SEELIG CHARITABLE FOUNDATION TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SEELIG CHARITABLE FOUNDATION TR (EIN 11-6506325)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202313179349102026
- 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 Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T13:40:39-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133277328 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRETT PELTON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 336 ATLANTIC AVENUE | AddressLine1Txt |
| City | EAST ROCKAWAY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11518 | 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 | 116506325 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEELIG CHARITABLE FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEEL | BusinessNameControlTxt |
| Phone | 5163360738 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 240 | AddressLine1Txt |
| City | EAST ROCKAWAY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11518 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRETT PELTON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5163757747 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRETT | PersonFirstNm |
| Person Last | PELTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01778211 | PTIN |
| Phone | 5163757747 | PhoneNum |
| Preparation | 2023-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $3,047,158 | 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 |
| Dividends Rev And Expnss | $25,528 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,528 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83,011 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $83,011 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $108,539 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $108,539 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $43,116 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,612 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,612 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $8 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $8 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $702 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $702 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $99,938 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,822 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $229,056 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $229,056 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $328,994 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,822 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $229,056 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$220,455 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,717 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $182,283 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $112,411 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $112,411 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,064,868 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,934,747 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,934,747 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,247,151 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,047,158 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,047,158 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,263,910 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,263,910 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $983,241 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,216,752 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,247,151 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,047,158 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,247,151 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,047,158 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,247,151 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$220,455 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,026,696 | SubtotalAmt |
| Other Decreases | $1,979,538 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,047,158 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| LONG TERM CAPITAL GAINS | P | 2021-12-31 | $248,137 | $248,137 |
| SHORT TERM CAPITAL GAINS | P | 2021-12-31 | -$165,126 | -$165,126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $83,011 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $719 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $719 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $719 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,365 | 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 | $21,365 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,646 | OverpaymentAmt |
| Applied To ES Tax | $20,646 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5163360738 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 240 | AddressLine1Txt |
| City | EAST ROCKAWAY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11518 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| BRETT PELTON | ||||||||
| 15 HIGH PASTURE CIRCLE | DIX HILLS | NY | 11746 | TRUSTEE | 1.00 | $14,372 | $0 | $0 |
| HENRY KLOSOWSKI | ||||||||
| 10 WOODLAND AVENUE | SYOSSET | NY | 11791 | TRUSTEE | 1.00 | $14,372 | $0 | $0 |
| BARI PELTON | ||||||||
| 200 EAST 71ST STREET | NEW YORK | NY | 10021 | TRUSTEE | 1.00 | $14,372 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,862,509 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $210,993 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,073,502 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,073,502 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,103 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,012,399 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $200,620 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $200,620 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $719 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $719 | TotalTaxAmt |
| Distributable Before Adj | $199,901 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $199,901 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $199,901 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $229,056 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $229,056 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $199,901 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $54,461 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $52,731 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $25,136 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $79,954 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $212,282 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $229,056 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $199,901 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,155 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $241,437 | 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 | $54,461 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $186,976 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $52,731 | ExcessFromYear4Amt |
| Excess From Year3 | $25,136 | ExcessFromYear3Amt |
| Excess From Year2 | $79,954 | ExcessFromYear2Amt |
| Excess From Current Year | $29,155 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION | |||||||
| 42 BROADWAY STE 1724 | NEW YORK | NY | 10004 | N/A | 501(C)(3) | GENERAL SUPPORT | $6,660 |
| ALZHEIMERS ASSOCIATION | |||||||
| 360 LEXINGTON AVE | NEW YORK | NY | 10017 | N/A | 501(C)(3) | GENERAL SUPPORT | $2,200 |
| AMERICAN FRIENDS OF SHALVA | |||||||
| 315 5TH AVE 6TH FLOOR | NEW YORK | NY | 10016 | N/A | 501(C)(3) | GENERAL SUPPORT | $18,000 |
| BELIEVE IN A CURE | |||||||
| 151HERRICKSROADNO204 | NEW HYDE PARK | NY | 11040 | N/A | 501(C)(3) | GENERAL SUPPORT | $3,600 |
| BIRTHRIGHT FOUNDATION | |||||||
| 33 E 33RD STREET 7TH FLOOR | NEW YORK | NY | 10016 | N/A | 501(C)(3) | GENERAL SUPPORT | $18,000 |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | N/A | 501(C)(3) | GENERAL SUPPORT | $3,800 |
| CHABAD OF ROSLYN | |||||||
| 75 POWERHOUSE ROAD | ROSLYN HEIGHTS | NY | 11577 | N/A | 501(C)(3) | GENERAL SUPPORT | $19,800 |
| CHAI LIFELINE | |||||||
| 151 W 30TH STREET | NEW YORK | NY | 10001 | N/A | 501(C)(3) | GENERAL SUPPORT | $31,000 |
| COLORADOOVARIANCANCERALLIANCE | |||||||
| 1777SBELLAIREST | DENVER | CO | 80222 | N/A | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| COLUMBUS CITIZENS FOUNDATION | |||||||
| 8 EAST 69TH STREET | NEW YORK | NY | 10021 | N/A | 501(C)(3) | GENERAL SUPPORT | $2,432 |
| DEFY VENTURES | |||||||
| 5 PENN PLAZA 19TH FLOOR | NEW YORK | NY | 10001 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,455 |
| FRIENDS OF JCC KRAKOW | |||||||
| 74 LAFAYETTE AVENUE 101 | NEW YORK | NY | 10961 | N/A | 501(C)(3) | GENERAL SUPPORT | $142 |
| GIRLS INC OF NEW HAMPSHIRE | |||||||
| 85 ELM STREET | MANCHESTER | NH | 03101 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,405 |
| JEWISH CHILDREN'S MUSEUM | |||||||
| 792 EASTERN PARKWAY | BROOKLYN | NY | 11213 | N/A | 501(C)(3) | GENERAL SUPPORT | $18,000 |
| LONG ISLAND YOUTH MENTORING | |||||||
| 153 MCNAIR STREET | BRENTWOOD | NY | 11717 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,026 |
| MAKE-A-WISH FOUNDATION | |||||||
| 1702 E HIGHLAND AVESUITE 400 | PHOENIX | AZ | 85016 | N/A | 501(C)(3) | GENERAL SUPPORT | $3,375 |
| NEW YORK YANKEES FOUNDATION | |||||||
| 1 E 161ST ST | BRONX | NY | 10451 | N/A | 501(C)(3) | GENERAL SUPPORT | $600 |
| NORTHSHORE AUTISM | |||||||
| 565 PLANDOME ROAD STE 284 | MANHASSET | NY | 11030 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,545 |
| OLD WESTBURY HEBREW CONGREGATION | |||||||
| 21 OLD WESTBURY RD | OLD WESTBURY | NY | 11568 | N/A | 501(C)(3) | GENERAL SUPPORT | $8,898 |
| PEDIATRIC BRAIN TUMOR FOUNDATION | |||||||
| 302 RIDGEFIELD COURT | ASHEVILLE | NC | 28806 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| PLAN INTERNATIONAL | |||||||
| 155 PLAIN WAY | WARWICK | RI | 02886 | N/A | 501(C)(3) | GENERAL SUPPORT | $396 |
| RONALD MCDONALD HOUSE | |||||||
| 405 EAST 73RD STREET | NEW YORK | NY | 10021 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| SAINT JUDES CHILDRENS HOSPITAL | |||||||
| 362 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| SID JACOBSON JCC | |||||||
| 300 FOREST DR | EAST HILLS | NY | 11548 | N/A | 501(C)(3) | GENERAL SUPPORT | $16,810 |
| SUNRISE DAY CAMP | |||||||
| 15 NEIL CT | OCEANSIDE | NY | 11572 | N/A | 501(C)(3) | GENERAL SUPPORT | $20,625 |
| TINAS WISH | |||||||
| 31 WEST 52ND STREET SUITE 4-22 | NEW YORK | NY | 10019 | N/A | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| UJA FEDERATION | |||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | N/A | 501(C)(3) | GENERAL SUPPORT | $29,800 |
| ZAKA | |||||||
| 11 BROADWAY 1070 | NEW YORK | NY | 10004 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,047 |
| ARIZONA HEARTFELT HOUNDS | |||||||
| 8987 E TANQUE VERDE RD PMB 309/153 | TUCSON | AZ | 85749 | N/A | 501(C)(3) | GENERAL SUPPORT | $27 |
| ARTSWESTCHESTER | |||||||
| 31 MAMARONECK AVE | WHITE PLAINS | NY | 10601 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,765 |
| CENTRAL SYNOGOGUE | |||||||
| 123 E 55TH STREET | NEW YORK | NY | 10022 | N/A | 501(C)(3) | GENERAL SUPPORT | $720 |
| CIRCLE OF GENEROSITY | |||||||
| PO BOX 1975 RADIO CITY STATION | NEW YORK | NY | 10101 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,928 |
| EOSINOPHILIC FAMILY COALITION | |||||||
| PO BOX 112234 | CINCINNATI | OH | 45211 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,024 |
| GROW TENNIS NEW YORK | |||||||
| 1228 WANTAGE AVE STE 203 | WANTAGH | NY | 11793 | N/A | 501(C)(3) | GENERAL SUPPORT | $180 |
| HER VILLAGE INC | |||||||
| 5030 BROADWAY STE 821 | NEW YORK | NY | 10034 | N/A | 501(C)(3) | GENERAL SUPPORT | $308 |
| HUDSON RIVER MUSEUM | |||||||
| 511 WARBURTON AVENUE | YONKERS | NY | 10701 | N/A | 501(C)(3) | GENERAL SUPPORT | $375 |
| INTERNATIONAL ASSOCIATION OF LIONS CLUBS | |||||||
| 300 WEST 22ND STREET | OAK BROOK | IL | 60523 | N/A | 501(C)(3) | GENERAL SUPPORT | $350 |
| LONG ISLAND CARES | |||||||
| 10 DAVIDS DRIVE | HAPPAUGE | NY | 11788 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,010 |
| SAMOHI ORCHESTRA PARENTS ASSOCIATION | |||||||
| 601 PICO BOULEVARD | SANTA MONICA | CA | 90405 | N/A | 501(C)(3) | GENERAL SUPPORT | $253 |
| TOM COUGHLIN JAY FUND FOUNDATION | |||||||
| PO BOX 50798 | JACKSONVILLE BEACH | FL | 32240 | N/A | 501(C)(3) | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $229,056 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,528 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,011 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $108,539 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $108,539 | 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 | CategoryTxt |
| Amt | $22,500 | Amt |
| Net Investment Income | $22,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH 840-46353,840-46354,840-46406 | StockNm |
| EOY Book Value | $2,934,747 | EOYBookValueAmt |
| EOYFMV | $2,934,747 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS | $1,947,964 |
| FEDERAL TAXES PAID | $31,574 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $500 | $500 | $0 |
| POSTAGE AND SHIPPING | $202 | $202 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $33,612 | Amt |
| Net Investment Income | $33,612 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |