SCHNEIDER-LESSER FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SCHNEIDER-LESSER FOUNDATION INC (EIN 46-2109602)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-06
- IRS object ID
- 202101269349102435
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-06T17:21:06-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133791592 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERELSON WEINER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 PARK AVENUE 2ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101710002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462109602 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHNEIDER-LESSER FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O MINDY SCHNEIDER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHN | BusinessNameControlTxt |
| Phone | 2125175593 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 E 70TH ST NO 32H | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MINDY SCHNEIDER | PersonNm |
| Person Title | CHAIRMAN/TREASURER | PersonTitleTxt |
| Phone | 2125175593 | PhoneNum |
| Signature | 2021-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MINDY | PersonFirstNm |
| Person Last | SCHNEIDER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAY SCHEIDLINGER CPA | PreparerPersonNm |
| PTIN | P00083421 | PTIN |
| Phone | 2126053100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $16,413,658 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $190,041 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $190,041 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $154,115 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,653,535 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $154,115 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $162,757 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $162,757 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $506,913 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $506,913 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,553 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,277 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,277 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $66,019 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66,019 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $92 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $92 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,245 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,245 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,542 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,188 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $137,451 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $84,633 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,465 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $606,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $606,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $744,151 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $84,633 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $649,165 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$237,238 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $422,280 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $113,137 | CashBOYAmt |
| Cash EOY | $447,190 | CashEOYAmt |
| Cash EOYFMV | $447,190 | CashEOYFMVAmt |
| Corporate Stock BOY | $10,916,425 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,354,707 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,912,879 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $63,162 | OtherAssetsBOYAmt |
| Other Assets EOY | $53,589 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $53,589 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,092,724 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,855,486 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,413,658 | 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 | $11,092,724 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,855,486 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,092,724 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,855,486 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,092,724 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,855,486 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,092,724 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$237,238 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,855,486 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,855,486 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES NB 3326 | $323,261 | $141,170 | $182,091 | $182,091 |
| PUBLICLY TRADED SECURITIES NB 4259 | $232,646 | $199,709 | $32,937 | $32,937 |
| PUBLICLY TRADED SECURITIES NB 4259 | $1,310,910 | $1,266,647 | $44,263 | $44,263 |
| PUBLICLY TRADED SECURITIES NB 4260 | $194,987 | $273,435 | -$78,448 | -$78,448 |
| PUBLICLY TRADED SECURITIES NB 4260 | $470,774 | $383,695 | $87,079 | $87,079 |
| PUBLICLY TRADED SECURITIES UBS 0370 | $6,262,709 | $6,353,005 | -$90,296 | -$90,296 |
| PUBLICLY TRADED SECURITIES UBS 0370 | $1,679,188 | $1,709,290 | -$30,102 | -$30,102 |
| PUBLICLY TRADED SECURITIES UBS 0434 | $699,422 | $769,837 | -$70,415 | -$70,415 |
| PUBLICLY TRADED SECURITIES UBS 0434 | $1,046,258 | $969,252 | $77,006 | $77,006 |
| PUBLICLY TRADED SECURITIES UBS 0370 | $433,380 | $433,380 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $154,115 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,870 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,870 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,870 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,724 | 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 | $7,724 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,854 | OverpaymentAmt |
| Applied To ES Tax | $1,854 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MINDY SCHNEIDER | IndividualWithBooksNm |
| Phone | 2125175593 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 EAST 70TH ST STE 32H | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MINDY SCHNEIDER | ||||||||
| 211 EAST 70TH ST STE 32H | NEW YORK | NY | 10021 | CHAIRMAN/TREASURER | 0.50 | $0 | $0 | $0 |
| MICHAEL LESSER | ||||||||
| 211 EAST 70TH ST STE 32H | NEW YORK | NY | 10021 | PRESIDENT | 0.50 | $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 | $13,891,897 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $397,869 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $67,628 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,357,394 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,357,394 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $215,361 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,142,033 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $707,102 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $707,102 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,870 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,870 | TotalTaxAmt |
| Distributable Before Adj | $701,232 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $701,232 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $701,232 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $649,165 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $649,165 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $649,165 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $701,232 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $616,653 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $649,165 | QualifyingDistributionsAmt |
| Applied To Year1 | $616,653 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,512 | 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 | $668,720 | 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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASSOCIATION OF COMMUNITY EMPLOYMENT PROGRAMS FOR THE HOMELESS | ||||||
| 30-30 NORTHERN BOULEVARD SUITE B100 | LONG ISLAND CITY | NY | 11101 | NONE | DONEE'S CHARITABLE PURPROSE | $50,000 |
| CHILD MIND INSTITUTE | ||||||
| 162 WEST 56TH STREET SUITE 405 | NEW YORK | NY | 10019 | NONE | DONEE'S CHARITABLE PURPOSES | $50,000 |
| EAST HAMPTON LIBRARY | ||||||
| 159 MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | DONEE'S CHARITABLE PURPOSES | $2,500 |
| INCLUDENYC | ||||||
| 116 E 16TH STREET 5TH FLOOR | NEW YORK | NY | 10003 | NONE | DONEE'S CHARITABLE PURPROSE | $50,000 |
| JEWISH COMMUNAL FUND | ||||||
| 575 MADISON AVENUE SUITE 703 | NEW YORK | NY | 10022 | NONE | DONEE'S CHARITABLE PURPROSE | $28,500 |
| JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||
| 220 E 42ND SREET | NEW YORK | NY | 10017 | NONE | DONEE'S CHARITABLE PURPROSE | $2,500 |
| MEDI TEDDY INC | ||||||
| PO BOX 731 | FAIRFIELD | CT | 06824 | NONE | DONEE'S CHARITABLE PURPROSE | $2,500 |
| MEDICAL DEBT RESOLUTION INC | ||||||
| 80 THEODORE FREMD AVE | RYE | NY | 10580 | NONE | DONEE'S CHARITABLE PURPROSE | $18,200 |
| NEW YORK PUBLIC LIBRARY | ||||||
| FIFTH AVENUE AND 42ND STREET | NEW YORK | NY | 10018 | NONE | DONEE'S CHARITABLE PURPOSES | $2,500 |
| STUDENT LEADERSHIP NETWORK | ||||||
| 322 8TH AVENUE 4TH FLOOR | NEW YORK | NY | 10001 | NONE | DONEE'S CHARITABLE PURPROSE | $100,000 |
| THE KNOWLEDGE HOUSE | ||||||
| 1231 LAFAYETTE AVENUE SUITE 2L | BRONX | NY | 10474 | NONE | DONEE'S CHARITABLE PURPROSE | $50,000 |
| UJA FEDERATION NEW YORK | ||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | DONEE'S CHARITABLE PURPROSE | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $606,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $190,041 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $162,757 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $154,115 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $506,913 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $506,913 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 | $30,553 | Amt |
| Net Investment Income | $15,277 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,277 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NEUBERGER BERMAN #4259 | $3,661,653 | $5,143,820 |
| NEUBERGER BERMAN #4260 | $1,375,808 | $2,563,755 |
| NEUBERGER BERMAN #3326 | $5,317,246 | $8,205,304 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROOKFIELD INFRASTRUCTURE PARTNERS, LP | Desc |
| BOY Book Value | $63,162 | BOYBookValueAmt |
| EOY Book Value | $53,589 | EOYBookValueAmt |
| EOYFMV | $53,589 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PHILANTHROPIC PLANNING | $27,000 | $0 | $27,000 |
| FILING FEES | $188 | $0 | $188 |
| K-1 EXPENSES | $10,354 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| UBS 0370 | $162,752 | $162,752 | $162,752 |
| UBS 0434 | $2 | $2 | $2 |
| BROOKFIELD | $3 | $3 | $3 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $66,019 | Amt |
| Net Investment Income | $66,019 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $3,245 | Amt |
| Net Investment Income | $3,245 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |