EMIL AND TOBY MESHBERG FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EMIL AND TOBY MESHBERG FAMILY FOUNDATION INC (EIN 46-1610108)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349109267
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T17:17:46-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 709 WESTCHESTER AVENUE | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461610108 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMIL AND TOBY MESHBERG FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMIL | BusinessNameControlTxt |
| Phone | 2032227608 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 SASCO HILL ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMIL MUSHBERG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2032094000 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EMIL | PersonFirstNm |
| Person Last | MUSHBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER GREEN-KIRK | PreparerPersonNm |
| PTIN | P00843425 | PTIN |
| Phone | 9149492990 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,383,534 | 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 |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $70,849 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,849 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $133,368 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,783,367 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $133,368 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $204,220 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $204,220 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $48,958 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,958 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,563 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $563 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,371 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,521 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $218,925 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $218,925 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $274,296 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,521 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $219,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$70,076 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $154,699 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $133,929 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $278,255 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $278,255 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $847,623 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $307,457 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $305,863 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,376,219 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,466,066 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,344,472 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,223,747 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $460,228 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $454,637 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $871 | OtherAssetsBOYAmt |
| Other Assets EOY | $307 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $307 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,582,389 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,512,313 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,383,534 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,582,389 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,512,313 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,582,389 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,512,313 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,582,389 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,512,313 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,582,389 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$70,076 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,512,313 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,512,313 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| MERRILL LYNCH #3067 | $1,541,366 | $1,473,347 | $68,019 | $68,019 | |
| MERRILL LYNCH #3067 | $241,838 | $176,652 | $65,186 | $65,186 | |
| CAPITAL GAINS DIVIDENDS | $163 | $163 | $163 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $133,368 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,150 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,150 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,150 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,850 | OverpaymentAmt |
| Applied To ES Tax | $7,850 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | 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 |
| Individual With Books | EMIL AND TOBY MESHBERG FAMILY FOUND | IndividualWithBooksNm |
| Phone | 2032594219 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 SASCO HILL ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| EMIL MESHBERG | ||||||||
| 665 SASCO HILL ROAD | FAIRFIELD | CT | 06824 | PRESIDENT/TREASURER/DIRECT | 1.00 | $0 | $0 | $0 |
| TOBY MESHBERG | ||||||||
| 665 SASCO HILL ROAD | FAIRFIELD | CT | 06824 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JUSTIN MESHBERG | ||||||||
| 147 KANE STREET | BROOKLYN | NY | 11231 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ADAM MESHBERG | ||||||||
| 69 GOLD STREET | BROOKLYN | NY | 11201 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID MESHBERG | ||||||||
| 343 GOLD STREET APT 3805 | BROOKLYN | NY | 11201 | DIRECTOR | 0.00 | $0 | $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 | $4,019,135 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $93,215 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,112,350 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,112,350 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,685 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,050,665 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $202,533 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $202,533 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,150 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,150 | TotalTaxAmt |
| Distributable Before Adj | $200,383 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $200,383 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $200,383 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $219,775 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $219,775 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $200,383 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $153,391 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $219,775 | QualifyingDistributionsAmt |
| Applied To Year1 | $153,391 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $66,384 | 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 | $133,999 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EMIL MESHBERG | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EMIL AND TOBY MESHBERG FAMILY FOUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 SASCO HILL ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2032094000 | RecipientPhoneNum |
| Recipient Email Address | EMIL@MESHBERG.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | AT THE PRESENT TIME, THE FOUNDATION IS MAKING GIFTS TO 501(C)3 ORGANIZATIONS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO ESTABLISHED DEADLINES AT THE PRESENT TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS ON GRANTS OR GIFTS TO 501(C)3 ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BRIDGEPORT HOSPITAL | ||||||
| 267 GRANT ST | BRIDGEPORT | CT | 06610 | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $30,500 |
| BROOKLYN COMMUNITY HOUSING AND SERVICES INC | ||||||
| 105 CARLTON AVENUE | BROOKLYN | NY | 11205 | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $10,000 |
| FAIRFIELD UNIVERSITY | ||||||
| 1073 N BENSON ROAD | FAIRFIELD | CT | 06824 | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $5,000 |
| JEWISH HOME FOR THE ELDERLY OF FAIRFIELD COUNTY INC DBA JEWISH SENIOR SERVI | ||||||
| 175 JEFFERSON STREET | FAIRFIELD | CT | 06825 | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $45,550 |
| LUSTER PRODUCTS BLACK HERITAGE FOUNDATION | ||||||
| 1104 W 43RD STREET | CHICAGO | IL | 60609 | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $5,000 |
| NATIONAL ALLIANCE FOR RESEARCH ON SCHIZOPHRENIA AND DEPRESSION | ||||||
| 90 PARK AVENUE | NEW YORK | NY | 10016 | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $15,000 |
| THE AMERICAN ISRAEL EDUCATION FOUNDATION | ||||||
| 251 H STREET W | WASHINGTON | DC | 20001 | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $75,000 |
| THE NEAR AND FAR AID ASSOCIATION | ||||||
| PO BOX 717 | SOUTHPORT | CT | 06890 | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $5,000 |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | ||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $25,000 |
| AISH GLOBAL INC | ||||||
| 915 CLIFTON AVENUE | CLIFTON | NJ | 07013 | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $1,000 |
| TEMPLE BETH SOLOMON INC | ||||||
| 4144 CHASE AVENUE | MIAMI | FL | 33140 | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $1,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $218,925 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,849 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $133,368 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $204,220 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $204,220 | 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 | $850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $850 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FRANKLIN LIBERTY SHORT | $153,519 | $150,688 |
| J P MORGAN EXCHANGE ETF | $153,690 | $152,752 |
| LORD ABBETT SHORT | $153,019 | $151,197 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $30,703 | $44,682 |
| ACCENTURE PLC | $36,223 | $70,888 |
| AMER EXPRESS COMPANY | $21,466 | $35,338 |
| ANTHEM INC | $21,078 | $32,911 |
| APPLE INC | $60,578 | $102,813 |
| CHEVRON CORP | $18,129 | $28,399 |
| CHUBB LTD | $22,093 | $32,089 |
| CISCO SYSTEMS INC | $28,475 | $39,479 |
| COMCAST CORP NEW CL A | $34,765 | $39,559 |
| DUKE REALTY CORP | $31,380 | $46,670 |
| FIDELITY NATL INFO SVCS | $41,150 | $36,893 |
| HONEYWELL INTL INC | $28,969 | $34,404 |
| INTL FLAVORS & FRAGRNC | $25,852 | $34,198 |
| INVESCO QQQ TR SER 1 | $111,493 | $169,484 |
| ISHARES CORE S&P 500 ETF | $231,405 | $340,571 |
| ISHARES EDGE MSCI | $119,588 | $170,160 |
| ISHARES INC CORE | $136,367 | $135,822 |
| ISHARES TR CORE MSCI EAF | $146,539 | $160,998 |
| JP MORGAN CHASE | $38,133 | $51,305 |
| LINDE PLC REG | $28,979 | $47,461 |
| LOCKHEED MARTIN | $29,403 | $32,342 |
| LOWE'S COMPANIES INC | $34,430 | $55,315 |
| MARSH & MCLENNAN COS | $22,287 | $38,240 |
| MCDONALDS CORP | $30,294 | $40,747 |
| MEDTRONIC PLC | $29,089 | $27,414 |
| MERCK AND CO INC | $24,770 | $25,061 |
| MICROSOFT | $68,982 | $114,349 |
| MONDELEZ INTERNATIONAL | $23,263 | $29,906 |
| MOTOROLA SOLUTIONS INC | $30,768 | $51,895 |
| NEXTERA ENERGY INC | $27,865 | $34,076 |
| PACKAGING CORP AMERICA | $16,999 | $19,878 |
| PEPSICO INC | $25,842 | $34,047 |
| PHILIP MORRIS INTL | $25,312 | $32,680 |
| PHILLIPS 66 SHS | $16,332 | $19,854 |
| SCHWAB CHARLES CORP | $21,676 | $41,798 |
| TEXAS INSTRUMENTS | $32,914 | $45,233 |
| TRANE TECHNOLOGIES | $24,110 | $38,386 |
| UNION PACIFIC CORP | $27,883 | $41,065 |
| UNITEDHEALTH GROUP INC | $37,184 | $59,755 |
| VANGUARD MID-CAP ETF | $119,338 | $167,639 |
| VANGUARD SMALL CAP | $120,845 | $160,919 |
| WEC ENERGY | $37,520 | $41,061 |
| WISDOMTREE INTERNATIONAL | $130,860 | $166,347 |
| WISDOMTREE U.S. QUALITY | $122,140 | $170,051 |
| ABBOTT LABS | $32,054 | $35,466 |
| BAXTER INTERNTL INC | $35,372 | $39,229 |
| BROADCOM INC | $42,767 | $61,218 |
| TJX COS INC | $35,093 | $39,175 |
| WALMART | $27,309 | $27,202 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $307,457 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $305,863 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME IN TRANSIT | Desc |
| BOY Book Value | $871 | BOYBookValueAmt |
| EOY Book Value | $307 | EOYBookValueAmt |
| EOYFMV | $307 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $48,958 | Amt |
| Net Investment Income | $48,958 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $563 | $563 | $0 | $0 |
| INVESTMENT INCOME TAX | $5,000 | $0 | $0 | $0 |