BONNIE ENGLEBARDT LAUTENBERT FAMILY CHARITABLE TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BONNIE ENGLEBARDT LAUTENBERT FAMILY CHARITABLE TRUST (EIN 36-7391092)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-26
- IRS object ID
- 202212079349100761
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-26T10:52:39-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202840805 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDSTEIN LIEBERMAN & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 INTERNATIONAL BLVDSTE 700 | AddressLine1Txt |
| City | MAHWAH | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07495 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367391092 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONNIE ENGLEBARDT LAUTENBERG FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENGL | BusinessNameControlTxt |
| Phone | 2128241100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 521 FIFTH AVE 1804 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10175 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONNIE ENGLEBARDT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128241100 | PhoneNum |
| Signature | 2022-07-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BONNIE | PersonFirstNm |
| Person Last | ENGLEBARDT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENJAMIN MILLS | PreparerPersonNm |
| PTIN | P00366872 | PTIN |
| Phone | 2015125700 | 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 | 2021 | 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 | $8,377,712 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $42,623 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,623 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $656,694 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,060,141 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $656,694 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $699,317 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $699,317 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,828 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $428 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $250 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,278 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,878 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $297,860 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $297,860 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $307,138 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,878 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $297,860 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $392,179 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $693,439 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $47,860 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $69,629 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,629 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $35,605 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $35,105 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $35,605 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $35,605 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $7,337,430 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,272,478 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,272,478 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,420,395 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,377,712 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,377,712 | 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 | $1,010,558 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,010,558 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,409,837 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,367,154 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,420,395 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,377,712 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,420,395 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,377,712 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,420,395 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $392,179 | ExcessRevenueOverExpensesAmt |
| Other Increases | $565,138 | OtherIncreasesAmt |
| Subtotal | $8,377,712 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,377,712 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHWAB | P | 2021-01-01 | 2021-12-31 | $23,457 | $18,413 | $5,044 | $5,044 |
| SCHWAB | P | 2020-01-01 | 2021-12-31 | $551,631 | $385,034 | $166,597 | $166,597 |
| CAPITAL GAINS DIVIDENDS | P | $485,053 | $485,053 | $485,053 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $656,694 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,639 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,639 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,639 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,837 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $17,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,837 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,198 | OverpaymentAmt |
| Applied To ES Tax | $10,198 | 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 | ENTERPRISE ASSET MANAGEMENT | IndividualWithBooksNm |
| Phone | 2128241100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 521 FIFTH AVE SUITE 1804 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10175 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONNIE S ENGLEBARDT LAUTENBERG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 521 FIFTH AVE SUITE 1804 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10175 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $7,804,954 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,745 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $35,315 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,899,014 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,899,014 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $118,485 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,780,529 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $389,026 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $389,026 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,639 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,639 | TotalTaxAmt |
| Distributable Before Adj | $379,387 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $379,387 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $379,387 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $297,860 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $297,860 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $379,387 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $16,294 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $29,098 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $76,931 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $122,323 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $297,860 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $297,860 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $81,527 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $81,527 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $40,796 | 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 | $40,796 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $40,796 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BONNIE S ENGLEBARDT LAUTENBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE OF MEDICINE OF YESHIVA UNIVERSITY | |||||
| 500 WEST 185TH STREETBH725 | NEW YORK | NY | 10033 | DONATION | $1,000 |
| ALZHEIMER'S DRUG DISCOVERY FUND | |||||
| 57 W 57TH | NEW YORK | NY | 10019 | DONATION | $76,000 |
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | |||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | DONATION | $1,000 |
| BIRTHRIGHT ISRAEL | |||||
| 521 FIFTH AVE | NEW YORK | NY | 10175 | DONATION | $5,000 |
| BONE MARROW FOUNDATION | |||||
| 515 MADISON AVE | NEW YORK | NY | 10022 | DONATION | $1,000 |
| BREAST CANCER RESEARCH FOUNDATION | |||||
| 60 EAST 56TH STREET | NEW YORK | NY | 10022 | DONATION | $1,600 |
| BOCA RATON MUSEUM | |||||
| 501 PLAZA REAL | BOCA RATON | NY | 33342 | DONATION | $5,000 |
| BROOKLYN MUSEUM | |||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 11238 | DONATION | $2,500 |
| COLLEGIATE SCHOOL | |||||
| 301 FREEDOM PL | NEW YORK | NY | 10069 | DONATION | $7,500 |
| CROHNS AND COLITIS FOUNDATION | |||||
| 386 PARK AVENUE 17TH FLOOR | NEW YORK | NY | 10016 | DONATION | $25,000 |
| ENCOURAGE KIDS FOUNDATION | |||||
| 1560 BROADWAY | NEW YORK | NY | 10036 | DONATION | $1,000 |
| ENVIRONMENTAK DEGENSE FUND | |||||
| 257 PARK AVE SOUTH | NEW YORK | NY | 10010 | DONATION | $3,000 |
| FTCC FOUNDATION | |||||
| 521 FIFTH AVE | NEW YORK | NY | 10175 | DONATION | $1,000 |
| GUILD HALL | |||||
| 158 MAIN ST | EAST HAMPTON | NY | 11937 | DONATION | $10,900 |
| HENRY STREET SETTLEMENT | |||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | DONATION | $1,008 |
| SAVE THE CHILFREN | |||||
| 521 FIFTH AVE | NEW YORK | NY | 10175 | DONATION | $1,000 |
| INVESTIGATIVE PROJECT ON TERRORISM FDN | |||||
| 521 FIFTH AVE | NEW YORK | NY | 10175 | DONATION | $1,000 |
| ISRAEL TENNIS CENTER | |||||
| 521 FIFTH AVE | NEW YORK | NY | 10175 | DONATION | $2,500 |
| JEWISH FEDERATION OF PALM BEACH | |||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33417 | DONATION | $5,000 |
| METROPOLITAN MUSEUM OF ART | |||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | DONATION | $3,000 |
| MERIDIAN INTL CTR | |||||
| 521 FIFTH AVE | NEW YORK | NY | 10175 | DONATION | $5,000 |
| MORSE LIFE | |||||
| 521 FIFTH AVE | NEW YORK | NY | 10175 | DONATION | $5,000 |
| MUSEUM OF JEWISH HERITAGE | |||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | DONATION | $1,000 |
| NEW YORK HISTORICAL SOCIETY | |||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | DONATION | $11,000 |
| NORTON MUSEUM | |||||
| 1451 SOUTH OLIVE AVE | WEST PALM BEACH | FL | 33401 | DONATION | $12,000 |
| PALM BEACH COUNTRY CLUB FOUNDATION | |||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 33480 | DONATION | $1,000 |
| PARK AVENUE SYNAGOGUE | |||||
| 50 EAST 87TH STREET | NEW YORK | NY | 10128 | DONATION | $66,957 |
| PARRISH ART MUSEUM | |||||
| 25 JOBS LANE | SOUTHAMPTON | NY | 11968 | DONATION | $1,000 |
| PROMISE FUND OF FLA | |||||
| 340 ROYAL POINCIANA WAY | PALM BEACH | FL | 33480 | DONATION | $1,000 |
| RIVERDALE COUNTRY SCHOOL | |||||
| 5250 FIELDSTON ROAD | BRONX | NY | 10471 | DONATION | $7,500 |
| SOLOMON R GUGGENHEIM FOUNDATION | |||||
| 1071 FIFTH AVE | NEW YORK | NY | 10128 | DONATION | $20,000 |
| UJA FEDERATION OF PALM BEACH | |||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33401 | DONATION | $3,330 |
| VARIOUS DONATIONS | |||||
| 521 FIFTH AVE | NEW YORK | NY | 10175 | DONATION | $4,065 |
| TOWN OF PALM BEACH | |||||
| 360 SOUTH COUNTY ROAD | PALM BEACH | FL | 33480 | DONATION | $1,500 |
| WINWORD SCHOOL | |||||
| 212 E 93RD | NEW YORK | NY | 10128 | DONATION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $297,860 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,623 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $656,694 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $699,317 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $699,317 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,200 | Amt |
| Net Investment Income | $5,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB - INVESTMENTS | StockNm |
| EOY Book Value | $8,272,478 | EOYBookValueAmt |
| EOYFMV | $8,272,478 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILLING FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN(LOSS) | Desc |
| Amt | $565,138 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $428 | $428 | $0 |
| EXCISE TAX | $3,400 | $0 | $0 |