THE KALTMAN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE KALTMAN FAMILY FOUNDATION (EIN 11-2773179)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-02-11
- IRS object ID
- 202220429349101207
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2022-02-11T18:36:44-06:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100362602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112773179 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KALTMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KALT | BusinessNameControlTxt |
| Phone | 5163337788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 COACHMANS CT | AddressLine1Txt |
| City | OLD WESTBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115681324 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC KALTMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5163337788 | PhoneNum |
| Signature | 2022-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIC | PersonFirstNm |
| Person Last | KALTMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 6179129000 | 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 | $620,411 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,390 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,390 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,975 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $220,437 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,975 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,603 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,603 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $42,971 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,971 | 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 | $3,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $323 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,473 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,050 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $106,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $106,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,023 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $108,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$68,052 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,871 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,783 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,532 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,532 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $325,085 | CorporateStockBOYAmt |
| Corporate Stock EOY | $212,585 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $226,875 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $245,275 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $297,322 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $371,004 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $601,143 | TotalAssetsBOYAmt |
| Total Assets EOY | $532,439 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $620,411 | 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 | $601,143 | RetainedEarningBOYAmt |
| Retained Earning EOY | $532,439 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $601,143 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $532,439 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $601,143 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $532,439 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $601,143 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$68,052 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $533,091 | SubtotalAmt |
| Other Decreases | $652 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $532,439 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $99,724 | $99,962 | -$238 | -$238 |
| PUBLICLY TRADED SECURITIES | P | $120,713 | $112,500 | $8,213 | $8,213 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,975 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $568 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $568 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $568 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $575 | TaxDueAmt |
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 | ERIC KALTMAN | IndividualWithBooksNm |
| Phone | 5163337788 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 COACHMANS CT | AddressLine1Txt |
| City | OLD WESTBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115681324 | 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ERIC KALTMAN | ||||||||
| 8 COACHMANS COURT | OLD WESTBURY | NY | 11568 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARNEE KALTMAN | ||||||||
| 8 COACHMANS COURT | OLD WESTBURY | NY | 11568 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICHARD KALTMAN | ||||||||
| 8 COACHMANS COURT | OLD WESTBURY | NY | 11568 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JODI KOELSCH | ||||||||
| 8 COACHMANS COURT | OLD WESTBURY | NY | 11568 | TRUSTEE | 1.00 | $0 | $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 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $637,114 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,323 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $658,437 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $658,437 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,877 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $648,560 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,428 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,428 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $568 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $568 | TotalTaxAmt |
| Distributable Before Adj | $31,860 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,860 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,860 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $108,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $108,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $108,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,860 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,454 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $55,797 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $34,400 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $57,762 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $61,859 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $215,272 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $108,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,860 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $76,740 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $292,012 | 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 | $5,454 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $286,558 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $55,797 | ExcessFromYear4Amt |
| Excess From Year3 | $34,400 | ExcessFromYear3Amt |
| Excess From Year2 | $57,762 | ExcessFromYear2Amt |
| Excess From Year1 | $61,859 | ExcessFromYear1Amt |
| Excess From Current Year | $76,740 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ERIC KALTMAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ERIC KALTMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 COACHMANS CT | AddressLine1Txt |
| City | OLD WESTBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11568 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5163337788 | RecipientPhoneNum |
| Form And Info And Materials | LETTER REQUEST SETTING FORTH PURPOSE IN DETAIL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | QUALIFIED EXEMPT CHARITABLE ORGANIZATIONS INCLUDING THE SCIENCE OF HORTICULTURE, THE PROMOTION OF MEDICAL RESEARCH AMD THE APPRECIATION OF CLASSICAL MUSIC... | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMERS FOUNDATION OF AMERICA INC | ||||||||
| 322 EIGHTH AVENUE 16TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | EXEMPT PURPOSE | $500 | |
| AMERICAN CANCER SOCIETY INC | ||||||||
| 3380 CHASTAIN MEADOWS PKY NW | KENNESAW | GA | 30144 | NONE | PC | EXEMPT PURPOSE | $5,000 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||
| 200 CENTRAL PARK WEST | NEW YORK | NY | 10004 | NONE | PC | EXEMPT PURPOSE | $240 | |
| BIOMECHANICS FOUNDATION ASSOCIATION | ||||||||
| C/O HOSPITAL FOR SPECIAL SURGERY | NEW YORK | NY | 11021 | NONE | PC | EXEMPT PURPOSE | $10,000 | 535 EAST 70TH STREET |
| CARNEGIE HALL CORP | ||||||||
| 881 7TH AVENUE | NEW YORK | NY | 10019 | NONE | PC | EXEMPT PURPOSE | $3,000 | |
| CITYMEALS ON WHEELS | ||||||||
| 355 LEXINGTON AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | NONE | PC | EXEMPT PURPOSE | $1,000 | |
| CLARK BOTANIC GARDENS | ||||||||
| 193 I U WILLETS ROAD | ALBERTSON | NY | 11507 | NONE | PC | EXEMPT PURPOSE | $250 | |
| COMMONPOINT QUEENS | ||||||||
| 67-09 108TH STREET | FOREST HILLS | NY | 11375 | NONE | PC | EXEMPT PURPOSE | $500 | |
| DOROT INC | ||||||||
| 171 W 85TH STREET | NEW YORK | NY | 10024 | NONE | PC | EXEMPT PURPOSE | $3,000 | |
| FEEDING AMERICA | ||||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | NONE | PC | EXEMPT PURPOSE | $1,000 | |
| ISLAND HARVEST | ||||||||
| 126 SPAGNOLI ROAD | MELVILLE | NY | 11747 | NONE | PC | EXEMPT PURPOSE | $3,000 | |
| JAZZ AT LINCOLN CENTER INC | ||||||||
| 3 COLUMBUS CIRCLE 12TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | EXEMPT PURPOSE | $2,500 | |
| JEWISH CENTER OF KEW GARDENS HILLS INC | ||||||||
| 71-25 MAIN STREET | FLUSHING | NY | 11367 | NONE | PC | EXEMPT PURPOSE | $400 | |
| LINCOLN CENTER FOR THE PERFORMING ARTS INC | ||||||||
| 70 LINCOLN CENTER PLAZA NEW YORK | NEW YORK | NY | 10023 | NONE | PC | EXEMPT PURPOSE | $3,000 | |
| LONG ISLAND CARES INC | ||||||||
| 10 DAVIDS DRIVE | HAUPPAUGE | NY | 11788 | NONE | PC | EXEMPT PURPOSE | $6,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | EXEMPT PURPOSE | $6,000 | |
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | NONE | PC | EXEMPT PURPOSE | $600 | |
| MUSEUM OF MODERN ART | ||||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | NONE | PC | EXEMPT PURPOSE | $1,500 | |
| NASSAU COUNTY MUSEUM OF ART | ||||||||
| 1 MUSEUM DRIVE | ROSLYN HARBOR | NY | 11576 | NONE | PC | EXEMPT PURPOSE | $150 | |
| NORTH BROOKLYN ANGELS | ||||||||
| 127 KENT ST | BROOKLYN | NY | 11222 | NONE | PC | EXEMPT PURPOSE | $2,000 | |
| NORTHWELL HEALTH FOUNDATION | ||||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | NONE | PC | EXEMPT PURPOSE | $26,500 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | NONE | PC | EXEMPT PURPOSE | $5,000 | |
| OLD WESTBURY GARDENS | ||||||||
| PO BOX 430 60 POST ROAD | OLD WESTBURY | NY | 11568 | NONE | PC | EXEMPT PURPOSE | $300 | |
| OLD WESTBURY HEBREW CONGREGATION INC | ||||||||
| 21 OLD WESTBURY RD | OLD WESTBURY | NY | 11568 | NONE | PC | EXEMPT PURPOSE | $1,000 | |
| SHELTER ISLAND AMBULANCE FOUNDATION | ||||||||
| PO BOX 547 | SHELTER ISLAND | NY | 11964 | NONE | PC | EXEMPT PURPOSE | $500 | |
| SOLOMON R GUGGENHEIM FOUNDATION | ||||||||
| 1071 5TH AVENUE | NEW YORK | NY | 10128 | NONE | PC | EXEMPT PURPOSE | $600 | |
| SONGS OF LOVE FOUNDATION | ||||||||
| PO BOX 750809 | FOREST HILLS | NY | 11375 | NONE | PC | EXEMPT PURPOSE | $500 | |
| ST FRANCIS HOSPITAL FOUNDATION | ||||||||
| 100 PORT WASHINGTON BLD | ROSLYN | NY | 11376 | NONE | PC | EXEMPT PURPOSE | $10,000 | |
| TEMPLE ISRAEL OF HOLLYWOOD | ||||||||
| 7300 HOLLYWOOD BLVD | LOS ANGELES | CA | 90046 | NONE | PC | EXEMPT PURPOSE | $500 | |
| TEMPLE SINAI OF ROSLYN ENDOWMENT FUND | ||||||||
| 425 ROSLYN ROAD | ROSLYN HEIGHTS | NY | 11577 | NONE | PC | EXEMPT PURPOSE | $5,220 | |
| THE HOLOCAUST MEMORIAL AND TOLERANCE CENTER OF NASSAU COUNTY INC | ||||||||
| WELWYN PRESERVE 100 CRESCENT BEACH | GLEN COVE | NY | 11542 | NONE | PC | EXEMPT PURPOSE | $500 | ROAD |
| UJA-FEDERATION OF NEW YORK | ||||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | EXEMPT PURPOSE | $5,000 | |
| WESTBURY FIRE DEPARTMENT | ||||||||
| 355 MAPLE AVENUE | WESTBURY | NY | 11590 | NONE | PC | EXEMPT PURPOSE | $200 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | NONE | PC | EXEMPT PURPOSE | $390 | |
| WNET | ||||||||
| 825 8TH AVENUE FLOOR 14 | NEW YORK | NY | 10019 | NONE | PC | EXEMPT PURPOSE | $700 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $106,550 | 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 |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,390 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,975 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 01 | $2,803 |
| THRU ENERGY TRANSFER OPERATING LP | 01 | $3,800 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,971 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,971 | 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 | RSM US LLP | CategoryTxt |
| Amt | $3,900 | Amt |
| Net Investment Income | $1,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,950 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA CORP | $50,000 | $54,000 |
| BRUNSWICK CORP | $37,500 | $41,595 |
| ENERGY TRANSFER OPERATING LP | $50,000 | $50,720 |
| NORTEL NETWORKS CORP. | $85 | $0 |
| THE ALLSTATE CORP | $25,000 | $26,760 |
| VORNADO RLTY TRUS | $50,000 | $53,800 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK SCIENCE AND | AT COST | $48,371 | $96,450 |
| BLACKROCK HEALTH | AT COST | $49,250 | $67,450 |
| BLACKROCK CAP ALLOCATION | AT COST | $52,389 | $52,764 |
| COHEN AND STEERS TAX-ADVANTAGED | AT COST | $50,000 | $50,040 |
| PIMCO DYNAMIC INCOME | AT COST | $50,000 | $52,450 |
| PRINCIPAL SPECTRUM PREF | AT COST | $47,312 | $51,850 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT ON SECURITIES COST BASIS | Desc |
| Amt | $652 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS DEPT. OF LAW | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $2,803 | $2,803 | $2,803 |
| THRU ENERGY TRANSFER OPERATING LP | $3,800 | $3,800 | $3,800 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK FEES | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $323 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |