CHERNOW FUND INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CHERNOW FUND INC (EIN 13-6127968)
- Tax period
- 2021-11-01 to 2022-10-31
- Filed
- 2023-01-13
- IRS object ID
- 202310139349100631
- Schema version
- 2021v4.1
- 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
- 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 | 2023-01-13T15:22:12-08:00 | ReturnTs |
| Tax Period End | 2022-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132634006 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY HABER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 PALM COURT | AddressLine1Txt |
| City | LARKSPUR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94939 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136127968 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Chernow Fund Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHER | BusinessNameControlTxt |
| Phone | 9148341900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 197 | AddressLine1Txt |
| City | Larchmont | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105380197 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lynn Streim | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9148341900 | PhoneNum |
| Signature | 2023-01-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Lynn | PersonFirstNm |
| Person Last | Streim | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gordon S Oppenheimer | PreparerPersonNm |
| PTIN | P00445728 | PTIN |
| Phone | 9148341900 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,473,849 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,032 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,032 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $563,890 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $19,033 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $582,923 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $42,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $42,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $9,594 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,594 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $16,259 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,259 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,543 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $107 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,436 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $296 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $296 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,692 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,960 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,732 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $213,410 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $213,410 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $283,102 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,960 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $257,142 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$264,069 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $556,963 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,810 | CashBOYAmt |
| Cash EOY | $18,417 | CashEOYAmt |
| Cash EOYFMV | $18,417 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $0 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,489 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,489 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $726,206 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,031,732 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,448,443 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $300 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $757,316 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,057,138 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,473,849 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $757,316 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,057,138 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $757,316 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,057,138 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $757,316 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,057,138 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $757,316 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$264,069 | ExcessRevenueOverExpensesAmt |
| Other Increases | $563,891 | OtherIncreasesAmt |
| Subtotal | $1,057,138 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,057,138 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | See attached schedule | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2009-06-18 | AcquiredDt |
| Sold | 2022-10-24 | SoldDt |
| Gross Sales Price | $945,389 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $381,499 | CostOrOtherBasisAmt |
| Gain Or Loss | $563,890 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $563,890 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $563,890 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,742 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,742 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,742 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,500 | OriginalReturnTaxPaidAmt |
| Tax Due | $6,242 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Gordon S Oppenheimer Esq | IndividualWithBooksNm |
| Phone | 9148341900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Howell Avenue | AddressLine1Txt |
| City | Larchmont | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105383249 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Lynn Streim | ||||||||
| Box 197 | Larchmont | NY | 10538 | Pres. | 8.00 | $42,000 | $0 | $0 |
| Gordon S Oppenheimer | ||||||||
| Box 197 | Larchmont | NY | 10538 | Treas. | 2.00 | $0 | $0 | $0 |
| Deborah S Lempert | ||||||||
| Box 197 | Larchmont | NY | 10538 | Secretary | 3.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,690,360 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,999 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,725,359 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,725,359 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,880 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,699,479 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,974 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,974 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,742 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,742 | TotalTaxAmt |
| Distributable Before Adj | $77,232 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $77,232 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $77,232 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $257,142 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $257,142 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,232 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $42,375 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $257,142 | QualifyingDistributionsAmt |
| Applied To Year1 | $42,375 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,232 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $137,535 | RemainingDistriFromCorpusAmt |
| Total Corpus | $137,535 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $137,535 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $137,535 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Gordon S Oppenheimer Esq | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 197 | AddressLine1Txt |
| City | Larchmont | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105380197 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9148341900 | RecipientPhoneNum |
| Form And Info And Materials | No particular form | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Alzheimer's Drug Discovery | ||||||
| 57 West 57th Street Suite 904 | New York | NY | 10019 | T/E | General Charitable | $5,000 |
| American Cancer Society | ||||||
| 132 West 32nd Street | New York | NY | 10001 | T/E | General Charitable | $250 |
| American Jewish Committee | ||||||
| 1900 NW Corporate Blvd | Boca Raton | FL | 33431 | T/E | General Charitable | $30,000 |
| Boca Raton Regional Hospital | ||||||
| 800 Meadows Rd | Boca Raton | FL | 33486 | T/E | General Charitable | $5,000 |
| Anti-Defamation League | ||||||
| 605 Third Avenue | NEW YORK | NY | 10158 | T/E | General Charitable | $1,500 |
| CCFA | ||||||
| 386 Park Avenue South 14th Fl | New York | NY | 10016 | T/E | General Charitable | $1,500 |
| Emunah of America | ||||||
| 500 7th Avenue | New York | NY | 10018 | T/E | General Charitable | $4,000 |
| Hadassah of Great Neck | ||||||
| 430 Demott Avenue | Rockville Centre | NY | 11570 | T/E | General Charitable | $52,800 |
| J-Zips Inc | ||||||
| 29 Pine Hill Rd | Great Neck | NY | 11020 | T/E | General Charitable | $1,000 |
| Madison Square Boys & Girls Club | ||||||
| 250 Bradhurst Avenue | New York | NY | 10039 | T/E | General Charitable | $5,000 |
| New City Basketball Association | ||||||
| PO Box 302 | New City | NJ | 10956 | T/E | General Charitable | $2,700 |
| Palm Beach Opera | ||||||
| 1800 S Australian Ave 301 | West Palm Beach | FL | 33406 | T/E | General Charitable | $50,000 |
| Pascack Hills High School PFA | ||||||
| 225 W Grand Ave | Montvale | NJ | 07645 | T/E | General Charitable | $1,300 |
| P E F Israel Endownment Funds | ||||||
| 630 3rd Ave Rm 1501 | New York | NY | 10017 | T/E | General Charitable | $2,410 |
| St Jude's Children's Hospital | ||||||
| 501 St Jude Place | Memphis | TN | 38105 | T/E | General Charitable | $6,000 |
| Temple Beth El of Great Neck | ||||||
| 5 Old Mill Rd | Great Neck | NY | 11023 | T/E | General Charitable | $1,800 |
| University of Delaware | ||||||
| 210 South College Ave | Newark | DE | 19716 | T/E | General Charitable | $10,000 |
| University of Tennessee | ||||||
| 1331 Circle Park Drive | Knoxville | TN | 37916 | T/E | General Charitable | $23,000 |
| Winstar Institute | ||||||
| 3601 Spruce St | Philadelphia | PA | 19104 | T/E | General Charitable | $10,000 |
| Woodclif Lake Baseball | ||||||
| 1 Old Mill Road | Woodcliff Lake | NJ | 07677 | T/E | General Charitable | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $213,410 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,032 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $563,890 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $582,923 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $582,923 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Gordon Oppenheimer Legal & Accounting | CategoryTxt |
| Amt | $9,594 | Amt |
| Net Investment Income | $9,594 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Tax Prepayments | Desc |
| BOY Book Value | $300 | BOYBookValueAmt |
| EOY Book Value | $1,500 | EOYBookValueAmt |
| EOYFMV | $1,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Filing Fee | $250 | $250 |
| Filing Notice | $46 | $46 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Gain on securities | $563,890 |
| Rounding adjustment | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Neuberger & Berman Investment Advisory Fees | CategoryTxt |
| Amt | $16,259 | Amt |
| Net Investment Income | $16,259 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Excise Tax | $1,436 | $1,436 | |
| Foreign Tax Withheld | $107 | $107 |