HENRY AND LUCY MOSES FUND INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HENRY AND LUCY MOSES FUND INC (EIN 13-6092967)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-29
- IRS object ID
- 202442119349100104
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-29T08:17:41-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MARKS PANETH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136092967 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY AND LUCY MOSES FUND INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O MOSES & SINGER LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HENR | BusinessNameControlTxt |
| Phone | 2125547800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 LEXINGTON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10174 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRVING SITNICK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125547800 | PhoneNum |
| Signature | 2024-07-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | LAURA LAFORGIA | PreparerPersonNm |
| PTIN | P00041028 | PTIN |
| Phone | 2125038800 | PhoneNum |
| Preparation | 2024-07-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $642,478 | 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 | $3,782,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $63 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $63 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,633 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,633 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,611 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $63,110 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,611 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,807,807 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,307 | 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 |
| Legal Fees Rev And Expnss | $18,606 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,303 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,303 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,288 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,287 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $134 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $134 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $49 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,364 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,774 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,590 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,757,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,757,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,801,864 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,774 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,774,090 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,943 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $128,479 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $181,754 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $181,754 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $247,418 | CorporateStockBOYAmt |
| Corporate Stock EOY | $203,926 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $459,165 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,474 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,559 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,559 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $377,371 | TotalAssetsBOYAmt |
| Total Assets EOY | $387,239 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $642,478 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $403,781 | CapitalStockBOYAmt |
| Capital Stock EOY | $403,781 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $6,923 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $6,923 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$33,333 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$23,465 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $377,371 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $387,239 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $377,371 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $387,239 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $377,371 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,943 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,925 | OtherIncreasesAmt |
| Subtotal | $387,239 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $387,239 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 63.92 SHS. MATTHEWS JAPAN FUND | P | 2022-12-14 | 2023-03-30 | $1,023 | $984 | $39 | $39 |
| 18.16 HS. INVESCO EUROPEAN GROWTH FUND | P | 2014-01-28 | 2023-09-19 | $5,093 | $6,095 | -$1,002 | -$1,002 |
| 90.7 SHS. INVESCO EUROPEAN GROWTH FUND | P | 2021-12-16 | 2023-09-19 | $2,910 | $3,608 | -$698 | -$698 |
| 180 SHS. ISHARES MSCI PACIFIC EX-JAPAN ETF | P | 2014-01-28 | 2023-09-19 | $7,328 | $7,972 | -$644 | -$644 |
| 650 SHS. MATTHEWS JAPAN FUND | P | 2016-07-22 | 2023-03-30 | $10,400 | $13,000 | -$2,600 | -$2,600 |
| 1.76 SHS. MATTHEWS JAPAN FUND | P | 2016-12-07 | 2023-03-30 | $28 | $33 | -$5 | -$5 |
| 20.16 SHS. MATTHEWS JAPAN FUND | P | 2017-12-06 | 2023-03-30 | $322 | $475 | -$153 | -$153 |
| 24.1 SHS MATTHEWS JAPAN FUND | P | 2018-12-12 | 2023-03-30 | $386 | $476 | -$90 | -$90 |
| 56 SHS. MATTHEWS JAPAN FUND | P | 2019-12-17 | 2023-03-30 | $896 | $1,208 | -$312 | -$312 |
| 74.76 SHS .MATTHEWS JAPAN FUND | P | 2020-12-16 | 2023-03-30 | $1,196 | $1,830 | -$634 | -$634 |
| 92.2 SHS. MATTHEWS JAPAN FUND | P | 2021-12-15 | 2023-03-30 | $1,475 | $2,079 | -$604 | -$604 |
| 68 SHS. SPDR S&P 500 ETF TRUST | P | 2010-10-04 | 2023-09-19 | $30,061 | $7,739 | $22,322 | $22,322 |
| CAPITAL GAINS DIVIDENDS | P | $1,992 | $1,992 | $1,992 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,611 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $164 | 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 | $164 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $164 | OverpaymentAmt |
| Applied To ES Tax | $164 | 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 |
| Individual With Books | IRVING SITNICK | IndividualWithBooksNm |
| Phone | 2125547800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MOSES SINGER 405 LEXINGTON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10174 | 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| IRVING SITNICK | |||||||||
| C/O MOSES SINGER LLP 405 LEXINGTON | AVENUE | NEW YORK | NY | 10174 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOSEPH L FISHMAN | |||||||||
| C/O MOSES SINGER LLP 405 LEXINGTON | AVENUE | NEW YORK | NY | 10174 | VICE PRESIDENT, TREASURER | 1.00 | $0 | $0 | $0 |
| STEVEN GLASER | |||||||||
| C/O MOSES SINGER LLP 405 LEXINGTON | AVENUE | NEW YORK | NY | 10174 | ASSISTANT SECRETARY, TREAS | 1.00 | $0 | $0 | $0 |
| ALVIN H SCHULMAN | |||||||||
| C/O MOSES SINGER LLP 405 LEXINGTON | AVENUE | NEW YORK | NY | 10174 | VICE PRESIDENT, SECRETARY | 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 | $451,746 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $126,606 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $578,352 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $578,352 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,675 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $569,677 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,484 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,484 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $28,484 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,484 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,484 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,774,090 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,774,090 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,484 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $29,987 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,774,090 | QualifyingDistributionsAmt |
| Applied To Year1 | $29,987 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $3,744,103 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,744,103 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $28,484 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $3,757,500 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | IRVING SITNICK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 92ND STREET YMYWHA | ||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| ALVIN AILEY DANCE FOUNDATION INC | ||||||
| 405 WEST 55TH STREET | NEW YORK | NY | 10019 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 |
| AMERICAN BALLET THEATER | ||||||
| 890 BROADWAY THIRD FLOOR | NEW YORK | NY | 10003 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $55,000 |
| BARGE MUSIC | ||||||
| FULTON FERRY LANDING | BROOKLYN | NY | 11201 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $135,000 |
| BARUCH COLLEGE SCHOLARSHIP (ADDITION TO ENDOWMENT) | ||||||
| ONE BERNARD BARUCH WAY BOX A-1603 | NEW YORK | NY | 100105585 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 |
| BCMS | ||||||
| 49 CHEEVER PLACE | BROOKLYN | NY | 11231 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $15,000 |
| BEDFORD STUYVESANT RESTORATION | ||||||
| 1368 FULTON STREET | BROOKLYN | NY | 112162630 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $20,000 |
| BRONX WORKS | ||||||
| 60 E TREMONT AVE | BRONX | NY | 10453 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $15,000 |
| BROOKLYN ACADEMY OF MUSIC | ||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 112171483 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $55,000 |
| BROOKLYN BOTANICAL GARDENS | ||||||
| 1000 WASHINGTON AVENUE | BROOKLYN | NY | 11225 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $55,000 |
| BROOKLYN COLLEGE | ||||||
| 2900 BEDFORD AVE | BROOKLYN | NY | 11210 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 |
| BROOKLYN MUSEUM | ||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 112386052 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $50,000 |
| BROOKLYN PUBLIC LIBRARY | ||||||
| 10 GRAND ARMY PLAZA | BROOKLYN | NY | 11238 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $55,000 |
| CARNEGIE HALL SOCIETY | ||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $15,000 |
| CENTER FOR EMPLOYMENT OPPORTUNITIES | ||||||
| 50 BROADWAY SUITE 1604 | NEW YORK | NY | 10004 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $30,000 |
| CENTRAL PARK CONSERVANCY INC | ||||||
| 830 FIFTH AVENUE | NEW YORK | NY | 10021 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $50,000 |
| CHANNEL 13WNET | ||||||
| 450 WEST 33RD STREET | NEW YORK | NY | 10001 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $50,000 |
| CHILDREN'S AID SOCIETY | ||||||
| 105 EAST 22ND STREET | NEW YORK | NY | 10010 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $20,000 |
| CITIZEN'S COMMITTEE FOR CHILDREN OF NEW YORK | ||||||
| 105 EAST 22ND STREET | NEW YORK | NY | 10010 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| CITY CENTER | ||||||
| 130 WEST 56TH STREET | NEW YORK | NY | 10019 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $75,000 |
| CITY COLLEGE FUND | ||||||
| 160 CONVENT AVENUE | NEW YORK | NY | 10031 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $50,000 |
| CITY PARKS FOUNDATION | ||||||
| 830 FIFTH AVENUE | NEW YORK | NY | 10065 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 |
| COALITION FOR THE HOMELESS | ||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 |
| COMMUNILIFE INC | ||||||
| 462 7TH AVENUE | NEW YORK | NY | 10018 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 |
| DANCE THEATER OF HARLEM | ||||||
| 466 W 152ND ST | NEW YORK | NY | 10031 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| DOROT | ||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| EAST SIDE SETTLEMENT HOUSE | ||||||
| 337 ALEXANDER AVENUE | BRONX | NY | 10454 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $15,000 |
| EDUCATIONAL ALLIANCE THE | ||||||
| 466 WEST 152ND STREET | NEW YORK | NY | 10031 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $175,000 |
| FOOD FOR SURVIVAL | ||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $15,000 |
| FORTUNE SOCIETY | ||||||
| 29-76 NORTHERN BOULEVARD | LONG ISLAND | NY | 11101 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $50,000 |
| HEALTHCARE CHAPLAINCY INC | ||||||
| 307 EAST 60TH STREET | NEW YORK | NY | 100221505 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| HEBREW HOME & HOSPITAL FOR THE AGED AT RIVERDALE | ||||||
| 5901 PALISADE AVENUE | RIVERDALE | NY | 10471 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $50,000 |
| JEWISH ASSOCIATION FOR SERVICES FOR THE AGED | ||||||
| 132 WEST 31ST STREET | NEW YORK | NY | 10001 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $40,000 |
| JEWISH BOARD OF FAMILY & CHILDREN'S SERVICES | ||||||
| 135 WEST 50TH STREET | NEW YORK | NY | 10019 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $60,000 |
| JEWISH GUILD FOR THE BLIND | ||||||
| 15 WEST 65TH STREET | NEW YORK | NY | 10023 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $15,000 |
| JEWISH HOME AND HOSPITAL FOR THE AGED | ||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 100253797 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $20,000 |
| JEWISH MUSEUM | ||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 101280018 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $15,000 |
| JOSE LIMON DANCE FOUNDATION INC | ||||||
| 307 WEST 38TH STREET SUITE 1105 | NEW YORK | NY | 10018 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $100,000 |
| JOYCE THEATER FOUNDATION | ||||||
| 175 8TH AVENUE | NEW YORK | NY | 10011 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $35,000 |
| JUPITER SYMPHONY | ||||||
| 155 WEST 68TH STREET | NEW YORK | NY | 10023 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $100,000 |
| LEGAL AID SOCIETY | ||||||
| 199 WATER STREET 6TH FLOOR | NEW YORK | NY | 10038 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $60,000 |
| LENOX HILL NEIGHBORHOOD HOUSE | ||||||
| 331 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 |
| LINCOLN CENTER EDUCATION | ||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $15,000 |
| LUCY MOSES SCHOOL OF MUSIC & DANCE | ||||||
| 129 WEST 67TH STREET | NEW YORK | NY | 10023 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $200,000 |
| METROPOLITAN MUSEUM OF ART | ||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $60,000 |
| METROPOLITAN OPERA ASSOCIATION | ||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $100,000 |
| MONTEFIORE MEDICAL CENTER | ||||||
| 111 EAST 210TH STREET | BRONX | NY | 104672490 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $135,000 |
| MOUNT SINAI MEDICAL CENTER | ||||||
| ONE GUSTAVE L LEVY PLACE BOX 1240 | NEW YORK | NY | 10029 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $50,000 |
| MUSEUM OF THE CITY OF NEW YORK | ||||||
| 1220 FIFTH AVENUE | NEW YORK | NY | 10029 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $55,000 |
| MUSIC BEFORE 1800 | ||||||
| 529 WEST 121 STREET | NEW YORK | NY | 10027 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| NATIONAL COUNCIL OF JEWISH WOMEN | ||||||
| 820 SECOND AVENUE | NEW YORK | NY | 10017 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $20,000 |
| NATIONAL DANCE INSTITUTE | ||||||
| 217 WEST 147TH STREET | NEW YORK | NY | 10039 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 |
| NATIONAL SHINGLES FOUNDATION | ||||||
| 603 WEST 115 STREET 371 | NEW YORK | NY | 10025 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $50,000 |
| NAUMBURG FOUNDATION | ||||||
| 120 CLAREMONT AVENUE | NEW YORK | NY | 10027 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $7,500 |
| NEIGHBORHOOD COALITION FOR SHELTER INC | ||||||
| 157 EAST 86TH STREET | NEW YORK | NY | 10028 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $15,000 |
| NEW YORK CITY BALLET | ||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $55,000 |
| NEW YORK LANDMARK PRESERVATION FOUNDATION | ||||||
| ONE WHITEHALL STREET | NEW YORK | NY | 10004 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $110,000 |
| NEW YORK LAWYERS FOR THE PUBLIC INTEREST | ||||||
| 151 WEST 30TH STREET 1ST FLOOR | NEW YORK | NY | 100014007 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $90,000 |
| NEW YORK LEGAL ASSISTANCE GROUP | ||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $35,000 |
| NEW YORK PHILHARMONIC | ||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 |
| NEW YORK PUBLIC LIBRARY | ||||||
| 476 FIFTH AVENUE | NEW YORK | NY | 10018 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $35,000 |
| NEW YORKERS FOR PARKS | ||||||
| 55 BROAD STREET 23RD FLOOR | NEW YORK | NY | 10004 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 |
| ORPHEUS CHAMBERS ORCHESTRA | ||||||
| 490 RIVERSIDE DRIVE 11TH FLOOR | NEW YORK | NY | 100275788 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $35,000 |
| PAGE 73 PRODUCTIONS | ||||||
| 138 SOUTH OXFORD STREET 5C | BROOKLYN | NY | 11217 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $30,000 |
| PARTNERSHIP FOR THE HOMELESS INC | ||||||
| 305 SEVENTH AVENUE 13TH FLOOR | NEW YORK | NY | 100013274 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| PLANNED PARENTHOOD OF NYC INC | ||||||
| 26 BLEEKER STREET 6TH FLOOR | NEW YORK | NY | 10003 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $100,000 |
| PROSPECT PARK ALLIANCE INC | ||||||
| 95 PROSPECT PARK WEST | BROOKLYN | NY | 11215 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $170,000 |
| RIVERDALE MENTAL HEALTH | ||||||
| 5670 RIVERDALE AVENUE | BRONX | NY | 10471 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 |
| SEARCH AND CARE | ||||||
| 1844 SECOND AVENUE | NEW YORK | NY | 10128 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 |
| SELF HELP COMMUNITY SERVICES | ||||||
| 520 EIGHTH AVENUE | NEW YORK | NY | 10018 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| ST JOHN'S UNIVERSITY VINCENTIAN CENTER CHURCH AND SOCIETY | ||||||
| 8000 UTOPIA PARKWAY | QUEENS | NY | 11439 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 |
| STANLEY ISAACS NEIGHBORHOOD CENTER | ||||||
| 415 EAST 93RD STREET | NEW YORK | NY | 10128 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $70,000 |
| THE NEW YORK BOTANICAL GARDEN | ||||||
| 200TH STREET AND SOUTHERN BOULEVARD | BRONX | NY | 10558 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $35,000 |
| UJAFEDERATION OF JEWISH PHILANTHROPIES | ||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $150,000 |
| UNITED HOSPITAL FUND | ||||||
| 1411 BROADWAY 12TH FLOOR | NEW YORK | NY | 10018 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $50,000 |
| WILDLIFE CONSERVATION SOCIETY | ||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $35,000 |
| WNYC | ||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $135,000 |
| YOUNG PEOPLES CHORUS OF NEW YORK CITY | ||||||
| 1995 BROADWAY SUITE 305 | NEW YORK | NY | 10023 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,757,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DOROT | ||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| YALE UNIVERSITY MUSICAL SCHOLARSHIP FUND | ||||||
| 435 COLLEGE STREET PO BOX 2082246 | NEW HAVEN | CT | 065208246 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $25,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,633 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,611 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,307 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,307 | 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 | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY L MOSES 122458 TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 4947 (A) (1) TRUST | OrganizationTypeDesc |
| Relationship Description | COMMON CONTROL | RelationshipDescriptionTxt |
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 |
|---|---|---|---|---|---|---|
| HENRY L MOSES ESTATE FOUNDATION TRUST | ||||||
| 1 | C/O MOSESSINGER LLP 405 LEXINGTON A | NEW YORK | NY | 10174 | $2,080,000 | Yes (X) |
| LUCY G MOSES 122458 TRUST | ||||||
| 2 | C/O MOSESSINGER LLP 405 LEXINGTON A | NEW YORK | NY | 10174 | $1,702,500 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES - CBIZ MARKS PANETH LLC | CategoryTxt |
| Amt | $14,575 | Amt |
| Net Investment Income | $7,288 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,287 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | FEDERAL ELECTION: DISTRIBUTION OUT OF CORPUSPURSUANT TO REGULATION SECTION 53.4942(A)-3(D)(2), HENRY ANDLUCY MOSES FUND INC. ELECTS TO TREAT QUALIFYINGDISTRIBUTIONS FOR 2023 OF $3,757,500 AS DISTRIBUTIONS OUT OFCORPUS IN ORDER FOR A FOUNDATION GRANTOR TO OBTAIN A QUALIFYINGDISTRIBUTION UNDER SECTION 4942(G)(3). | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 715 SHS SPDR S&P 500 ETF TR TR UNIT | $81,373 | $339,846 |
| 650.61 SHS MATTHEWS PACIFIC TIGER FUND IS | $19,216 | $12,108 |
| 1695.30 INVESCO EUROPEAN GROWTH FUND CLASS Y | $63,332 | $59,183 |
| 365.23 SHS INVESCO ASIA PACIFIC GROWTH FUND | $10,364 | $9,905 |
| 657.47 SHS VIRTUS SMALL CAP CORE FUND I | $25,700 | $34,228 |
| 77 SHS ISHARES INC CORE MSCI EMKT | $3,941 | $3,895 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & ADMINISTRATIVE FEES | CategoryTxt |
| Legal Fees | $18,606 | LegalFeesAmt |
| Net Investment Income | $9,303 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,303 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $1,474 | BOYBookValueAmt |
| EOY Book Value | $1,559 | EOYBookValueAmt |
| EOYFMV | $1,559 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $45 | $45 | $0 |
| MISCELLANEOUS EXPENSES | $4 | $4 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $3,925 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN AND INVESTMENT ADVISORY FEES - DEUTSCHE BANK | CategoryTxt |
| Amt | $11,000 | Amt |
| Net Investment Income | $11,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $134 | Amt |
| Net Investment Income | $134 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |