BEATRICE & SAMUEL A SEAVER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BEATRICE & SAMUEL A SEAVER FOUNDATION (EIN 13-3251432)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-06-26
- IRS object ID
- 202521779349100117
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-26T14:31:26-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133251432 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEATRICE & SAMUEL A SEAVER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WITHUMSMITHBROWN PC | InCareOfNm |
| Business Name Control | BEAT | BusinessNameControlTxt |
| Phone | 2127519100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WSB 1411 BROADWAY Suite 9th Fl | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA HYATT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2127519100 | PhoneNum |
| Signature | 2025-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Israel Tannenbaum CPA | PreparerPersonNm |
| PTIN | P01589203 | PTIN |
| Phone | 2127519100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $177,717,149 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,300,524 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,201,543 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $3,642,088 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $3,644,791 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $3,642,088 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $30,264 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,062,769 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,264 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,972,876 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,876,598 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,021,289 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $51,064 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $970,224 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $512,241 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $25,612 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $486,629 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $109,103 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,455 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $103,648 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $177,240 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,240 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $130,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $75,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,456 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,270 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,186 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,900,329 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $131,641 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,693,687 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,409,039 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,409,039 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,309,368 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $131,641 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,102,726 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $663,508 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,744,957 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,293,436 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,020,526 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,020,526 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,070,112 | CorporateStockBOYAmt |
| Corporate Stock EOY | $991,903 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $708,781 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $103,460,679 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $103,151,709 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $86,346,740 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $13,783,370 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,082,407 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $84,641,102 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $123,607,597 | TotalAssetsBOYAmt |
| Total Assets EOY | $124,246,545 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $177,717,149 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $62,426,154 | CapitalStockBOYAmt |
| Capital Stock EOY | $62,426,154 | CapitalStockEOYAmt |
| Retained Earning BOY | $61,181,443 | RetainedEarningBOYAmt |
| Retained Earning EOY | $61,820,391 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $123,607,597 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $124,246,545 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $123,607,597 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $124,246,545 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $123,607,597 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $663,508 | ExcessRevenueOverExpensesAmt |
| Subtotal | $124,271,105 | SubtotalAmt |
| Other Decreases | $24,560 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $124,246,545 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BOA #3453 ST US TRUST SECURITIES | P | 2024-11-30 | $3,283,167 | $3,197,570 | $85,597 | $85,597 |
| BOA #3453 LT US TRUST SECURITIES | P | 2024-11-30 | $774,166 | $834,935 | -$60,769 | -$60,769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,264 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $121,555 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $121,555 | SubtotalAmt |
| Tax Based On Investment Income | $121,555 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $117,552 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $70,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $187,552 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $62 | EsPenaltyAmt |
| Overpayment | $65,935 | OverpaymentAmt |
| Applied To ES Tax | $65,935 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127519100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 9TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| TERRI ROSENBLOOM | ||||||||
| C/O WSB 1411 BROADWAY | NEW YORK | NY | 10018 | TRUSTEE | 15.0 | $510,645 | $0 | $0 |
| LINDA HYATT | ||||||||
| C/O WSB 1411 BROADWAY | NEW YORK | NY | 10018 | TRUSTEE | 5.0 | $170,215 | $0 | $0 |
| STEPHANIE GOLDMAN | ||||||||
| C/O WSB 1411 BROADWAY | NEW YORK | NY | 10018 | TRUSTEE | 5.0 | $170,215 | $0 | $0 |
| PATTY MCGINLEY | ||||||||
| C/O WSB 1411 BROADWAY | NEW YORK | NY | 10018 | TRUSTEE | 5.0 | $170,214 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HOLLAND & KNIGHT LLP | |||||
| 787 SEVENTH AVENUE 31ST FLOOR | NEW YORK | NY | 10019 | LEGAL SERVICES | $264,964 |
| KATTEN MUCHIN ROSENMAN LLP | |||||
| 50 ROCKFELLER PLAZA | NEW YORK | NY | 100201605 | LEGAL SERVICES | $247,277 |
| WITHUMSMITH BROWN PC | |||||
| PO BOX 5340 | PRINCETON | NJ | 08543 | ACCOUNTING SERVICES | $89,053 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | . | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $85,154,155 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,591,862 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $84,641,102 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $177,387,119 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $177,387,119 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,660,807 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $174,726,312 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,736,316 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,736,316 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $121,555 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $121,555 | TotalTaxAmt |
| Distributable Before Adj | $8,614,761 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,614,761 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,614,761 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,102,726 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $8,102,726 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,614,761 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,749,735 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,102,726 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,749,735 | AppliedToYear1Amt |
| Applied To Current Year | $352,991 | 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 |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $8,261,770 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MT SINAI SCHOOL OF MEDICINE | |||||||
| 1 Gustave L Levy Pl | NEW YORK | NY | 10029 | N/A | PC | UNRESTRICTED | $1,215,000 |
| MEMORIAL SLOAN KETTERING CENTER | |||||||
| 1275 York Avenue | NEW YORK | NY | 10065 | N/A | UNRESTRICTED | $100,000 | |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||
| 1 GUSTAVE L LEVY PL | NEW YORK | NY | 10029 | N/A | PC | UNRESTRICTED | $5,094,039 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,409,039 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,300,524 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $3,642,088 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,264 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,972,876 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,972,876 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 10 W 33ST HOLDING CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | EXEMPT ORGANIZA | OrganizationTypeDesc |
| Relationship Description | SEE FOOTNOTE ATTACHED STMT 1 | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKKEEPING & TAX PREP FEES | CategoryTxt |
| Amt | $109,103 | Amt |
| Net Investment Income | $5,455 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $103,648 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS (BOA #3453) | BondNm |
| EOY Book Value | $103,151,709 | EOYBookValueAmt |
| EOYFMV | $86,346,740 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK (BOA #3453) | StockNm |
| EOY Book Value | $991,903 | EOYBookValueAmt |
| EOYFMV | $708,781 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HOLDING CO - 10 WEST 33RD ST | AT COST | $4,934,796 | $16,818,750 |
| 555 FIFTH AVENUE - 7.492% | AT COST | $1,567,628 | $6,087,790 |
| 110 WEST 40TH ST - 7.097% | AT COST | $576,750 | $3,479,132 |
| 370 7TH AVENUE - 17.500% | AT COST | $591,137 | $20,020,000 |
| 45-52 WEST 39TH ST - 5.188% | AT COST | $875,307 | $2,090,804 |
| MARRANO 2.375% & ABNER 12.873% | AT COST | $5,536,789 | $36,144,626 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $512,241 | LegalFeesAmt |
| Net Investment Income | $25,612 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $486,629 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR PERIOD ADJUSTMENTS | $15,000 |
| TAX BASIS ADJUSTMENTS | $9,561 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FILING FEES | $1,500 | $1,500 | |
| OFFICE EXPENSE | $1,538 | $1,538 | |
| OTHER DEDUCTIONS | $2,265 | $2,265 | |
| POSTAGE | $106 | $101 | $5 |
| MISCELLANEOUS EXPENSES | $47 | $47 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CONSULTING | $100,000 | $100,000 | |
| CUSTODY FEES | $47,240 | $47,240 | |
| APPRAISAL FEE | $30,000 | $30,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $75,000 | Amt |