MALKIN FUND INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MALKIN FUND INC (EIN 13-3749046)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202233159349100728
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T08:51:49-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 BROADHOLLOW ROAD STE 201 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | 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 | 133749046 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALKIN FUND INC | BusinessNameLine1Txt |
| Business Name Line2 | c/o MALKIN HOLDINGS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PETER L MALKIN | InCareOfNm |
| Business Name Control | MALK | BusinessNameControlTxt |
| Phone | 6463501560 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE GRAND CENTRAL PLACE Suite 850 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peter Malkin | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Phone | 6463501560 | PhoneNum |
| Signature | 2022-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Peter | PersonFirstNm |
| Person Last | Malkin | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert Tavis CPA | PreparerPersonNm |
| PTIN | P00161651 | PTIN |
| Phone | 6315019600 | PhoneNum |
| Preparation | 2022-11-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $1,646,167 | 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 | $58,246 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $46,460 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,460 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $201,307 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $222,403 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $201,307 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$12,041 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$12,041 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $293,972 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $235,726 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $16,370 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,370 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,340 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $314 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $400 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,110 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,084 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $560,865 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $560,865 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $583,975 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $577,949 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$290,003 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $235,700 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $129,146 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $56,116 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,116 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,107,520 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,058,854 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,590,051 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,236,666 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,114,970 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,646,167 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,236,666 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,114,970 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,236,666 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,114,970 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,236,666 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,114,970 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,236,666 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$290,003 | ExcessRevenueOverExpensesAmt |
| Other Increases | $168,307 | OtherIncreasesAmt |
| Subtotal | $1,114,970 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,114,970 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|
| AAM PARTNERS - SHORT TERM (FROM K-1) | $87 | $87 | $87 | |
| AAM PARTNERS - LONG TERM (FROM K-1) | $216,582 | $216,582 | $216,582 | |
| GP CAPITAL PARTNERS IV | -$11,169 | -$11,169 | $11,169 | |
| GP CAPITAL PARTNERS V | -$9,927 | -$9,927 | $9,927 | |
| PALAMON EUROPEAN EQUITY II | $5,734 | $5,734 | $5,734 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $201,307 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,276 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,276 | SubtotalAmt |
| Tax Based On Investment Income | $3,276 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,434 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $8,434 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,158 | OverpaymentAmt |
| Applied To ES Tax | $5,158 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER L MALKIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6463501560 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE GRAND CENTRAL PLACE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| PETER L MALKIN | |||||||||
| C/O MALKIN HOLDINGS 1 GRAND CENTRAL | PLACE | NEW YORK | NY | 10165 | Chairman | 1.0 | $0 | $0 | $0 |
| ISABEL W MALKIN | |||||||||
| C/O MALKIN HOLDINGS 1 GRAND CENTRAL | PLACE | NEW YORK | NY | 10165 | TREASURER | 1.0 | $0 | $0 | $0 |
| SCOTT D MALKIN | |||||||||
| C/O MALKIN HOLDINGS 1 GRAND CENTRAL | PLACE | NEW YORK | NY | 10165 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| CYNTHIA M BLUMENTHAL | |||||||||
| C/O MALKIN HOLDINGS 1 GRAND CENTRAL | PLACE | NEW YORK | NY | 10165 | DIREctor | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $126,198 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,502,357 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,628,555 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,628,555 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,428 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,604,127 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $80,206 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $80,206 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,276 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,276 | TotalTaxAmt |
| Distributable Before Adj | $76,930 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $76,930 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $76,930 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $577,949 | 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 | $577,949 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,930 | 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 | $3,685,608 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,983,267 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $696,095 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $29,876 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $107,266 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,502,112 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $577,949 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $76,930 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $501,019 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,003,131 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,685,608 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,317,523 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,983,267 | ExcessFromYear4Amt |
| Excess From Year3 | $696,095 | ExcessFromYear3Amt |
| Excess From Year2 | $29,876 | ExcessFromYear2Amt |
| Excess From Year1 | $107,266 | ExcessFromYear1Amt |
| Excess From Current Year | $501,019 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER L MALKIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (106 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Americans United for Separation of Church | ||||||
| 1310 L STREET NW SUITE 200 | WASHINGTON | DC | 20005 | PC | Contribution to Further Donee's Exempt Purpose | $500 |
| Animal Medical Center | ||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 100218383 | PC | Contribution to Further Donee's Exempt Purpose | $250 |
| Ballet Tech School | ||||||
| 890 Broadway | New York | NY | 10003 | PC | Contribution to Further Donee's Exempt Purpose | $3,500 |
| Boys & Girls Club of Stamford | ||||||
| 347 Stillwater Avenue | Stamford | CT | 06902 | PC | Contribution to Further Donee's Exempt Purpose | $500 |
| Brooklyn Historical Society | ||||||
| 128 Pierrepont St | Brooklyn | NY | 11201 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| Center for Reproductive Rights | ||||||
| 199 Water Street | NEW YORK | NY | 10038 | PC | Contribution to Further Donee's Exempt Purpose | $5,000 |
| Carnegie Hall Society | ||||||
| 881 Seventh Ave | New York | NY | 10019 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| Central Park Conservancy | ||||||
| 14 E 60th St | New York | NY | 10022 | PC | Contribution to Further Donee's Exempt Purpose | $25,000 |
| Choate Rosemary Hall Foundation | ||||||
| 333 Christian St | Wallingford | CT | 06492 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| Friends of Harvard Football | ||||||
| 79 NORTH HARVARD STREET | Boston | MA | 02163 | PC | Contribution to Further Donee's Exempt Purpose | $2,500 |
| GADC River House | ||||||
| 125 RIVER ROAD EXTENSION | Cos Cob | CT | 06807 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| Greenwich Point Conservancy | ||||||
| PO BOX 377 | Greenwich | CT | 06870 | PC | Contribution to Further Donee's Exempt Purpose | $2,500 |
| Greenwich Symphony Orchestra | ||||||
| 299 Greenwich Ave | Greenwich | CT | 06830 | PC | Contribution to Further Donee's Exempt Purpose | $500 |
| Sam Bridge Nursery | ||||||
| 437 North Street | Greenwich | CT | 06830 | PC | Contribution to Further Donee's Exempt Purpose | $2,514 |
| Scenic Hudson Inc | ||||||
| 1 Civic Center Plz | Poughkeepsie | NY | 12601 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| Adopt-A-Dog Inc | ||||||
| 23 COX AVE | ARMONK | NY | 06831 | PC | Contribution to Further Donee's Exempt Purpose | $10,000 |
| Jewish Museum | ||||||
| 1109 5th Ave | New York | NY | 10128 | PC | Contribution to Further Donee's Exempt Purpose | $5,000 |
| Jay Heritage Center | ||||||
| 210 Boston Post Rd | RYE | NY | 10580 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| New England Historic Genealogical Society | ||||||
| 101 Newbury St | BOSTON | MA | 02116 | PC | Contribution to Further Donee's Exempt Purpose | $2,000 |
| New York Botanical Gardens | ||||||
| 2900 Southern Blvd | Bronx | NY | 10458 | PC | Contribution to Further Donee's Exempt Purpose | $20,000 |
| Celiac Disease Foundation | ||||||
| 20350 Ventura Blvd Ste 240 | WOODLAND HILLS | CA | 91364 | PC | Contribution to Further Donee's Exempt Purpose | $5,000 |
| WNET | ||||||
| 825 8th Ave Ste 14 | NEW YORK | NY | 10019 | PC | Contribution to Further Donee's Exempt Purpose | $25,000 |
| World Connect | ||||||
| 632 Broadway | New York | NY | 10012 | PC | Contribution to Further Donee's Exempt Purpose | $5,000 |
| Greenwich Community Funds Project | ||||||
| 56 GLENVILLE ST | GREENWICH | CT | 06831 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| Guide Dog Foundation | ||||||
| 371 E Main St | Smithtown | NY | 11787 | PC | Contribution to Further Donee's Exempt Purpose | $500 |
| Hand in Hand | ||||||
| 710 St Josephs Drive | Oak Brook | IL | 60523 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| Abilis | ||||||
| 50 Glenville Street | Greenwich | CT | 06831 | PC | Contribution to Further Donee's Exempt Purpose | $500 |
| American Cancer Society | ||||||
| PO Box 6704 | Hagerstown | MD | 21741 | PC | Contribution to Further Donee's Exempt Purpose | $2,500 |
| Alexander Host Foundation | ||||||
| 35 Mason Street | Greenwich | CT | 06830 | PC | Contribution to Further Donee's Exempt Purpose | $250 |
| American Friends of Jordan River Village | ||||||
| 244 Madison Ave | New York | NY | 10016 | PC | Contribution to Further Donee's Exempt Purpose | $2,500 |
| American Friends of Magen David Adom | ||||||
| 20 W 36th Street | New York | NY | 10018 | PC | Contribution to Further Donee's Exempt Purpose | $5,000 |
| American Museum of Natural History | ||||||
| 200 Central Park West | New York | NY | 10024 | PC | Contribution to Further Donee's Exempt Purpose | $2,500 |
| American Red Cross | ||||||
| 99 Indian Field Rd | Greenwich | CT | 06830 | PC | Contribution to Further Donee's Exempt Purpose | $500 |
| Brooklyn Museum of Art | ||||||
| 200 Eastern Parkway | Brooklyn | NY | 11238 | PC | Contribution to Further Donee's Exempt Purpose | $1,500 |
| Bruce Museum Associates Inc | ||||||
| 1 Museum Dr | Greenwich | CT | 06830 | PC | Contribution to Further Donee's Exempt Purpose | $5,000 |
| Columbia School of Social Work | ||||||
| 1255 Amsterdam Ave | New York | NY | 10027 | PC | Contribution to Further Donee's Exempt Purpose | $2,500 |
| Committee Encouraging Corporate Philanthropy | ||||||
| 110 Wall St | New York | NY | 10005 | PC | Contribution to Further Donee's Exempt Purpose | $6,000 |
| Compassion for Dying Federation | ||||||
| PO Box 61369 | Seattle | WA | 98141 | PC | Contribution to Further Donee's Exempt Purpose | $250 |
| Connecticut Humane Society | ||||||
| 169 Old Colchester Rd | Quaker Hill | CT | 06375 | PC | Contribution to Further Donee's Exempt Purpose | $500 |
| Death with Dignity | ||||||
| PO Box 2009 | Portland | OR | 97208 | PC | Contribution to Further Donee's Exempt Purpose | $300 |
| DonorsChoose | ||||||
| 134 West 37th Street | New York | NY | 10018 | PC | Contribution to Further Donee's Exempt Purpose | $2,101 |
| Drayton Hall | ||||||
| 3380 Ashley River Rd | Charleston | SC | 29414 | PC | Contribution to Further Donee's Exempt Purpose | $500 |
| Friends of Greenwich Point | ||||||
| PO Box 711 | Old Greenwich | CT | 06870 | PC | Contribution to Further Donee's Exempt Purpose | $2,000 |
| Gilder Lehman Institute | ||||||
| 49 W 45th St | New York | NY | 10036 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| Golf Force Africa | ||||||
| 32531 N Scottsdale Rd | Scottsdale | AZ | 85266 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| Grand Central Neighborhood Social Service | ||||||
| 120 E 32nd St | New York | NY | 10016 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| Greater New York Councils BSA | ||||||
| 475 Riverside Drive | New York | NY | 10115 | PC | Contribution to Further Donee's Exempt Purpose | $2,500 |
| Greenwich Alliance for Education | ||||||
| 48 Maple Ave | Greenwich | CT | 06830 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| Greenwich Arts Council | ||||||
| 299 Greenwich Ave | Greenwich | CT | 06830 | PC | Contribution to Further Donee's Exempt Purpose | $100 |
| Greenwich Botanical Center | ||||||
| 130 Bible St | Cos Cob | CT | 06807 | PC | Contribution to Further Donee's Exempt Purpose | $2,500 |
| Greenwich Campership Program | ||||||
| 101 Field Point Road | Greenwich | CT | 06830 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| Greenwich Department of Human Services | ||||||
| 101 Field Point Rd | Greenwich | CT | 06830 | PC | Contribution to Further Donee's Exempt Purpose | $500 |
| Greenwich Land Trust Inc | ||||||
| 370 Round Hill Road | Greenwich | CT | 06831 | PC | Contribution to Further Donee's Exempt Purpose | $5,000 |
| Greenwich Library | ||||||
| 11 W Putnam Ave | Greenwich | CT | 06830 | PC | Contribution to Further Donee's Exempt Purpose | $5,000 |
| Harvard Club of Fairfield County | ||||||
| 16 Welwyn Road | Riverside | CT | 06878 | PC | Contribution to Further Donee's Exempt Purpose | $100 |
| Harvard Hilel | ||||||
| 52 Mount Auburn St | Cambridge | MA | 02138 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| Harvard Kennedy School | ||||||
| 79 Jfk St | Cambridge | MA | 02138 | PC | Contribution to Further Donee's Exempt Purpose | $50,000 |
| Harvard Magazine | ||||||
| 7 Ware St | Cambridge | MA | 02138 | PC | Contribution to Further Donee's Exempt Purpose | $500 |
| Hebrew Immigrant Aid Society | ||||||
| 2810 Blaine Dr | Chevy Chase | MD | 20815 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| Historic House Trust of New York City | ||||||
| 830 5th Ave | New York | NY | 10065 | PC | Contribution to Further Donee's Exempt Purpose | $2,500 |
| Hole in the Wall Gang Camp | ||||||
| 555 Long Wharf Dr | New Haven | CT | 06511 | PC | Contribution to Further Donee's Exempt Purpose | $25,000 |
| Howard University | ||||||
| 2400 Sixth Street NW | Washington | DC | 20059 | PC | Contribution to Further Donee's Exempt Purpose | $10,000 |
| Innocence Project | ||||||
| 40 Worth Street | New York | NY | 10013 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| Inspirica | ||||||
| 141 Franklin St | Stamford | CT | 06901 | PC | Contribution to Further Donee's Exempt Purpose | $250 |
| Institute of International Education | ||||||
| 809 United Nations Plaza | New York | NY | 10017 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| Institute of Southern Jewish Life | ||||||
| 49151 55 N Ste 100A | Jackson | MS | 39206 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| International Rescue Committee | ||||||
| 122 E 42nd St | New York | NY | 10168 | PC | Contribution to Further Donee's Exempt Purpose | $5,000 |
| Israel Putnam House Assoc | ||||||
| 243 E Putnam Ave | Greenwich | CT | 06830 | PC | Contribution to Further Donee's Exempt Purpose | $250 |
| JIB Productions Inc | ||||||
| 58 Post Rd E | Westport | CT | 06880 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| Kids in Crisis | ||||||
| 1 Salem St | Cos Cob | CT | 06807 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| Public Schools 241 Emma L Johnstown School | ||||||
| 976 President Street | Brooklyn | NY | 11225 | PC | Contribution to Further Donee's Exempt Purpose | $1,500 |
| League of Women Voters | ||||||
| 1233 20th Street NW | Washington | DC | 20036 | PC | Contribution to Further Donee's Exempt Purpose | $500 |
| Maritime Aquarium | ||||||
| 10 N Water St | Norwalk | CT | 06854 | PC | Contribution to Further Donee's Exempt Purpose | $500 |
| Massachusetts General Hospital | ||||||
| 55 Fruit St | Boston | MA | 02114 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| Middleton Place Foundation | ||||||
| 4300 Ashley River Rd | Charleston | SC | 29414 | PC | Contribution to Further Donee's Exempt Purpose | $500 |
| Museum of Jewish Heritage | ||||||
| 36 Battery Pl | New York | NY | 10280 | PC | Contribution to Further Donee's Exempt Purpose | $500 |
| Mystic Seaport Museum Inc | ||||||
| 75 Greenmanville Ave | Mystic | CT | 06355 | PC | Contribution to Further Donee's Exempt Purpose | $250 |
| National Gallery of Art | ||||||
| 6th St NW Constitution Ave NW | Washington | DE | 20004 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| National Trust for Historic Preservation | ||||||
| 2600 Virginia Ave NW | Washington | DE | 20037 | PC | Contribution to Further Donee's Exempt Purpose | $5,000 |
| New York City Center | ||||||
| 130 W 56th St | New York | NY | 10019 | PC | Contribution to Further Donee's Exempt Purpose | $25,000 |
| New York Landmarks Conservancy | ||||||
| 1 Whitehall St | New York | NY | 10004 | PC | Contribution to Further Donee's Exempt Purpose | $20,000 |
| New York Restoration Project | ||||||
| 254 West 31st Street | New York | NY | 10001 | PC | Contribution to Further Donee's Exempt Purpose | $10,000 |
| New Yorkers For Parks | ||||||
| 55 Broad Street | New York | NY | 10004 | PC | Contribution to Further Donee's Exempt Purpose | $10,000 |
| Open Space Institute | ||||||
| 1350 Broadway | New York | NY | 10018 | PC | Contribution to Further Donee's Exempt Purpose | $500 |
| Our Companions Animal Sanctuary | ||||||
| 34 Sanrico Dr | Machester | CT | 06042 | PC | Contribution to Further Donee's Exempt Purpose | $500 |
| Pacific House | ||||||
| 597 Pacific Street | Stamford | CT | 06902 | PC | Contribution to Further Donee's Exempt Purpose | $500 |
| Park Avenue Armory | ||||||
| 643 Park Ave | New York | NY | 10065 | PC | Contribution to Further Donee's Exempt Purpose | $100,000 |
| Parsonage Cottage | ||||||
| 88 Parsonage Rd | Greenwich | CT | 06830 | PC | Contribution to Further Donee's Exempt Purpose | $500 |
| PENCIL | ||||||
| 30 West 26th Street | New York | NY | 10010 | PC | Contribution to Further Donee's Exempt Purpose | $5,000 |
| Planned Parenthood of Connecticut | ||||||
| 345 Whitney Ave | New Haven | CT | 06511 | PC | Contribution to Further Donee's Exempt Purpose | $10,000 |
| Pilmoth Plantation | ||||||
| 137 Warren Ave | Plymouth | MA | 02360 | PC | Contribution to Further Donee's Exempt Purpose | $500 |
| Preservation League of New York State | ||||||
| 44 Central Ave | Albany | NY | 12206 | PC | Contribution to Further Donee's Exempt Purpose | $5,000 |
| Project K-9 Hero | ||||||
| 535 Griswold St | Detroit | MI | 48226 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| RVNA Health | ||||||
| 27 Governor St | Ridgefield | CT | 06877 | PC | Contribution to Further Donee's Exempt Purpose | $250 |
| School of American Ballet | ||||||
| 70 Lincoln Center Plaza | New York | NY | 10023 | PC | Contribution to Further Donee's Exempt Purpose | $20,000 |
| The Battery Park Conservancy | ||||||
| 75 Battery Pl | New York | NY | 10280 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| The Hamilton Partnership | ||||||
| 72 Mcbride Ave | Parerson | NJ | 07501 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| Thomas Jefferson Foundation Inc | ||||||
| 931 Thomas Jefferson Pkwy | Charlottesville | VA | 22902 | PC | Contribution to Further Donee's Exempt Purpose | $15,000 |
| Thoroughbred Retirement Foundation | ||||||
| 10 Lake Ave | Saratoga Springs | NY | 12866 | PC | Contribution to Further Donee's Exempt Purpose | $500 |
| Town of Greenwich Parks and Recreation | ||||||
| 101 Field Point Rd | Greenwich | CT | 06830 | PC | Contribution to Further Donee's Exempt Purpose | $10,000 |
| Trail Blazers | ||||||
| 394 Rogers Ave | Brooklyn | NY | 11225 | PC | Contribution to Further Donee's Exempt Purpose | $20,000 |
| Transportation Association of Greenwich | ||||||
| 13 Riverside Ave | Riverside | CT | 06878 | PC | Contribution to Further Donee's Exempt Purpose | $500 |
| Trickle Up Program | ||||||
| 5 Tudor City Pl | New York | NY | 10017 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| US Department of State | ||||||
| 26 Federal Plaza | New York | NY | 10278 | PC | Contribution to Further Donee's Exempt Purpose | $10,000 |
| United States Holocaust Memorial Museum | ||||||
| 60 East 42nd Street | New York | NY | 10165 | PC | Contribution to Further Donee's Exempt Purpose | $2,500 |
| Water Mission | ||||||
| 1150 Knizer St | North Charleston | SC | 29405 | PC | Contribution to Further Donee's Exempt Purpose | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $560,865 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,460 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $201,307 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | OTHER INC/LOSS FROM PARTNERSHIP INTERESTS | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $836 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$12,877 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $836 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $234,890 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $235,726 | 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 | PETER L ISABEL W MALKIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Malkin HLDG 1 GR Cntrl PL | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $58,246 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BDO USA LLP | CategoryTxt |
| Amt | $16,370 | Amt |
| Disbursements Charitable Prps | $16,370 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIP INTEREST FROM K-1S | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,058,854 | BookValueAmt |
| EOYFMV | $1,590,051 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEE | Desc |
| Revenue And Expenses Per Books | $400 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $400 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM PARTNERSHIP Schedules K-1 | Desc |
| Revenue And Expenses Per Books | -$12,041 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$12,041 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCREASES | Desc |
| Amt | $168,307 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt |
|---|
| FEDERAL TAX PAYMENTS |
| STATE TAX PAYMENTS |