JAY AND KELLY SUGARMAN FOUNDATION: Form 990PF, tax year 2021
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- Organization
- JAY AND KELLY SUGARMAN FOUNDATION (EIN 20-0911399)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203189349101530
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T08:41:59-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4000 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | 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 | 200911399 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jay and Kelly Sugarman Foundation | BusinessNameLine1Txt |
| Business Name Line2 | c/o Jay Sugarman | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JAY SUGARMAN | InCareOfNm |
| Business Name Control | JAYA | BusinessNameControlTxt |
| Phone | 2129309400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1114 Avenue of the Americas | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jay Sugarman | PersonNm |
| Person Title | Officer | PersonTitleTxt |
| Phone | 2129309400 | PhoneNum |
| Signature | 2022-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jay | PersonFirstNm |
| Person Last | Sugarman | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER D RHODERICK | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817445 | PhoneNum |
| Preparation | 2022-11-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,156,898 | 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 | $90,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,996 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,996 | DividendsNetInvstIncmAmt |
| Other Income Rev And Expnss | $514 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $514 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $109,525 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,525 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $65 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $110 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $110 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $175 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $110 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $176,608 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $176,608 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $176,783 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $176,718 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$67,258 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,460 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,567 | CashBOYAmt |
| Cash EOY | $4,850 | CashEOYAmt |
| Cash EOYFMV | $4,850 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $180,905 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $140,364 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $140,364 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,011,684 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $212,472 | TotalAssetsBOYAmt |
| Total Assets EOY | $145,214 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,156,898 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $212,472 | CapitalStockBOYAmt |
| Capital Stock EOY | $145,214 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $212,472 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $145,214 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $212,472 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $145,214 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $212,472 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$67,258 | ExcessRevenueOverExpensesAmt |
| Subtotal | $145,214 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $145,214 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $270 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $270 | SubtotalAmt |
| Tax Based On Investment Income | $270 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,696 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,696 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,426 | OverpaymentAmt |
| Applied To ES Tax | $3,426 | 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 | DE | 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 | JAY SUGARMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129309400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1114 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAY SUGARMAN | ||||||||
| 1114 Avenue of the Americas | New York | NY | 10036 | PRESIDENT/TREASURER | 1.0 | $0 | $0 | $0 |
| KELLY SUGARMAN | ||||||||
| 1114 Avenue of the Americas | New York | NY | 10036 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $829,750 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $161,163 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $990,913 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $990,913 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,864 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $976,049 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,802 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,802 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $270 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $270 | TotalTaxAmt |
| Distributable Before Adj | $48,532 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $48,532 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $48,532 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $176,718 | 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 | $176,718 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,532 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $496,435 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $638,288 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $284,321 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $216,332 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $181,827 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,817,203 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $176,718 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $48,532 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $128,186 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,945,389 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $496,435 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,448,954 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $638,288 | ExcessFromYear4Amt |
| Excess From Year3 | $284,321 | ExcessFromYear3Amt |
| Excess From Year2 | $216,332 | ExcessFromYear2Amt |
| Excess From Year1 | $181,827 | ExcessFromYear1Amt |
| Excess From Current Year | $128,186 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAY SUGARMAN | ContributingManagerNm |
| Contributing Manager | KELLY SUGARMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Park Avenue Armory | |||||||
| 643 Park Ave | New York | NY | 10065 | NONE | PC | To promote contemporary arts institution. | $5,000 |
| Carter Burden Center for Aging | |||||||
| 1484 First Avenue | New York | NY | 10075 | NONE | PC | To promote the well being of older adults 60 and older through a continuum of services, health & wellness programs. | $10,010 |
| First Church of Christ Scientist | |||||||
| 18 E 41 Street | New York | NY | 10017 | NONE | PC | To promote the teaching of Christian science. | $16,300 |
| Scripps National Spelling Bee | |||||||
| 312 Walnut Street Suite 2800 | Cincinnati | OH | 45202 | NONE | PC | To promote the activities of the spelling bee. | $28,914 |
| Philadelphia Union Foundation | |||||||
| 2501 Seaport DR | Chester | PA | 19013 | NONE | PC | To give back to the community through refurbishment and youth empowerment programs. | $26,000 |
| Elephant Cooperation | |||||||
| 110 E Avenida PalizAda Suite 301 | San Clemente | CA | 92672 | NONE | PC | To preserve the Afican elephant , the environment surrounding and the communities & people of Africa alike. | $55,000 |
| NFG New Yorkers | |||||||
| 548 Market Street 96531 | San Francisco | CA | 94104 | NONE | PC | To support grassroots power building so that communities of color and low-income communities thrive. | $10,300 |
| Byrd Hoffman Water Mill Foundation | |||||||
| 39 Water Mill Towd Road | Watermill | NY | 11976 | NONE | PC | To provide a supportive environment for emerging artists to explore new ideas and foster their career development. | $25,000 |
| Princeton University | |||||||
| 701 Carnegie Center Suite 445 | Princeton | NJ | 08540 | NONE | PC | To achieve the highest levels of distinction in the discovery and transmission of knowledge and understanding. | $84 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $176,608 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,996 | 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 | |
| Other Investment Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $514 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,525 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,525 | 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 | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAY SUGARMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CENTRAL PARK WEST - PENTHOUSE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $90,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4,500 SHS I-STAR FINANCIAL | $0 | $116,235 |
| 35,167 SHS I-STAR FINANCIAL | $0 | $895,449 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $110 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $110 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $514 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $514 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MGMT FEES/BANK FEES | CategoryTxt |
| Amt | $65 | Amt |
| Net Investment Income | $65 | NetInvestmentIncomeAmt |