SY SYMS FOUNDATION A NEW JERSEY NON PROFIT CORP: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SY SYMS FOUNDATION A NEW JERSEY NON PROFIT CORP (EIN 22-2617727)
- Tax period
- 2020-05-01 to 2021-04-30
- Filed
- 2022-03-11
- IRS object ID
- 202220709349100307
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-11T10:22:37-06:00 | ReturnTs |
| Tax Period End | 2021-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814816761 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAIA & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 172 WASHINGTON VALLEY RD STE 5 | AddressLine1Txt |
| City | WARREN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07059 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222617727 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SY SYMS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SYSY | BusinessNameControlTxt |
| Phone | 2018494417 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BRIDGE PLAZA NORTH No 275 | AddressLine1Txt |
| City | FORT LEE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCY SYMS | PersonNm |
| Person Title | TRUSTEE & PRESIDENT | PersonTitleTxt |
| Phone | 2018494417 | PhoneNum |
| Signature | 2022-03-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARCY | PersonFirstNm |
| Person Last | SYMS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James Raia | PreparerPersonNm |
| PTIN | P01227149 | PTIN |
| Phone | 9083605400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $41,516,716 | 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 | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $996,045 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $996,045 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,590,511 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,170,294 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,590,511 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,586,572 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,586,572 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $48,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $32,495 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,005 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $215,468 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $215,468 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $56,253 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,790 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $4,201 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,101 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,100 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,706 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $881 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $825 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $341,128 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $273,235 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,430 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,194,820 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,194,820 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,535,948 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $273,235 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,221,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$949,376 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,313,337 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,806,812 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,813,551 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,813,551 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,266,318 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,772,061 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,784,224 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,415,295 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,464,664 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,571,915 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $16,421,739 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,134,095 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,733,638 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $540,343 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $410,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $463,819 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $242,809 | OtherAssetsBOYAmt |
| Other Assets EOY | $149,569 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $149,569 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $34,693,316 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,743,940 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,516,716 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,100 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,100 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,100 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,100 | 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 | $34,691,216 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,741,840 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,691,216 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,741,840 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,693,316 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,743,940 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,691,216 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$949,376 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,741,840 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,741,840 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (101 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 528 SHS TECHNIPFMC PLC | P | 2014-06-13 | 2020-07-14 | $794 | $873 | -$79 | -$79 |
| 1939.540 SHS AB EQUITY INCOME FUND CLASS ADVISORS | P | 2014-07-15 | 2020-07-14 | $49,206 | $55,025 | -$5,819 | -$5,819 |
| 7850.417 SHS VIRTUS VONTOBEL EMERGING MARKETS OPPTY FUND CLASS 1 | P | 2014-04-17 | 2020-10-07 | $92,007 | $78,033 | $13,974 | $13,974 |
| 682.006 SHS VIRTUS VONTOBEL EMERGING MARKETS OPPTY FUND CLASS 1 | P | 2014-05-14 | 2020-10-07 | $7,993 | $6,916 | $1,077 | $1,077 |
| 1000 BMO HARRIS BK BN IL US RT 1.65% MAT 11/30/20 FIXED RATE CD | P | 2020-10-07 | 2020-11-30 | $1,000 | $1,002 | -$2 | -$2 |
| 1000 STERLING NALT BK NY US RT .15% MAT 11/30/20 FIXED RATE CD | P | 2020-10-07 | 2020-11-30 | $1,000 | $1,000 | $0 | $0 |
| 1000 FIRST FED S&L ASSN WA US 1.15% MAT 12/31/20 FIXED RATE CD | P | 2020-10-07 | 2020-12-31 | $1,000 | $1,002 | -$2 | -$2 |
| 1000 SOUTHEAST BK TN US RT 1.7% MAT 12/23/20 FIXED RATE CD | P | 2020-10-07 | 2020-12-23 | $1,000 | $1,003 | -$3 | -$3 |
| 1000 BANK OF NEW YORK MELL NY US RT .05% MAT 1/4/21 FIXED RATE CD | P | 2020-10-07 | 2021-01-04 | $1,000 | $1,000 | $0 | $0 |
| 1000 CITIBANK NA SD US RT 2.6% MAT 2/16/21 FIXED RATE CD | P | 2020-10-07 | 2021-02-16 | $1,000 | $1,000 | $0 | $0 |
| 1585.310 SHS AB EQUITY INCOME FUND CLASS ADVISOR | P | 2014-07-15 | 2021-03-17 | $49,176 | $44,975 | $4,201 | $4,201 |
| 348.926 SHS AB EQUITY INCOME FUND CLASS ADVISOR | P | 2014-08-14 | 2021-03-17 | $10,824 | $9,830 | $994 | $994 |
| 780.275 SHS AB EQUITY INCOME FUND CLASS ADVISOR | P | 2014-08-14 | 2021-04-13 | $25,000 | $21,980 | $3,020 | $3,020 |
| .3 SHS COMMERCE BANCSHARES | P | 2020-01-15 | 2020-12-18 | $19 | $19 | $0 | $0 |
| 124 SHS ACCENTURE PLC IRELAND CL A | P | 2017-11-30 | 2021-02-22 | $31,131 | $18,354 | $12,777 | $12,777 |
| 57 SHS ACCENTURE PLC IRELAND CL A | P | 2019-01-04 | 2021-02-22 | $14,310 | $8,028 | $6,282 | $6,282 |
| 179 SHS AMERICAN TOWER CORP REIT | P | 2020-01-15 | 2021-02-22 | $40,194 | $42,124 | -$1,930 | -$1,930 |
| 418 SHS AMERICAN WATER WORKS CO INC NEW | P | 2020-01-15 | 2021-02-22 | $64,630 | $52,559 | $12,071 | $12,071 |
| 71 SHS BLACKROCK INC | P | 2019-01-04 | 2021-02-22 | $49,648 | $27,725 | $21,923 | $21,923 |
| 22 SHS BLACKROCK INC | P | 2020-01-15 | 2021-02-22 | $15,384 | $11,610 | $3,774 | $3,774 |
| 674 SHS CISCO SYSTEMS INC | P | 2020-01-15 | 2021-02-22 | $30,280 | $32,424 | -$2,144 | -$2,144 |
| 764 SHS COMCAST CORP NEW CL A | P | 2019-02-06 | 2021-02-22 | $39,892 | $28,375 | $11,517 | $11,517 |
| 1098 SHS COMMERCE BANCSHARES | P | 2020-01-15 | 2021-02-22 | $81,514 | $70,083 | $11,431 | $11,431 |
| 235 SHS COSTCO WHOLESALE CORP | P | 2020-01-15 | 2021-02-22 | $82,448 | $70,236 | $12,212 | $12,212 |
| 366 SHS ECOLAB INC | P | 2020-01-15 | 2021-02-22 | $75,625 | $70,127 | $5,498 | $5,498 |
| 1009 SHS EXXON MOBIL CORP | P | 2020-01-15 | 2021-02-22 | $54,186 | $70,216 | -$16,030 | -$16,030 |
| 385 SHS HONEYWELL INTL INC | P | 2020-01-15 | 2021-02-22 | $78,211 | $70,001 | $8,210 | $8,210 |
| 20 SHS JOHNSON & JOHNSON COM | P | 2014-02-28 | 2021-02-22 | $3,218 | $1,799 | $1,419 | $1,419 |
| 102 SHS JOHNSON & JOHNSON COM | P | 2014-01-10 | 2021-02-22 | $16,413 | $9,237 | $7,176 | $7,176 |
| 160 SHS LOWES COMPANIES INC | P | 2020-01-15 | 2021-02-22 | $27,810 | $19,132 | $8,678 | $8,678 |
| 139 SHS L3 HARRIS TECHNOLOGIES INC | P | 2020-01-15 | 2021-02-22 | $25,999 | $29,842 | -$3,843 | -$3,843 |
| 261 SHS PEPSICO INC | P | 2020-01-15 | 2021-02-22 | $34,269 | $35,938 | -$1,669 | -$1,669 |
| 241 S&P GLOBAL INC | P | 2020-01-15 | 2021-02-22 | $80,990 | $70,236 | $10,754 | $10,754 |
| 336 SHS STRYKER CORP | P | 2020-01-15 | 2021-02-22 | $80,887 | $70,177 | $10,710 | $10,710 |
| 846 SHS SYSCO CORP | P | 2020-01-15 | 2021-02-22 | $65,399 | $70,078 | -$4,679 | -$4,679 |
| 310 SHS TEXAS INSTRUMENTS | P | 2019-01-04 | 2021-02-22 | $54,716 | $28,842 | $25,874 | $25,874 |
| 229 SHS TEXAS INSTRUMENTS | P | 2020-01-15 | 2021-02-22 | $40,420 | $29,753 | $10,667 | $10,667 |
| 592 SHS UNITED PARCEL SERVICES INC CL B | P | 2020-01-15 | 2021-02-22 | $94,082 | $69,952 | $24,130 | $24,130 |
| 122 SHS UNITEDHEALTH GROUP INC | P | 2020-01-15 | 2021-02-22 | $39,417 | $35,905 | $3,512 | $3,512 |
| VF CORP | P | 2019-02-06 | 2021-02-22 | $27,332 | $27,279 | $53 | $53 |
| 3M CO | P | 2020-01-15 | 2021-02-22 | $40,299 | $41,572 | -$1,273 | -$1,273 |
| .075 SHS MORGAN STANLEY | P | 2021-02-22 | 2021-03-05 | $6 | $6 | $0 | $0 |
| 233 SHS EATON VANCE - MERGER | P | 2021-02-22 | 2021-03-02 | $16,299 | $16,265 | $34 | $34 |
| .24 SHS KONINKLUKE PHILIPS NV SPON ADR | P | 2014-07-16 | 2020-07-07 | $1 | $1 | $0 | $0 |
| .587 SHS VIATRIS INC | P | 2014-07-16 | 2020-11-17 | $10 | $8 | $2 | $2 |
| THRU UBS ACCT WE B8393 83 - FEBRUARY 2021 - SEE STMT ATTACHED | P | 2019-05-01 | 2021-02-22 | $319,410 | $290,965 | $28,445 | $28,445 |
| .147 SHS MATCH GROUP INC | P | 2020-01-17 | 2020-07-16 | $14 | $13 | $1 | $1 |
| .2 SHS VONTIER CORP COM | P | 2020-01-17 | 2020-10-09 | $6 | $6 | $0 | $0 |
| 533 SHS HUDSON LTD - MERGER | P | 2020-01-17 | 2020-12-01 | $4,104 | $7,573 | -$3,469 | -$3,469 |
| 36 SHS ADVANCED AUTO PARTS INC | P | 2020-01-17 | 2021-02-22 | $6,007 | $5,432 | $575 | $575 |
| 30 SHS ARISTA NETWORKS INC | P | 2020-01-17 | 2021-02-22 | $9,054 | $6,610 | $2,444 | $2,444 |
| 274 SHS CITIZENS FINANCIAL GROUP INC | P | 2020-01-17 | 2021-02-22 | $11,809 | $11,172 | $637 | $637 |
| 114 SHS DARDEN RESTAURANTS INC | P | 2020-01-17 | 2021-02-22 | $15,411 | $12,930 | $2,481 | $2,481 |
| 34 SHS EPHAM SYSTEMS INC. | P | 2020-01-17 | 2021-02-22 | $12,371 | $7,862 | $4,509 | $4,509 |
| 39 SHS FORITNET INC | P | 2020-01-17 | 2021-02-22 | $6,583 | $4,588 | $1,995 | $1,995 |
| 4 SHS IAC/INTERACTIVECORP | P | 2020-01-17 | 2021-02-22 | $1,031 | $351 | $680 | $680 |
| 38 SHS KANSAS CITY STHN NEW | P | 2020-01-17 | 2021-02-22 | $8,057 | $6,332 | $1,725 | $1,725 |
| 20 SHS LABORATORY CORP AMER HLDGS NEW | P | 2020-01-17 | 2021-02-22 | $4,841 | $3,555 | $1,286 | $1,286 |
| 37 SHS LENNOX INTL INC | P | 2020-01-17 | 2021-02-22 | $10,675 | $9,024 | $1,651 | $1,651 |
| 276 SHS LOGITECH INTL SA REG NAMEN-AKT CHF | P | 2020-01-17 | 2021-02-22 | $31,845 | $12,788 | $19,057 | $19,057 |
| 7 SHS MASIMO CORP | P | 2020-01-17 | 2021-02-22 | $1,752 | $1,192 | $560 | $560 |
| 179 SHS MATCH GROUP INC | P | 2020-01-17 | 2021-02-22 | $28,293 | $15,539 | $12,754 | $12,754 |
| 33 SHS MC CORMICK & CO NV | P | 2020-01-17 | 2021-02-22 | $2,737 | $2,780 | -$43 | -$43 |
| 108 SHS OLLIES BARGAIN OUTLET HOLDI | P | 2020-01-17 | 2021-02-22 | $10,083 | $5,824 | $4,259 | $4,259 |
| 11 SHS SERVICE CORP INTL | P | 2020-01-17 | 2021-02-22 | $542 | $534 | $8 | $8 |
| 248 SHS STORE CAP CORP REIT | P | 2020-01-17 | 2021-02-22 | $8,149 | $9,393 | -$1,244 | -$1,244 |
| 44 SHS TAKE-TWO INTERACTIVE SOFTWARE | P | 2020-01-17 | 2021-02-22 | $8,539 | $5,690 | $2,849 | $2,849 |
| 528 SHS TECHNIPFMC PLC | P | 2020-01-17 | 2021-02-22 | $3,812 | $9,064 | -$5,252 | -$5,252 |
| 93 SHS VONTIER CORP COM | P | 2020-01-17 | 2021-02-22 | $2,924 | $2,706 | $218 | $218 |
| .6 SHS TECHNIP ENERGIES NV SPON ADR | P | 2021-02-16 | 2021-02-23 | $9 | $8 | $1 | $1 |
| 245 SHS UPM KYMMENE CORP ADR | P | 2019-06-10 | 2020-05-14 | $6,308 | $6,250 | $58 | $58 |
| THRU UBS ACCT WE B8395 83 - MAY 2020 - SEE STMT ATTACHED | P | 2019-05-01 | 2021-04-30 | $36,000 | $54,110 | -$18,110 | -$18,110 |
| 325 SHS SINGAPORE TELECOM LTD NEW 2006 SPON ADR | P | 2020-04-07 | 2020-06-03 | $5,909 | $6,034 | -$125 | -$125 |
| THRU UBS ACCT WE B8395 83 - JUNE 2020 - SEE STMT ATTACHED | P | 2019-05-01 | 2021-04-30 | $46,988 | $49,652 | -$2,664 | -$2,664 |
| 245 SHS SINGAPORE TELECOM LTD NEW 2006 SPON ADR | P | 2020-04-07 | 2020-07-16 | $4,386 | $4,549 | -$163 | -$163 |
| 160 SHS SINGAPORE TELECOM LTD NEW 2006 SPON ADR | P | 2020-04-08 | 2020-07-16 | $2,864 | $2,964 | -$100 | -$100 |
| THRU UBS ACCT WE B8395 83 - JULY 2020 - SEE STMT ATTACHED | P | 2019-05-01 | 2021-04-30 | $13,808 | $12,659 | $1,149 | $1,149 |
| THRU UBS ACCT WE B8395 83 - AUGUST 2020 - SEE STMT ATTACHED | P | 2019-05-01 | 2021-04-30 | $20,605 | $15,789 | $4,816 | $4,816 |
| 487 SHS SOFTBANK CORP ADR | P | 2020-03-31 | 2020-09-11 | $5,984 | $6,150 | -$166 | -$166 |
| THRU UBS ACCT WE B8395 83 - SEPTEMBER 2020 - SEE STMT ATTACHED | P | 2019-05-01 | 2021-04-30 | $14,160 | $10,700 | $3,460 | $3,460 |
| THRU UBS ACCT WE B8395 83 - OCTOBER 2020 - SEE STMT ATTACHED | P | 2020-05-02 | 2021-04-30 | $8,763 | $10,174 | -$1,411 | -$1,411 |
| THRU UBS ACCT WE B8395 83 - OCTOBER 2020 - SEE STMT ATTACHED | P | 2019-05-01 | 2021-04-30 | $19,240 | $18,657 | $583 | $583 |
| THRU UBS ACCT WE B8395 83 - NOVEMBER 2020 - SEE STMT ATTACHED | P | 2020-05-02 | 2021-04-30 | $11,041 | $9,701 | $1,340 | $1,340 |
| THRU UBS ACCT WE B8395 83 - NOVEMBER 2020 - SEE STMT ATTACHED | P | 2019-05-01 | 2021-04-30 | $35,800 | $29,892 | $5,908 | $5,908 |
| THRU UBS ACCT WE B8395 83 - DECEMBER 2020 - SEE STMT ATTACHED | P | 2019-05-01 | 2021-04-30 | $19,761 | $21,903 | -$2,142 | -$2,142 |
| THRU UBS ACCT WE B8395 83 - JANUARY 2021 - SEE STMT ATTACHED | P | 2020-05-02 | 2021-04-30 | $13,407 | $10,025 | $3,382 | $3,382 |
| THRU UBS ACCT WE B8395 83 - JANUARY 2021 - SEE STMT ATTACHED | P | 2019-05-01 | 2021-04-30 | $52,185 | $42,279 | $9,906 | $9,906 |
| 106 SHS ABB LTD SPON ADR | P | 2020-06-04 | 2021-02-09 | $3,116 | $2,281 | $835 | $835 |
| THRU UBS ACCT WE B8395 83 - MARCH 2021 - SEE STMT ATTACHED | P | 2020-05-02 | 2021-04-30 | $5,731 | $5,162 | $569 | $569 |
| THRU UBS ACCT WE B8395 83 - MARCH 2021 - SEE STMT ATTACHED | P | 2019-05-01 | 2021-04-30 | $8,477 | $7,832 | $645 | $645 |
| 44 SHS ENEL SPA ADR | P | 2020-05-20 | 2021-04-21 | $446 | $297 | $149 | $149 |
| THRU UBS ACCT WE B8395 83 - APRIL 2021 - SEE STMT ATTACHED | P | 2019-05-01 | 2021-04-30 | $25,828 | $22,263 | $3,565 | $3,565 |
| 125000 HSBC BANK NA DE NTS DUE 4/6/2022 | P | 2016-03-14 | 2020-12-16 | $122,787 | $125,000 | -$2,213 | -$2,213 |
| THRU BNY MELLON ACCT 10571026400 - SEE STMT ATTACHED | P | 2020-05-02 | 2021-04-30 | $3,911,061 | $3,778,234 | $132,827 | $132,827 |
| THRU BNY MELLON ACCT 10571026400 - SEE STMT ATTACHED | P | 2019-05-01 | 2021-04-30 | $4,966,034 | $4,637,611 | $328,423 | $328,423 |
| THRU BNY MELLON ACCT 10571034900 - SEE STMT ATTACHED | P | 2020-05-02 | 2021-04-30 | $3,779,330 | $3,818,931 | -$39,601 | -$39,601 |
| THRU BNY MELLON ACCT 10571034900 - SEE STMT ATTACHED | P | 2019-05-01 | 2021-04-30 | $2,023,803 | $1,911,413 | $112,390 | $112,390 |
| THRU BNY MELLON ACCT 10583519620 - SEE STMT ATTACHED | P | 2020-05-02 | 2021-04-30 | $776,481 | $696,164 | $80,317 | $80,317 |
| THRU BNY MELLON ACCT 10583519620 - SEE STMT ATTACHED | P | 2019-05-01 | 2021-04-30 | $3,084,771 | $2,479,634 | $605,137 | $605,137 |
| WELLS FARGO - CLASS ACTION | P | 2019-05-01 | 2021-04-30 | $402 | $402 | $402 | |
| Capital Gains Dividends | P | $90,721 | $90,721 | $90,721 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,590,511 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,155 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,155 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,155 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,200 | 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 | $29,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $307 | EsPenaltyAmt |
| Tax Due | $3,262 | 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 | NJ | 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 | WWW.SYSYMSFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MARCY SYMS MERNS | IndividualWithBooksNm |
| Phone | 2019029600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BRIDGE PLAZA NORTH STE 275 | AddressLine1Txt |
| City | FT LEE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07024 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARCY SYMS MERNS | ||||||||
| ONE BRIDGE PLAZA NORTH SUITE 275 | FORT LEE | NJ | 07024 | TRUSTEE & PRESIDENT | 5.00 | $16,000 | $0 | $0 |
| MARK FREIBERG | ||||||||
| ONE BRIDGE PLAZA NORTH SUITE 275 | FORT LEE | NJ | 07024 | TRUSTEE & TREASURER | 5.00 | $16,000 | $0 | $0 |
| ROBERT SYMS | ||||||||
| ONE BRIDGE PLAZA NORTH SUITE 275 | FORT LEE | NJ | 07024 | TRUSTEE | 1.00 | $500 | $0 | $0 |
| LYNN TAMARKIN SYMS | ||||||||
| ONE BRIDGE PLAZA NORTH SUITE 275 | FORT LEE | NJ | 07024 | TRUSTEE | 1.00 | $16,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BNY MELLON | |||||
| 706 MADISON AVE | NEW YORK | NY | 10065 | INVESTMENT MGMT / CUSTODY | $149,637 |
| UBS FNANCIAL SERVICES INC | |||||
| 1251 AVE OF AMERICAS 2ND FL | NEW YORK | NY | 10020 | INVESTMENT MGMT / CUSTODY | $63,485 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $38,445,125 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,891,050 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,464 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,348,639 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,348,639 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $605,230 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,743,409 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,987,170 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,987,170 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,155 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,155 | TotalTaxAmt |
| Distributable Before Adj | $1,955,015 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,955,015 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,955,015 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,221,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,221,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,221,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,955,015 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,531 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $233,676 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $707,320 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $894,791 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $444,290 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,295,608 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,221,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,955,015 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,266,235 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,561,843 | 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 | $15,531 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,546,312 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $233,676 | ExcessFromYear4Amt |
| Excess From Year3 | $707,320 | ExcessFromYear3Amt |
| Excess From Year2 | $894,791 | ExcessFromYear2Amt |
| Excess From Year1 | $444,290 | ExcessFromYear1Amt |
| Excess From Current Year | $1,266,235 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 92ND STREET Y | |||||||
| 92Y 1395 Lexington Avenue | New York | NY | 10128 | EXEMPT | Charitable Recr Conservation | $10,000 | |
| AMERICAN CIVIL LIBERTIES UNION | |||||||
| 125 Broad Street 18th Floor | New York | NY | 10004 | EXEMPT | Charitable Community Service | $20,000 | |
| AMERICAN COMMITTEE FOR THE WEIZMANN | |||||||
| 633 Third Avenue 20th Floor | New York | NY | 10017 | EXEMPT | Charitable Medical | $50,000 | |
| AMERICANS FRIENDS OF REUTH | |||||||
| 600 Columbus Avenue Suite 9L | New York | NY | 10024 | EXEMPT | Charitable Medical | $10,000 | |
| AMNESTY INTERNATIONAL USA | |||||||
| 5 Penn Plaza 16th Floor | New York | NY | 10001 | EXEMPT | Charitable Community Service | $25,000 | |
| AUTHORS GUILD | |||||||
| 31 E 32nd St 7th Floor | New York | NY | 10016 | EXEMPT | Charitable Community Service | $5,000 | |
| BARROW NEUROLOGICAL FOUNDATION | |||||||
| 124 W Thomas Road Suite 250 | Phoenix | AZ | 85013 | EXEMPT | Charitable Medical | $100,000 | |
| BOSTON UNIVERSITY COLLEGE | |||||||
| 233 Bay State Road | Boston | MA | 02215 | EXEMPT | Charitable Educational INTERNSHIP PROGRAM | $25,000 | |
| BOWERY MISSION - NEW YORK NY RELIEF EFFORTS | |||||||
| 355 Lexington Avenue 19th Floor | New York | NY | 10017 | EXEMPT | Charitable Community Service | $200,000 | |
| BOYS TOWN JERUSALEM FOUNDATION | |||||||
| 1 Penn Plaza Suite 6250 | New York | NY | 10119 | EXEMPT | Charitable Educational | $10,000 | |
| CITY HARVEST | |||||||
| 6 E 32nd St | New York | NY | 10016 | EXEMPT | Charitable Community Service | $200,000 | |
| CITYMEALS ON WHEELS | |||||||
| 355 Lexington Ave 3 | New York | NY | 10017 | EXEMPT | Charitable Community Service | $200,000 | |
| COLUMBIA UNIVERSITY | |||||||
| 116th and Broadway | New York | NY | 10027 | EXEMPT | Charitable Educational | $10,000 | |
| COLUMBIA UNIVERSITY IRVING MEDICAL | |||||||
| 650 West 168th Street | New York | NY | 10032 | EXEMPT | Charitable Medical | $35,000 | |
| COLUMBIA UNIVERSITY SCHOOL OF LAW | |||||||
| 435 W 116th St | New York | NY | 10027 | EXEMPT | Chariitble Educational | $70,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 Rector Street 16th Floor | New York | NY | 10006 | EXEMPT | Charitable Medical | $30,000 | |
| EDUCATION FUND OF THE WOMEN'S THE | |||||||
| 59 East 54th St Suite 81 | New York | NY | 10022 | EXEMPT | Charitable Educational | $15,000 | |
| GERSHER FOUNDATION USA | |||||||
| 511 6th Avenue Suite 444 | New York | NY | 10011 | EXEMPT | Charitable Community Service | $25,000 | |
| GIRL SCOUTS OF GREATER NEW YORK | |||||||
| 40 Wall St 708 | New York | NY | 10005 | EXEMPT | Charitable Recr Conservation | $35,000 | |
| HEBREW HOME AT RIVERDALE | |||||||
| 5901 Palisade Avenue | Riverdale | NY | 10471 | EXEMPT | Charitable Religious | $40,000 | |
| INTERNATIONAL PEMPHIGUS & PEMPHIGOID | |||||||
| 1331 Garden Highway 100 | Sacramento | CA | 95833 | EXEMPT | Charitable Medical | $50,000 | |
| ISRAEL TENNIS CENTERS FOUNDATION | |||||||
| 57 West 38th Street Suite 605 | New York | NY | 10018 | EXEMPT | Charitable Recr Conservation | $5,000 | |
| JAZZ AT LINCOLN CENTER INC | |||||||
| 3 Columbus Circle Suite 1200 | New York | NY | 10019 | EXEMPT | Charitable Arts Musical Grant | $10,000 | |
| JEWISH BOARD OF FAMILY & CHILDREN'S | |||||||
| 135 West 50th Street 6th Floor | New York | NY | 10020 | EXEMPT | Charitable Community Service | $10,000 | |
| JEWISH FEDERATION OF PALM BEACH FL | |||||||
| 1 Harvard Cir 100 | West Palm Beach | FL | 33409 | EXEMPT | Charitable Community Service | $125,000 | |
| JEWISH WOMEN'S ARCHIVE | |||||||
| One Harvard Street Suite 200 | Brookline | MA | 02445 | EXEMPT | Charitable Community Service | $10,000 | |
| JEWISH WOMEN'S FOUNDATION | |||||||
| 130 E 59th St | New York | NY | 10022 | EXEMPT | Charitable Community Service | $10,000 | |
| LEGAL AID SOCIETY | |||||||
| 199 Water Street | New York | NY | 10038 | EXEMPT | Charitable Community Service | $20,000 | |
| LEGAL MOMENTUM | |||||||
| 21 Broadway Suite 1801 | New York | NY | 10004 | EXEMPT | Charitable Community Service | $100,000 | |
| LINCOLN CENTER CORPORATE FUND | |||||||
| 70 Lincoln Center Plaza 9th Floor | New York | NY | 10023 | EXEMPT | Charitable Arts Musical Grant | $15,000 | |
| LOWER EAST SIDE TENEMENT MUSEUM | |||||||
| 103 Orchard Street | New York | NY | 10002 | EXEMPT | Charitable Recr Conservation | $5,000 | |
| MACAULAY HONORS COLLEGE AT THE CITY | |||||||
| 35 West 67th Street | New York | NY | 10023 | EXEMPT | Charitable Educational | $25,000 | |
| MANHATTAN THEATRE CLUB | |||||||
| 311 W 43rd Street 8th Floor | New York | NY | 10036 | EXEMPT | Charitable Arts Musical Grant | $20,000 | |
| MARKETPLACE FROM AMERICAN PUBLIC MEDIA LOS ANGELES CA | |||||||
| 261 S Figueroa St 200 | Los Angeles | CA | 90012 | EXEMPT | Charitable Arts Musical Grant | $75,000 | |
| MEMORIAL SLOAN KETTERING CANCER | |||||||
| 1275 York Avenue 701 | New York | NY | 10065 | EXEMPT | Charitable Medical | $10,000 | |
| MS FOUNDATION FOR WOMEN | |||||||
| 12 MetroTech Center 26 | Brooklyn | NY | 11201 | EXEMPT | Charitable Community Service | $25,000 | |
| MUSEUM OF ARTS AND DESIGN | |||||||
| 2 Columbus Circle | New York | NY | 10019 | EXEMPT | Charitable Arts Musical Grant | $15,000 | |
| NATIONAL COUNCIL OF JEWISH WOMEN | |||||||
| 241 West 72nd Street | New York | NY | 10023 | EXEMPT | Charitable Community Service | $5,000 | |
| NATIONAL PUBLIC RADIO INC | |||||||
| 1111 North Capitol Street NE | Washington | DC | 20002 | EXEMPT | Charitable Arts Musical Grant | $300,000 | |
| NEW YORK RESCUE MISSION | |||||||
| 355 Lexington Avenue 19th Floor | New York | NY | 10017 | EXEMPT | Charitable Community Service | $20,000 | |
| NEW YORK SCHOOL OF THE ARTS | |||||||
| 315 East 62nd Street 2nd - 6th | New York | NY | 10065 | EXEMPT | Charitable Arts Musical Grant | $20,000 | Floors |
| NEW YORK YOUTH SYMPHONY | |||||||
| 110 W 40th St | New York | NY | 10018 | EXEMPT | Charitable Arts Musical Grant | $5,000 | |
| NYU-LANGONE HEALTH NY NEW YORK | |||||||
| One Park Ave | New York | NY | 10016 | EXEMPT | Charitable Medical GRANT FOR OVARIAN CANCER RESEARCH | $25,000 | |
| PEN AMERICAN CENTER | |||||||
| 588 Broadway 303 | New York | NY | 10012 | EXEMPT | Charitable Community Service | $25,000 | |
| PLANNED PARENTHOOD FEDERATION OF | |||||||
| 26 Bleecker Street | New York | NY | 10012 | EXEMPT | Charitable Community Service | $35,000 | |
| PROJECT SUNSHINE | |||||||
| 211 East 43rd Street Suite 401 | New York | NY | 10017 | EXEMPT | Charitable Community Service | $50,000 | |
| ROCKEFELLER UNIVERSITY - WOMEN'S | |||||||
| 1230 York Ave | New York | NY | 10065 | EXEMPT | Charitable Educational | $25,000 | |
| SANCTUARY FOR FAMILIES | |||||||
| PO Box 1406 Wall Street Station | New York | NY | 10268 | EXEMPT | Charitable Community Service | $10,000 | |
| SEEDS OF PEACE | |||||||
| 370 Lexington Ave 1201 | New York | NY | 10017 | EXEMPT | Charitable Community Service | $5,000 | |
| SYMPHONY SPACE | |||||||
| Upper Level 2537 Broadway | New York | NY | 10025 | EXEMPT | Charitable Arts Musical Grant | $5,000 | |
| TANENBAUM CENTER FOR INTERRELIGIOUS | |||||||
| 55 Broad Street Floor 17 | New York | NY | 10004 | EXEMPT | Charitable Religious | $25,000 | |
| VETERAN FEMINISTS OF AMERICA | |||||||
| 25 Thornhill Rd | Fairfield | CT | 06824 | EXEMPT | Charitable Community Service | $20,000 | |
| VISITING NURSE SERVICES OF NEW YORK | |||||||
| 107 East 70th Street | New York | NY | 10021 | EXEMPT | Charitable Medical | $10,000 | |
| WNET-NEW YORK PUBLIC MEDIA | |||||||
| 825 8th Ave | New York | NY | 10019 | EXEMPT | Charitable Arts Musical Grant | $299,820 | |
| WOMEN CREATING CHANGE | |||||||
| 110 West 40th Street Suite 1002 | New York | NY | 10018 | EXEMPT | Charitable Community Service | $15,000 | |
| WOMEN'S ENEWS | |||||||
| 2472 Broadway 130 | New York | NY | 10025 | EXEMPT | Charitable Community Service | $50,000 | |
| WORLD CENTRAL KITCHEN | |||||||
| 655 New York Ave NW Fl 6 | Washington | DC | 20001 | EXEMPT | Charitable Community Service | $200,000 | |
| YESHIVA UNIVERSITY NEW YORK NY - SY SYMS BUSINESS SCHOOL | |||||||
| 2495 Amsterdam Avenue Belfer Hall | New York | NY | 10033 | EXEMPT | Charitable Educational | $400,000 | room 416 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,194,820 | 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 | $16 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $996,045 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,590,511 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,586,572 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,586,572 | 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 | $15,000 | Amt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,500 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF PAGE 2 PART II - BALANCE SHEET LINES 10A, 10B, & 10C | FOR STATEMENT 7, 8, AND 9 ALL SEE ATTACHED STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990-PF PAGE 3 PART IV CAPITAL GAINS AND LOSSES | FOR PAGE 3 PART IV CAPITAL GAINS AND LOSSES AND CONTINUATION PAGES 1 THRU 7 - ALL SEE ATTACHED STATEMENTS ARE AVAILABLE UPON REQUEST. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS - HELD AT BNY MELLON SEE ATTACHED | BondNm |
| EOY Book Value | $15,134,095 | EOYBookValueAmt |
| EOYFMV | $15,733,638 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK & OTHER EQUITIES - HELD AT BNY MELLON SEE ATTACHED | $7,760,714 | $13,611,557 |
| CORPORATE STOCK & OTHER EQUITIES - HELD AT UBS 8391 SEE ATTACHED | $1,429,885 | $1,785,077 |
| CORPORATE STOCK & OTHER EQUITIES - HELD AT UBS 8392 SEE ATTACHED | $1,715,750 | $1,999,898 |
| CORPORATE STOCK & OTHER EQUITIES - HELD AT UBS 8393 SEE ATTACHED | $795,275 | $965,999 |
| CORPORATE STOCK & OTHER EQUITIES - HELD AT UBS 8394 SEE ATTACHED | $715,105 | $881,439 |
| CORPORATE STOCK & OTHER EQUITIES - HELD AT UBS 8395 SEE ATTACHED | $1,047,935 | $1,327,945 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,772,061 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,784,224 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GATEWAY FUND | FMV | $75,000 | $83,305 |
| NEUBERGER BERMAN LONG SHORT FUND | FMV | $75,000 | $82,547 |
| BNY MELLON GOBAL REAL RETURN FUND - CLASS Y | FMV | $260,000 | $297,967 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKER | Desc |
| BOY Book Value | $242,809 | BOYBookValueAmt |
| EOY Book Value | $149,569 | EOYBookValueAmt |
| EOYFMV | $149,569 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEBSITE MAINTINANCE | $1,650 | $825 | $825 |
| OFFICE / MISCELLANEOUS | $56 | $56 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO TPD GROUP LLC | Desc |
| BOY Book Value | $2,100 | BOYBookValueAmt |
| EOY Book Value | $2,100 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY - BNY MELLON | $149,637 | $149,637 | $0 |
| INVESTMENT ADVISORY - OTHER | $2,346 | $2,346 | $0 |
| INVESTMENT ADVISORY - UBS FINANCIAL | $63,485 | $63,485 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $14,790 | $14,790 | $0 |
| FEDERAL EXCISE TAX | $41,463 | $0 | $0 |