MICHAEL CHERNOW TRUST FBO CHARITY CCC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL CHERNOW TRUST FBO CHARITY CCC (EIN 13-6758226)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-10-01
- IRS object ID
- 202102749349100510
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-01T11:36:12-07:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY HABER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 PALM COURT | AddressLine1Txt |
| City | LARKSPUR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94939 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136758226 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael Chernow Trust fbo Charity CCC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 9148341900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 197 | AddressLine1Txt |
| City | Larchmont | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105380197 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Martin P Krasner | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 9148341900 | PhoneNum |
| Signature | 2021-09-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Martin | PersonFirstNm |
| Person Last | Krasner | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gordon S Oppenheimer | PreparerPersonNm |
| PTIN | P00445728 | PTIN |
| Phone | 9148341900 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $6,056,286 | 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 | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $60,021 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,021 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $148,911 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $60,022 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $208,933 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,613 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,845 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,768 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $62,045 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,818 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $37,227 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $72,599 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $72,599 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,246 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $434 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,812 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $11,214 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,214 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $300 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $300 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $161,017 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $101,696 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $59,321 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $310,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $310,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $471,817 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $101,696 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $370,121 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$411,795 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $107,237 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $90 | CashBOYAmt |
| Cash EOY | $90 | CashEOYAmt |
| Cash EOYFMV | $90 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,608 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,293 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,293 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $2,286,393 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,025,636 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,043,715 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $6,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,188 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,188 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,301,091 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,038,207 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,056,286 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,301,091 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,038,207 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,301,091 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,038,207 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,301,091 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,038,207 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,301,091 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$411,795 | ExcessRevenueOverExpensesAmt |
| Other Increases | $148,911 | OtherIncreasesAmt |
| Subtotal | $2,038,207 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,038,207 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | See attached schedule | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2009-09-03 | AcquiredDt |
| Sold | 2021-06-30 | SoldDt |
| Gross Sales Price | $549,753 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $400,842 | CostOrOtherBasisAmt |
| Gain Or Loss | $148,911 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $148,911 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $148,911 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,491 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,491 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,491 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,188 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,188 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$5,188 | OriginalReturnOverpaymentAmt |
| Overpayment | $3,697 | OverpaymentAmt |
| Applied To ES Tax | $3,697 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gordon S Oppenheimer Esq | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9148341900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Howell Avenue | AddressLine1Txt |
| City | Larchmont | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105383249 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Martin P Krasner | ||||||||
| Box 197 | Larchmont | NY | 10538 | Trustee | 5.00 | $1,923 | $0 | $0 |
| Edward Streim | ||||||||
| Box 197 | Larchmont | NY | 10538 | Trustee | 10.00 | $3,845 | $0 | $11,214 |
| Lynn Streim | ||||||||
| Box 197 | Larchmont | NY | 10538 | Trustee | 10.00 | $3,845 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,277,090 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,836 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,284,926 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,284,926 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,274 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,205,652 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $260,283 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $260,283 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,491 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,491 | TotalTaxAmt |
| Distributable Before Adj | $258,792 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $258,792 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $258,792 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $370,121 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $370,121 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $370,121 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $258,792 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $348,219 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $241,186 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $258,550 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $197,789 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $174,631 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,220,375 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $370,121 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $258,792 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $111,329 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,331,704 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $348,219 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $983,485 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $241,186 | ExcessFromYear4Amt |
| Excess From Year3 | $258,550 | ExcessFromYear3Amt |
| Excess From Year2 | $197,789 | ExcessFromYear2Amt |
| Excess From Year1 | $174,631 | ExcessFromYear1Amt |
| Excess From Current Year | $111,329 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Gordon S Oppenheimer Esq | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 197 | AddressLine1Txt |
| City | Larchmont | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105380197 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9148341900 | RecipientPhoneNum |
| Form And Info And Materials | No required form | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Jewish Committee | ||||||
| 165 E 56th St | New York | NY | 10022 | T/E | Gen'l Charitable | $25,000 |
| Adolph & Rose Levis JCC | ||||||
| 9801 Donna Klein Blvd | Boca Raton | FL | 33428 | T/E | Gen'l Charitable | $500 |
| Big Dog Rescue Foundation | ||||||
| 14444 Okeechobee Boulevard | Loxahatchee Groves | FL | 33470 | T/E | Gen'l Charitable | $1,000 |
| Boca Raton Regional Hospital | ||||||
| 800 Meadows Rd | Boca Raton | FL | 33486 | T/E | Gen'l Charitable | $12,400 |
| Boca Raton Jewish Film Festival | ||||||
| c/o Levis JCC 9801 Donna Klein Blvd | Boca Raton | FL | 33428 | T/E | Gen'l Charitable | $2,500 |
| CCFA | ||||||
| 733 Third Ave Suite 510 | New York | NY | 10017 | T/E | Gen'l Charitable | $4,000 |
| Dance Theatre of Harlem | ||||||
| 466 West 152nd Street | New York | NY | 10031 | T/E | Gen'l Charitable | $1,300 |
| Emory University | ||||||
| 201 Dowman Drive | Atlanta | GA | 30322 | T/E | Gen'l Charitable | $15,000 |
| Jewish Federation of SoPalm Beach | ||||||
| 9901 Donna Klein Blvd | Boca Raton | FL | 33428 | T/E | Gen'l Charitable | $22,000 |
| Kravis Center for the Arts | ||||||
| 701 Okeechobee Blvd | West Palm Beach | FL | 33401 | T/E | Gen'l Charitable | $40,000 |
| Leukemia & Lymphoma Society - voided ck | ||||||
| 3 International Drive Suite 200 | Rye Brook | NY | 10573 | T/E | Gen'l Charitable | -$12,000 |
| Macular Degeneration Research | ||||||
| c/o Bright Focus Fndtn 22512 Gatewa | Clarksburg | MD | 20871 | T/E | Gen'l Charitable | $2,500 |
| Madison Square Boys & Girls Club | ||||||
| PO Box 1185 | New York | NY | 10039 | T/E | Gen'l Charitable | $5,000 |
| Metropolitan Opera Association | ||||||
| 30 Lincoln Center Plaza | New York | NY | 10023 | T/E | Gen'l Charitable | $25,000 |
| Mount Sinai So Nassau - ret'd ck | ||||||
| One Healthy Way | Oceanside | NY | 11572 | T/E | Gen'l Charitable | -$1,000 |
| New Jersey Axemen | ||||||
| 70 Red Schoolhouse Rd | Chestnut Ridge | NY | 10977 | T/E | Gen'l Charitable | $6,300 |
| Northwell HealthFeinstein Institute | ||||||
| 2000 Marcus Drive | New Hyde Park | NY | 11042 | T/E | Gen'l Charitable | $25,000 |
| Palm Beach Opera | ||||||
| 1800 S Australian Ave 301 | West Palm Beach | FL | 33409 | T/E | Gen'l Charitable | $10,000 |
| Save the Children | ||||||
| 501 Kings Highway East Suite 400 | Fairfield | CT | 06825 | T/E | Gen'l Charitable | $10,000 |
| St Jude Children's Research | ||||||
| 220 E 42nd St | New York | NY | 10017 | T/E | Gen'l Charitable | $6,000 |
| Temple Beth-El of Great Neck | ||||||
| 5 Old Mill Road | Great Neck | NY | 11023 | T/E | Gen'l Charitable | $18,000 |
| Temple Sinai of Palm Beach | ||||||
| 2475 W Atlantic Ave | Delray Beach | FL | 33445 | T/E | Gen'l Charitable | $4,000 |
| The Macula Foundation | ||||||
| 210 East 64th Street | New York | NY | 10065 | T/E | Gen'l Charitable | $25,000 |
| The Salk Institute | ||||||
| 10010 Torrey Pines Rd | LaJolla | CA | 92037 | T/E | Gen'l Charitable | $40,000 |
| The Wistar Institute | ||||||
| 3601 Spruce St | Philadelphia | PA | 19104 | T/E | Gen'l Charitable | $10,000 |
| Suffolk County JCC | ||||||
| 74 Hauppauge Rd | Commack | NY | 11725 | T/E | Gen'l Charitable | $2,100 |
| University of Delaware | ||||||
| 83 E Main Street 3rd Floor | Newark | DE | 19716 | T/E | Gen'l Charitable | $10,000 |
| Wheels & Keels Foundation | ||||||
| PO Box 643158 | Vero Beach | FL | 32964 | T/E | Gen'l Charitable | $1,000 |
| Woodcliff Lake Basketball Assoc | ||||||
| 188 Pascack Rd | Woodcliff Lake | NJ | 07677 | T/E | Gen'l Charitable | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $310,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,021 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $148,911 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $208,933 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $208,933 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Gordon S. Oppenheimer, Esq Accounting & Legal | CategoryTxt |
| Amt | $62,045 | Amt |
| Net Investment Income | $24,818 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,227 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Estimated Tax Paid | Desc |
| BOY Book Value | $6,000 | BOYBookValueAmt |
| EOY Book Value | $5,188 | EOYBookValueAmt |
| EOYFMV | $5,188 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| NYS-annual filing | $250 | $250 |
| Required notice | $50 | $50 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital Gain on Securities | Desc |
| Amt | $148,911 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Neuberger Berman Investment Advice | CategoryTxt |
| Amt | $72,599 | Amt |
| Net Investment Income | $72,599 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Excise Tax | $4,812 | $4,812 | |
| Foreign Tax W/H | $434 | $434 |