LEONARD & ROBERT WEINTRAUB FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD & ROBERT WEINTRAUB FAMILY FOUNDATION INC (EIN 81-2904679)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-25
- IRS object ID
- 202212989349100106
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-25T09:12:32-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131578842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCHBINDER TUNICK & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA - SUITE 3200 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101190002 | 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 | 812904679 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEONARD & ROBERT WEINTRAUB FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 9177500477 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1632 FIRST AVE 140 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEONARD WEINTRAUB | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9177500477 | PhoneNum |
| Signature | 2022-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEONARD | PersonFirstNm |
| Person Last | WEINTRAUB | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID SANDS CPA | PreparerPersonNm |
| PTIN | P01237416 | PTIN |
| Phone | 2126955003 | 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 | $67,829,678 | 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 | $780,432 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,294,981 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,294,981 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,687,460 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,502,461 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,687,460 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,762,873 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,982,441 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $165,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $165,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $340,790 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $340,790 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,656 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,708 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,948 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,221 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,000 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,449 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $559,667 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $357,498 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $192,397 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,959,890 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,959,890 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,519,557 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $357,498 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,152,287 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,243,316 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,624,943 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,499,241 | CashBOYAmt |
| Cash EOY | $1,273,356 | CashEOYAmt |
| Cash EOYFMV | $1,273,356 | CashEOYFMVAmt |
| Other Investments BOY | $51,049,269 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $53,531,464 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $66,556,322 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $52,548,510 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,804,820 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,829,678 | 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 | $52,548,510 | RetainedEarningBOYAmt |
| Retained Earning EOY | $54,804,820 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,548,510 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,804,820 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,548,510 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,804,820 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,548,510 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,243,316 | ExcessRevenueOverExpensesAmt |
| Other Increases | $32,994 | OtherIncreasesAmt |
| Subtotal | $54,824,820 | SubtotalAmt |
| Other Decreases | $20,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $54,804,820 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY #9020 | P | 2021-01-01 | 2021-12-31 | $876,438 | $927,561 | -$51,123 | -$51,123 |
| MORGAN STANLEY #9020 | P | 2020-01-01 | 2021-12-31 | $4,479,573 | $3,968,204 | $511,369 | $511,369 |
| MERRILL LYNCH #2851 | P | 2020-01-01 | 2021-12-31 | $364,999 | $361,627 | $3,372 | $3,372 |
| MERRILL LYNCH #3628 | P | 2021-01-01 | 2021-12-31 | $210,865 | $213,002 | -$2,137 | -$2,137 |
| MERRILL LYNCH #3628 | P | 2020-01-01 | 2021-12-31 | $1,491,048 | $1,459,509 | $31,539 | $31,539 |
| MERRILL LYNCH #3629 | P | 2021-01-01 | 2021-12-31 | $281,120 | $274,657 | $6,463 | $6,463 |
| MERRILL LYNCH #3629 | P | 2020-01-01 | 2021-12-31 | $585,508 | $478,550 | $106,958 | $106,958 |
| MERRILL LYNCH #3630 | P | 2021-01-01 | 2021-12-31 | $51,289 | $42,210 | $9,079 | $9,079 |
| MERRILL LYNCH #3630 | P | 2020-01-01 | 2021-12-31 | $364,784 | $263,113 | $101,671 | $101,671 |
| MERRILL LYNCH #3631 | P | 2020-01-01 | 2021-12-31 | $523,264 | $366,589 | $156,675 | $156,675 |
| COMCAST CORP | P | 2018-12-30 | 2021-04-29 | $25,416 | $15,574 | $9,842 | $9,842 |
| FREEPORT-MCMORAN INC | P | 2018-12-30 | 2021-02-10 | $11,091 | $3,667 | $7,424 | $7,424 |
| MERRILL LYNCH #3632 | P | 2021-01-01 | 2021-12-31 | $617,577 | $655,574 | -$37,997 | -$37,997 |
| MERRILL LYNCH #3632 | P | 2020-01-01 | 2021-12-31 | $1,648,246 | $1,623,858 | $24,388 | $24,388 |
| RH BOND | P | 2021-01-01 | 2021-12-31 | $12,698 | $14,120 | -$1,422 | -$1,422 |
| RINGCENTRAL INC CONVERTIBLE ZERO | P | 2021-07-01 | 2021-09-21 | $13,088 | $14,463 | -$1,375 | -$1,375 |
| FANNIE MAE PMA4355 | P | 2021-06-09 | 2021-06-17 | $9,009 | $9,101 | -$92 | -$92 |
| MERRILL LYNCH #3634 | P | 2021-01-01 | 2021-12-31 | $1,725,487 | $1,759,693 | -$34,206 | -$34,206 |
| CELLNEX TELECOM SAU-UNSP ADR | P | 2021-05-04 | 2021-05-04 | $575 | $575 | $0 | $0 |
| MERRILL LYNCH #3634 | P | 2020-01-01 | 2021-12-31 | $1,885,192 | $1,350,051 | $535,141 | $535,141 |
| BROOKFIELD ASSET MGMT - CIL | P | 2021-07-02 | 2021-07-02 | $11 | $11 | $11 | |
| MERRILL LYNCH #3635 | P | 2021-01-01 | 2021-12-31 | $173,003 | $153,376 | $19,627 | $19,627 |
| MERRILL LYNCH #3635 | P | 2020-01-01 | 2021-12-31 | $353,152 | $269,509 | $83,643 | $83,643 |
| ORION OFFICE REIT INC - CIL | P | 2021-11-18 | 2021-11-18 | $2 | $2 | $2 | |
| MERRILL LYNCH #3636 | P | 2021-01-01 | 2021-12-31 | $66,254 | $43,189 | $23,065 | $23,065 |
| MERRILL LYNCH #3636 | P | 2020-01-01 | 2021-12-31 | $381,320 | $295,661 | $85,659 | $85,659 |
| MICROSOFT CORP | P | 2018-12-30 | 2021-05-13 | $15,028 | $6,274 | $8,754 | $8,754 |
| MERRILL LYNCH #3637 | P | 2021-01-01 | 2021-12-31 | $6,783 | $7,249 | -$466 | -$466 |
| MERRILL LYNCH #3637 | P | 2020-01-01 | 2021-12-31 | $217,522 | $178,879 | $38,643 | $38,643 |
| ORION OFFICE REIT INC - CIL | P | 2021-11-18 | 2021-11-18 | $9 | $9 | $9 | |
| MERRILL LYNCH #3910 | P | 2021-01-01 | 2021-12-31 | $682,125 | $649,541 | $32,584 | $32,584 |
| MERRILL LYNCH #3910 | P | 2020-01-01 | 2021-12-31 | $330,171 | $225,309 | $104,862 | $104,862 |
| ZIMMER BIOMET HOLDINGS | P | 2020-03-29 | 2021-12-08 | $103,695 | $76,206 | $27,489 | $27,489 |
| MERRILL LYNCH #4062 | P | 2021-01-01 | 2021-12-31 | $103,604 | $108,110 | -$4,506 | -$4,506 |
| CAPITAL GAINS DIVIDENDS | P | $892,515 | $892,515 | $892,515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,687,460 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $50,387 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $50,387 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $50,387 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,696 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $80,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $111,696 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $61,309 | OverpaymentAmt |
| Applied To ES Tax | $61,309 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHELLE KAMEN | IndividualWithBooksNm |
| Phone | 9177500477 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 EAST 87TH ST APT 5F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHELLE KAMEN | ||||||||
| 1632 FIRST AVE SUITE 140 | NEW YORK | NY | 10028 | PRESIDENT/DIRECTOR | 30.00 | $125,000 | $0 | $0 |
| ANDREW FRIEDMAN | ||||||||
| 1632 FIRST AVE SUITE 140 | NEW YORK | NY | 10028 | SECRETARY/DIRECTOR | 4.00 | $20,000 | $0 | $0 |
| DAVID SANDS | ||||||||
| 1632 FIRST AVE SUITE 140 | NEW YORK | NY | 10028 | TREASURER/DIRECTOR | 2.00 | $0 | $0 | $0 |
| JESSICA SANDS | ||||||||
| 1632 FIRST AVE SUITE 140 | NEW YORK | NY | 10028 | DIRECTOR | 4.00 | $20,000 | $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 | $63,616,780 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,573,320 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,190,100 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,190,100 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $977,852 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,212,248 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,210,612 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,210,612 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50,387 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $50,387 | TotalTaxAmt |
| Distributable Before Adj | $3,160,225 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,160,225 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,160,225 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,152,287 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,152,287 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,160,225 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,913,618 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,152,287 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,913,618 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $238,669 | 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 | $2,921,556 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASSOCIATION TO BENEFIT CHILDREN | |||||||
| 419 EAST 86TH ST | NEW YORK | NY | 10028 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $50,000 |
| AMERICAN FRIENDS SERVICE COMMITTEE | |||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $75,000 |
| AMERICAN SOCIETY FOR THE PROTECTION OF NATURE IN ISRAEL | |||||||
| 28 ARRANDALE AVENUE | GREAT NECK | NY | 11024 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $75,000 |
| ANIMAL MEDICAL CENTER | |||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $70,000 |
| ASPCA | |||||||
| 424 EAST 92ND ST | NEW YORK | NY | 10128 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $50,000 |
| AVENUES FOR JUSTICE | |||||||
| 100 CENTRE STREET ROOM 1541 | NEW YORK | NY | 10013 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $55,000 |
| AUSTIN FOOD BANK | |||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $5,260 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 307 WEST BROADWAY | NEW YORK | NY | 10013 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $100,000 |
| BIDEAWEE | |||||||
| 410 E 38TH ST | NEW YORK | NY | 10016 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $100,000 |
| CANINES FOR DISABLED KIDS | |||||||
| 65 JAMES STREET SUITE 210 | WORCESTER | MA | 01603 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $20,000 |
| CHANAH-ISRAEL | |||||||
| 420 LEXINGTON AVE 300 | NEW YORK | NY | 10170 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $30,000 |
| PBS CHANNEL 13 | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $5,000 |
| CHILDRENS AID SOCIETY | |||||||
| 117 WEST 124TH STREET 3RD FLOOR | NEW YORK | NY | 10027 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $50,000 |
| COMMUNITY MAYORS | |||||||
| 9728 THIRD AVENUE SUITE 632 | BROOKLYN | NY | 11209 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $10,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $20,000 |
| EQUAL JUSTICE WORKS | |||||||
| 1730 M STREET NW SUITE 800 | WASHINGTON DC | DC | 20036 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $62,000 |
| FDMG MUSIC SCHOOL | |||||||
| 2130 BROADWAY SUITE 1904 | NEW YORK | NY | 10023 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $75,000 |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $45,000 |
| FRIENDS OF THE CHILDREN | |||||||
| 204A WEST 115TH STREET | NEW YORK | NY | 10026 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $100,000 |
| GIRLS ON THE RUN | |||||||
| 77 SANDS STREET 6TH FLOOR | BROOKLYN | NY | 11201 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $25,000 |
| GOSO | |||||||
| 201 EAST 124TH ST | NEW YORK | NY | 10035 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $85,000 |
| HAMILTON MADISON HOUSE | |||||||
| 253 SOUTH STREET 2ND FL | NEW YORK | NY | 10002 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $50,000 |
| HARLEM STAGE | |||||||
| 150 CONVENT AVENUE | NEW YORK | NY | 10031 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $50,000 |
| HER JUSTICE | |||||||
| 100 BROADWAY 10TH FLOOR | NEW YORK | NY | 10005 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $100,000 |
| HOUSTON RELIEF FOOD BANK | |||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $5,130 |
| IACT | |||||||
| 1732 AVIATION BLVD | REDONDO BEACH | CA | 90278 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $25,000 |
| ISRAEL GUIDE DOG CENTER | |||||||
| 968 EASTON ROAD SUITE H | WARRINGTON | PA | 18976 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $10,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $15,000 |
| LOWER EAST SIDE GIRLS CLUB | |||||||
| 402 EAST 8TH STREET | NEW YORK | NY | 10009 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $100,000 |
| MAKE A WISH | |||||||
| 500 5TH AVENUE SUITE 2900 | NEW YORK | NY | 10110 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $10,000 |
| NEW YORK PRESBYTERIAN | |||||||
| 850 THIRD AVENUE 12TH FLOOR | NEW YORK | NY | 10022 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $50,000 |
| NORTH SHORE ANIMAL LEAGUE | |||||||
| 16 LEWYT STREET | PORT WASHINGTON | NY | 11050 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $40,000 |
| NYU | |||||||
| 50 WEST 4TH STREET | NEW YORK | NY | 10012 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $52,500 |
| OHR TORAH STONE-ISRAEL | |||||||
| 49 W 45TH STREET SUITE 701 | NEW YORK | NY | 10036 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $25,000 |
| OLIVER SCHOLARS | |||||||
| 80 MAIDEN LANE SUITE 706 | NEW YORK | NY | 10038 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $50,000 |
| PUPPIES BEHIND BARS | |||||||
| 263 W 38TH STREET 4E | NEW YORK | NY | 10018 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $10,000 |
| SCLERODERMACOLUMBIA UNIV | |||||||
| 533 W 218TH ST | NEW YORK | NY | 10034 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $25,000 |
| SMILE TRAIN | |||||||
| 633 THIRD AVENUE 9TH FLOOR | NEW YORK | NY | 10017 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $20,000 |
| ST JUDES RESEARCH HOSP | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $10,000 |
| THE VIOLA PROJECT | |||||||
| 1020 W BRYN MAWR AVE | CHICAGO | IL | 60660 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $10,000 |
| UJA-FEDERATION | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $100,000 |
| UNICEF | |||||||
| 125 MAIDEN LANE 11TH FLOOR | NEW YORK | NY | 10038 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $20,000 |
| YESHIVA UNIVERSITY | |||||||
| 500 W 185TH ST | NEW YORK | NY | 10033 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $50,000 |
| YOUNG PEOPLES CHORUS | |||||||
| 37 W 65TH ST - 2ND FLOOR | NEW YORK | NY | 10023 | NONE | EXEMPT | TO FURTHER THE ORGANIZATION'S ACTIVITIES. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,959,890 | 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 | $1,294,981 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,687,460 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,982,441 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,982,441 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ESTATE OF ROBERT WEINTRAUB | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KAMEN 250 EAST 87TH ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $780,432 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERRILL LYNCH 3628 | AT COST | $2,174,107 | $2,187,787 |
| MERRILL LYNCH 3629 | AT COST | $2,094,474 | $3,272,177 |
| MERRILL LYNCH 3630 | AT COST | $2,059,810 | $3,402,304 |
| MERRILL LYNCH 3631 | AT COST | $2,069,746 | $3,126,513 |
| MERRILL LYNCH 3632 | AT COST | $939,007 | $975,483 |
| MERRILL LYNCH 3634 | AT COST | $1,354,331 | $1,535,562 |
| MERRILL LYNCH 3635 | AT COST | $1,081,072 | $1,441,196 |
| MERRILL LYNCH 3636 | AT COST | $1,998,748 | $3,217,339 |
| MERRILL LYNCH 3637 | AT COST | $1,972,610 | $2,752,689 |
| MORGAN STANLEY 059020 | AT COST | $29,604,976 | $34,685,361 |
| MERRILL LYNCH 3910 | AT COST | $2,436,477 | $2,833,183 |
| MORGAN STANLEY 060296 | AT COST | $403,478 | $397,898 |
| MERRILL LYNCH 2851 | AT COST | $4,361,352 | $5,641,870 |
| MERRILL LYNCH 04062 | AT COST | $981,276 | $1,086,960 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE 2020 IRS EXTENSION PAYMENT | Desc |
| Amt | $20,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $295 | $0 | $295 |
| ACCOUNTING FEE | $8,327 | $3,000 | $4,700 |
| OFFICE EXPENSE | $12,371 | $0 | $3,226 |
| INSURANCE EXPENSE | $6,604 | $0 | $6,604 |
| DEPARTMENT OF LAW | $1,500 | $0 | $1,500 |
| PAYROLL PROCESSING FEE | $124 | $0 | $124 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS AND FINAL NYEAR DISTRIBTIONS | Desc |
| Amt | $32,994 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $340,790 | Amt |
| Net Investment Income | $340,790 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF ROBERT WEINTRAUB | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MICHELLE KAMEN 250 EAST 87TH ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $13,708 | $13,708 | $0 |
| PAYROLL TAXES | $10,948 | $0 | $10,948 |