THE KALTMAN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE KALTMAN FAMILY FOUNDATION (EIN 11-2773179)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2024-11-20
- IRS object ID
- 202443259349100314
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-20T12:27:29-06:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112674705 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KWM CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 JERICHO QUADRANGLE | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112773179 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KALTMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KALT | BusinessNameControlTxt |
| Phone | 5163337788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 COACHMANS CT | AddressLine1Txt |
| City | OLD WESTBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115681324 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC KALTMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5163337788 | PhoneNum |
| Signature | 2024-11-20 | 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 | MITCHELL KAHN | PreparerPersonNm |
| PTIN | P01231570 | PTIN |
| Phone | 5163336881 | 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 | $225,150 | 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 | $4,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,700 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,700 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,691 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,691 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$687 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $99,313 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,850 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,850 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,554 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,241 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $315 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,415 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,545 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,545 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,960 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,645 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$109,406 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,241 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,556 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,123 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,123 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $150,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,860 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $37,500 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $37,500 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $37,695 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $146,607 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $135,634 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $131,472 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $352,663 | TotalAssetsBOYAmt |
| Total Assets EOY | $243,257 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $225,150 | 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 | $352,663 | RetainedEarningBOYAmt |
| Retained Earning EOY | $243,257 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $352,663 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $243,257 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $352,663 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $243,257 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $352,663 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$109,406 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $243,257 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $243,257 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BANK OF AMERICA | 2018-07-17 | 2024-01-16 | $49,313 | $50,000 | -$687 | -$687 |
| ENERGY TRANSFER LP 7.6% FTE SER E | 2019-04-17 | 2024-05-15 | $50,000 | $50,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$687 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $142 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $142 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $142 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $142 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 | ERIC KALTMAN | IndividualWithBooksNm |
| Phone | 5163337788 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 COACHMANS CT | AddressLine1Txt |
| City | OLD WESTBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115681324 | 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 |
|---|---|---|---|---|---|---|---|---|
| ERIC KALTMAN | ||||||||
| 8 COACHMANS COURT | OLD WESTBURY | NY | 11568 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARNEE KALTMAN | ||||||||
| 8 COACHMANS COURT | OLD WESTBURY | NY | 11568 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICHARD KALTMAN | ||||||||
| 3715 WOODCLIFF ROAD | SHERMAN OAKS | CA | 91403 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JODI KOELSCH | ||||||||
| 12 CANTERBURY LANE | ROSLYN HEIGHTS | NY | 11577 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $237,280 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,344 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $275,624 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $275,624 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,134 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $271,490 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,575 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,575 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $142 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $142 | TotalTaxAmt |
| Distributable Before Adj | $13,433 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,433 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,433 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,645 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $122,645 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,433 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $57,762 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $61,859 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $76,740 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $65,327 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $107,644 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $369,332 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $122,645 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,433 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $109,212 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $478,544 | 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 | $57,762 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $420,782 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $61,859 | ExcessFromYear4Amt |
| Excess From Year3 | $76,740 | ExcessFromYear3Amt |
| Excess From Year2 | $65,327 | ExcessFromYear2Amt |
| Excess From Year1 | $107,644 | ExcessFromYear1Amt |
| Excess From Current Year | $109,212 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ERIC KALTMAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ERIC KALTMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 COACHMANS CT | AddressLine1Txt |
| City | OLD WESTBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11568 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5163337788 | RecipientPhoneNum |
| Form And Info And Materials | LETTER REQUEST SETTING FORTH PURPOSE IN DETAIL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | QUALIFIED EXEMPT CHARITABLE ORGANIZATIONS INCLUDING THE SCIENCE OF HORTICULTURE, THE PROMOTION OF MEDICAL RESEARCH AMD THE APPRECIATION OF CLASSICAL MUSIC... | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY INC | |||||||
| 3380 CHASTAIN MEADOWS PKY NW | KENNESAW | GA | 30144 | NONE | PC | EXEMPT PURPOSE | $5,000 |
| AMERICAN JOINT DISTRIBUTION COMMITTEE INC | |||||||
| 220 EAST 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | NONE | PC | EXEMPT PURPOSE | $10,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| 200 CENTRAL PARK WEST | NEW YORK | NY | 10004 | NONE | PC | EXEMPT PURPOSE | $275 |
| CITY HARVEST | |||||||
| 150 52ND STREET | BROOKLYN | NY | 11232 | NONE | PC | EXEMPT PURPOSE | $2,000 |
| CITYMEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | NONE | PC | EXEMPT PURPOSE | $5,000 |
| CLARK BOTANIC GARDENS | |||||||
| 193 I U WILLETS ROAD | ALBERTSON | NY | 11507 | NONE | PC | EXEMPT PURPOSE | $125 |
| DOROT INC | |||||||
| 171 W 85TH STREET | NEW YORK | NY | 10024 | NONE | PC | EXEMPT PURPOSE | $2,000 |
| ISLAND HARVEST | |||||||
| 126 SPAGNOLI ROAD | MELVILLE | NY | 11747 | NONE | PC | EXEMPT PURPOSE | $4,000 |
| JAZZ AT LINCOLN CENTER INC | |||||||
| 3 COLUMBUS CIRCLE 12TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | EXEMPT PURPOSE | $2,500 |
| JEWISH CENTER OF KEW GARDENS HILLS INC | |||||||
| 71-25 MAIN STREET | FLUSHING | NY | 11367 | NONE | PC | EXEMPT PURPOSE | $200 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PC | EXEMPT PURPOSE | $200 |
| LONG ISLAND CARES INC | |||||||
| 10 DAVIDS DRIVE | HAUPPAUGE | NY | 11788 | NONE | PC | EXEMPT PURPOSE | $5,000 |
| LYMPHOMA RESEARCH FOUNDATION | |||||||
| 88 PINE STREET - SUITE 2400 | NEW HYDE PARK | NY | 10005 | NONE | PC | EXEMPT PURPOSE | $1,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | EXEMPT PURPOSE | $5,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | NONE | PC | EXEMPT PURPOSE | $1,500 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | NONE | PC | EXEMPT PURPOSE | $210 |
| NASSAU COUNTY MUSEUM OF ART | |||||||
| 1 MUSEUM DRIVE | ROSLYN HARBOR | NY | 11576 | NONE | PC | EXEMPT PURPOSE | $80 |
| NASSAU COUNTY PAL | |||||||
| 375 DENTON AVENUE | NEW HYDE PARK | NY | 11040 | NONE | PC | EXEMPT PURPOSE | $200 |
| NORTH BROOKLYN ANGLES | |||||||
| 127 KENT STREET | BROOKLYN | NY | 11222 | NONE | PC | EXEMPT PURPOSE | $1,000 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | NONE | PC | EXEMPT PURPOSE | $21,000 |
| OLD WESTBURY GARDENS | |||||||
| PO BOX 430 60 POST ROAD | OLD WESTBURY | NY | 11568 | NONE | PC | EXEMPT PURPOSE | $300 |
| OLD WESTBURY HORSEMEN'S FOUNDATION | |||||||
| 203 STORE HILL ROAD | OLD WESTBURY | NY | 11568 | NONE | PC | EXEMPT PURPOSE | $175 |
| PLAYING FOR CHANGE | |||||||
| 578 WASHINGTON BLVD-SUITE 401 | MARINA DEL RAY | CA | 90292 | NONE | PC | EXEMPT PURPOSE | $100 |
| SOLOMON R GUGGENHEIM FOUNDATION | |||||||
| 1071 5TH AVENUE | NEW YORK | NY | 10128 | NONE | PC | EXEMPT PURPOSE | $150 |
| ST FRANCIS HOSPITAL FOUNDATION | |||||||
| 100 PORT WASHINGTON BLD | ROSLYN | NY | 11376 | NONE | PC | EXEMPT PURPOSE | $10,000 |
| TEMPLE SINAI OF ROSLYN ENDOWMENT FUND | |||||||
| 425 ROSLYN ROAD | ROSLYN HEIGHTS | NY | 11577 | NONE | PC | EXEMPT PURPOSE | $4,360 |
| THE JEWISH MUSEUM | |||||||
| 1109 5TH AVENUE | NEW YORK | NY | 10128 | NONE | PC | EXEMPT PURPOSE | $250 |
| UJA-FEDERATION OF NEW YORK | |||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | EXEMPT PURPOSE | $19,000 |
| WESTBURY FIRE DEPARTMENT | |||||||
| 355 MAPLE AVENUE | WESTBURY | NY | 11590 | NONE | PC | EXEMPT PURPOSE | $200 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | NONE | PC | EXEMPT PURPOSE | $300 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | NONE | PC | EXEMPT PURPOSE | $320 |
| WLIW | |||||||
| 825 8TH AVENUE FLOOR 14 | NEW YORK | NY | 10019 | NONE | PC | EXEMPT PURPOSE | $250 |
| WNET | |||||||
| 825 8TH AVENUE FLOOR 14 | NEW YORK | NY | 10019 | NONE | PC | EXEMPT PURPOSE | $250 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH STREET | NEW YORK | NY | 10018 | NONE | PC | EXEMPT PURPOSE | $5,000 |
| BROOKLYN TECH ALUMNI FOUNDATION | |||||||
| 29 FORT GREENE PL | BROOKLYN | NY | 11217 | NONE | PC | EXEMPT PURPOSE | $5,000 |
| CENTRAL SYNAGOGUE | |||||||
| 652 LEXINGTON AVENUE | NEW YORK | NY | 10022 | NONE | PC | EXEMPT PURPOSE | $500 |
| FRIENDS OF ISRAEL DEFENSE FORCE | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PC | EXEMPT PURPOSE | $5,900 |
| HORANCE GREELEY FUND | |||||||
| 70 ROARING BROOK RD | CHAPPAQUA | NY | 10514 | NONE | PC | EXEMPT PURPOSE | $500 |
| PLANNED PARENTHOOD | |||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | PC | EXEMPT PURPOSE | $500 |
| ROSLYN HIGHLANDS FIRE DEPT | |||||||
| 270 WARNER AVENUE | ROSLYN HEIGHTS | NY | 11577 | NONE | PC | EXEMPT PURPOSE | $100 |
| RESCUE HOOK & LADDER CO 1 | |||||||
| 155 MINEOLA AVENUE | ROSLYN | NY | 11577 | NONE | PC | EXEMPT PURPOSE | $100 |
| TUNNELS TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | EXEMPT PURPOSE | $500 |
| MICHAEL LEONARDI FOUNDATION | |||||||
| 1973 ADAMS STREET | YOUNTVILLE | CA | 94599 | NONE | PC | EXEMPT PURPOSE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,545 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,700 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,691 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$687 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENERGY TRANSFER LP | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,850 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,554 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,554 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BRUNSWICK CORP | BondNm |
| EOY Book Value | $37,500 | EOYBookValueAmt |
| EOYFMV | $37,695 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VORNADO RLTY TRUS | StockNm |
| EOY Book Value | $50,000 | EOYBookValueAmt |
| EOYFMV | $35,860 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK SCIENCE AND TECH TR II | AT COST | $40,298 | $48,000 |
| BLACKROCK HEALTH SCIENCES TR II | AT COST | $45,025 | $39,600 |
| BLACKROCK CAP ALLOCATION | AT COST | $50,311 | $43,872 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NY STATE | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENERGY TRANSFER LP | Desc |
| Revenue And Expenses Per Books | $2,850 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,850 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,850 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $315 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |