SHIKIAR FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SHIKIAR FAMILY FOUNDATION (EIN 13-7052572)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-06-22
- IRS object ID
- 202211739349101051
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-22T10:52:14-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232628118 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRUCKER & SCACCETTI PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 MARKET STREET SUITE 3300 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137052572 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIKIAR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIK | BusinessNameControlTxt |
| Phone | 2128886565 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 85TH STREET 24B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART A SHIKIAR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128886565 | PhoneNum |
| Signature | 2022-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STUART | PersonFirstNm |
| Person Last | SHIKIAR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES G MCGRORY CPA | PreparerPersonNm |
| PTIN | P00179347 | PTIN |
| Phone | 2156653960 | 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 |
| 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 | $4,595,568 | 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 | $424,051 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $53,363 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,363 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $510,090 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,307,572 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $510,090 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $980 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $988,484 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $563,453 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,671 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,671 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $530 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $81,651 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,901 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $170,380 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $170,380 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $252,031 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,901 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $182,880 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $736,453 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $495,552 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $930,721 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,510,900 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,510,900 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,620,907 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,512,241 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,084,668 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $114,337 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,665,965 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,023,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,595,568 | 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 | $2,665,965 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,023,141 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,665,965 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,023,141 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,665,965 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,023,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,665,965 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $736,453 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,402,418 | SubtotalAmt |
| Other Decreases | $379,277 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,023,141 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (68 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,000 SHS DESKTOP METAL INC | P | 2020-11-25 | 2020-12-16 | $17,049 | $11,500 | $5,549 | $5,549 |
| 1,500 SHS DESKTOP METAL INC | P | 2020-12-10 | 2020-12-16 | $25,574 | $18,359 | $7,215 | $7,215 |
| 3,000 SHS DESKTOP METAL INC | P | 2020-11-27 | 2020-12-16 | $51,148 | $58,369 | -$7,221 | -$7,221 |
| 2,500 SHS DESKTOP METAL INC | P | 2020-08-26 | 2020-12-17 | $41,715 | $28,374 | $13,341 | $13,341 |
| 300 SHS PELOTON INTERACTIVE | P | 2020-10-08 | 2020-12-02 | $34,469 | $34,724 | -$255 | -$255 |
| 100 SHS PELOTON INTERACTIVE | P | 2020-10-09 | 2020-12-02 | $11,490 | $11,829 | -$339 | -$339 |
| 1,500 SHS TRINE ACQ | P | 2020-09-02 | 2020-12-09 | $36,729 | $18,709 | $18,020 | $18,020 |
| 1,000 SHS TRINE ACQ | P | 2020-12-03 | 2020-12-09 | $24,486 | $14,197 | $10,289 | $10,289 |
| 1,000 SHS PENNEY JC CORP INC | P | 2018-03-06 | 2020-12-09 | $999 | -$999 | -$999 | |
| 100,000 SHS PENNEY JC CORP INC | P | 2019-05-22 | 2020-12-09 | $1 | $89,125 | -$89,124 | -$89,124 |
| 25,000 SHS PENNEY JC CORP INC | P | 2019-09-11 | 2020-12-09 | $24,213 | -$24,213 | -$24,213 | |
| 2,050 SHS GREEN BRICK PARTNERS INC COM | P | 2020-08-26 | 2021-02-11 | $43,727 | $30,944 | $12,783 | $12,783 |
| 1,700 SHS GREEN BRICK PARTNERS INC COM | P | 2020-08-26 | 2021-02-24 | $34,173 | $25,661 | $8,512 | $8,512 |
| 3,600 SHS PLURISTEM THERAPEUTICS INC COM NEW | P | 2021-02-08 | 2021-03-12 | $19,392 | $28,100 | -$8,708 | -$8,708 |
| 200 SHS COHN ROBBINS HOLDINGS CORPORATION | P | 2021-01-14 | 2021-03-23 | $1,988 | $2,186 | -$198 | -$198 |
| 4,200 SHS COHN ROBBINS HOLDINGS CORPORATION | P | 2020-12-23 | 2021-03-23 | $41,750 | $43,292 | -$1,542 | -$1,542 |
| 4,200 SHS AJAX I ORS | P | 2020-12-22 | 2021-03-23 | $42,452 | $49,955 | -$7,503 | -$7,503 |
| 2,200 SHS COHN ROBBINS HOLDINGS CORPORATION | P | 2021-01-14 | 2021-03-24 | $21,425 | $24,044 | -$2,619 | -$2,619 |
| 2,300 SHS DESKTOP METAL INC | P | 2020-08-26 | 2021-04-15 | $28,764 | $26,104 | $2,660 | $2,660 |
| 700 SHS DESKTOP METAL INC | P | 2020-11-16 | 2021-04-19 | $8,275 | $7,379 | $896 | $896 |
| 300 SHS DESKTOP METAL INC | P | 2020-09-02 | 2021-04-19 | $3,547 | $3,742 | -$195 | -$195 |
| 1,700 SHS DESKTOP METAL INC | P | 2020-08-26 | 2021-04-19 | $20,097 | $19,294 | $803 | $803 |
| 1,500 SHS DESKTOP METAL INC | P | 2020-11-25 | 2021-04-20 | $16,582 | $17,251 | -$669 | -$669 |
| 1,000 SHS DESKTOP METAL INC | P | 2020-11-16 | 2021-04-20 | $11,055 | $10,541 | $514 | $514 |
| 1,800 SHS PLURISTEM THERAPEUTICS INC COM NEW | P | 2021-02-10 | 2021-04-30 | $7,410 | $19,053 | -$11,643 | -$11,643 |
| 2,500 SHS GREEN BRICK PARTNERS INC COM | P | 2020-08-28 | 2021-04-30 | $64,742 | $38,308 | $26,434 | $26,434 |
| 2,687 SHS BOWX ACQUISITION CORP | P | 2021-02-19 | 2021-04-30 | $8,638 | $5,441 | $3,197 | $3,197 |
| 1,750 SHS GREEN BRICK PARTNERS INC COM | P | 2021-05-05 | 2021-05-07 | $45,267 | $42,453 | $2,814 | $2,814 |
| 381 SHS GMAC CAP TR I GTD | P | 2016-04-28 | 2021-05-24 | $9,525 | $9,514 | $11 | $11 |
| 1,500 SHS GMAC CAP TR I GTD | P | 2015-12-23 | 2021-05-24 | $37,500 | $38,118 | -$618 | -$618 |
| 1,000 SHS COHN ROBBINS HOLDINGS CORPORATION | P | 2021-02-03 | 2021-05-25 | $9,756 | $11,031 | -$1,275 | -$1,275 |
| 1,400 SHS COHN ROBBINS HOLDINGS CORPORATION | P | 2021-01-19 | 2021-05-25 | $13,659 | $14,955 | -$1,296 | -$1,296 |
| 600 SHS COHN ROBBINS HOLDINGS CORPORATION | P | 2021-01-14 | 2021-05-25 | $5,854 | $6,557 | -$703 | -$703 |
| 2,700 SHS ROCKET COS INC | P | 2021-03-10 | 2021-07-01 | $51,363 | $69,517 | -$18,154 | -$18,154 |
| 753 SHS GMAC CAP TR I GTD | P | 2019-11-08 | 2021-07-02 | $18,825 | $19,917 | -$1,092 | -$1,092 |
| 619 SHS GMAC CAP TR I GTD | P | 2016-04-28 | 2021-07-02 | $15,475 | $15,457 | $18 | $18 |
| 2,300 SHS ROCKET COS INC | P | 2021-05-25 | 2021-07-15 | $39,878 | $38,937 | $941 | $941 |
| 3,750 SHS DIDI GLOBAL INC | P | 2021-06-30 | 2021-07-23 | $30,592 | $54,461 | -$23,869 | -$23,869 |
| 2,500 SHS WHEELS UP EXPERIENCE INC | P | 2021-07-01 | 2021-07-27 | $19,010 | $25,056 | -$6,046 | -$6,046 |
| 5,000 SHS WHEELS UP EXPERIENCE INC | P | 2021-06-23 | 2021-07-27 | $38,020 | $50,024 | -$12,004 | -$12,004 |
| 2,000 SHS GREEN BRICK PARTNERS INC COM | P | 2021-05-05 | 2021-07-27 | $46,489 | $48,518 | -$2,029 | -$2,029 |
| 375 SHS GRAYSCALE BITCOIN TR BTC | P | 2021-02-17 | 2021-07-27 | $12,238 | $20,246 | -$8,008 | -$8,008 |
| 625 SHS GRAYSCALE BITCOIN TR BTC | P | 2021-01-08 | 2021-07-27 | $20,396 | $29,501 | -$9,105 | -$9,105 |
| 5,000 SHS COTY INC | P | 2021-02-11 | 2021-07-27 | $43,170 | $33,127 | $10,043 | $10,043 |
| 1,500 SHS VERTIV HLDGS LLC | P | 2020-02-04 | 2021-08-19 | $40,079 | $18,960 | $21,119 | $21,119 |
| 1,000 SHS GRAYSCALE BITCOIN TR BTC | P | 2021-01-07 | 2021-08-19 | $36,557 | $45,545 | -$8,988 | -$8,988 |
| 1,000 SHS AT&T INC | P | 2020-09-15 | 2021-08-31 | $27,352 | $29,190 | -$1,838 | -$1,838 |
| 935 SHS AT&T INC | P | 2020-07-01 | 2021-08-31 | $25,574 | $28,088 | -$2,514 | -$2,514 |
| 500 SHS AT&T INC | P | 2019-02-20 | 2021-08-31 | $13,676 | $15,420 | -$1,744 | -$1,744 |
| 1,000 SHS AT&T INC | P | 2019-02-19 | 2021-08-31 | $27,352 | $30,577 | -$3,225 | -$3,225 |
| 65 SHS AT&T INC | P | 2019-01-31 | 2021-08-31 | $1,778 | $1,927 | -$149 | -$149 |
| 247 SHS GMAC CAP TR I GTD | P | 2019-11-08 | 2021-10-15 | $6,175 | $6,533 | -$358 | -$358 |
| 1,000 SHS GALAXY DIGITAL HLDGS | P | 2021-10-15 | 2021-10-26 | $25,345 | $17,365 | $7,980 | $7,980 |
| 1,500 SHS GALAXY DIGITAL HLDGS | P | 2021-10-15 | 2021-10-28 | $40,210 | $26,048 | $14,162 | $14,162 |
| 1,500 SHS GALAXY DIGITAL HLDGS | P | 2021-10-15 | 2021-11-04 | $45,023 | $26,048 | $18,975 | $18,975 |
| 1,200 SHS MALIBU BOATS INC | P | 2021-07-14 | 2021-11-05 | $93,678 | $90,778 | $2,900 | $2,900 |
| 1,000 SHS INDUSTRIAL LOGISTICS | P | 2019-06-17 | 2021-11-08 | $26,140 | $19,669 | $6,471 | $6,471 |
| 1,500 SHS INDUSTRIAL LOGISTICS | P | 2019-06-17 | 2021-11-10 | $38,638 | $29,503 | $9,135 | $9,135 |
| 1,000 SHS INDUSTRIAL LOGISTICS | P | 2019-10-23 | 2021-11-22 | $22,932 | $22,101 | $831 | $831 |
| 500 SHS FORTRESS BIOTECH INC | P | 2020-01-16 | 2021-11-22 | $12,863 | $9,444 | $3,419 | $3,419 |
| 2,600 SHS BANK OF AMERICA CORPORATION | P | 2012-01-05 | 2021-11-22 | $121,070 | $16,130 | $104,940 | $104,940 |
| 400 SHS BANK OF AMERICA CORPORATION | P | 2011-12-30 | 2021-11-22 | $18,626 | $2,221 | $16,405 | $16,405 |
| 2,000 SHS APPLE INC | P | 2011-10-05 | 2021-11-22 | $330,026 | $26,423 | $303,603 | $303,603 |
| 10 SHS AMAZON COM INC | P | 2020-04-14 | 2021-11-22 | $35,998 | $22,713 | $13,285 | $13,285 |
| 6 SHS AMAZON COM INC | P | 2020-03-25 | 2021-11-22 | $21,599 | $11,505 | $10,094 | $10,094 |
| 43 SHS AMAZON COM INC | P | 2020-03-13 | 2021-11-22 | $154,790 | $74,355 | $80,435 | $80,435 |
| 14 SHS AMAZON COM INC | P | 2020-02-04 | 2021-11-22 | $50,397 | $28,578 | $21,819 | $21,819 |
| 5 SHS AMAZON COM INC | P | 2019-12-26 | 2021-11-22 | $17,999 | $9,279 | $8,720 | $8,720 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $510,090 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,888 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,888 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,888 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,195 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,195 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,307 | OverpaymentAmt |
| Applied To ES Tax | $7,307 | 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 | Yes (1) | 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 |
| Individual With Books | STUART A SHIKIAR | IndividualWithBooksNm |
| Phone | 2128886565 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 85TH ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | 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 | Yes (1) | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| STUART A SHIKIAR | ||||||||
| 30 EAST 85TH ST 24B | NEW YORK | NY | 10028 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| SAMUEL M SHIKIAR | ||||||||
| 30 EAST 85TH ST 24B | NEW YORK | NY | 10028 | TRUSTEE | 5.00 | $24,000 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $3,204,231 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $878,833 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,083,064 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,083,064 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,246 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,021,818 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $201,091 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $201,091 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,888 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,888 | TotalTaxAmt |
| Distributable Before Adj | $194,203 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $12,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $206,703 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $206,703 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $182,880 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $182,880 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $182,880 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $206,703 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $50,775 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,847 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $61,622 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $182,880 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $182,880 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $23,823 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $23,823 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $37,799 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $37,799 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $26,952 | ExcessFromYear2Amt |
| Excess From Year1 | $10,847 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STUART A SHIKIAR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STUART A SHIKIAR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 85TH ST APT 24B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128886565 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT THE ABOVE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT THE ABOVE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT THE ABOVE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| BARUCH COLLEGE FUND | |||||||
| ONE BERNARD BARUCH WAY | NEW YORK | NY | 10010 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| BRIDGEHAMPTON CHAMBER MUSIC ASSOCIATES INC | |||||||
| 135 E 57TH ST | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 |
| BRIDGEHAMPTON LIBRARY | |||||||
| 2478 MAIN STREET | BRIDGEHAMPTON | NY | 11932 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| CMT4B3 RESEARCH FOUNDATION | |||||||
| 77 GARDEN RD | SCARSDALE | NY | 10583 | NONE | PC | GENERAL OPERATING SUPPORT | $720 |
| DALTON SCHOOL | |||||||
| 108 EAST 89TH STREET | NEW YORK | NY | 10128 | NONE | PC | GENERAL OPERATING SUPPORT | $14,212 |
| FLAT ROCK BROOK NATURE CENTER | |||||||
| 443 VAN NOSTRAND AVE | ENGLEWOOD | NJ | 07631 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 |
| GLOBAL CAMPS AFRICA | |||||||
| 700 12TH ST SUITE 88 | LYNCHBURG | VA | 24504 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| HEART OF THE HAMPTONS FOOD PANTRY | |||||||
| 168 HILL ST | SOUTHAMPTON | NY | 11968 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| LEHIGH UNIVERSITY | |||||||
| 27 MEMORIAL DR W | BETHELEHM | PA | 18015 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MERLYN EDUCATION AND CLIMATE PROTECTION PROJECT | |||||||
| 1 SOUTH ANGELL STREET UNIT 301 | PROVIDENCE | RI | 02906 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| MOUNT SINAI HEALTH SYSTEM | |||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | NONE | PC | GENERAL OPERATING SUPPORT | $9,200 |
| MUSEUM OF JEWISH HERITAGE | |||||||
| 36 BATTERY PL | NEW YORK | NY | 10280 | NONE | PC | GENERAL OPERATING SUPPORT | $1,800 |
| NEW YORK ACADEMY OF ART | |||||||
| 11 FRANKLIN STREET | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING SUPPORT | $6,500 |
| PEOPLES SECURITY CHARITABLE FOUNDATION | |||||||
| 150 NORTH WASHINGTON AVE | SCRANTON | PA | 18503 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| PURE EARTH FOUNDATION | |||||||
| 475 RIVERSIDE DRIVE SUITE 860 | NEW YORK | NY | 10115 | NONE | PC | GENERAL OPERATING SUPPORT | $2,850 |
| REIMAGINE INC | |||||||
| 41 ACCORD PARK DRIVE | NORWELL | MA | 02061 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SMACK MELLON MUSEUM | |||||||
| 92 PLYMOUTH ST | BROOKLYN | NY | 11201 | NONE | PC | GENERAL OPERATING SUPPORT | $9,600 |
| SOLOMON R GUGGENHEIM FOUNDATION | |||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| STEPHEN WISE FREE SYNAGOGUE | |||||||
| 30 68TH STREET | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING SUPPORT | $48,248 |
| TEMPLY BETH AM | |||||||
| 5950 SW 88TH STREET | PINECREST | FL | 33156 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| THE ACTORS FUND | |||||||
| 729 7TH AVE 10TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| THE PERLMAN MUSIC PROGRAM INC | |||||||
| 19 WEST 69TH STREET | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| VALLEY YOUTH HOUSE | |||||||
| 3400 HIGH POINT BLVD | BETHLEHEM | PA | 18017 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | NONE | PC | GENERAL OPERATING SUPPORT | $12,500 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | PC | GENERAL OPERATING SUPPORT | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $170,380 | 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) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,363 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $510,090 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| UNREALIZED GAIN/LOSS | 18 | -$11,520 |
| RECOVERIES OF AMOUNTS TREATED AS QUALIFYING DISTRIBUTIONS | 01 | $12,500 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $564,433 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $564,433 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | STUART A SHIKIAR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 85TH STREET 24B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $424,051 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,000 SHARES OF APPLE INC | $300,770 | 2021-08-17 |
| 1 | 3,000 SHARES OF BANK OF AMERICA INC | $123,281 | 2021-08-17 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION | CategoryTxt |
| Amt | $16,200 | Amt |
| Net Investment Income | $16,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC | $97,776 | $213,678 |
| AMAZON INC | $150,727 | $701,414 |
| APPLE | $167,321 | $826,500 |
| COMPASS DIVERSIFIED | $119,683 | $122,490 |
| COTY INC | $85,166 | $194,600 |
| DIGITALBRIDGE GROUP INC | $30,043 | $29,850 |
| EASTERLY GOVT PPTYS INC COM | $115,998 | $125,820 |
| FORTRESS BIOTECH | $90,872 | $127,787 |
| GALAXY DIGITAL | $63,030 | $83,939 |
| GOLDMAN SACHS BDC INC | $95,722 | $94,150 |
| GOLUB CAP BDC INC | $195,218 | $189,625 |
| INDUSTRIAL LOGISTICS PPTYS TR COM | $50,615 | $55,400 |
| LEXINGTON REALTY TR COM | $70,460 | $112,875 |
| TEXTAINER GROUP HOLDINGS | $99,752 | $103,800 |
| VERTIV HOLDINGS LLC | $50,892 | $89,740 |
| WHEELS UP EXPERIENCE INC | $28,966 | $13,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV OF CONTRIBUTED SECURITIES IN EXCESS OF DONOR'S BASIS | Desc |
| Amt | $379,277 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NEW YORK ANNUAL REGISTRATION | $500 | $0 | $500 |
| BANK FEES | $30 | $30 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| UNREALIZED GAIN/LOSS | -$11,520 | -$11,520 |
| RECOVERIES OF AMOUNTS TREATED AS QUALIFYING DISTRIBUTIONS | $12,500 | $12,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $39,671 | Amt |
| Net Investment Income | $39,671 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS CORP TAX | $250 | $0 | $0 |
| EXCISE TAX | $1,000 | $0 | $0 |