KOPF FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KOPF FOUNDATION INC (EIN 13-6228036)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202313179349102941
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T15:27:56-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113460692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Reitman & Belkin LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 Lexington Avenue Suite 626 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | 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 | 136228036 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOPF FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KOPF | BusinessNameControlTxt |
| Phone | 2128087800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KDW LLP 3 WTC 175 GREENWICH ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY KATZ | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | KATZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David Belkin | PreparerPersonNm |
| PTIN | P00953500 | PTIN |
| Phone | 2125990410 | PhoneNum |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $19,977,098 | 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 | $9,538 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,538 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $365,367 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $365,367 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $673,376 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,739,497 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $673,376 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $983 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $983 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,049,264 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,049,264 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $44,085 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $33,064 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,021 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $264,517 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $264,517 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $364 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $364 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $22,267 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,267 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,106 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $118 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $988 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $348,339 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $332,330 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,009 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $985,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $985,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,333,339 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $332,330 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,001,009 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$284,075 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $716,934 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $427,387 | CashBOYAmt |
| Cash EOY | $791,782 | CashEOYAmt |
| Cash EOYFMV | $791,782 | CashEOYFMVAmt |
| US Government Obligations BOY | $570,633 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,556 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $29 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,320,091 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,567,337 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,315,983 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $51,813 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $51,813 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $62,025 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $805,754 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $478,115 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $807,279 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,175,678 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,891,603 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,977,098 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,579,131 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,579,131 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,596,547 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,312,472 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,175,678 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,891,603 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,175,678 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,891,603 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,175,678 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$284,075 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,891,603 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,891,603 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (61 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 175 AON PLC | P | 2009-12-23 | 2022-07-05 | $46,911 | $6,767 | $40,144 | $40,144 |
| 750 MOTOROLA SOLUTIONS INC | P | 2018-12-24 | 2022-02-11 | $178,921 | $82,712 | $96,209 | $96,209 |
| 200 AMERISOURCE BERGEN CORP | P | 2021-01-21 | 2022-02-17 | $28,474 | $20,972 | $7,502 | $7,502 |
| 300 AMERISOURCE BERGEN CORP | P | 2021-01-21 | 2022-02-18 | $42,510 | $31,458 | $11,052 | $11,052 |
| 100 AMERISOURCE BERGEN CORP | P | 2021-01-21 | 2022-02-22 | $14,194 | $10,486 | $3,708 | $3,708 |
| 250 AMERISOURCE BERGEN CORP | P | 2021-01-22 | 2022-03-01 | $35,408 | $27,099 | $8,309 | $8,309 |
| 0 BROOKFIELD ASSET MANAGEMENT INC | P | 2000-12-29 | 2022-12-29 | $15 | $36 | -$21 | -$21 |
| 550 PROGRESSIVE CORP | P | 2011-11-10 | 2022-05-31 | $63,906 | $10,572 | $53,334 | $53,334 |
| 475 PROGRESSIVE CORP | P | 2011-11-10 | 2022-07-05 | $54,577 | $9,131 | $45,446 | $45,446 |
| 200 AMERISOURCE BERGEN CORP | P | 2021-05-06 | 2022-03-01 | $28,401 | $23,304 | $5,097 | $5,097 |
| 125 AMERISOURCE BERGEN CORP | P | 2021-05-18 | 2022-03-01 | $17,796 | $14,597 | $3,199 | $3,199 |
| 550 SALESFORCE INC | P | 2021-07-02 | 2022-05-06 | $94,377 | $136,287 | -$41,910 | -$41,910 |
| 1850 AVANTOR INC | P | 2022-02-11 | 2022-09-16 | $43,383 | $69,446 | -$26,063 | -$26,063 |
| 1850 AVANTOR INC | P | 2022-02-11 | 2022-10-05 | $37,341 | $69,446 | -$32,105 | -$32,105 |
| 8 AMAZON.COM INC | P | 2020-01-17 | 2022-01-27 | $22,499 | $14,921 | $7,578 | $7,578 |
| 13 AMAZON.COM INC | P | 2019-06-06 | 2022-02-07 | $41,421 | $22,598 | $18,823 | $18,823 |
| 825 FIDELITY NATIONAL INFOR | P | 2016-03-11 | 2022-04-25 | $81,019 | $72,400 | $8,619 | $8,619 |
| 300 LOWE'S COS INC | P | 2021-01-04 | 2022-11-17 | $62,553 | $47,969 | $14,584 | $14,584 |
| 375 MOODY'S CORP | P | 2014-01-13 | 2022-08-08 | $117,476 | $61,137 | $56,339 | $56,339 |
| 445 MOTOROLA SOLUTIONS INC | P | 2016-05-16 | 2022-11-29 | $117,650 | $56,623 | $61,027 | $61,027 |
| 45 ROPER TECHNOLOGIES INC | P | 2006-04-28 | 2022-04-07 | $21,647 | $17,928 | $3,719 | $3,719 |
| 525 STRYKER CORP | P | 2000-07-13 | 2022-08-11 | $115,904 | $96,489 | $19,415 | $19,415 |
| 425 TARGET CORP | P | 2020-09-03 | 2022-05-19 | $65,637 | $62,175 | $3,462 | $3,462 |
| 1100 TJX COMPANIES INC | P | 2020-09-03 | 2022-04-25 | $69,082 | $50,689 | $18,393 | $18,393 |
| 500 UNION PACIFIC CORP | P | 2020-01-23 | 2022-02-03 | $123,452 | $93,082 | $30,370 | $30,370 |
| 65 UNITEDHEALTH GROUP INC | P | 2020-02-26 | 2022-04-07 | $34,877 | $17,073 | $17,804 | $17,804 |
| 17 ALPHABET INC | P | 2021-10-21 | 2022-06-27 | $39,725 | $48,948 | -$9,223 | -$9,223 |
| 2725 BANK OF AMERICA CORP | P | 2021-07-15 | 2022-06-27 | $87,738 | $105,838 | -$18,100 | -$18,100 |
| 100 UNION PACIFIC CORP | P | 2021-07-26 | 2022-02-03 | $24,690 | $21,949 | $2,741 | $2,741 |
| 875 WELLS FARGO & CO | P | 2021-01-12 | 2022-01-10 | $47,834 | $29,994 | $17,840 | $17,840 |
| 600 BEST BYY CO INC | P | 2020-03-16 | 2022-03-28 | $57,411 | $34,170 | $23,241 | $23,241 |
| 1450 BRISTO-MYERS SQUIBB CO | P | 2019-01-10 | 2022-02-01 | $108,009 | $69,121 | $38,888 | $38,888 |
| 1800 CITIZENS FINANCIAL CROUP | P | 2021-01-26 | 2022-10-19 | $67,628 | $67,299 | $329 | $329 |
| 550 CROWN CASTLE INC | P | 2019-03-15 | 2022-03-08 | $74,907 | $43,602 | $31,305 | $31,305 |
| 1050 CYRUSONE INC | P | 2019-12-06 | 2022-03-08 | $94,611 | $67,141 | $27,470 | $27,470 |
| 1000 DOMINION ENERGY INC | P | 2018-10-30 | 2022-12-13 | $59,888 | $72,584 | -$12,696 | -$12,696 |
| 125 EQUINIX INC | P | 2015-04-21 | 2022-02-07 | $87,241 | $30,398 | $56,843 | $56,843 |
| 1400 LEGGETT & PLATT INC | P | 2020-09-11 | 2022-05-04 | $52,631 | $62,466 | -$9,835 | -$9,835 |
| 150 MICROSOFT CORP | P | 2012-11-12 | 2022-02-07 | $45,432 | $4,248 | $41,184 | $41,184 |
| 175 NEXTERA ENERGY INC | P | 2020-06-20 | 2022-02-14 | $13,055 | $3,435 | $9,620 | $9,620 |
| 650 NOVARTIS AG-SPONSORED ADR | P | 2012-06-22 | 2022-02-14 | $51,810 | $58,822 | -$7,012 | -$7,012 |
| 275 PROLOGIS INC | P | 2013-06-10 | 2022-02-14 | $39,974 | $10,515 | $29,459 | $29,459 |
| 900 UNILEVER PLC-SPONSORED ADR | P | 2013-06-10 | 2022-02-27 | $47,034 | $32,607 | $14,427 | $14,427 |
| 900 VALERO ENERGY GROUP | P | 2020-06-17 | 2022-02-07 | $80,532 | $56,733 | $23,799 | $23,799 |
| 800 VIRTU FINANCIAL INC-CLASS | P | 2018-06-26 | 2022-02-09 | $27,744 | $23,164 | $4,580 | $4,580 |
| 524 EVERSOURCE ENERGY | P | 2007-09-12 | 2022-05-04 | $46,164 | $13,328 | $32,836 | $32,836 |
| TELE COMMUNICATIONS INC | P | 2022-07-13 | $1 | $1 | $1 | ||
| 750 UNILEVER PLC-SPONSORED ADR | P | 2009-03-25 | 2022-02-07 | $39,195 | $15,035 | $24,160 | $24,160 |
| 0.9 VICI PROPERTIES INC | P | 2022-05-11 | $26 | $26 | $26 | ||
| 900 ABBVIE INC | P | 2021-06-30 | 2022-06-08 | $134,529 | $101,426 | $33,103 | $33,103 |
| 1900 AMERCIAN CAMPUS COMMUNITIES | P | 2021-10-25 | 2022-04-20 | $123,064 | $98,412 | $24,652 | $24,652 |
| 400 CITIZENS FINANCIAL CROUP | P | 2022-02-09 | 2022-10-19 | $15,029 | $22,094 | -$7,065 | -$7,065 |
| 1000 EQUITY RESIDENTIAL | P | 2022-02-07 | 2022-11-16 | $61,638 | $90,128 | -$28,490 | -$28,490 |
| 700 NORTHERN TRUT CORP | P | 2022-04-04 | 2022-10-20 | $54,141 | $80,776 | -$26,635 | -$26,635 |
| 1500 BALL CORP | P | 2019-07-24 | $84,861 | $107,970 | -$23,109 | -$23,109 | |
| FNMA 125234 7% 09/01/2023 | P | 2019-12-16 | 2022-04-25 | $103 | $101 | $2 | $2 |
| GNMA | P | 2005-06-08 | 2022-12-15 | $1,928 | $1,955 | -$27 | -$27 |
| 46701.25 PIMCO INCOME FUND-INS | P | 2019-07-24 | 2022-05-05 | $511,379 | $566,019 | -$54,640 | -$54,640 |
| WJA Short Term | P | 2022-01-01 | 2022-06-01 | $76 | $76 | $76 | |
| WJA Long Term | P | 2020-01-01 | 2022-06-01 | $446 | -$446 | -$446 | |
| Cash in Lieu | P | 2020-01-01 | 2022-01-01 | $38 | $38 | $38 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $673,376 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$125,965 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,965 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,965 | SubtotalAmt |
| Tax Based On Investment Income | $9,965 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,999 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16,999 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $7,034 | OverpaymentAmt |
| Applied To ES Tax | $7,034 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY KATZ ESQ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128087800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3WTC 175 GREENWICH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10007 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PATRICIA K COLAGIURI | ||||||
| 3WTC 175 GREENWICH STREET | NEW YORK | NY | 10007 | Director | 0.00 | $0 |
| DEBORAH ANDERSON | ||||||
| 3WTC 175 GREENWICH STREET | NEW YORK | NY | 10007 | Director | 0.00 | $0 |
| NANCY SUE MUELLER | ||||||
| 3WTC 175 GREENWICH STREET | NEW YORK | NY | 10007 | Director | 0.00 | $0 |
| CHARLES S MUELLER | ||||||
| 3WTC 175 GREENWICH STREET | NEW YORK | NY | 10007 | Director | 0.00 | $0 |
| BRENDA K HELIES | ||||||
| 3WTC 175 GREENWICH STREET | NEW YORK | NY | 10007 | Director | 0.00 | $0 |
| ANTHONY HELIES | ||||||
| 3WTC 175 GREENWICH STREET | NEW YORK | NY | 10007 | Director | 0.00 | $0 |
| RICHARD A REITMAN | ||||||
| 420 LEXINGTON AVENUE 626 | NEW YORK | NY | 10170 | Director | 0.00 | $0 |
| DAVID BELKIN | ||||||
| 420 LEXINGTON AVENUE 626 | NEW YORK | NY | 10170 | President | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUBERGER & BERMAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 3RD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT | ServiceTypeTxt |
| Compensation | $190,080 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,478,549 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $609,584 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,088,133 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $22,088,133 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $331,322 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,756,811 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,087,841 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,087,841 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,965 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,965 | TotalTaxAmt |
| Distributable Before Adj | $1,077,876 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,077,876 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,077,876 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,001,009 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,001,009 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,077,876 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $983,072 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,001,009 | QualifyingDistributionsAmt |
| Applied To Year1 | $983,072 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,937 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,059,939 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SCHEDULE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS ADDRESSES | AddressLine1Txt |
| City | VARIOUS CITIES | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $985,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $985,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,538 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $365,367 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $983 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $673,376 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,049,264 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,049,264 | 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 | $16,000 | Amt |
| Net Investment Income | $12,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $44,085 | LegalFeesAmt |
| Net Investment Income | $33,064 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,021 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Filing Fee | $750 | $750 | |
| Office Supplies | $238 | $238 | |
| WJA | $20 | $20 | |
| WJA | $98 | $98 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $983 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $983 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Management Fee | CategoryTxt |
| Amt | $264,517 | Amt |
| Net Investment Income | $264,517 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal | $18,000 | $18,000 |
| Foreign Tax | $1,449 | $1,449 |
| Foreign Tax | $164 | $164 |
| Foreign Tax | $2,654 | $2,654 |