GROSSMAN FAMILY PHILANTHROPIC FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GROSSMAN FAMILY PHILANTHROPIC FOUNDATION (EIN 20-5147463)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349106082
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T19:36:30-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232426656 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKNO LISICKY & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 HAMILTON ST SUITE 204 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18101 | 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 | 205147463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROSSMAN FAMILY PHILANTHROPIC | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROS | BusinessNameControlTxt |
| Phone | 9142737021 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 BIRDSALL FARM DRIVE | AddressLine1Txt |
| City | ARMONK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10504 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD GROSSMAN | PersonNm |
| Person Title | DIRECTOR/CHAIR | PersonTitleTxt |
| Phone | 9142737021 | PhoneNum |
| Signature | 2023-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RONALD | PersonFirstNm |
| Person Last | GROSSMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | ROBERT L BUCK | PreparerPersonNm |
| PTIN | P01068409 | PTIN |
| Phone | 6108218580 | PhoneNum |
| Preparation | 2023-11-07 | 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 | $11,187,868 | 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 | $114 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $114 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $266,126 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $266,126 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,471 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,471 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,471 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $411 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $286,122 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $285,711 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,098 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,549 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,549 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $60,391 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,389 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $24,829 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,162 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,102 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,318 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,651 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $433,677 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $433,677 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $521,995 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $437,328 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$235,873 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $260,611 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,234,168 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $863,255 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $863,255 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $4,686 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,686 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations EOY | $3,873,910 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,809,836 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $6,759,370 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,016,261 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,446,484 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $31,456 | OtherAssetsBOYAmt |
| Other Assets EOY | $63,607 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $63,607 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,024,994 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,821,719 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,187,868 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $32,598 | AccountsPayableEOYAmt |
| Grants Payable BOY | $15,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $15,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $15,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,598 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,009,994 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,774,121 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,009,994 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,774,121 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,024,994 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,821,719 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,009,994 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$235,873 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,774,121 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,774,121 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| K-1 IBEX ISRAEL FUND I | P | $2,631 | $2,631 | $2,631 |
| K-1 IBEX ISRAEL FUND I | P | $16,840 | $16,840 | $16,840 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,471 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,631 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,622 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,622 | SubtotalAmt |
| Tax Based On Investment Income | $3,622 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,240 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,840 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,218 | OverpaymentAmt |
| Applied To ES Tax | $5,218 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RONALD GROSSMAN | IndividualWithBooksNm |
| Phone | 9142737021 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 BIRDSALL FARM DRIVE | AddressLine1Txt |
| City | ARMONK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10504 | 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 | Yes (true) | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| RONALD GROSSMAN | ||||||||
| 20 BIRDSALL FARM DRIVE | ARMONK | NY | 10504 | DIRECTOR/CHA | 8.00 | $0 | $0 | $0 |
| MARILYNN P GROSSMAN | ||||||||
| 20 BIRDSALL FARM DRIVE | ARMONK | NY | 10504 | DIRECTOR/SEC | 1.00 | $0 | $0 | $0 |
| BRUCE D GROSSMAN | ||||||||
| 24 WRIGHTS MILL ROAD | ARMONK | NY | 10504 | DIRECTOR/VIC | 1.00 | $0 | $0 | $0 |
| DIANNE M GROSSMAN | ||||||||
| 24 WRIGHTS MILL ROAD | ARMONK | NY | 10504 | DIRECTOR/TRE | 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 | $7,415,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,277,340 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,693,104 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,693,104 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $145,397 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,547,707 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $477,385 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $477,385 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,622 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,622 | TotalTaxAmt |
| Distributable Before Adj | $473,763 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $473,763 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $473,763 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $437,328 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $437,328 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $473,763 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $233,662 | UndistributedIncomePYAmt |
| Qualifying Distributions | $437,328 | QualifyingDistributionsAmt |
| Applied To Year1 | $233,662 | AppliedToYear1Amt |
| Applied To Current Year | $203,666 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $270,097 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD GROSSMAN | ContributingManagerNm |
| Contributing Manager | MARILYNN P GROSSMAN | ContributingManagerNm |
| Contributing Manager | BRUCE D GROSSMAN | ContributingManagerNm |
| Contributing Manager | DIANNE M GROSSMAN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH JOINT | ||||||||
| DISTRIBUTION COMMITTEE | 711 3RD AVENUE 900 | NEW YORK | NY | 10022 | PC | CHARITABLE | $75,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THRID AVENUE | NEW YORK | NY | 101583650 | PC | CHARITABLE | $20,000 | ||
| COMMITTEE FOR ACCURACY | ||||||||
| PO BOX 35040 | BOSTON | MA | 021350001 | PC | CHARITABLE | $25,000 | ||
| COMMUNITY SECURITY SERVICE | ||||||||
| 132 EAST 43RD STREET 552 | NEW YORK | NY | 10017 | PC | CHARITABLE | $50,000 | ||
| NORTHERN WESTCHESTER HOSPITAL | ||||||||
| NORTHWELL HEALTH FOUNDATION | 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | PC | CHARITABLE | $50,000 | |
| PLAY FOR PINK | ||||||||
| 175 EAST 74TH STREET | NEW YORK | NY | 10021 | PC | CHARITABLE | $2,500 | ||
| SAN DIEGO DUCK SLED HOCKEY PROGRAM | ||||||||
| PO BOX 12319 | SAN DIEGO | CA | 92112 | PC | CHARITABLE | $20,000 | ||
| ST JUDE'S | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | CHARITABLE | $25,000 | ||
| TRUSTEES OF TUFTS COLLEGE | ||||||||
| 150 HARRISON AVENUE | BOSTON | MA | 02111 | PC | CHARITABLE | $20,000 | ||
| UJA FEDERATION OF NEW YORK | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | CHARITABLE | $75,000 | ||
| WEIL CORNELL MEDICAL | ||||||||
| COLLEGE HOSPITAL | 1300 YORK AVE BOX 314 | NEW YORK | NY | 10005 | PC | CHARITABLE | $25,000 | |
| IMPACT100 WESTCHESTER | ||||||||
| PO BOX 634 | HARTSDALE | NY | 10530 | PC | CHARITABLE | $2,000 | ||
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | PC | CHARITABLE | $1,000 | FL 17 | |
| THE LUSTGARTEN FOUNDATION | ||||||||
| 415 CROSSWAYS PARK DRIVE | WOODBURY | NY | 11797 | PC | CHARITABLE | $1,032 | SUITE D | |
| CONGREGATION B'NAI ISRAEL | ||||||||
| 160 MILLBURN AVE | MILLBURN | NJ | 07041 | PC | CHARITABLE | $5,000 | ||
| MAKING HEADWAY FOUNDATION | ||||||||
| 115 KING STREET | CHAPPAQUA | NY | 10514 | PC | CHARITABLE | $1,000 | ||
| BYRAM HILLS EDUCATION | ||||||||
| PO BOX 872 | ARMONK | NY | 10504 | PC | CHARITABLE | $5,255 | ||
| SHRINERS HOSPITALS | ||||||||
| PO BOX 1525 | RANSON | WV | 25438 | PC | CHARITABLE | $26,000 | ||
| ARMONK FIRE DEPARTMENT | ||||||||
| 400 BEDFORD ROAD | ARMONK | NY | 10504 | PC | CHARITABLE | $500 | ||
| BIG VISION NYC NY | ||||||||
| 309 E 49TH ST | NEW YORK | NY | 10017 | PC | CHARITABLE | $1,800 | GROUND FLOOR | |
| BYRAM HILLS EDUCATION | ||||||||
| PO BOX 872 | ARMONK | NY | 10504 | PC | CHARITABLE | $2,590 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $433,677 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $266,126 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,471 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 IBEX ISRAEL-MISC. INCOM | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $411 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $286,122 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $286,122 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BRUCE D GROSSMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 WRIGHTS MILL ROAD | AddressLine1Txt |
| City | ARMONK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $0 | TotalContributionsAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,098 | Amt |
| Net Investment Income | $1,549 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,549 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JPM 5001 - US FIXED | AT COST | $5,956,707 | $5,086,930 |
| K-1 IBEX ISRAEL FUND I | AT COST | $741,009 | $741,009 |
| K-1 IBEX PARTNERS (GAUZY) | AT COST | $18,545 | $18,545 |
| JPM 5001-300K SHS INTELLICHECK INC. | AT COST | $300,000 | $600,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JOHN HANCOCK LIFE INSURANCE POLICIES | Desc |
| BOY Book Value | $31,456 | BOYBookValueAmt |
| EOY Book Value | $63,607 | EOYBookValueAmt |
| EOYFMV | $63,607 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| STATUTORY REPRESENTATION | $427 | $427 | |
| K-1 IBEX ISRAEL FUND I | $21,852 | $21,852 | |
| K-1 IBEX PARTNERS (GAUZY) | $310 | $310 | |
| CORP FILING FEE | $1,500 | $1,500 | |
| BANK FEES | $175 | $175 | |
| DUES | $95 | ||
| CC INT EXP. | $314 | ||
| CC FEES | $156 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 IBEX ISRAEL-MISC. INCOME | Desc |
| Revenue And Expenses Per Books | $411 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $2,002 | |
| IRS - TAX PAID AT EXTENSION | $57,000 | |
| K-1 IBEX ISRAEL FUND I - FOREIGN | $1,389 | $1,389 |