LEONARD & ROBERT WEINTRAUB FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD & ROBERT WEINTRAUB FAMILY FOUNDATION INC (EIN 81-2904679)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-04-28
- IRS object ID
- 202211189349101001
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- General Explanation Attachment
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-28T08:12:50-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131578842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCHBINDER TUNICK & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA - SUITE 3200 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101190002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 812904679 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEONARD & ROBERT WEINTRAUB FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 2128961930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO BT CO LLP 1 PENN PLAZA NO | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEONARD WEINTRAUB | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128961930 | PhoneNum |
| Signature | 2022-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEONARD | PersonFirstNm |
| Person Last | WEINTRAUB | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID SANDS CPA | PreparerPersonNm |
| PTIN | P01237416 | PTIN |
| Phone | 2126955003 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $61,054,362 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $14,543,087 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,071,882 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,071,882 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $681,154 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,777,709 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $681,154 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,296,123 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,753,036 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $165,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $165,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $247,189 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $247,189 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,417 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,854 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,563 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,880 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,000 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,880 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $454,486 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $263,043 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $191,443 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $558,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $558,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,012,986 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $263,043 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $749,943 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,283,137 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,489,993 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,134,038 | CashBOYAmt |
| Cash EOY | $1,499,241 | CashEOYAmt |
| Cash EOYFMV | $1,499,241 | CashEOYFMVAmt |
| Other Investments BOY | $36,356,971 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $51,049,269 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $59,555,121 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $37,491,009 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,548,510 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,054,362 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $37,491,009 | RetainedEarningBOYAmt |
| Retained Earning EOY | $52,548,510 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,491,009 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,548,510 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,491,009 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,548,510 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,491,009 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,283,137 | ExcessRevenueOverExpensesAmt |
| Other Increases | $49,364 | OtherIncreasesAmt |
| Subtotal | $52,823,510 | SubtotalAmt |
| Other Decreases | $275,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $52,548,510 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY #9020 | P | 2020-01-01 | 2020-12-31 | $5,410,403 | $5,291,922 | $118,481 | $118,481 |
| MORGAN STANLEY #9020 | P | 2020-01-01 | 2020-12-31 | $6,364,702 | $5,788,228 | $576,474 | $576,474 |
| MERRILL LYNCH #2851 | P | 2020-01-01 | 2020-12-31 | $428,391 | $409,698 | $18,693 | $18,693 |
| MERRILL LYNCH #3628 | P | 2020-01-01 | 2020-12-31 | $297,000 | $297,000 | $0 | $0 |
| MERRILL LYNCH #3628 | P | 2020-01-01 | 2020-12-31 | $223,882 | $221,335 | $2,547 | $2,547 |
| MERRILL LYNCH #3629 | P | 2020-01-01 | 2020-12-31 | $340,255 | $414,854 | -$74,599 | -$74,599 |
| MERRILL LYNCH #3629 | P | 2020-01-01 | 2020-12-31 | $209,277 | $142,165 | $67,112 | $67,112 |
| MERRILL LYNCH #3630 | P | 2020-01-01 | 2020-12-31 | $195,464 | $223,191 | -$27,727 | -$27,727 |
| MERRILL LYNCH #3630 | P | 2020-01-01 | 2020-12-31 | $186,617 | $171,064 | $15,553 | $15,553 |
| PROCTER & GAMBLE | P | 2005-10-04 | 2020-05-14 | $2,027 | $2,027 | $2,027 | |
| MERRILL LYNCH #3631 | P | 2020-01-01 | 2020-12-31 | $304,265 | $337,922 | -$33,657 | -$33,657 |
| MERRILL LYNCH #3631 | P | 2020-01-01 | 2020-12-31 | $92,061 | $76,992 | $15,069 | $15,069 |
| LIBERTY MEDIA CORP | P | 2020-05-20 | 2020-05-26 | $220 | $220 | $220 | |
| MERRILL LYNCH #3632 | P | 2020-01-01 | 2020-12-31 | $297,637 | $287,268 | $10,369 | $10,369 |
| MERRILL LYNCH #3632 | P | 2020-01-01 | 2020-12-31 | $21,456 | $20,427 | $1,029 | $1,029 |
| MERRILL LYNCH #3634 | P | 2020-01-01 | 2020-12-31 | $661,683 | $706,701 | -$45,018 | -$45,018 |
| MERRILL LYNCH #3634 | P | 2020-01-01 | 2020-12-31 | $304,295 | $289,536 | $14,759 | $14,759 |
| MERRILL LYNCH #3635 | P | 2020-01-01 | 2020-12-31 | $847,205 | $973,223 | -$126,018 | -$126,018 |
| MERRILL LYNCH #3635 | P | 2020-01-01 | 2020-12-31 | $536,293 | $546,662 | -$10,369 | -$10,369 |
| MERRILL LYNCH #3636 | P | 2020-01-01 | 2020-12-31 | $312,437 | $317,915 | -$5,478 | -$5,478 |
| MERRILL LYNCH #3636 | P | 2020-01-01 | 2020-12-31 | $209,520 | $199,663 | $9,857 | $9,857 |
| MERRILL LYNCH #3637 | P | 2020-01-01 | 2020-12-31 | $154,499 | $242,176 | -$87,677 | -$87,677 |
| MERRILL LYNCH #3637 | P | 2020-01-01 | 2020-12-31 | $136,402 | $122,383 | $14,019 | $14,019 |
| MERRILL LYNCH #3910 | P | 2020-01-01 | 2020-12-31 | $111,589 | $112,609 | -$1,020 | -$1,020 |
| MERRILL LYNCH #3910 | P | 2020-01-01 | 2020-12-31 | $792,334 | $723,865 | $68,469 | $68,469 |
| MERRILL LYNCH #6905 | P | 2020-01-01 | 2020-12-31 | $180,000 | $179,756 | $244 | $244 |
| CAPITAL GAINS DIVIDENDS | P | $157,795 | $157,795 | $157,795 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $681,154 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,711 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,711 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,711 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,407 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $52,407 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $31,696 | OverpaymentAmt |
| Applied To ES Tax | $31,696 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BUCHBINDER TUNICK AND CO LLP | IndividualWithBooksNm |
| Phone | 2126955003 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA STE 3200 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MICHELLE KAMEN | |||||||||
| C/O BT CO LLP ONE PENN PLAZA STE | 3200 | NEW YORK | NY | 10119 | PRESIDENT/DIRECTOR | 30.00 | $125,000 | $0 | $0 |
| ANDREW FRIEDMAN | |||||||||
| C/O BT CO LLP ONE PENN PLAZA STE | 3200 | NEW YORK | NY | 10119 | SECRETARY/DIRECTOR | 2.00 | $20,000 | $0 | $0 |
| DAVID SANDS | |||||||||
| C/O BT CO LLP ONE PENN PLAZA STE | 3200 | NEW YORK | NY | 10119 | TREASURER/DIRECTOR | 2.00 | $0 | $0 | $0 |
| JESSICA SANDS | |||||||||
| C/O BT CO LLP ONE PENN PLAZA STE | 3200 | NEW YORK | NY | 10119 | DIRECTOR | 2.00 | $20,000 | $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 | $45,916,135 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,467,555 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,383,690 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,383,690 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $710,755 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,672,935 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,333,647 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,333,647 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,711 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,711 | TotalTaxAmt |
| Distributable Before Adj | $2,312,936 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,312,936 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,312,936 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $749,943 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $749,943 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $749,943 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,312,936 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $350,625 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $749,943 | QualifyingDistributionsAmt |
| Applied To Year1 | $350,625 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $399,318 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,913,618 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS SERVICE COMMITTEE | |||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $25,000 |
| AMERICAN SOCIETY FOR THE PROTECTION OF NATURE IN ISRAEL | |||||||
| 28 ARRANDALE AVENUE | GREAT NECK | NY | 11024 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $50,000 |
| ANIMAL MEDICAL CENTER | |||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $20,000 |
| ASPCA | |||||||
| 424 EAST 92ND ST | NEW YORK | NY | 10128 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $5,000 |
| ASSOCIATION TO BENEFIT CHILDREN | |||||||
| 419 EAST 86TH ST | NEW YORK | NY | 10028 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $25,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 307 WEST BROADWAY | NEW YORK | NY | 10013 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $50,000 |
| CHAMAH | |||||||
| 420 LEXINGTON AVENUE 300 | NEW YORK | NY | 10170 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $25,000 |
| CHILDRENS AID | |||||||
| 117 WEST 124TH STREET 3RD FLOOR | NEW YORK | NY | 10027 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $25,000 |
| EQUAL JUSTICE WORKS | |||||||
| 1730 M STREET NW SUITE 800 | WASHINGTON DC | DC | 20036 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $62,000 |
| FIGHT FOR SIGHT | |||||||
| 381 PARK AVENUE SOUTH SUITE 809 | NEW YORK | NY | 10016 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $45,000 |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $25,000 |
| HORIZONS AT BROOKLYN FRIENDS | |||||||
| 375 PEARL STREET | BROOKLYN | NY | 11201 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $3,500 |
| IACT | |||||||
| 1732 AVIATION BLVD | REDONDO BEACH | CA | 90278 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $25,000 |
| ISRAEL GUIDE DOG CENTER | |||||||
| 968 EASTON ROAD SUITE H | WARRINGTON | PA | 18976 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $10,000 |
| MAKE A WISH | |||||||
| 500 5TH AVENUE SUITE 2900 | NEW YORK | NY | 10110 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $3,000 |
| NEW YORK PRESBYTERIAN | |||||||
| 850 THIRD AVENUE 12TH FLOOR | NEW YORK | NY | 10022 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $25,000 |
| NORTH SHORE ANIMAL LEAGUE | |||||||
| 16 LEWYT STREET | PORT WASHINGTON | NY | 11050 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $25,000 |
| PBS THIRTEEN | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $1,000 |
| PUPPIES BEHIND BARS | |||||||
| 263 W 38TH STREET 4E | NEW YORK | NY | 10018 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $5,000 |
| SMILE TRAIN | |||||||
| 633 THIRD AVENUE 9TH FLOOR | NEW YORK | NY | 10017 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $5,000 |
| THE TRUSTEES OF COLUMBIA | |||||||
| 535 W 116TH ST | NEW YORK | NY | 10027 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $22,000 |
| THE VIOLA PROJECT | |||||||
| 1020 W BRYN MAWR AVE | CHICAGO | IL | 60660 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $6,000 |
| UJA-FEDERATION | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $50,000 |
| UNICEF | |||||||
| 125 MAIDEN LANE 11TH FLOOR | NEW YORK | NY | 10038 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $1,000 |
| YESHIVA UNIVERSITY | |||||||
| 500 W 185TH ST | NEW YORK | NY | 10033 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $558,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,071,882 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $681,154 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,753,036 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,753,036 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| THE ESTATE OF ROBERT WEINTRAUB | |||||||
| 1 | C/O KAMEN 250 EAST 87TH ST | NEW YORK | NY | 10128 | $20,490 | Yes (X) | |
| THE ESTATE OF ROBERT WEINTRAUB | |||||||
| 2 | C/O KAMEN 250 EAST 87TH ST | NEW YORK | NY | 10128 | $7,651,701 | Yes (X) | |
| THE ESTATE OF ROBERT WEINTRAUB | |||||||
| 3 | C/O KAMEN 250 EAST 87TH ST | NEW YORK | NY | 10128 | $5,452,896 | Yes (X) | |
| ROBERT WEINTRAUB | |||||||
| 4 | C/O KAMEN 250 EAST 87TH ST | NEW YORK | NY | 10128 | $1,000,000 | Yes (X) | |
| THE ESTATE OF LEONARD WEINTRAUB | |||||||
| 5 | C/O KAMEN 250 EAST 87TH ST | NEW YORK | NY | 10128 | $418,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | VARIOUS MARKETABLE SECURITIES-LIST ON REQUEST | $8,512,783 | 2020-07-31 |
| 3 | VARIOUS MARKETABLE SECURITIES-LIST ON REQUEST | $6,078,662 | 2020-07-31 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PENALTY ASSESSMENT | IdentifierTxt |
| Form And Line Reference | 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | TAXPAYER PREVIOUSLY TRIED TO EFILE THE 2020 RETURN, BUT WAS PREVENTED FROM SO DOING, BECAUSE THE RETURN REQUIRED SEVERAL ATTACHMENTS. THE TAX SOFTWARE ALLOWED THE RETURN TO BE PAPER FILED AND THE SOFTWARE ALSO INCLUDED MAILING INSTRUCTIONS FOR THE PAPER FILING. WE RELIED UPON THOSE INSTRUCTIONS TO SEND A PAPER RETURN AND IT WAS MAILED BEFORE THE NOVEMBER 15TH, 2021 FILING DATE. WE HAVE NOT RECEIVED CORRESPONDENCE FROM THE IRS REGARDING A REQUEST FOR AN EFILED RETURN, HOWEVER UPON CALLING THE IRS TO CHECK ON OUR OVERPAYMENT WE WERE TOLD THAT A 2020 RETURN WAS NOT ON FILE. WE HAVE UPDATED THE 2020 RETURN WHICH MADE THIS EFILE POSSIBLE. WE ARE RESPECTFULLY REQUESTING ABATEMENT FORM ALL PENALTIES UNDER FIRST TIME ABATEMENT RULES AND RESONABLE CAUSE CONDITIONS OUTLINED IN THE PREVIOUS PARAGRAPH.TAXPAYER IS A PRIVATE FOUNDATION AND MAKES CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS. WE REQUEST AN ABATEMENT OF ANY PENALTIES FOR THIS LATE FILED RETURN DUE TO REASONABLE CAUSE AND NOT WILLFUL NEGLECT. TO PENALIZE THE FOUNDATION WOULD BE CONTRARY TO THEIR CHARITABLE PURPOSES LIMITING THE ABILITY TO FURTHER THEIR OBJECTIVES. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERRILL LYNCH #850-03628 | AT COST | $3,030,792 | $3,144,359 |
| MERRILL LYNCH #850-03629 | AT COST | $1,936,090 | $2,561,102 |
| MERRILL LYNCH #850-03630 | AT COST | $1,909,545 | $2,599,710 |
| MERRILL LYNCH #850-03631 | AT COST | $1,929,180 | $2,672,224 |
| MERRILL LYNCH #850-03632 | AT COST | $1,738,895 | $1,813,148 |
| MERRILL LYNCH #850-03634 | AT COST | $1,819,063 | $2,355,353 |
| MERRILL LYNCH #850-03635 | AT COST | $958,853 | $1,015,425 |
| MERRILL LYNCH #850-03636 | AT COST | $1,902,054 | $2,498,071 |
| MERRILL LYNCH #850-03637 | AT COST | $1,875,670 | $2,178,393 |
| MORGAN STANLEY #730-059020-141 | AT COST | $27,870,361 | $31,402,386 |
| MERRILL LYNCH #850-03910 | AT COST | $979,517 | $1,039,845 |
| MORGAN STANLEY #730-060296-141 | AT COST | $115,483 | $112,145 |
| MERRILL LYNCH #850-02851 | AT COST | $4,983,766 | $6,162,960 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE 2019 IRS EXTENSION PAYMENT | Desc |
| Amt | $275,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $295 | $0 | $295 |
| ACM LAW JOURNAL | $160 | $0 | $160 |
| ACCOUNTING FEE | $10,000 | $5,000 | $5,000 |
| OFFICE EXPENSE | $185 | $0 | $185 |
| INSURANCE EXPENSE | $6,190 | $0 | $6,190 |
| DEPARTMENT OF LAW | $750 | $0 | $750 |
| PAYROLL PROCESSING FEE | $1,452 | $0 | $1,452 |
| DOCUMENT STORAGE | $2,848 | $0 | $2,848 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $49,364 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $247,189 | Amt |
| Net Investment Income | $247,189 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| LEONARD M WEINTRAUB | |||
| 1056 FIFTH AVE APT 11A | NEW YORK | NY | 10028 |
| ROBERT M WEINTRAUB | |||
| 1056 FIFTH AVE APT 11A | NEW YORK | NY | 10028 |
| ESTATE OF ROBERT WEINTRAUB | |||
| C/O MICHELLE KAMEN 250 EAST 87TH ST | NEW YORK | NY | 10128 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $10,854 | $10,854 | $0 |
| PAYROLL TAXES | $9,563 | $0 | $9,563 |