LEONARD & ROBERT WEINTRAUB FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD & ROBERT WEINTRAUB FAMILY FOUNDATION INC (EIN 81-2904679)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349101230
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T07:47:35-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS MAZARS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SOUTH WOOD AVENUE SUITE 125 | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 088302706 | 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 | 812904679 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEONARD & ROBERT WEINTRAUB FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 9177500477 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1632 FIRST AVE 140 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEONARD WEINTRAUB | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9177500477 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | OLGA LUBOMIRSKY | PreparerPersonNm |
| PTIN | P01402630 | PTIN |
| Phone | 7325492800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $58,219,093 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,893,748 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,892,459 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,176,151 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,773,817 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,176,151 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,069,899 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,068,610 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $181,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $181,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $231,843 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $231,843 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,912 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,810 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $12,102 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,831 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,831 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,645 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,645 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $457,731 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $247,653 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $210,078 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,721,970 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,721,970 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,179,701 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $247,653 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,932,048 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$109,802 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,820,957 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $781,109 | CashBOYAmt |
| Cash EOY | $138,411 | CashEOYAmt |
| Cash EOYFMV | $138,411 | CashEOYFMVAmt |
| Other Investments BOY | $51,522,743 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $51,982,635 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $57,997,275 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $47,802 | OtherAssetsBOYAmt |
| Other Assets EOY | $83,407 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $83,407 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $52,351,654 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,204,453 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $58,219,093 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $52,351,654 | RetainedEarningBOYAmt |
| Retained Earning EOY | $52,204,453 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,351,654 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,204,453 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,351,654 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,204,453 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,351,654 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$109,802 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $52,241,852 | SubtotalAmt |
| Other Decreases | $37,399 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $52,204,453 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| MS 9020 ST | $8,179,311 | $8,159,678 | $19,633 | $19,633 | |
| MS 9020 LT | $20,409,838 | $19,351,486 | $1,058,352 | $1,058,352 | |
| MS 0296 ST | $14,231 | $14,480 | -$249 | -$249 | |
| MS 0296 LT | $133,869 | $72,022 | $61,847 | $61,847 | |
| CAPITAL GAINS DIVIDENDS | $36,568 | $36,568 | $36,568 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,176,151 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,211 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,211 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,211 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,982 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $55,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $91,982 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $52,771 | OverpaymentAmt |
| Applied To ES Tax | $52,771 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHELLE KAMEN | IndividualWithBooksNm |
| Phone | 9177500477 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 EAST 87TH ST APT 5F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHELLE KAMEN | ||||||||
| 1632 FIRST AVE SUITE 140 | NEW YORK | NY | 10028 | PRESIDENT/DIRECTOR | 30.00 | $137,500 | $0 | $0 |
| ANDREW FRIEDMAN | ||||||||
| 1632 FIRST AVE SUITE 140 | NEW YORK | NY | 10028 | SECRETARY/DIRECTOR | 4.00 | $22,000 | $0 | $0 |
| DAVID SANDS | ||||||||
| 1632 FIRST AVE SUITE 140 | NEW YORK | NY | 10028 | TREASURER/DIRECTOR | 2.00 | $0 | $0 | $0 |
| JESSICA SANDS | ||||||||
| 1632 FIRST AVE SUITE 140 | NEW YORK | NY | 10028 | DIRECTOR | 4.00 | $22,000 | $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 | $55,091,347 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $804,052 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $83,407 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $55,978,806 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $55,978,806 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $839,682 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,139,124 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,756,956 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,756,956 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,211 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,211 | TotalTaxAmt |
| Distributable Before Adj | $2,717,745 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,717,745 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,717,745 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,932,048 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,932,048 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,717,745 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,461,144 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,932,048 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,461,144 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $470,904 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,246,841 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS SERVICE COMMITTEE | |||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $100,000 |
| AMERICAN SOCIETY FOR THE PROTECTION OF NATURE IN ISRAEL | |||||||
| 28 ARRANDALE AVENUE | GREAT NECK | NY | 11024 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $50,000 |
| ANIMAL MEDICAL CENTER | |||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $18,000 |
| ASPCA | |||||||
| 424 EAST 92ND ST | NEW YORK | NY | 10128 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $85,000 |
| ASSOCIATION TO BENEFIT CHILDREN | |||||||
| 419 EAST 86TH ST | NEW YORK | NY | 10028 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $100,000 |
| AVENUES FOR JUSTICE | |||||||
| 100 CENTRE STREET ROOM 1541 | NEW YORK | NY | 10013 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $97,300 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 307 WEST BROADWAY | NEW YORK | NY | 10013 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $100,000 |
| BIDEAWEE | |||||||
| 410 E 38TH ST | NEW YORK | NY | 10016 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $111,118 |
| BRIGID ALLIANCE | |||||||
| PO BOX 58 | NEW YORK | NY | 10024 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $75,000 |
| BRING CHANGE TO MIND | |||||||
| 155 SANSOME STREET SUITE 530 | SAN FRANCISCO | CA | 94104 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $10,000 |
| CHAMAH-ISRAEL | |||||||
| 420 LEXINGTON AVE 300 | NEW YORK | NY | 10170 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $65,000 |
| CHILDRENS AID SOCIETY | |||||||
| 117 WEST 124TH STREET 3RD FLOOR | NEW YORK | NY | 10027 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $100,000 |
| CITY HARVEST | |||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $100,000 |
| COMMUNITY MAYORS | |||||||
| 9728 THIRD AVENUE SUITE 632 | BROOKLYN | NY | 11209 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $20,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $20,000 |
| EQUAL JUSTICE WORKS | |||||||
| 1730 M STREET NW SUITE 800 | WASHINGTON DC | DC | 20036 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $67,000 |
| FDMG MUSIC SCHOOL | |||||||
| 2130 BROADWAY SUITE 1904 | NEW YORK | NY | 10023 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $100,000 |
| FLATBUSH CATS | |||||||
| 2319 NOSTRAND AVENUE 100015 | BROOKLYN | NY | 11210 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $50,000 |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $105,000 |
| FRIENDS OF THE CHILDREN | |||||||
| 204A WEST 115TH STREET | NEW YORK | NY | 10026 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $112,500 |
| GIRLS ON THE RUN | |||||||
| 77 SANDS STREET 6TH FLOOR | BROOKLYN | NY | 11201 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $40,000 |
| GOSO | |||||||
| 201 EAST 124TH ST | NEW YORK | NY | 10035 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $50,000 |
| HARLEM STAGE | |||||||
| 150 CONVENT AVENUE | NEW YORK | NY | 10031 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $50,000 |
| HER JUSTICE | |||||||
| 100 BROADWAY 10TH FLOOR | NEW YORK | NY | 10005 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $100,000 |
| HOLE IN THE WALL CAMP | |||||||
| 565 ASHFORD CENTER ROAD | ASHFORD | CT | 06278 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $75,000 |
| IACT | |||||||
| 1732 AVIATION BLVD | REDONDO BEACH | CA | 90278 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $50,000 |
| ISRAEL GUIDE DOG CENTER | |||||||
| 968 EASTON ROAD SUITE H | WARRINGTON | PA | 18976 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $32,000 |
| LEGAL ACTION CENTER | |||||||
| 225 VARICK STREET | NEW YORK | NY | 10014 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $25,000 |
| LOWER EAST SIDE GIRLS CLUB | |||||||
| 402 EAST 8TH STREET | NEW YORK | NY | 10009 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $50,000 |
| MANDALA CAFE | |||||||
| 47 FT WASHINGTON AVENUE SUITE 32 | NEW YORK | NY | 10032 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $25,000 |
| MASON'S HELPING PAWS | |||||||
| 3563 89TH ST | JACKSON HEIGHTS | NY | 11372 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $2,500 |
| MOBILIZATION FOR JUSTICE | |||||||
| 100 WILLIAM ST 6TH FLOOR | NEW YORK | NY | 10038 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $5,000 |
| NEIGHBORHOOD CATS | |||||||
| 244 5TH AVE STE 2222 | NEW YORK | NY | 10001 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $1,042 |
| NEW YORK PRESBYTERIAN | |||||||
| 850 THIRD AVENUE 12TH FLOOR | NEW YORK | NY | 10022 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $175,000 |
| NORTH SHORE ANIMAL LEAGUE | |||||||
| 16 LEWYT STREET | PORT WASHINGTON | NY | 11050 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $50,000 |
| OHR TORAH STONE-ISRAEL | |||||||
| 49 W 45TH STREET SUITE 701 | NEW YORK | NY | 10036 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $25,000 |
| PBS CHANNEL 13 | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $10,000 |
| PCRF | |||||||
| 360 E 2ND ST SUITE 710 | LOS ANGELES | CA | 90012 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $10,000 |
| PROJECT GLIMMER | |||||||
| 269 STRATFORD DRIVE | SAN FRANCISCO | CA | 94132 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $5,000 |
| PUPPIES BEHIND BARS | |||||||
| 263 W 38TH STREET 4E | NEW YORK | NY | 10018 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $10,000 |
| SANDY HOOK PROMISE | |||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $50,000 |
| SCLERODERMACOLUMBIA UNIV | |||||||
| 533 W 218TH ST | NEW YORK | NY | 10034 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $60,000 |
| SMILE TRAIN | |||||||
| 633 THIRD AVENUE 9TH FLOOR | NEW YORK | NY | 10017 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $20,000 |
| SUMMER SEARCH | |||||||
| 1412 BROADWAY SUITE 700 | NEW YORK | NY | 10018 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $50,000 |
| UNICEF | |||||||
| 125 MAIDEN LANE 11TH FLOOR | NEW YORK | NY | 10038 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $10,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON DC | DC | 20001 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $70,510 |
| YESHIVA UNIVERSITY | |||||||
| 500 W 185TH ST | NEW YORK | NY | 10033 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $50,000 |
| YOUNG PEOPLES CHORUS | |||||||
| 37 W 65TH ST - 2ND FLOOR | NEW YORK | NY | 10023 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $50,000 |
| JDC | |||||||
| 229 E 42ND ST | NEW YORK | NY | 10017 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $25,000 |
| FOSTERING CONNECTION | |||||||
| 121 6TH AVE | NEW YORK | NY | 10013 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $10,000 |
| ANIMAL CARE CENTERS OF NYC | |||||||
| 326 EAST 110TH STREET | NEW YORK | NY | 10029 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,721,970 | 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 | $1,893,748 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,176,151 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,069,899 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,069,899 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY 9020 | AT COST | $46,988,338 | $53,036,692 |
| MORGAN STANLEY 0296 | AT COST | $4,994,297 | $4,960,583 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND AND INTEREST RECEIVABLE | Desc |
| BOY Book Value | $47,802 | BOYBookValueAmt |
| EOY Book Value | $83,407 | EOYBookValueAmt |
| EOYFMV | $83,407 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX ADJUSTMENTS | Desc |
| Amt | $37,399 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL CREDIT CARD FEES | $295 | $0 | $295 |
| OFFICE EXPENSE | $1,900 | $0 | $1,900 |
| INSURANCE EXPENSE | $5,950 | $0 | $5,950 |
| FILING FEES | $1,500 | $0 | $1,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $231,843 | Amt |
| Net Investment Income | $231,843 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF ROBERT WEINTRAUB | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MICHELLE KAMEN 250 EAST 87TH ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $15,810 | $15,810 | $0 |
| PAYROLL TAXES AND OTHER FEES | $12,102 | $0 | $12,102 |