HOWARD AND MARYAM NEWMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD AND MARYAM NEWMAN FAMILY FOUNDATION INC (EIN 20-1999992)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-04-15
- IRS object ID
- 202221059349102157
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-15T13:59:48-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130485070 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERDON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201999992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOWARD AND MARYAM NEWMAN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 2128320400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 PINE BROOK ROAD | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10506 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD NEWMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128320400 | PhoneNum |
| Signature | 2022-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HOWARD | PersonFirstNm |
| Person Last | NEWMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANFORD STOLAR | PreparerPersonNm |
| PTIN | P00544600 | PTIN |
| Phone | 2128320400 | 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 | $20,055,587 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,040,750 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $74 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $74 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $211,534 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $211,534 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$140 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,040,610 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $951,985 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,252,218 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,163,593 | 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 | $10,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,400 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $77,485 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,287 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $90,572 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,550 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,085,340 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,085,340 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,175,912 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,550 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,090,740 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $76,306 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,158,043 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,672,380 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,748,686 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,748,686 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,809,298 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,809,298 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,306,901 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,481,678 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,557,984 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,055,587 | 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 | $11,481,678 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,557,984 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,481,678 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,557,984 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,481,678 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,557,984 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,481,678 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $76,306 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,557,984 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,557,984 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,040,603 | $88,625 | $951,978 | $951,978 | |
| CAPITAL GAINS DIVIDENDS | $7 | $7 | $7 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $951,985 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,097 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,097 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,097 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,527 | 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 | $23,527 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,430 | OverpaymentAmt |
| Applied To ES Tax | $7,430 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NOT APPLICABLE | WebsiteAddressTxt |
| Individual With Books | MARYAM NEWMAN | IndividualWithBooksNm |
| Phone | 2128320400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 PINE BROOK ROAD | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10506 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| HOWARD H NEWMAN | ||||||||
| 346 PINE BROOK ROAD | BEDFORD | NY | 10506 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ZEENA M MEURER | ||||||||
| 205 WESR 19TH ST APT 5F | NEW YORK | NY | 10011 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| ELIZABETH V NEWMAN | ||||||||
| 1205 ENFIELD ROAD | AUSTIN | TX | 78703 | SECRETARY | 0.50 | $0 | $0 | $0 |
| MARYAM R NEWMAN | ||||||||
| 346 PINE BROOK ROAD | BEDFORD | NY | 10506 | TREASURER | 0.50 | $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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,537,902 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,111,555 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,649,457 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,649,457 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $294,742 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,354,715 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $967,736 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $967,736 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,097 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,097 | TotalTaxAmt |
| Distributable Before Adj | $951,639 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $951,639 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $951,639 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,090,740 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,090,740 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,090,740 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $951,639 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $657,954 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $418,988 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $663,377 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $248,521 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,988,840 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,090,740 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $951,639 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $139,101 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,127,941 | 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 | $657,954 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,469,987 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $418,988 | ExcessFromYear4Amt |
| Excess From Year3 | $663,377 | ExcessFromYear3Amt |
| Excess From Year1 | $248,521 | ExcessFromYear1Amt |
| Excess From Current Year | $139,101 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HOWARD H NEWMAN | ContributingManagerNm |
| Contributing Manager | MARYAM R NEWMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADALAH JUSTICE PROJECT | ||||||
| PO BOX 541 | GLEN CARBON | IL | 62034 | PC | TO TRANSFORM PUBLIC DISCOURSE AND U.S. POLICY ON PALESTINE THROUGH PUBLIC EDUCATION, COALITION-BUILDING, AND ADVOCACY FOR POLICIES GROUNDED IN UNIVERSAL RIGHTS OF FREEDOM, EQUALITY AND JUSTICE | $1,000 |
| AMNESTY LEADERSHIP | ||||||
| 777 UNITED NATIONS PLAZA 601 | NEW YORK | NY | 10017 | PC | TO UNDERTAKE RESEARCH AND ACTION TO END ABUSES OF THE RIGHTS TO PHYSICAL AND MENTAL INTGRITY, AND PROMOTE ALL HUMAN RIGHTS. | $1,000 |
| ASPEN INSTITUTE | ||||||
| 477 MADISON AVE | NEW YORK | NY | 10022 | PC | TO SUPPORT AND INVIGORATE THE ARTS IN AMERICA | $5,000 |
| ASPEN INSTITUTE | ||||||
| 477 MADISON AVE | NEW YORK | NY | 10022 | PC | TO SUPPORT AND INVIGORATE THE ARTS IN AMERICA | $5,000 |
| BEDFORD LIBRARY | ||||||
| 32 VILLAGE GREEN | BEDFORD | NY | 10506 | PC | TO PROVIDE FREE AND OPEN ACCESS TO INFORMATION, KNOWLEDGE AND THE PURSUIT OF IDEAS IN AN ENVIRONMENT THAT IS COMFORTABLE AND WELCOMING. | $200 |
| BOSTON CHILDREN'S MUSEUM | ||||||
| 308 CONGRESST STREET | BOSTON | MA | 02210 | PC | TO PROVIDE SUPPORT FOR THE HOSPITAL | $1,000 |
| BROOKLYN INSTITUTE FOR SOCIAL | ||||||
| 68 JAY STREET 308 | BROOKLYN | NY | 11201 | PC | TO OFFER CRITICAL, COMMUNITY BASED EDUCATION IN THE HUMANITIES AND SOCIAL SCIENCES. | $20,000 |
| CAMBRIDGE COMMUNITY FOUNDATION | ||||||
| 99 BISHOP ALLEN DR | CAMBRIDGE | MA | 02139 | PC | TO PROVIDE GRANTS TO SOCIAL SERVICE AGENCIES SERVING CAMBRIDGE AND TO SERVE AS A CIVIC LEADER | $2,500 |
| CATHOLIC CHARITIES | ||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | PC | TO PROVIDE SERVICE TO PEOPLE IN NEED, TO PROMOTE JUSTIC IN SOCIAL STRUCTURES. | $1,000 |
| CITY MEALS ON WHEELS | ||||||
| 3RD FLOOR 355 LEXINGTON AVE | NEW YORK | NY | 10017 | PC | TO HELP PROVIDE A CONTINUOUS LIFELINE OF NUTRITIOUS FOOD AND HUMAN COMPANY TO HOMEBOUND ELDERLY NEW YORKERS IN NEED. | $1,000 |
| CITY MEALS ON WHEELS | ||||||
| 3RD FLOOR 355 LEXINGTON AVE | NEW YORK | NY | 10017 | PC | TO HELP PROVIDE A CONTINUOUS LIFELINE OF NUTRITIOUS FOOD AND HUMAN COMPANY TO HOMEBOUND ELDERLY NEW YORKERS IN NEED. | $1,000 |
| COALITION FOR THE HOMELESS | ||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | PC | PROVIDES ADVOCACY, YOUTH SERVICES, HOUSING, MOBILE SOUP KITCHEN, CRISIS INTERVENTION, VOICE MAIL AND JOB TRAINING IN NEW YORK. | $1,000 |
| CONGREGATION EMANU EL | ||||||
| 1 E 65TH ST | NEW YORK | NY | 10065 | PC | TO HELP ADVANCE CONGREGATION EMANUEL'S MEMBERS' LIFELONG INVOLVEMENT IN JUDAISM, ENGAGING THEM IN COMMUNAL PRAYER (AVODAH), THE STUDY OF SACRED TEXTS (TORAH), AND THE PERFORMANCE OF COMPASSIONATE DEEDS (G'MILUT HASADIM). | $2,500 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PC | TO PROVIDE MEDICAL CARE TO VICTIMS OF POLITICAL VIOLENCE AND NATURAL DISASTERS. | $20,000 |
| FOOD BANK | ||||||
| 263 W 86TH ST | NEW YORK | NY | 10024 | PC | TO SUPPORT THE CITY'S MAJOR HUNGER-RELIEF ORGANIZATION WORKING TO END HUNGER THROUGHOUT THE FIVE BOROUGHS FOR MORE THAN 30 YEARS | $1,000 |
| KATONAH MUSEUM OF ART | ||||||
| 134 JAY ST | KATONAH | NY | 10536 | PC | TO SUPPORT THE CHANGING EXHIBITIONS THAT CROSS A SPECTRUM OF ARTISTIC DISCIPLINES, CULTURES, AND HISTORICAL PERIODS | $1,000 |
| MIANUS RIVER GORGE | ||||||
| 167 MIANUS RIVER RD | BEDFORD | NY | 10506 | PC | TO PRESERVE, PROTECT, AND PROMOTE HERITAGE OF THE MIANUS RIVER THROUGHOUT ACQUISITION | $1,000 |
| NAMI | ||||||
| 505 8TH AVE 1103 | NEW YORK | NY | 10018 | PC | TO HELP BUILD BETTER LIVES FOR THE MILLIONS OF AMERICANS AFFECTED BY MENTAL ILLNESS | $1,000 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | ||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON | DC | 20001 | PC | TO PROTECT AND ENHANCE AMERICA'S NATIONAL PARKS FOR PRESENT AND FUTURE GENERATIONS | $1,000 |
| NATURE CONSERVANCY | ||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | PC | TO CONSERVE THE LANDS AND WATERS ON WHICH ALL LIFE DEPENDS. | $1,000 |
| NEIGHBORHOOD LINK | ||||||
| 27 COLUMBUS AVE | MT KISCO | NY | 10549 | PC | TO SUPPORT THE MISSION OF STRENGTHEN THE WHOLE COMMUNITY THROUGH THE HEALTHY INTEGRATION OF IMMIGRANTS | $1,000 |
| PLANNED PARENTHOOD | ||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | PC | TO ADVOCATE SAFE POLICIES TO IMPROVE THE SEXUAL AND REPRODUCTIVE HEALTH ACROSS THE GLOBE. | $1,000 |
| RONALD MCDONALD HOUSE NEW YORK | ||||||
| 405 EAST 73RD STREET | NEW YORK | NY | 10021 | PC | TO PROVIDE TEMPORARY LODGING AND CARE FOR FAMILIES WHILE THEIR CHILD BATTLES CANCER | $5,000 |
| SEA CHANGE FOUNDATION | ||||||
| ONE EMBARCADERO CENTER 22ND FLOOR | SAN FRANCISCO | CA | 94111 | PC | TO HELP ACHIEVE MEANINGFUL SOCIAL IMPACT THROUGH STRATEGIC PHILANTHROPY THAT ADDRESSES THE MOST PRESSING PROBLEMS FACING THE WORLD TODAY | $10,000 |
| THE SALK INSTITUTE FOR BIOLOGICAL STUDIES | ||||||
| 10010 N TORREY PINES RD | LA JOLLA | CA | 90237 | PC | TO HELP SALK EXPLORE THE VERY FOUNDATIONS OF LIFE, SEEKING NEW UNDERSTANDINGS IN NEUROSCIENCE | $500,000 |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | PC | TO SUPPORT THE COLLECTING, PRESERVING, INTERPRETING AND EXHIBITING AMERICAN ART AND ITS COLLECTION | $140 |
| YALE UNIVERSITY DEVELOPMENT | ||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | PC | TO HELP YALE EXPAND AND SHARE KNOWLEDGE, INSPIRE INNOVATION ANDPRESERVE CULTURAL AND SCIENTIFIC INFORMATION FOR FUTURE GENERATIONS. | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,085,340 | 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 | $74 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $211,534 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$140 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $211,468 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $211,468 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HOWARD NEWMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 PINE BROOK ROAD | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105061618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,040,750 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 25,000 SH BANK NEW YORK MELLON | NoncashPropertyDesc |
| Fair Market Value | $1,040,750 | FairMarketValueAmt |
| Received | 2020-12-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,800 | Amt |
| Net Investment Income | $5,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES RUSSELL 1000 GROWTH | $583,401 | $3,172,812 |
| ISHARES RUSSELL 1000 VALUE | $962,291 | $2,388,460 |
| ISHARES MSCI EAFE | $1,285,497 | $1,728,883 |
| ISHARES RUSSELL 2000 VALUE | $949,586 | $2,742,833 |
| ISHARES MSCI EMERGING MKTS | $1,306,761 | $1,403,979 |
| ISHARES RUSSELL 1000 GROWTH | $100,010 | $543,901 |
| ISHARES MSCI EAFE IX FD | $99,939 | $134,410 |
| ISHARES MSCI EMERGING MKTS | $99,940 | $107,375 |
| SPDR S&P 500 ETF TRUST | $2,469,073 | $4,313,698 |
| RENAISSANCERE | $952,800 | $770,550 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $150 | $150 | $0 |
| FILING FEE | $60 | $0 | $0 |
| OTHER FEES | $577 | $0 | $0 |
| NYS DEPT OF LAW | $1,500 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $77,485 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |