JOSEPH F STEIN FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH F STEIN FAMILY FOUNDATION INC (EIN 13-4144648)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-07
- IRS object ID
- 202231589349100903
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-07T08:33:57-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 709 WESTCHESTER AVENUE | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10604 | 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 | 134144648 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH F STEIN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 9144285100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 GLENN STREET PENTHOUSE SUITE | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR FEIBUS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9144285100 | PhoneNum |
| Signature | 2022-05-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ARTHUR | PersonFirstNm |
| Person Last | FEIBUS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW B KUCHINSKY CPA | PreparerPersonNm |
| PTIN | P00699931 | PTIN |
| Phone | 9149492990 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,686,084 | 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 | $508,574 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $65 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $65 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $438,906 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $438,906 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $80,285 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $770,673 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $267,858 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,027,830 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $706,829 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $72,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $36,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,002 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $36,002 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $161,838 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $161,838 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,280 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $295,870 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $197,838 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $72,752 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $655,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $655,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $951,070 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $197,838 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $727,952 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $76,760 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $508,991 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $387,715 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $610,257 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $610,257 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $542,991 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $577,409 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $626,114 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,121,872 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,206,387 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,693,721 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,944,191 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,679,476 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,755,992 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $10,996,769 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,073,529 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,686,084 | 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 | $10,996,769 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,073,529 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,996,769 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,073,529 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,996,769 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,073,529 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,996,769 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $76,760 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,073,529 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,073,529 | 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 | $677,956 | $502,815 | $175,141 | $175,141 | |
| CAPITAL GAINS DIVIDENDS | $92,717 | $92,717 | $92,717 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $267,858 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,075 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,075 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,075 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,898 | 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 | $19,898 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,823 | OverpaymentAmt |
| Applied To ES Tax | $12,823 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH F STEIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9144285100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 GLENN STREET | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10603 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|
| STUART M STEIN | |||||||||
| C/O SF CONSULTING 30 GLENN STREET | WHITE PLAINS | NY | 10603 | PRESIDENT | 12.00 | $36,000 | $0 | $0 | |
| ARTHUR J FEIBUS | |||||||||
| C/O SF CONSULTING 30 GLENN STREET | WHITE PLAINS | NY | 10603 | TREASURER | 12.00 | $36,000 | $0 | $0 | |
| NANCY R FEIBUS | |||||||||
| C/O JOSEPH F STEIN FAMILY FOUNDATIO | WHITE PLAINS | NY | 10603 | VICE PRESIDENT & SECRETARY | 0.00 | $0 | $0 | $0 | 30 GLENN STREET |
| LAURIE R WEISS | |||||||||
| C/O JOSEPH F STEIN FAMILY FOUNDATIO | WHITE PLAINS | NY | 10603 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 | 30 GLENN STREET |
| NEIL E ROZEN | |||||||||
| C/O JOSEPH F STEIN FAMILY FOUNDATIO | WHITE PLAINS | NY | 10603 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 | 30 GLENN STREET |
| RONI L STEIN | |||||||||
| C/O JOSEPH F STEIN FAMILY FOUNDATIO | WHITE PLAINS | NY | 10603 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 | 30 GLENN STREET |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY FEES | ServiceTypeTxt |
| Compensation | $161,838 | CompensationAmt |
| 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 | $17,953,565 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $569,150 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,522,715 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,522,715 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $277,841 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,244,874 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $912,244 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $912,244 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,075 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,075 | TotalTaxAmt |
| Distributable Before Adj | $905,169 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $905,169 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $905,169 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $727,952 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $727,952 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $905,169 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $653,702 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $727,952 | QualifyingDistributionsAmt |
| Applied To Year1 | $653,702 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $74,250 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $830,919 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STUART M STEIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 1300 MORRIS PARK AVE | BRONX | NY | 10461 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $10,000 | |
| ALZHEIMERS DISEASE & RELATED DISORDERS | |||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $1,000 | |
| AMERICAN CANCER SOCIETY INC | |||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $25,000 | |
| AMERICAN NATIONAL RED CROSS | |||||||
| 2025 E ST NW | WASHINGTON | DC | 20006 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $10,000 | |
| ANTI-DEFAMATION LEAGUE FDN | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 101583650 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $25,000 | |
| ARIZONA ONCOLOGY FOUNDATION | |||||||
| 2625 N CRAYCROFT RD SUITE 215 | TUCSON | AZ | 85712 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $1,500 | |
| BOCA RATON REGIONAL HOSPITAL FDN | |||||||
| 800 MEADOWS RD | BOCA RATON | FL | 33486 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $1,500 | |
| BREAST CANCER RESEARCH FDN INC | |||||||
| 28 W 44TH ST 609 | NEW YORK | NY | 10036 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $25,000 | |
| BROOKLYN HEIGHTS MONTESSORI SCHOOL | |||||||
| 185 COURT ST | BROOKLYN | NY | 11201 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $7,000 | |
| BROWARD PERFORMING ARTS FOUNDATION INC | |||||||
| 201 SOUTHWEST 5TH AVENUE | FORT LAUDERDALE | FL | 33312 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $10,000 | |
| BUONICONTI FUND TO CURE PARALYSIS | |||||||
| 1095 NW 14TH TERRACE LOIS POPE LIFE | MIAMI | FL | 33136 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $1,000 | CENTER |
| CENTER FOR YOUTH ACTIVITIES | |||||||
| 9400 WEST PALMETTO PARK ROAD | BOCA RATON | FL | 33428 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $500 | |
| CHARITABLE VENTURES OF ORANGE COUNTY INC | |||||||
| 1505 17TH STREET SUITE 101 | SANTA ANA | CA | 92705 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $3,000 | |
| CLEVELAND INDIANS CHARITIES INC | |||||||
| 2401 ONTARIO ST | CLEVELAND | OH | 441150000 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $10,000 | |
| CONGREGATION ANSHEI ISRAEL | |||||||
| 5550 EAST 5TH STREET | TUCSON | AZ | 85711 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $7,500 | |
| CONGREGATION B'NAI ISRAEL | |||||||
| 2200 YAMATO RD | BOCA RATON | FL | 33431 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $10,000 | |
| CROHNS & COLITIS FDN OF AMERICA | |||||||
| 733 3RD AVE 510 | NEW YORK | NY | 10017 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $5,000 | |
| DELRAY BEACH YOUTH TENNIS FDN | |||||||
| 11714 DUNES RD | BOYNTON BEACH | FL | 33436 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $500 | |
| DIRECTORS GUILD EDUC & BENEV FUND FDN | |||||||
| 7920 SUNSET BOULEVARD | LOS ANGELES | CA | 90046 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $500 | |
| DONORCHOOSEORG | |||||||
| 134 W 37TH ST | NEW YORK | NY | 10018 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $2,300 | |
| DUKE UNIV SCHOOL OF LAW | |||||||
| 210 SCIENCE DR | DURHAM | NC | 27708 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $5,000 | |
| EMORY UNIVERSITY | |||||||
| 201 DOWMAN DR | ATLANTA | GA | 30322 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $250 | |
| FEEDING SOUTH FLORIDA | |||||||
| 2501 SW 32ND TERRACE | PEMBROKE PARK | FL | 33023 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $10,000 | |
| FEEDING WESTCHESTER INC | |||||||
| 200 CLEARBROOK RD | ELMSFORD | NY | 10523 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $5,000 | |
| FENWAY GOLF CLUB CHARITABLE FUND | |||||||
| 384 OLD MAMARONECK RD | SCARSDALE | NY | 10583 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $500 | |
| FOURTH AVENUE FDN INC | |||||||
| 434 E 9TH ST | TUCSON | AZ | 85705 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $1,000 | |
| FRIENDSHIP SHELTER INC | |||||||
| 20652 LAGUNA CANYON RD | LAGUNA BEACH | CA | 92651 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $5,000 | |
| GILDA'S CLUB SOUTH FLORIDA | |||||||
| 119 ROSE DR | FORT LAUDERDALE | FL | 33316 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $1,000 | |
| HADASSAH WOMEN'S ORG OF AMERICA | |||||||
| TRUMP BLDG 40 WALL ST | NEW YORK | NY | 10005 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $1,500 | |
| HILLCREST JEWISH CENTER | |||||||
| 183-02 UNION TPKE | QUEENS | NY | 11366 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $41,000 | |
| IBIS CHARITIES FOUNDATION INC | |||||||
| 101030 NORTHLAKE BLVD 214-179 | WEST PALM BEACH | FL | 33412 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $10,000 | |
| ISLAND HARVEST LTD | |||||||
| 40 MARCUS BLVD | HAUPPAUGE | NY | 11788 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $1,000 | |
| JCC ASSOCIATION OF NORTH AMERICA | |||||||
| 520 8TH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $2,500 | |
| JEWISH ADOPTION AND FOSTER CARE OPTIONS | |||||||
| 4200 N UNIVERSITY DRIVE | SUNRISE | FL | 33351 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $500 | |
| JEWISH COMMUNITY FDN OF GREATER METROWEST | |||||||
| 901 NJ-10 | WHIPPANY | NJ | 07981 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $58,500 | |
| JEWISH FEDERATION OF BROWARD COUNTY | |||||||
| 5890 S PINE ISLAND ROAD | DAVIE | FL | 33328 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $16,000 | |
| JEWISH FEDERATION OF GREATER METROWEST NJ | |||||||
| 901 NJ-10 | WHIPPANY | NJ | 07981 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $18,100 | |
| JEWISH FEDERATION OF PALM BEACH COUNTY | |||||||
| 1 HARVARD CIR 100 | WEST PALM BEACH | FL | 33409 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $3,600 | |
| JEWISH FEDERATION OF SOUTHERN ARIZONA | |||||||
| 3718 E RIVER RD 100 | TUCSON | AZ | 85718 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $6,000 | |
| JEWISH HOME OF EASTERN PA | |||||||
| 1101 VINE ST | SCRANTON | PA | 18510 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $5,000 | |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $1,000 | |
| LEBRON JAMES FAMILY FDN | |||||||
| 3800 EMBASSY PKWY STE 360 | AKRON | OH | 44333 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $50,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 3RD AVE | NEW YORK | NY | 10017 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $5,000 | |
| NYU LANGONE MEDICAL CENTER | |||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $3,500 | |
| OLD PUEBLO COMMUNITY SERVICES | |||||||
| 4501 EAST 5TH STREET UNIT 1 | TUCSON | AZ | 85711 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $5,000 | |
| PACKER COLLEGIATE INSTITUTE | |||||||
| 170 JORALEMON ST | BROOKLYN | NY | 11201 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $10,000 | |
| RIVERWALK FT LAUDERDALE | |||||||
| 888 E LAS OLAS BLVD SUITE 210 | FORT LAUDERDALE | FL | 33301 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $500 | |
| SHATTERPROOF-A NONPROFIT CORP | |||||||
| 101 MERRITT 7 | NORWALK | CT | 06851 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $5,250 | |
| ST FRANCIS HOSPITAL FDN | |||||||
| 100 PORT WASHINGTON BLD | ROSLYN | NY | 11576 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $1,000 | |
| STEIN YESHIVA OF LINCOLN PARK | |||||||
| 287 CENTRAL PARK AVE | YONKERS | NY | 10704 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $40,000 | |
| TEMPLE BETH EL OF NO WESTCHESTER | |||||||
| 220 SOUTH BEDFORD RD | CHAPPAQUA | NY | 10514 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $12,200 | |
| TEMPLE BETH EL OF SOUTH ORANGE COUNTY | |||||||
| 2A LIBERTY | ALISO VIEJO | CA | 92656 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $7,500 | |
| TEMPLE SHOLOM | |||||||
| 300 E PUTNAM AVE | GREENWICH | CT | 06830 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $19,500 | |
| TEMPLE SHOLOM SISTERHOOD | |||||||
| 300 E PUTNAM AVE | GREENWICH | CT | 06830 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $500 | |
| THE FRIENDSHIP & HERITAGE FDN | |||||||
| PO BOX 967 | BELLE MEAD | NJ | 08502 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $7,500 | |
| THE GLAUCOMA FDN | |||||||
| 80 MAIDEN LN | NEW YORK | NY | 10038 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $5,000 | |
| THE PANTRY OF BROWARD INC | |||||||
| 610 NW 3RD AVE | FORT LAUDERDALE | FL | 33311 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $500 | |
| THE SKIN CANCER FOUNDATION | |||||||
| 205 LEXINGTON AVENUE 11TH FLOOR | NEW YORK | NY | 10016 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $2,000 | |
| THE WILY NETWORK INC | |||||||
| 1920 CENTRE STREET SUITE 1 | WEST ROXBURY | MA | 02132 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $1,000 | |
| TRUSTEES OF UNIV OF PENNSYLVANIA | |||||||
| 3819 CHESTNUT STREET SUITE 214 | PHILADELPHIA | PA | 19104 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $5,000 | |
| UGC FOUNDATION INC | |||||||
| 60 WILLOW DR | NEW ROCHELLE | NY | 10805 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $50,000 | |
| UJA-FEDERATION (NY) | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $25,000 | |
| UNIV OF MIAMI ALUMNI ASSOC | |||||||
| 6200 SAN AMARO DRIVE SUITE 200 | CORAL GABLES | FL | 33146 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $5,000 | |
| UNIV OF MIAMI SCHOOL OF COMMUNICATIONS | |||||||
| 5100 BRUNSON DR | CORAL GABLES | FL | 33146 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $40,000 | |
| UNIVERSITY OF MICHIGAN | |||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $500 | |
| UNIVERSITY OF ROCHESTER | |||||||
| 500 JOSEPH C WILSON BLVD | ROCHESTER | NY | 14627 | PC | UNRESTRICTED GENERAL CONTRIBUTION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $655,200 | 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 | $65 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $438,906 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $80,285 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $519,256 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $519,256 | 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 (12 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MR AND MRS DAVID PLOTKIN | |||||||
| 1 | 58 PACIO COURT | ROSELAND | NJ | 07068 | $8,700 | Yes (X) | |
| MR JEROLD GOLDBERG | |||||||
| 2 | 47 ROOSEVELT STREET | ROSELAND | NJ | 07068 | $16,756 | Yes (X) | Yes (X) |
| DR AND MRS JARED RIFKIN | |||||||
| 3 | 75-32 185TH ST | FLUSHING | NY | 11366 | $1,200 | Yes (X) | |
| MR AND MRS MICHAEL BROFMAN | |||||||
| 4 | 4 ATLAS COURT | NEW HYDE PARK | NY | 11040 | $3,606 | Yes (X) | |
| MR AND MRS EDGAR SCHWARTZ | |||||||
| 5 | 80-59 189TH STREET | JAMAICA | NY | 11423 | $12,500 | Yes (X) | |
| MR MARTIN S BARBER | |||||||
| 6 | 42 BLACKSTONE DR | LIVINGSTON | NJ | 07039 | $32,692 | Yes (X) | |
| MRS EDNA H GREENE | |||||||
| 7 | 271-10 GRAND CENTRAL PARKWAY APT 11 | FLORAL PARK | NY | 11005 | $2,000 | Yes (X) | |
| MR AND MRS BERNARD SPEAR | |||||||
| 8 | 142 WEST END AVENUE APT 6P | NEW YORK | NY | 10023 | $4,000 | Yes (X) | |
| MR JASON STEIN | |||||||
| 9 | 1 JOHN STREET PH-D | BROOKLYN | NY | 11201 | $43,000 | Yes (X) | |
| MR DANIEL HAIMOVIC | |||||||
| 10 | 192 COLUMBIA HEIGHTS | BROOKLYN | NY | 11201 | $3,000 | Yes (X) | |
| MRS SUSAN GROSSMAN | |||||||
| 11 | 271-10 GRAND CENTRAL PARKWAY APT 31 | FLORAL PARK | NY | 11005 | $1,500 | Yes (X) | |
| TOBY S ROZEN 1998 CHARITABLE REMAINDER UNITRUST | |||||||
| 12 | C/O ARTHUR FEIBUS 8048 CRANES POINT | WEST PALM BEACH | FL | 33412 | $379,620 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (12 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 333 SHS-BANK OF AMERICA | $15,841 | 2021-10-22 |
| 6 | 64 SHS DICKS SPORTING GOODS | $8,443 | 2021-09-23 |
| 6 | 51 SHS TARGET INC | $12,349 | 2021-09-20 |
| 6 | 96 SHS BLACKSTONE GROUP | $11,900 | 2021-09-20 |
| 12 | 1654 SHS CLEARBRIDGE STRATEGY A | $47,151 | 2021-03-29 |
| 12 | 100 SHS GOLDMAN SACHS GRP INC | $32,573 | 2021-03-29 |
| 12 | 350 SHS JPMORGAN CHASE & CO | $53,438 | 2021-03-29 |
| 12 | 9976 SHS LORD ABBETT SHT DURATION | $41,899 | 2021-03-29 |
| 12 | 100 SHS MICROSOFT CORP | $23,524 | 2021-03-29 |
| 12 | 2046 SHS POLEN GROWTH INVESTOR | $92,751 | 2021-03-29 |
| 12 | 350 SHS TEXAS INSTRUMENTS | $65,163 | 2021-03-29 |
| 12 | 50 SHS UNITEDHEALTH GP INC | $18,953 | 2021-03-29 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $36,002 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,002 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY - 957 | BondNm |
| EOY Book Value | $2,679,476 | EOYBookValueAmt |
| EOYFMV | $2,755,992 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY - 957 | $4,619,384 | $12,202,100 |
| MORGAN STANLEY - 957 | $2,587,003 | $3,491,621 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $577,409 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $626,114 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEES | Desc |
| Revenue And Expenses Per Books | $750 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $161,838 | Amt |
| Net Investment Income | $161,838 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $25,280 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |