SEELIG CHARITABLE FOUNDATION TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SEELIG CHARITABLE FOUNDATION TR (EIN 11-6506325)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-25
- IRS object ID
- 202202989349100320
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-25T12:36:53-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133277328 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRETT PELTON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 336 ATLANTIC AVENUE | AddressLine1Txt |
| City | EAST ROCKAWAY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11518 | 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 | 116506325 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEELIG CHARITABLE FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEEL | BusinessNameControlTxt |
| Phone | 5163360738 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 240 | AddressLine1Txt |
| City | EAST ROCKAWAY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11518 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRETT PELTON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5163757747 | PhoneNum |
| Signature | 2022-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRETT | PersonFirstNm |
| Person Last | PELTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01778211 | PTIN |
| Phone | 5163757747 | PhoneNum |
| Preparation | 2022-10-25 | PreparationDt |
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 | $5,306,260 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $56,407 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,407 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $282,836 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $282,836 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $339,243 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $339,243 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $38,538 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $42,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,030 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,030 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $250 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $122,318 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,780 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $213,937 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $213,937 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $336,255 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,780 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $213,937 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,988 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $255,463 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$1 | CashEOYAmt |
| Cash EOYFMV | -$1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $312,397 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $182,283 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $182,283 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,870,368 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,123,978 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,123,978 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,182,765 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,306,260 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,306,260 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,263,910 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,263,910 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $918,855 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,042,350 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,182,765 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,306,260 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,182,765 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,306,260 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,182,765 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,988 | ExcessRevenueOverExpensesAmt |
| Other Increases | $120,567 | OtherIncreasesAmt |
| Subtotal | $5,306,320 | SubtotalAmt |
| Other Decreases | $60 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,306,260 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| LONG TERM CAPITAL GAINS | P | 2021-12-31 | $348,776 | $348,776 |
| SHORT TERM CAPITAL GAINS | P | 2021-12-31 | -$65,940 | -$65,940 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $282,836 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,551 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,551 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,551 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $84 | EsPenaltyAmt |
| Overpayment | $21,365 | OverpaymentAmt |
| Applied To ES Tax | $21,365 | 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 | 0 | 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 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5163360738 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 240 | AddressLine1Txt |
| City | EAST ROCKAWAY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11518 | 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 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| BRETT PELTON | ||||||||
| 15 HIGH PASTURE CIRCLE | DIX HILLS | NY | 11746 | TRUSTEE | 1.00 | $12,846 | $0 | $0 |
| HENRY KLOSOWSKI | ||||||||
| 10 WOODLAND AVENUE | SYOSSET | NY | 11791 | TRUSTEE | 1.00 | $12,846 | $0 | $0 |
| BARI PELTON | ||||||||
| 200 EAST 71ST STREET | NEW YORK | NY | 10021 | TRUSTEE | 1.00 | $12,846 | $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 |
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 | $5,150,908 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $125,630 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,276,538 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,276,538 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,148 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,197,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $259,870 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $259,870 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,551 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,551 | TotalTaxAmt |
| Distributable Before Adj | $256,319 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $256,319 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $256,319 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $213,937 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $213,937 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $256,319 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $99,500 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $54,461 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $52,731 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,136 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $79,954 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $311,782 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $213,937 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $213,937 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $42,382 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $42,382 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $269,400 | 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 | $57,118 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $212,282 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $54,461 | ExcessFromYear4Amt |
| Excess From Year3 | $52,731 | ExcessFromYear3Amt |
| Excess From Year2 | $25,136 | ExcessFromYear2Amt |
| Excess From Year1 | $79,954 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTORS FUND | |||||||
| 729 SEVENTH AVENUE 10 FL | NEW YORK | NY | 10019 | N/A | 501(C)(3) | GENERAL SUPPORT | $2,500 |
| CROHNS AND COLITIS FOUNDATION | |||||||
| 733 THIRD AVENUE SUITE 510 | NEW YORK | NY | 10017 | N/A | 501(C)(3) | GENERAL SUPPORT | $360 |
| CONSUMER REPORT LEADERSH | |||||||
| 101 TRUEMAN AVE | YONKERS | NY | 10703 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| B FOUNDATION | |||||||
| 101 ROCKLAND CIRCLE | WILMINGTON | DE | 19803 | N/A | 501(C)(3) | GENERAL SUPPORT | $360 |
| WALKWAY OVER THE HUDSON STATE HISTORIC PARK | |||||||
| 61 PARKER AVENUE | POUGHKEEPSIE | NY | 12601 | N/A | 501(C)(3) | GENERAL SUPPORT | $625 |
| ALZHEIMERS ASSOCIATION | |||||||
| 360 LEXINGTON AVE | NEW YORK | NY | 10017 | N/A | 501(C)(3) | GENERAL SUPPORT | $5,400 |
| OLD WESTBURY HEBREW CONGREGATION | |||||||
| 21 OLD WESTBURY RD | OLD WESTBURY | NY | 11568 | N/A | 501(C)(3) | GENERAL SUPPORT | $10,000 |
| FEED ISRAEL FOUNDATION | |||||||
| 5229 NEW UTRECHT AVENUE SUITE 400 | BROOKLYN | NY | 11219 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,885 |
| JOHN THEISSEN CHILDREN FOUNDATION | |||||||
| 1881 WANTAGH AVE | WANTAGH | NY | 11793 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,573 |
| MOMMAS HOUSE | |||||||
| 1857 WANTAGH AVENUE | WANTAGH | NY | 11793 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| COLUMBUS CITIZENS FOUNDATION | |||||||
| 8 EAST 69TH STREET | NEW YORK | NY | 10021 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,800 |
| ROCKING THE BOAT | |||||||
| 812 EDGEWATER ROAD | BRONX | NY | 10474 | N/A | 501(C)(3) | GENERAL SUPPORT | $2,670 |
| NEW YORK YANKEES FOUNDATION | |||||||
| 1 E 161ST ST | BRONX | NY | 10451 | N/A | 501(C)(3) | GENERAL SUPPORT | $600 |
| PINKTIE 1000 FOUNDATION | |||||||
| 538 BROAD HOLLOW ROAD SUITE 315 | MELVILLE | NY | 11747 | N/A | 501(C)(3) | GENERAL SUPPORT | $396 |
| UJA FEDERATION | |||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | N/A | 501(C)(3) | GENERAL SUPPORT | $5,990 |
| HADAR | |||||||
| 190 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | N/A | 501(C)(3) | GENERAL SUPPORT | $100 |
| MOONJUMPERS CHARITABLE FOUNDATION INC | |||||||
| 45 BROADHOLLOW ROAD 124 | MELVILLE | NY | 11747 | N/A | 501(C)(3) | GENERAL SUPPORT | $225 |
| THE NEW YORK VIRTUOSO SINGERS | |||||||
| 45 GRANT AVENUE | FARMINGDALE | NY | 11735 | N/A | 501(C)(3) | GENERAL SUPPORT | $600 |
| ROTARY CLUB OF NORTHPORT | |||||||
| 10 CHESHIRE PLACE NY 11731 | EAST NORTHPORT | NY | 11731 | N/A | 501(C)(3) | GENERAL SUPPORT | $500 |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | N/A | 501(C)(3) | GENERAL SUPPORT | $3,950 |
| LONG ISLAND YOUTH MENTORING | |||||||
| 153 MCNAIR STREET | BRENTWOOD | NY | 11717 | N/A | 501(C)(3) | GENERAL SUPPORT | $465 |
| MEMORIAL SLOANE KETTERING | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | 501(C)(3) | GENERAL SUPPORT | $500 |
| SCHECTER SCHOOL OF LONG ISLAND | |||||||
| 6 CROSS STREET | WILLISTON PARK | NY | 11596 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,800 |
| CHABAD OF ROSLYN | |||||||
| 75 POWERHOUSE ROAD | ROSLYN HEIGHTS | NY | 11577 | N/A | 501(C)(3) | GENERAL SUPPORT | $21,780 |
| FRIENDS OF JCC KRAKOW | |||||||
| 74 LAFAYETTE AVENUE 101 | NEW YORK | NY | 10961 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,800 |
| NYU LANGONE | |||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | N/A | 501(C)(3) | GENERAL SUPPORT | $400 |
| SID JACOBSON JCC | |||||||
| 300 FOREST DR | EAST HILLS | NY | 11548 | N/A | 501(C)(3) | GENERAL SUPPORT | $14,500 |
| VONS VISION | |||||||
| 59 CAVALIER BLVD STE 310 | FLORENCE | KY | 41042 | N/A | 501(C)(3) | GENERAL SUPPORT | $9,350 |
| EARTHS MAGNET SCHOOL PTA | |||||||
| 2626 MICHAEL DR | NEWBURY PARK | CA | 91320 | N/A | 501(C)(3) | GENERAL SUPPORT | $245 |
| RED SOX FOUNDATION | |||||||
| 4 JERSEY STREET | BOSTON | MA | 02215 | N/A | 501(C)(3) | GENERAL SUPPORT | $40 |
| MAKE-A-WISH FOUNDATION | |||||||
| 1702 E HIGHLAND AVESUITE 400 | PHOENIX | AZ | 85016 | N/A | 501(C)(3) | GENERAL SUPPORT | $200 |
| CHMOL | |||||||
| 5225 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | N/A | 501(C)(3) | GENERAL SUPPORT | $2,800 |
| DENVER YOUNG ARTISTS ORCHESTRA | |||||||
| 385 S COLORADO BLVD A722 | DENVER | CO | 80222 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,075 |
| GIRLS INC OF NEW HAMPSHIRE | |||||||
| 85 ELM STREET | MANCHESTER | NH | 03101 | N/A | 501(C)(3) | GENERAL SUPPORT | $258 |
| COLORADOOVARIANCANCERALLIANCE | |||||||
| 1777SBELLAIREST | DENVER | CO | 80222 | N/A | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| CHERRY HILLS CHRISTIAN SCHOOL | |||||||
| 3900 GRACE BOULEVARD | HIGHLANDS RANCH | CO | 80126 | N/A | 501(C)(3) | GENERAL SUPPORT | $120 |
| EPILEPSY FOUNDATION | |||||||
| 8801 VILLAGE DRIVE 220 | SAN ANTONIO | TX | 78217 | N/A | 501(C)(3) | GENERAL SUPPORT | $10,000 |
| JEWISH CHILDREN'S MUSEUM | |||||||
| 792 EASTERN PARKWAY | BROOKLYN | NY | 11213 | N/A | 501(C)(3) | GENERAL SUPPORT | $3,600 |
| ROHR JEWISH LEARNING INSTITUTE | |||||||
| 832 EASTERN PARKWAY | BROOKLYN | NY | 11213 | N/A | 501(C)(3) | GENERAL SUPPORT | $79 |
| UNIVERSITY OF MICHIGAN | |||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | N/A | 501(C)(3) | GENERAL SUPPORT | $180 |
| REGIONAL FOOD BANK | |||||||
| 965 ALBANY SHAKER ROAD | LATHAM | NY | 12110 | N/A | 501(C)(3) | GENERAL SUPPORT | $100 |
| SUNRISE DAY CAMP | |||||||
| 15 NEIL CT | OCEANSIDE | NY | 11572 | N/A | 501(C)(3) | GENERAL SUPPORT | $23,906 |
| DEFY VENTURES | |||||||
| 5 PENN PLAZA 19TH FLOOR | NEW YORK | NY | 10001 | N/A | 501(C)(3) | GENERAL SUPPORT | $2,509 |
| CHAI LIFELINE | |||||||
| 151 W 30TH STREET | NEW YORK | NY | 10001 | N/A | 501(C)(3) | GENERAL SUPPORT | $37,846 |
| ALS ASSOCIATION | |||||||
| 42 BROADWAY STE 1724 | NEW YORK | NY | 10004 | N/A | 501(C)(3) | GENERAL SUPPORT | $4,000 |
| BELIEVE IN A CURE | |||||||
| 151HERRICKSROADNO204 | NEW HYDE PARK | NY | 11040 | N/A | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | N/A | 501(C)(3) | GENERAL SUPPORT | $120 |
| VILLAGE PRESCHOOL CENTER | |||||||
| 136 WEST 10TH STREET | NEW YORK | NY | 10014 | N/A | 501(C)(3) | GENERAL SUPPORT | $410 |
| AMERICAN FRIENDS OF SHALVA | |||||||
| 315 5TH AVE 6TH FLOOR | NEW YORK | NY | 10016 | N/A | 501(C)(3) | GENERAL SUPPORT | $23,960 |
| PEDIATRIC BRAIN TUMOR FOUNDATION | |||||||
| 302 RIDGEFIELD COURT | ASHEVILLE | NC | 28806 | N/A | 501(C)(3) | GENERAL SUPPORT | $360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $213,937 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,407 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $282,836 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $339,243 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $339,243 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $42,500 | Amt |
| Net Investment Income | $42,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH 840-46353,840-46354,840-46406 | StockNm |
| EOY Book Value | $5,123,978 | EOYBookValueAmt |
| EOYFMV | $5,123,978 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DEDUCTIBLE LOSS | Desc |
| Amt | $60 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS | $117,137 |
| EIP | $1,000 |
| OTHER INCOME | $2,430 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $41,030 | Amt |
| Net Investment Income | $41,030 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |