ASSOULINE LICHTEN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ASSOULINE LICHTEN FOUNDATION (EIN 36-4848995)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-31
- IRS object ID
- 202302129349100115
- Schema version
- 2022v5.0
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-31T15:36:05-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263838358 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRINKER SIMPSON & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 N PROVIDENCE RD BLDG 2 STE 20 | AddressLine1Txt |
| City | MEDIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364848995 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASSOULINE-LICHTEN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WEST 67TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL ASSOULINE | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Signature | 2023-05-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOEL | PersonFirstNm |
| Person Last | ASSOULINE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J POMANTE CPA | PreparerPersonNm |
| PTIN | P01231652 | PTIN |
| Phone | 6105445900 | PhoneNum |
| Preparation | 2023-07-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,356,698 | 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 | $4,251 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,251 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $43,718 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,718 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $249 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $249 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $249 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $48,218 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,218 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $13,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,050 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $27,356 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,356 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $741 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $275 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $275 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $41,422 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,681 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,522 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,681 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,304 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,537 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,588 | CashBOYAmt |
| Cash EOY | $3,376 | CashEOYAmt |
| Cash EOYFMV | $3,376 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,918 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,252 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,252 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,306,952 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,342,070 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,342,070 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,356,458 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,356,698 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,356,698 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,356,458 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,356,698 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,356,458 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,356,698 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,356,458 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,356,698 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,356,458 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,304 | ExcessRevenueOverExpensesAmt |
| Other Increases | $24,544 | OtherIncreasesAmt |
| Subtotal | $1,356,698 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,356,698 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $249 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $105 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $105 | SubtotalAmt |
| Tax Based On Investment Income | $105 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $105 | TaxDueAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOEL ASSOULINE | BusinessNameLine1Txt |
| Business Name Line2 | J ASSOULINE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9176873303 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 SERPENTINE DRIVE PO BOX 1064 | AddressLine1Txt |
| Address Line2 | 6 SERPENTINE DRIVE PO BOX 1064 | AddressLine2Txt |
| City | SHELTER ISLAND HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11965 | 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 |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JOEL ASSOULINE | ||||||||
| 6 SERPENTINE DRIVE PO BOX 1064 | SHELTER ISLAND HEIGHTS | NY | 11965 | CO-PRESIDENT | 1.00 | $0 | $0 | $0 |
| VEBEKE LICHTEN | ||||||||
| 6 SERPENTINE DRIVE PO BOX 1064 | SHELTER ISLAND HEIGHTS | NY | 11965 | CO-PRESIDENT | 1.00 | $0 | $0 | $0 |
| AGATHE ASSOULINE-LICHTEN | ||||||||
| 6 SERPENTINE DRIVE PO BOX 1064 | SHELTER ISLAND HEIGHTS | NY | 11965 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ARIELLE ASSOULINE-LICHTEN | ||||||||
| 6 SERPENTINE DRIVE PO BOX 1064 | SHELTER ISLAND HEIGHTS | NY | 11965 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $828,709 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,868 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $856,577 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $856,577 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,849 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $843,728 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,186 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,186 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $105 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $105 | TotalTaxAmt |
| Distributable Before Adj | $42,081 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $42,081 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $42,081 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,100 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $31,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,081 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $46,121 | UndistributedIncomePYAmt |
| Qualifying Distributions | $31,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $31,100 | AppliedToYear1Amt |
| Taxable2 | $15,021 | Taxable2Amt |
| Undistributed Income CY | $42,081 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFIPO | ||||||||
| 122 EAST 42ND STREET | SUITE 4507 | NEW YORK | NY | 10168 | 501(C)3 | PROGRAM ACCOMPLISHMENTS | $1,000 | |
| AMERICA-ISRAEL FRIENDSHIP | ||||||||
| 251 W 30TH ST 6TH FL | NEW YORK | NY | 10001 | 501(C)3 | PROGRAM ACCOMPLISHMENTS | $100 | ||
| AMERICAN FRIEND OF HEBREW UNIVERSIT | ||||||||
| 199 WATER ST | 11TH FLOOR | NEW YORK | NY | 10038 | 501(C)3 | PROGRAM ACCOMPLISHMENTS | $4,000 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 14 EAST 60TH ST | NEW YORK | NY | 10022 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $100 | ||
| FRIENDS OF OFANIM | ||||||||
| 1255 DRUMMERS LANE | SUITE 200 | WAYNE | PA | 19087 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $2,000 | |
| HARVARD MAGAZINE | ||||||||
| 7 WARE STREET | CAMBRIDGE | MA | 02138 | 509(A)1 | PROGRAM ACCOMPLISHMENTS | $100 | ||
| HONEST REPORTING USA | ||||||||
| 165 E 56TH ST | 2ND FLOOR | NEW YORK | NY | 10022 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $250 | |
| JEWISH NATIONAL FUND | ||||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $250 | ||
| MACCABI USA | ||||||||
| 1511 WALNUT ST | 401 | PHILADELPHIA | PA | 19102 | 501(C)3 | PROGRAM ACCOMPLISHMENTS | $6,000 | |
| MEMORIAL SLOAN KETTERING CANCER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $10,000 | CENTER | |
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | 501(C)3 | PROGRAM ACCOMPLISHMENTS | $110 | ||
| NY RESTORATION PROJECT | ||||||||
| 254 WEST 31ST STREET | 10TH FLOOR | NEW YORK | NY | 10001 | 501(C)3 | PROGRAM ACCOPMLISHMENTS | $100 | |
| PEARLMAN MUSIC CENTER | ||||||||
| 73 SHORE ROAD | SHELTER ISLAND | NY | 11962 | 501(C)3 | PROGRAM ACCOMPLISHMENTS | $3,050 | ||
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM STREET | 10TH FLOOR | NEW YORK | NY | 10038 | 501(C)3 | PROGRAM ACCOMPLISHMENTS | $100 | |
| SENIOR CITEZENS FOUNDATION OF SI | ||||||||
| PO BOX 352 | SHELTER ISLAND | NY | 11964 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $200 | ||
| SEPHARDIC BROTHERHOOD | ||||||||
| 67-67 108TH ST | FLUSHING | NY | 11375 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $500 | ||
| SHELTER ISLAND AMBULANCE FOUNDATION | ||||||||
| PO BOX 547 | SHELTER ISLAND | NY | 11964 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $200 | ||
| SHELTER ISLAND EDUCATION FUND | ||||||||
| PO BOX 1950 | SHELTER ISLAND | NY | 11964 | 509(A)(1) | EDUCATION OPPORT FOR CHILDREN | $150 | ||
| SHELTER ISLAND HISTORICAL SOCIETY | ||||||||
| 16 S FERRY ROAD | SHELTER ISLAND | NY | 11964 | 501(C)3 | PROGRAM ACCOMPLISHMENTS | $200 | ||
| SHELTER ISLAND PUBLIC LIBRARY | ||||||||
| 37 N FERRY RD | SHELTER ISLAND | NY | 11964 | 509(A)(1) | SUPPORT OF PUBLIC LIBRARY | $450 | ||
| SIMON WIESENTHAL CENTER | ||||||||
| 1399 S ROXBURY DRIVE | LOS ANGELES | CA | 90035 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $250 | ||
| SPME | ||||||||
| PO BOX 2241 | BALA CYNWYD | PA | 19004 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $250 | ||
| STRICKER CENTER | ||||||||
| 1 E 65TH ST | NEW YORK | NY | 10065 | 501(C)3 | PROGRAM ACCOMPLISHMENTS | $250 | ||
| SYLVESTOR MANOR EDUCATION FARM | ||||||||
| 80 N FERRY ROAD | SHELTER ISLAND | NY | 11964 | 501(C)3 | PROGRAM ACCOMPLISHMENTS | $500 | ||
| THE CULTURAL LANDSCAPE FOUNDATION | ||||||||
| 1711 CONNECTICUT AVE | SUITE 200 | WASHINGTON | DC | 20009 | 501(C)3 | PROGRAM ACCOMPLISHMENTS | $200 | |
| THE JEWISH MUSEUM | ||||||||
| 1109 5TH AVE AT 92ND ST | NEW YORK | NY | 10128 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $250 | ||
| THIRTEEN | ||||||||
| 825 EIGHTH AVE | NEW YORK | NY | 10019 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $100 | ||
| UNIVERSITY OF PENN | ||||||||
| 3101 WALNUT ST | PHILADELPHIA | PA | 19104 | 501(9)A | SUPPORT | $100 | ||
| US HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PL | WASHINGTON | DC | 20024 | 501(C)3 | PROGRAM ACCOMPLISHMENTS | $100 | ||
| WHITNEY MUSEUM OF AMERICAN ART | ||||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | 501(C)(3) | PROGRAM ACCOMPLISHMENTS | $140 | ||
| WIKIMEDIA FOUNDATION | ||||||||
| 1 MONTGOMERY STREET | SUITE 1600 | SAN FRANCISCO | CA | 94104 | 501(C)3 | PROGRAM ACCOMPLISHMENTS | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,251 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $43,718 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $249 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $48,218 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,218 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,050 | Amt |
| Net Investment Income | $13,050 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STRATEGIC TRUST | AT COST | $500,000 | $500,000 |
| TD AMERITRADE-BLUE ROCK | AT COST | $842,070 | $842,070 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| REGISTRATION FEES | $275 | $275 |
| OFFICE EXPENSE |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $24,544 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BROKER FEES | $7,356 | $7,356 |
| MANAGEMENT FEES | $20,000 | $20,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAX ON INVESTMENTS | $355 |
| FEDERAL EXCISE TAX EXPENSE | $386 |