||||||
| 215 S 39TH ST | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | GENERAL DONATION | $50,000 |
| COUNCIL ON FOREIGN RELATIONS | |||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL DONATION | $10,000 |
| THE BRIGID ALLIANCE | |||||||
| PO BOX 58 | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | GENERAL DONATION | $13,000 |
| COLORADO PERINATAL CARE QUALITY COLLAB | |||||||
| 820 S MONACO ST PKWY 161 | DENVER | CO | 80224 | NONE | PUBLIC CHARITY | GENERAL DONATION | $25,000 |
| CITY HARVEST | |||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | NONE | PUBLIC CHARITY | GENERAL DONATION | $33,666 |
| UJA-FEDERATION OF NEW YORK | |||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | NONE | PUBLIC CHARITY | GENERAL DONATION | $50,000 |
| CITY HARVEST | |||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | NONE | PUBLIC CHARITY | GENERAL DONATION | $107 |
| UJA-FEDERATION OF NEW YORK | |||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | NONE | PUBLIC CHARITY | GENERAL DONATION | $350,000 |
| PARK AVENUE SYNAGOGUE | |||||||
| 50 E 87TH ST | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL DONATION | $36,000 |
| YOUTH RENEWAL FUND | |||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,999,287 | 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 | $334,287 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $801,317 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PORTFOLIO INCOME FROM K-1 | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,135,608 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,135,608 | 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 (144 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CHARLES R AND SHERYL KAYE | |||||||
| 1 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $4,900,000 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 2 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $598 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 3 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $230,694 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 4 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $13,072 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 5 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $9,269 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 6 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $32,240 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 7 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $33,238 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 8 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $13,754 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 9 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $6,522 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 10 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $18,017 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 11 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $3,747 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 12 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $5,858 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 13 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $26,935 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 14 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $10,981 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 15 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $12,379 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 16 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $9,330 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 17 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $7,788 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 18 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $13,627 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 19 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $3,054 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 20 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $9,423 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 21 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $6,330 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 22 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $50,060 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 23 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $3,235 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 24 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $2,466 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 25 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $2,616 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 26 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $3,063 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 27 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $20,134 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 28 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $23,760 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 29 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $112,983 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 30 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $5,799 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 31 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $35,811 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 32 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $6,558 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 33 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $10,486 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 34 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $3,601 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 35 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $12,728 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 36 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $37,887 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 37 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $34,247 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 38 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $31,694 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 39 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $13,440 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 40 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $37,254 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 41 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $80,814 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 42 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $10,847 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 43 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $15,068 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 44 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $27,537 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 45 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $5,989 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 46 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $20,611 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 47 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $6,623 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 48 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $6,951 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 49 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $8,387 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 50 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $6,445 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 51 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $2,678 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 52 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $8,876 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 53 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $4,878 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 54 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $3,395 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 55 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $15,757 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 56 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $4,169 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 57 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $4,357 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 58 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $16,091 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 59 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $9,161 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 60 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $55,965 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 61 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $60,893 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 62 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $4,288 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 63 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $2,389 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 64 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $14,347 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 65 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $2,881 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 66 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $2,726 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 67 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $3,754 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 68 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $15,835 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 69 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $8,015 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 70 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $2,041 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 71 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $71,908 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 72 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $73,641 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 73 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $3,999 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 74 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $19,169 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 75 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $9,273 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 76 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $11,479 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 77 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $35,237 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 78 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $5,852 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 79 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $2,515 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 80 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $897 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 81 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $639 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 82 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $1,151 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 83 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $8,657 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 84 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $21,321 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 85 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $34,036 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 86 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $2,430 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 87 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $11,086 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 88 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $20,464 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 89 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $9,797 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 90 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $1,433 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 91 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $179,367 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 92 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $31,362 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 93 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $19,013 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 94 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $4,916 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 95 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $23,883 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 96 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $6,389 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 97 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $11,821 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 98 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $2,169 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 99 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $3,423 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 100 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $29,535 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 101 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $17,760 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 102 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $628 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 103 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $9,120 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 104 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $14,526 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 105 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $27,498 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 106 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $5,764 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 107 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $4,511 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 108 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $23,802 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 109 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $26,505 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 110 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $30,962 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 111 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $6,281 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 112 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $5,044 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 113 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $14,525 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 114 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $1,139 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 115 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $8,901 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 116 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $22,813 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 117 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $2,689 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 118 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $3,880 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 119 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $24,080 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 120 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $2,877 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 121 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $2,862 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 122 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $11,399 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 123 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $4,410 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 124 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $7,628 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 125 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $13,143 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 126 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $32,883 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 127 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $14,712 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 128 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $15,363 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 129 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $9,231 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 130 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $13,854 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 131 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $3,951 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 132 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $38,457 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 133 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $5,964 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 134 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $40,300 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 135 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $4,385 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 136 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $2,110 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 137 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $7,181 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 138 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $4,272 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 139 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $8,617 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 140 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $3,965 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 141 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $40,553 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 142 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $18,528 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 143 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $2,928 | Yes (X) | |
| SHERYL KAYE REVOCABLE TRUST | |||||||
| 144 | 101 W 67TH STREET PH 3B | NEW YORK | NY | 10023 | $3,340 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (143 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | AGILENT TECHNOLOGIES INC - 4 SHARES | $598 | 2022-12-28 |
| 3 | APPLE INC - 1,796 SHARES | $230,694 | 2022-12-28 |
| 4 | ABBVIEINC - 80 SHARES | $13,072 | 2022-12-28 |
| 5 | AMERISOURCEBERGEN CORP - 55 SHARES | $9,269 | 2022-12-28 |
| 6 | ABBOTT LABORATORIES - 296 SHARES | $32,240 | 2022-12-28 |
| 7 | ACCENTURE PLC - 125 SHARES | $33,238 | 2022-12-28 |
| 8 | ANALOG DEVICES INC - 85 SHARES | $13,754 | 2022-12-28 |
| 9 | ARCHER DANIELS MIDLAND CO - 69 SHARES | $6,522 | 2022-12-28 |
| 10 | AUTOMATIC DATA PROCESSING INC - 75 SHARES | $18,017 | 2022-12-28 |
| 11 | AMERICAN ELECTRIC POWER COMPANY INC - 39 SHARES | $3,747 | 2022-12-28 |
| 12 | AES CORP - 205 SHARES | $5,858 | 2022-12-28 |
| 13 | ALLSTATE CORP - 198 SHARES | $26,935 | 2022-12-28 |
| 14 | ADVANCED MICRO DEVICES INC - 175 SHARES | $10,981 | 2022-12-28 |
| 15 | AMGEN INC - 47 SHARES | $12,379 | 2022-12-28 |
| 16 | AON PLC - 31 SHARES | $9,330 | 2022-12-28 |
| 17 | AIR PRODUCTS AND CHEMICALS INC - 25 SHARES | $7,788 | 2022-12-28 |
| 18 | AMPHENOL CORP - 180 SHARES | $13,627 | 2022-12-28 |
| 19 | ALEXANDRIA REAL ESTATE EQUITIES INC - 21 SHARES | $3,054 | 2022-12-28 |
| 20 | ACTIVISION BLIZZARD INC - 124 SHARES | $9,423 | 2022-12-28 |
| 21 | AVALONBAY COMMUNITIES INC - 39 SHARES | $6,330 | 2022-12-28 |
| 22 | BROADCOM INC - 91 SHARES | $50,060 | 2022-12-28 |
| 23 | AMERICAN WATER WORKS COMPANY INC - 21 SHARES | $3,235 | 2022-12-28 |
| 24 | AUTOZONE INC - 1 SHARES | $2,466 | 2022-12-28 |
| 25 | BALL CORP - 51 SHARES | $2,616 | 2022-12-28 |
| 26 | BECTON DICKINSON AND CO - 12 SHARES | $3,063 | 2022-12-28 |
| 27 | BANK OF NEW YORK MELLON CORP - 450 SHARES | $20,134 | 2022-12-28 |
| 28 | BRISTOL-MYERS SQUIBB CO 328 SHARES | $23,760 | 2022-12-28 |
| 29 | BERKSHIRE HATHAWAY INC - 370 SHARES | $112,983 | 2022-12-28 |
| 30 | CONAGRA BRANDS - 149 SHARES | $5,799 | 2022-12-28 |
| 31 | CHUBB LTD - 162 SHARES | $35,811 | 2022-12-28 |
| 32 | CROWN CASTLE INC - 48 SHARES | $6,558 | 2022-12-28 |
| 33 | CONSTELLATION ENERGY CORP - 120 SHARES | $10,486 | 2022-12-28 |
| 34 | C.H. ROBINSON WORLDWIDE INC - 39 SHARES | $3,601 | 2022-12-28 |
| 35 | CENTENE CORP - 155 SHARES | $12,728 | 2022-12-28 |
| 36 | CENTERPOINT ENERGY INC - 1,230 SHARES | $37,887 | 2022-12-28 |
| 37 | COSTCO WHOLESALE CORP - 75 SHARES | $34,247 | 2022-12-28 |
| 38 | CISCO SYSTEMS INC - 669 SHARES | $31,694 | 2022-12-28 |
| 39 | CORTEVA INC - 227 SHARES | $13,440 | 2022-12-28 |
| 40 | CVS HEALTH CORP - 400 SHARES | $37,254 | 2022-12-28 |
| 41 | CHEVRON CORP - 455 SHARES | $80,814 | 2022-12-28 |
| 42 | DEERE &CO - 25 SHARES | $10,847 | 2022-12-28 |
| 43 | DOLLAR GENERAL CORP - 61 SHARES | $15,068 | 2022-12-28 |
| 44 | DANAHER CORP - 105 SHARES | $27,537 | 2022-12-28 |
| 45 | DOLLAR TREE INC - 42 SHARES | $5,989 | 2022-12-28 |
| 46 | DUKE ENERGY CORP - 199 SHARES | $20,611 | 2022-12-28 |
| 47 | ELECTRONIC ARTS INC - 55 SHARES | $6,623 | 2022-12-28 |
| 48 | EQUIFAX INC - 36 SHARES | $6,951 | 2022-12-28 |
| 49 | EDISON INTERNATIONAL - 128 SHARES | $8,387 | 2022-12-28 |
| 50 | ESTEE LAUDER COMPANIES INC - 26 SHARES | $6,445 | 2022-12-28 |
| 51 | ENPHASE ENERGY INC - 10 SAHRES | $2,678 | 2022-12-28 |
| 52 | ESSEX PROPERTY TRUST INC - 42 SHARES | $8,876 | 2022-12-28 |
| 53 | EVERGYINC - 77 SHARES | $4,878 | 2022-12-28 |
| 54 | EDWARDS LIFESCIENCES CORP - 46 SAHRES | $3,395 | 2022-12-28 |
| 55 | EXELON CORP - 365 SHARES | $15,757 | 2022-12-28 |
| 56 | FIRST REPUBLIC BANK - 35 SHARES | $4,169 | 2022-12-28 |
| 57 | FORTINET INC - 90 SHARES | $4,357 | 2022-12-28 |
| 58 | GILEAD SCIENCES INC - 189 SHARES | $16,091 | 2022-12-28 |
| 59 | GENERAL MILLS INC - 107 SHARES | $9,161 | 2022-12-28 |
| 60 | ALPHABET INC - 640 SHARES | $55,965 | 2022-12-28 |
| 61 | ALPHABET INC - 700 SHARES | $60,893 | 2022-12-28 |
| 62 | GARMIN LTD - 47 SHARES | $4,288 | 2022-12-28 |
| 63 | HCA HEALTHCARE INC - 10 SHARES | $2,389 | 2022-12-28 |
| 64 | HARTFORD FINANCIAL SERVICES GROUP INC - 188 SHARES | $14,347 | 2022-12-28 |
| 65 | HOLOGIC INC - 38 SHARES | $2,881 | 2022-12-28 |
| 66 | HENRY SCHEIN INC - 34 SHARES | $2,726 | 2022-12-28 |
| 67 | HERSHEY CO - 16 SAHRES | $3,754 | 2022-12-28 |
| 68 | INTERNATIONAL BUSINESS MACHINES CORP - 112 SHARES | $15,835 | 2022-12-28 |
| 69 | INTUIT INC - 21 SHARES | $8,015 | 2022-12-28 |
| 70 | IQVIA HOLDINGS INC - 10 SHARES | $2,041 | 2022-12-28 |
| 71 | JOHNSON & JOHNSON - 405 SHARES | $71,908 | 2022-12-28 |
| 72 | JPMORGAN CHASE & CO - 557 SHARES | $73,641 | 2022-12-28 |
| 73 | KEURIG DR PEPPER INC - 111 SHARES | $3,999 | 2022-12-28 |
| 74 | KRAFT HEINZ CO - 470 SAHRES | $19,169 | 2022-12-28 |
| 75 | KLACORP - 25 SHARES | $9,273 | 2022-12-28 |
| 76 | KINDER MORGAN INC - 635 SHARES | $11,479 | 2022-12-28 |
| 77 | COCA-COLA CO - 550 SHARES | $35,237 | 2022-12-28 |
| 78 | KROGER CO - 129 SHARES | $5,852 | 2022-12-28 |
| 79 | LIBERTY BROADBAND - 34 SHARES | $2,515 | 2022-12-28 |
| 80 | LIBERTY BROADBAND - 12 SHARES | $897 | 2022-12-28 |
| 81 | LIBERTY GLOBAL PLC - 34 SHARES | $639 | 2022-12-28 |
| 82 | LIBERTY GLOBAL PLC - 60 SHARES | $1,151 | 2022-12-28 |
| 83 | L3 HARRIS TECHNOLOGIES INC - 42 SHARES | $8,657 | 2022-12-28 |
| 84 | LINDE PLC - 65 SHARES | $21,321 | 2022-12-28 |
| 85 | LILLY ELI & CO - 93 SHARES | $34,036 | 2022-12-28 |
| 86 | LOCKHEED MARTIN CORP - 5 SHARES | $2,430 | 2022-12-28 |
| 87 | LOWE'S COMPANIES INC - 55 SHARES | $11,086 | 2022-12-28 |
| 88 | MONDELEZ INTERNATIONAL INC - 304 SHARES | $20,464 | 2022-12-28 |
| 89 | MARSH & MCLENNAN COMPANIES INC - 59 SHARES | $9,797 | 2022-12-28 |
| 90 | MODERNA INC - 8 SHARES | $1,433 | 2022-12-28 |
| 91 | MICROSOFT CORP - 757 SHARES | $179,367 | 2022-12-28 |
| 92 | NASDAQ INC - 513 SHARES | $31,362 | 2022-12-28 |
| 93 | NEXTERA ENERGY INC - 227 SHARES | $19,013 | 2022-12-28 |
| 94 | NEWMONT CORP - 103 SHARES | $4,916 | 2022-12-28 |
| 95 | NORTHROP GRUMMAN CORP - 44 SHARES | $23,883 | 2022-12-28 |
| 96 | NORTHERN TRUST CORP - 73 SHARES | $6,389 | 2022-12-28 |
| 97 | NVIDIA CORP - 84 SHARES | $11,821 | 2022-12-28 |
| 98 | REALTY INCOME CORP - 34 SHARES | $2,169 | 2022-12-28 |
| 99 | OLD DOMINION FREIGHT LINE INC - 12 SHARES | $3,423 | 2022-12-28 |
| 100 | ORACLE CORP - 365 SHARES | $29,535 | 2022-12-28 |
| 101 | O'REILLY AUTOMOTIVE INC - 21 SHARES | $17,760 | 2022-12-28 |
| 102 | OCCIDENTAL PETROLEUM CORP - 10 SHARES | $628 | 2022-12-28 |
| 103 | PALO ALTO NETWORKS INC - 66 SHARES | $9,120 | 2022-12-28 |
| 104 | PAYCHEX INC - 126 SHARES | $14,526 | 2022-12-28 |
| 105 | PACCAR INC - 275 SHARES | $27,498 | 2022-12-28 |
| 106 | PDC ENERGY INC - 91 SHARES | $5,764 | 2022-12-28 |
| 107 | PUBLIC SERVICE ENTERPRISE GROUP INC - 73 SHARES | $4,511 | 2022-12-28 |
| 108 | PEPSICO INC - 130 SHARES | $23,802 | 2022-12-28 |
| 109 | PFIZER INC - 519 SHARES | $26,505 | 2022-12-28 |
| 110 | PROCTER & GAMBLE CO - 202 SHARES | $30,962 | 2022-12-28 |
| 111 | PROGRESSIVE CORP - 48 SHARES | $6,281 | 2022-12-28 |
| 112 | PROLOGIS INC - 45 SHARES | $5,044 | 2022-12-28 |
| 113 | PNC FINANCIAL SERVICES GROUP INC - 93 SHARES | $14,525 | 2022-12-28 |
| 114 | PIONEER NATURAL RESOURCES CO - 5 SHARES | $1,139 | 2022-12-28 |
| 115 | QUALCOMM INC - 82 SHARES | $8,901 | 2022-12-28 |
| 116 | REGENERON PHARMACEUTICALS INC - 32 SHARES | $22,813 | 2022-12-28 |
| 117 | RESMED INC - 13 SHARES | $2,689 | 2022-12-28 |
| 118 | ROPER TECHNOLOGIES INC - 9 SHARES | $3,880 | 2022-12-28 |
| 119 | CHARLES SCHWAB CORP - 292 SHARES | $24,080 | 2022-12-28 |
| 120 | SHERWIN-WILLIAMS CO - 12 SHARES | $2,877 | 2022-12-28 |
| 121 | SYNOPSYS INC - 9 SHARES | $2,862 | 2022-12-28 |
| 122 | SOUTHERN CO - 158 SHARES | $11,399 | 2022-12-28 |
| 123 | SEMPRA ENERGY - 28 SHARES | $4,410 | 2022-12-28 |
| 124 | STATE STREET CORP - 99 SHARES | $7,628 | 2022-12-28 |
| 125 | TARGET CORP - 90 SHARES | $13,143 | 2022-12-28 |
| 126 | THERMO FISHER SCIENTIFIC INC - 60 SHARES | $32,883 | 2022-12-28 |
| 127 | T-MOBILE US INC - 105 SHARES | $14,712 | 2022-12-28 |
| 128 | TRAVELERS COMPANIES INC - 81 SHARES | $15,363 | 2022-12-28 |
| 129 | TYSON FOODS INC - 150 SHARES | $9,231 | 2022-12-28 |
| 130 | TEXAS INSTRUMENTS INC - 85 SHARE | $13,854 | 2022-12-28 |
| 131 | UDR INC - 103 SHARES | $3,951 | 2022-12-28 |
| 132 | UNION PACIFIC CORP - 184 SHARES | $38,457 | 2022-12-28 |
| 133 | UNITED PARCEL SERVICE INC - 34 SHARES | $5,964 | 2022-12-28 |
| 134 | VISA INC - 195 SHARES | $40,300 | 2022-12-28 |
| 135 | VULCAN MATERIALS CO - 25 SHARES | $4,385 | 2022-12-28 |
| 136 | VERISK ANALYTICS INC - 12 SHARES | $2,110 | 2022-12-28 |
| 137 | VERTEX PHARMACEUTICALS INC - 25 SHARES | $7,181 | 2022-12-28 |
| 138 | WASTE CONNECTIONS INC - 32 SHARES | $4,272 | 2022-12-28 |
| 139 | WEC ENERGY GROUP - 90 SHARES | $8,617 | 2022-12-28 |
| 140 | WASTE MANAGEMENT INC - 25 SHARES | $3,965 | 2022-12-28 |
| 141 | WALMARTINC - 285 SHARES | $40,553 | 2022-12-28 |
| 142 | W. R. BERKLEY CORP - 252 SHARES | $18,528 | 2022-12-28 |
| 143 | WILLIS TOWERS WATSON - 12 SHARES | $2,928 | 2022-12-28 |
| 144 | ZOETIS INC - 23 SHARES | $3,340 | 2022-12-28 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB #9390 | $2,046,905 | $1,950,781 |
| CHARLES SCHWAB #7456 | $3,355,827 | $3,803,011 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BBR FIXED INCOME FUND LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,016,664 | BookValueAmt |
| EOYFMV | $1,944,590 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $62 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPRECIATION OF SECURITIES DONATED OVER COST BASIS | Desc |
| Amt | $1,050,907 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEES | $250 | $0 | $250 |
| PORTFOLIO DEDCUTIONS | $6,783 | $6,783 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PORTFOLIO INCOME FROM K-1 | Desc |
| Revenue And Expenses Per Books | $4 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $66,743 | $66,743 | $0 |
| INVESTMENT FEES FROM K-1 | $3,161 | $3,161 | $0 |
| PROFESSIONAL FEES | $82,373 | $41,187 | $41,186 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $2 | $2 | $0 |
| IRS TAXES | $25,000 | $0 | $0 |