EFRAIM GRINBERG FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EFRAIM GRINBERG FAMILY FOUNDATION (EIN 20-1944382)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-17
- IRS object ID
- 202221079349100507
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-17T13:52:18-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA SUITE 3000 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | 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 | 201944382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EFRAIM GRINBERG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EFRA | BusinessNameControlTxt |
| Phone | 2128488640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CENTRAL PARK WEST 16F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EFRAIM GRINBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128488640 | PhoneNum |
| Signature | 2022-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EFRAIM | PersonFirstNm |
| Person Last | GRINBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN TEICHER CPA CFP | PreparerPersonNm |
| PTIN | P00226488 | PTIN |
| Phone | 2126976900 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | $1,969,396 | 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 | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $43,001 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,001 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,354 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $232,481 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $175,704 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $88,366 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $218,716 | 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 |
| Taxes Rev And Expnss | $4,253 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,453 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,428 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,706 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,428 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $115,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $115,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $120,706 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,428 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $115,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$32,340 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $217,288 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $88,291 | CashBOYAmt |
| Cash EOY | $178,384 | CashEOYAmt |
| Cash EOYFMV | $178,384 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,303,630 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,181,197 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,791,012 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,391,921 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,359,581 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,969,396 | 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 | $1,391,921 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,359,581 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,391,921 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,359,581 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,391,921 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,359,581 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,391,921 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$32,340 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,359,581 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,359,581 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (45 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1 ISHARES EDGE MSCI | P | 2020-07-27 | 2021-01-25 | $68 | $63 | $5 | $5 |
| 1 ISHARES EDGE MSCI | P | 2020-10-13 | 2021-01-25 | $68 | $66 | $2 | $2 |
| 1 ISHARES EDGE MSCI | P | 2020-10-13 | 2021-01-25 | $93 | $77 | $16 | $16 |
| 1 ISHARES TR MSCI EAFE | P | 2020-08-03 | 2021-04-26 | $106 | $88 | $18 | $18 |
| 1 ISHARES CORE S& P SMALL | P | 2021-07-15 | 2021-11-01 | $115 | $70 | $45 | $45 |
| 2 ISHARES TR MSCI EAFE | P | 2021-01-25 | 2021-04-26 | $213 | $206 | $7 | $7 |
| 3 ISHARES TRUST ISHARES ES | P | 2020-10-13 | 2021-11-01 | $316 | $240 | $76 | $76 |
| 4 ISHARES S&P GLOBAL FINLS | P | 2021-06-09 | 2021-11-01 | $333 | $322 | $11 | $11 |
| 3 ISHARES CORE S& P SMALL | P | 2021-01-25 | 2021-04-26 | $335 | $303 | $32 | $32 |
| 1 ISHARES US MEDICAL | P | 2020-10-13 | 2021-01-25 | $337 | $312 | $25 | $25 |
| 9 ISHARES INC. ISHARES ESG | P | 2020-10-13 | 2021-04-26 | $400 | $335 | $65 | $65 |
| 1 ISHARES CORE S& P 500 ETF | P | 2020-08-03 | 2021-11-01 | $461 | $330 | $131 | $131 |
| 6 ISHARES EDGE MSCI | P | 2020-07-15 | 2021-01-25 | $555 | $445 | $110 | $110 |
| 6 ISHARES TRUST ISHARES ES | P | 2020-10-13 | 2021-04-26 | $576 | $479 | $97 | $97 |
| 7 ISHARES EDGE MSCI | P | 2020-07-15 | 2021-04-26 | $733 | $519 | $214 | $214 |
| 2 ISHARES CORE S &P 500 ETF | P | 2020-07-20 | 2021-08-03 | $885 | $649 | $236 | $236 |
| 33 ISHARES US ENERGY ETF | P | 2021-04-26 | 2021-08-03 | $891 | $849 | $42 | $42 |
| 13 ISHARES TR CORE MSCI EAF | P | 2020-07-20 | 2021-01-25 | $919 | $777 | $142 | $142 |
| 36 ISHARES US ENERGY ETF | P | 2021-06-09 | 2021-08-03 | $972 | $1,077 | -$105 | -$105 |
| 31 ISHARES US ENERGY ETF | P | 2021-04-26 | 2021-11-01 | $991 | $798 | $193 | $193 |
| 3 ISHARES US MEDICAL | P | 2020-07-27 | 2021-01-25 | $1,011 | $876 | $135 | $135 |
| 3 ISHARES US MEDICAL | P | 2020-07-27 | 2021-06-09 | $1,019 | $876 | $143 | $143 |
| 14 ISHARES S& P GLOBAL FINLS | P | 2021-06-09 | 2021-08-03 | $1,086 | $1,126 | -$40 | -$40 |
| 17 ISHARES EDGE MSCI | P | 2020-08-03 | 2021-01-25 | $1,158 | $1,078 | $80 | $80 |
| 17 ISHARES EDGE MSCI | P | 2020-07-27 | 2021-06-09 | $1,241 | $1,072 | $169 | $169 |
| 18 ISHARES EDGE MSCI | P | 2020-07-20 | 2021-06-09 | $1,314 | $1,130 | $184 | $184 |
| 18 ISHARES EDGE MSCI | P | 2020-07-15 | 2021-06-09 | $1,314 | $1,121 | $193 | $193 |
| 3 ISHARES INC. ISHARES ESG | P | 2020-07-20 | 2021-08-03 | $1,324 | $1,078 | $246 | $246 |
| 9 ISHARES EDGE MSCI USA | P | 2021-01-25 | 2021-04-26 | $1,578 | $1,537 | $41 | $41 |
| 5 ISHARES GLOBAL TECH ETF | P | 2020-07-20 | 2021-06-09 | $1,619 | $1,230 | $389 | $389 |
| 5 ISHARES CORE S&P 500 ETF | P | 2020-08-03 | 2021-01-25 | $1,925 | $1,651 | $274 | $274 |
| 6 ISHARES GLOBAL TECH ETF | P | 2021-08-03 | 2021-06-09 | $1,943 | $1,532 | $411 | $411 |
| 6 ISHARES US MEDICAL | P | 2020-08-03 | 2021-01-25 | $2,021 | $1,772 | $249 | $249 |
| 6 ISHARES US MEDICAL | P | 2020-07-20 | 2021-06-09 | $2,037 | $1,716 | $321 | $321 |
| 31 ISHARES TR CORE MSCI EAF | P | 2020-07-15 | 2021-01-25 | $2,192 | $1,850 | $342 | $342 |
| 33 ISHARES TR CORE MSCI EAF | P | 2020-08-03 | 2021-01-25 | $2,333 | $1,955 | $378 | $378 |
| 7 ISHARES US MEDICAL | P | 2020-07-15 | 2021-06-09 | $2,377 | $1,962 | $415 | $415 |
| 26 ISHARES TR MSCI EAFE | P | 2020-07-27 | 2021-04-26 | $2,769 | $2,301 | $468 | $468 |
| 28 ISHARES EDGE MSCI | P | 2020-10-13 | 2021-01-25 | $3,272 | $3,030 | $242 | $242 |
| 83 ISHARES INC. ISHARES ESG | P | 2020-07-27 | 2021-08-03 | $3,546 | $2,920 | $626 | $626 |
| 9 ISHARES CORE S&P 500 ETF | P | 2020-08-03 | 2021-04-26 | $3,775 | $2,972 | $803 | $803 |
| ISHARES TRUST ISHARES ES | P | 2020-10-13 | 2021-01-25 | $4,518 | $4,073 | $445 | $445 |
| ISHARES INC ISHARES ESG | P | 2020-10-13 | 2021-01-25 | $5,251 | $4,278 | $973 | $973 |
| 33 ISHARES EDGE MSCI USA | P | 2021-01-25 | 2021-08-03 | $5,824 | $5,636 | $188 | $188 |
| 5000 SHARES MOVADO GROUP | D | 2006-04-10 | 2021-09-27 | $166,667 | $166,667 | $166,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $175,704 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,020 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,020 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,020 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,160 | 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 | $2,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $860 | 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 | DE | 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 | BAKER TILLY US LLP | IndividualWithBooksNm |
| Phone | 2126976900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA- SUITE 3000 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| EFRAIM GRINBERG | |||||||||
| 101 CENTRAL PARK WEST APT 16F | NEW YORK | NY | 10023 | PRESIDENT | 1.00 | $0 | $0 | $0 | |
| SUSAN TEICHER | |||||||||
| C/O BAKER TILLY ONE PENN PLAZA | NEW YORK | NY | 10119 | TREASURER | 0.00 | $0 | $0 | $0 | SUITE 3000 |
| 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 | $1,463,850 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $104,172 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,568,022 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,568,022 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,520 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,544,502 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,225 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,225 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,020 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,020 | TotalTaxAmt |
| Distributable Before Adj | $74,205 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $74,205 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $74,205 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $115,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $115,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $74,205 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,975 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $115,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,975 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $74,205 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,820 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,820 | 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 | $24,820 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $24,820 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EFRAIM GRINBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AJC GLOBAL JEWISH ADVOCACY | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | 501(3)(C) | CHARITABLE | $30,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 40 RECTOR STREET 11TH FLOOR | NEW YORK | NY | 10006 | NONE | 501(3)(C) | CHARITABLE | $1,000 |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 28 W 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | NONE | 501(3)(C) | CHARITABLE | $2,500 |
| BRONX LETTERS FOUNDATION | |||||||
| 1202 LEXINGTON AVENUE 202 | NEW YORK | NY | 10028 | NONE | 501(3)(C) | CHARITABLE | $1,500 |
| BUCKNELL UNIVERSITY | |||||||
| 1 DENT DRIVE | LEWISBURG | PA | 17837 | NONE | 501(3)(C) | CHARITABLE | $7,500 |
| EMILY'S ENTOURAGE | |||||||
| PO BOX 71 | MERION STATION | PA | 19066 | NONE | 501(3)(C) | CHARITABLE | $5,000 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 E 70TH STREET | NEW YORK | NY | 10021 | NONE | 501(3)(C) | CHARITABLE | $15,000 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||
| LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(3)(C) | CHARITABLE | $20,000 |
| MOUNT SINAI MEDICAL CENTER | |||||||
| 5 E 98TH ST | NEW YORK | NY | 10029 | NONE | 501(3)(C) | CHARITABLE | $15,000 |
| SELF HELP FOUNDATION | |||||||
| 520 8TH AVENUE | NEW YORK | NY | 10018 | NONE | 501(3)(C) | CHARITABLE | $2,500 |
| STUDIO MUSEUM OF HARLEM | |||||||
| 144 W 125TH ST | NEW YORK | NY | 10027 | NONE | 501(3)(C) | CHARITABLE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $115,000 | 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 | $11 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,001 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $45,354 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $88,366 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $88,366 | 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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE EFRAIM GRINBERG FAMILY FOUNDATION MAKES AN ELECTION UNDER SUBPARAGRAPH (2) OF SECTION 53.4942(A)-3(D) TO HAVE ITS QUALIFIED DISTRIBUTION OF $45,500 IN 2020 APPLIED FIRST AGAINST ITS UNDISTRIBUTED INCOME OF $12,972 FOR 2019 AND LAST AGAINST ITS UNDISTRIBUTED INCOME OF $15,975 FOR 2020. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MOVADO GROUP INC. CLASS A | $550,750 | $626,700 |
| MOVADO GROUP INC COMMON | $473,200 | $960,940 |
| ISHARES CORE S&P SMALL | $7,074 | $10,191 |
| ISHARES GLOBAL TECH ETF | $8,070 | $11,011 |
| ISHARES TR MSCI EAFE | $19,250 | $23,381 |
| ISHARES CORE S&P 500 ETF | $31,127 | $45,791 |
| ISHARES INC ISHARES ESG | $8,666 | $9,739 |
| ISHARES TRUST ISHARES ES | $37,699 | $52,763 |
| ISHARES EDGE MSCI (2.42%) | $9,045 | $13,027 |
| ISHARES S & P GLOBAL FINLS (2021) | $7,963 | $7,926 |
| ISHARES TR MSCI EAFE (2021) | $23,385 | $23,734 |
| ISHARES US ENERGY ETF (2021) | $4,968 | $5,809 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $1,428 | $1,428 | $0 |
| FILING FEES | $25 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DELAWARE FRANCHISE TAX | $76 | $0 | $0 |
| FEDERAL INCOME TAX | $4,177 | $0 | $0 |