THE KALTMAN FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE KALTMAN FAMILY FOUNDATION (EIN 11-2773179)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-01-17
- IRS object ID
- 202330179349100003
- Schema version
- 2021v4.2
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-17T08:53:47-06:00 | ReturnTs |
| Tax Period End | 2022-09-30 | 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 | 2021-10-01 | 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 | 2023-01-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIC | PersonFirstNm |
| Person Last | KALTMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MITCHELL KAHN | PreparerPersonNm |
| PTIN | P01231570 | PTIN |
| Phone | 5163336881 | PhoneNum |
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 |
| 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 | $396,648 | 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 | $2,396 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,396 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,459 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,459 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,091 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,924 | 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 | $35,614 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,705 | 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 | $4,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,363 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,362 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $568 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $107 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,550 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,513 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,462 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $87,805 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $87,805 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,355 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,513 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,267 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,741 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,192 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,532 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,730 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,730 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $212,585 | CorporateStockBOYAmt |
| Corporate Stock EOY | $212,585 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $187,045 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $297,322 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $248,398 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $195,873 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $532,439 | TotalAssetsBOYAmt |
| Total Assets EOY | $474,713 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $396,648 | 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 | $532,439 | RetainedEarningBOYAmt |
| Retained Earning EOY | $474,713 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $532,439 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $474,713 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $532,439 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $474,713 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $532,439 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,741 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15 | OtherIncreasesAmt |
| Subtotal | $474,713 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $474,713 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PIMCO DYNAMIC INCOME | 2022-01-12 | $47,909 | $50,000 | -$2,091 | -$2,091 |
| BLACKROCK CAP ALLOCATION | 2021-12-29 | $15 | $15 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,091 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $489 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $489 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $489 | 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 | $489 | 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 | ||||||||
| 8 COACHMANS COURT | OLD WESTBURY | NY | 11568 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JODI KOELSCH | ||||||||
| 8 COACHMANS COURT | OLD WESTBURY | NY | 11568 | 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 | $484,516 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,817 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $516,333 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $516,333 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,745 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $508,588 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,429 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,429 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $489 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $489 | TotalTaxAmt |
| Distributable Before Adj | $24,940 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,940 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,940 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,267 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $90,267 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,940 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $55,797 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $34,400 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $57,762 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $61,859 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $76,740 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $286,558 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $90,267 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,940 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $65,327 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $351,885 | 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 | $55,797 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $296,088 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $34,400 | ExcessFromYear4Amt |
| Excess From Year3 | $57,762 | ExcessFromYear3Amt |
| Excess From Year2 | $61,859 | ExcessFromYear2Amt |
| Excess From Year1 | $76,740 | ExcessFromYear1Amt |
| Excess From Current Year | $65,327 | 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 (33 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 MUSEUM OF NATURAL HISTORY | |||||||
| 200 CENTRAL PARK WEST | NEW YORK | NY | 10004 | NONE | PC | EXEMPT PURPOSE | $275 |
| CITYMEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | NONE | PC | EXEMPT PURPOSE | $2,000 |
| CLARK BOTANIC GARDENS | |||||||
| 193 I U WILLETS ROAD | ALBERTSON | NY | 11507 | NONE | PC | EXEMPT PURPOSE | $125 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | NONE | PC | EXEMPT PURPOSE | $2,000 |
| JAZZ AT LINCOLN CENTER INC | |||||||
| 3 COLUMBUS CIRCLE 12TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | EXEMPT PURPOSE | $2,500 |
| LONG ISLAND CARES INC | |||||||
| 10 DAVIDS DRIVE | HAUPPAUGE | NY | 11788 | NONE | PC | EXEMPT PURPOSE | $5,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | EXEMPT PURPOSE | $1,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | NONE | PC | EXEMPT PURPOSE | $210 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | NONE | PC | EXEMPT PURPOSE | $1,500 |
| NORTH BROOKLYN NEIGHBORS | |||||||
| 240 KENT AVE | BROOKLYN | NY | 11222 | NONE | PC | EXEMPT PURPOSE | $1,000 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | NONE | PC | EXEMPT PURPOSE | $25,000 |
| OLD WESTBURY GARDENS | |||||||
| PO BOX 430 60 POST ROAD | OLD WESTBURY | NY | 11568 | NONE | PC | EXEMPT PURPOSE | $300 |
| SONGS OF LOVE FOUNDATION | |||||||
| PO BOX 750809 | FOREST HILLS | NY | 11375 | NONE | PC | EXEMPT PURPOSE | $1,000 |
| 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 | $3,720 |
| UJA-FEDERATION OF NEW YORK | |||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | EXEMPT PURPOSE | $7,500 |
| WESTBURY FIRE DEPARTMENT | |||||||
| 355 MAPLE AVENUE | WESTBURY | NY | 11590 | NONE | PC | EXEMPT PURPOSE | $200 |
| WNET | |||||||
| 825 8TH AVENUE FLOOR 14 | NEW YORK | NY | 10019 | NONE | PC | EXEMPT PURPOSE | $300 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PC | EXEMPT PURPOSE | $1,000 |
| AMERICAN JOINT DISTRIBUTION COMMITTEE INC | |||||||
| 220 EAST 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | NONE | PC | EXEMPT PURPOSE | $5,000 |
| FRIENDS OF OLD WESTBURY | |||||||
| PO BOX 227 | OLD WESTBURY | NY | 11568 | NONE | PC | EXEMPT PURPOSE | $1,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PC | EXEMPT PURPOSE | $1,800 |
| KENTUCKY COLONELS | |||||||
| 943 SOUTH FIRST STREET | LOUISVILLE | KY | 40203 | NONE | PC | EXEMPT PURPOSE | $200 |
| NATIONAL LYMPHEDEMA NETWORK | |||||||
| 2288 FULTON STREET | BERKLEY | CA | 94704 | NONE | PC | EXEMPT PURPOSE | $1,000 |
| NASSAU COUNTY PAL | |||||||
| 375 DENTON AVENUE | NEW HYDE PARK | NY | 11040 | NONE | PC | EXEMPT PURPOSE | $200 |
| OLD WESTBURY HORSEMEN'S FOUNDATION | |||||||
| 203 STORE HILL ROAD | OLD WESTBURY | NY | 11568 | NONE | PC | EXEMPT PURPOSE | $175 |
| PARKINSON FOUNDATION | |||||||
| 1359 BROADWAY SUITE 1509 | NEW YORK | NY | 10018 | NONE | PC | EXEMPT PURPOSE | $500 |
| SUNRISE DAY CAMPS | |||||||
| 75 COLONIAL SPRINGS ROAD | WHEATLEY HEIGHTS | NY | 11798 | NONE | PC | EXEMPT PURPOSE | $2,000 |
| THE JEWISH MUSEUM | |||||||
| 1109 5TH AVENUE | NEW YORK | NY | 10128 | NONE | PC | EXEMPT PURPOSE | $500 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | NONE | PC | EXEMPT PURPOSE | $600 |
| WLIW | |||||||
| 825 8TH AVENUE FLOOR 14 | NEW YORK | NY | 10019 | NONE | PC | EXEMPT PURPOSE | $200 |
| JDC | |||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | NONE | PC | EXEMPT PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $87,805 | 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 | $2,396 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,459 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,091 | 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 | $35,614 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,614 | 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 | $4,725 | Amt |
| Net Investment Income | $2,363 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,362 | 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 Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA CORP | $50,000 | $47,060 |
| BRUNSWICK CORP | $37,500 | $33,525 |
| ENERGY TRANSFER OPERATING LP | $50,000 | $47,850 |
| NORTEL NETWORKS CORP. | $85 | $0 |
| THE ALLSTATE CORP | $25,000 | $23,430 |
| VORNADO RLTY TRUS | $50,000 | $35,180 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK SCIENCE AND TECH TR II | AT COST | $48,371 | $44,100 |
| BLACKROCK HEALTH SCIENCES TR II | AT COST | $49,250 | $37,325 |
| BLACKROCK CAP ALLOCATION | AT COST | $53,465 | $36,298 |
| COHEN AND STEERS TAX-ADVANTAGED | AT COST | $50,000 | $36,200 |
| PRINCIPAL SPECTRUM PREF | AT COST | $47,312 | $41,950 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NY STATE | $100 | $0 | $100 |
| PENALTY FOR UNDERPAYMENT OF ESTIMATED TAX | $7 | $0 | $0 |
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 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT ON SECURITIES COST BASIS | Desc |
| Amt | $15 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK FEES | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $568 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |