SEELIG CHARITABLE FOUNDATION TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SEELIG CHARITABLE FOUNDATION TR (EIN 11-6506325)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-18
- IRS object ID
- 202103229349100900
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-18T08:37:31-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133277328 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALOMON & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 336 ATLANTIC AVENUE | AddressLine1Txt |
| City | EAST ROCKAWAY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11518 | 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 | 116506325 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEELIG CHARITABLE FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEEL | BusinessNameControlTxt |
| Phone | 5163360738 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 EAST 53RD STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRETT PELTON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5163757747 | PhoneNum |
| Signature | 2021-11-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRETT | PersonFirstNm |
| Person Last | PELTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00546955 | PTIN |
| Phone | 5165371040 | PhoneNum |
| Preparation | 2021-11-18 | PreparationDt |
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 | $5,182,765 | 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 | $88,771 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,771 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $426,878 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $426,878 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $170 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $170 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $515,819 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $515,819 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $29,929 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,929 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,585 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,585 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $385 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $385 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $329 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $329 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,728 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,728 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $277,661 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $277,661 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $352,389 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,728 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $277,661 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $163,430 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $441,091 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $106,668 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $312,397 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $312,397 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,616,962 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,870,368 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,870,368 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,723,630 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,182,765 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,182,765 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,263,910 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,263,910 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$540,280 | RetainedEarningBOYAmt |
| Retained Earning EOY | $918,855 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,723,630 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,182,765 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,723,630 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,182,765 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,723,630 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $163,430 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,316,888 | OtherIncreasesAmt |
| Subtotal | $5,203,948 | SubtotalAmt |
| Other Decreases | $21,183 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,182,765 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| LONG TERM CAPITAL GAINS | P | 2020-12-31 | $460,451 | $460,451 |
| SHORT TERN CAPITAL GAINS | P | 2020-12-31 | -$33,384 | -$33,384 |
| OTHER GAINS | P | 2020-12-31 | -$189 | -$189 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $426,878 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,131 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,131 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,131 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $41 | EsPenaltyAmt |
| Overpayment | $8,828 | OverpaymentAmt |
| Applied To ES Tax | $8,828 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5163360738 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 EAST 53RD STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| BRETT PELTON | ||||||||
| 211 EAST 53RD STREET 11C | NEW YORK | NY | 10022 | TRUSTEE | 1.00 | $9,976 | $0 | $0 |
| HENRY KLOSOWSKI | ||||||||
| 10 WOODLAND AVENUE | SYOSSET | NY | 11791 | TRUSTEE | 1.00 | $9,976 | $0 | $0 |
| BARI PELTON | ||||||||
| 211 EAST 53RD STREET 11C | NEW YORK | NY | 10022 | TRUSTEE | 1.00 | $9,976 | $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 | $3,866,729 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $272,109 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,138,838 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,138,838 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,083 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,076,755 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $203,838 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $203,838 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,131 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,131 | TotalTaxAmt |
| Distributable Before Adj | $197,707 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $197,707 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $197,707 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $277,661 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $277,661 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $277,661 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $197,707 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $22,562 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $99,500 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $54,461 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $52,731 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,136 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $254,390 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $277,661 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $197,707 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $79,954 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $334,344 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $22,562 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $311,782 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $99,500 | ExcessFromYear4Amt |
| Excess From Year3 | $54,461 | ExcessFromYear3Amt |
| Excess From Year2 | $52,731 | ExcessFromYear2Amt |
| Excess From Year1 | $25,136 | ExcessFromYear1Amt |
| Excess From Current Year | $79,954 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACTORS FUND | ||||||||
| 729 SEVENTH AVENUE 10 FL | NEW YORK | NY | 10019 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| AIA ASSOCIATION OF INDIANDS IN AMERICA | ||||||||
| 84-65 249TH ST | BELLROSE | NY | 11416 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| ALS ASSOCIATION | ||||||||
| 42 BROADWAY STE 1724 | NEW YORK | NY | 10004 | N/A | 501(C)(3) | GENERAL SUPPORT | $5,000 | |
| ALZHEIMERS ASSOCIATION | ||||||||
| 360 LEXINGTON AVE | NEW YORK | NY | 10017 | N/A | 501(C)(3) | GENERAL SUPPORT | $4,600 | |
| AMERICAN FRIENDS OF SHALVA | ||||||||
| 315 5TH AVE 6TH FLOOR | NEW YORK | NY | 10016 | N/A | 501(C)(3) | GENERAL SUPPORT | $20,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||
| 711 3RD AVENUE | NEW YORK | NY | 10017 | N/A | 501(C)(3) | GENERAL SUPPORT | $3,600 | |
| BIRTHRIGHT FOUNDATION | ||||||||
| 33 E 33RD STREET 7TH FLOOR | NEW YORK | NY | 10016 | N/A | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| BOSTON MEDICAL CENTER | ||||||||
| ONE BOSTON MEDICAL CENTER PLACE | BOSTON | MA | 02118 | N/A | 501(C)(3) | GENERAL SUPPORT | $25,000 | |
| CHABAD OF ROSLYN | ||||||||
| 75 POWERHOUSE ROAD | ROSLYN HEIGHTS | NY | 11577 | N/A | 501(C)(3) | GENERAL SUPPORT | $22,360 | |
| CHAI LIFELINE | ||||||||
| 151 W 30TH STREET | NEW YORK | NY | 10001 | N/A | 501(C)(3) | GENERAL SUPPORT | $19,980 | |
| FEED ISRAEL FOUNDATION | ||||||||
| 5229 NEW UTRECHT AVENUE SUITE 400 | BROOKLYN | NY | 11219 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,360 | |
| JEWISH CHILDREN'S MUSEUM | ||||||||
| 792 EASTERN PARKWAY | BROOKLYN | NY | 11213 | N/A | 501(C)(3) | GENERAL SUPPORT | $3,600 | |
| LEUKEMIA & LYMPHONA SOCIETY | ||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | N/A | 501(C)(3) | GENERAL SUPPORT | $360 | |
| LUSTGARTEN FOUNDATION FOR PANCREATIC CANCER RESEARCH | ||||||||
| 415 CROSSWAYS PARK DRIVE SUITE D | WOODBURY | NY | 11797 | N/A | 501(C)(3) | GENERAL SUPPORT | $360 | |
| MEMORIAL SLOANE KETTERING | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | 501(C)(3) | GENERAL SUPPORT | $100 | |
| NETWORK FOR GOOD | ||||||||
| 1140 CONNETICUT AVE NW STE 700 | WASHINGTON | DC | 20036 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| OLD WESTBURY HEBREW CONGREGATION | ||||||||
| 21 OLD WESTBURY RD | OLD WESTBURY | NY | 11568 | N/A | 501(C)(3) | GENERAL SUPPORT | $11,936 | |
| PEDIATRIC BRAIN TUMOR FOUNDATION | ||||||||
| 302 RIDGEFIELD COURT | ASHEVILLE | NC | 28806 | N/A | 501(C)(3) | GENERAL SUPPORT | $500 | |
| SAINT JUDES CHILDRENS HOSPITAL | ||||||||
| 362 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,800 | |
| SID JACOBSON JCC | ||||||||
| 300 FOREST DR | EAST HILLS | NY | 11548 | N/A | 501(C)(3) | GENERAL SUPPORT | $11,720 | |
| SUNRISE DAY CAMP | ||||||||
| 15 NEIL CT | OCEANSIDE | NY | 11572 | N/A | 501(C)(3) | GENERAL SUPPORT | $18,955 | |
| TEMPLE BETH SHALOM | ||||||||
| 401 ROSLYN RD | ROSLYN | NY | 11577 | N/A | 501(C)(3) | GENERAL SUPPORT | $500 | |
| TINAS WISH | ||||||||
| 31 WEST 52ND STREET SUITE 4-22 | NEW YORK | NY | 10019 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,480 | |
| UJA FEDERATION | ||||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | N/A | 501(C)(3) | GENERAL SUPPORT | $33,050 | |
| CONSUMER REPORT LEADERSH | ||||||||
| 101 TRUEMAN AVE | YONKERS | NY | 10703 | N/A | 501(C)(3) | GENERAL SUPPORT | $500 | |
| PLAN INTERNATIONAL | ||||||||
| 155 PLAIN WAY | WARWICK | RI | 02886 | N/A | 501(C)(3) | GENERAL SUPPORT | $396 | |
| BELIEVE IN A CURE | ||||||||
| 151HERRICKSROADNO204 | NEW HYDE PARK | NY | 11040 | N/A | 501(C)(3) | GENERAL SUPPORT | $18,000 | |
| BIRTHDAY WISHES INC | ||||||||
| 24 SUPERIOR DRIVE | NATICK | MA | 01760 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,500 | |
| ALZHEIMER'S DISEASE AND RELATED DISORDERS NEW YORK CITY INC | ||||||||
| 360LEXINGTONAVENUE3RDFL | NEW YORK | NY | 10017 | N/A | 501(C)(3) | GENERAL SUPPORT | $105 | |
| CITYHARVESTINC | ||||||||
| 6EAST32NDSTREET5THFL | NEW YORK | NY | 10016 | N/A | 501(C)(3) | GENERAL SUPPORT | $25 | |
| COLORADOOVARIANCANCERALLIANCE | ||||||||
| 1777SBELLAIREST | DENVER | CO | 80222 | N/A | 501(C)(3) | GENERAL SUPPORT | $7,600 | |
| COUNT ME IN FOUNDATION | ||||||||
| 788 EAST 4TH STREET | BROOKLYN | NY | 11218 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| FEEDINGAMERICA | ||||||||
| 161NORTHCLARKSTREETNO700 | CHICAGO | IL | 60601 | N/A | 501(C)(3) | GENERAL SUPPORT | $2,360 | |
| FIRST RESPONDERS FOUNDATION | ||||||||
| 10605 BURT CIRCLE | OMAHA | NE | 68144 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| FOOD BANK OF THE ROCKIES | ||||||||
| 10700 E 45TH AVENUE | DENVER | CO | 80239 | N/A | 501(C)(3) | GENERAL SUPPORT | $5,400 | |
| FOOD BANK FOR NEW YORK CITY | ||||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | N/A | 501(C)(3) | GENERAL SUPPORT | $3,000 | |
| JCC ROCKLAND INC | ||||||||
| 450 NYACK ROAD | WEST NYACK | NY | 10994 | N/A | 501(C)(3) | GENERAL SUPPORT | $500 | |
| MAYA ADVANI FAMILY FOUNDATION LTD | ||||||||
| 401 HACKENSACK AVE FL 4 | HACKENSACK | NJ | 07601 | N/A | 501(C)(3) | GENERAL SUPPORT | $520 | |
| MET ORCHESTRA MUSICIANS | ||||||||
| MET ORCHESTRA MUSICIANS FUND PO BOX | NEW YORK | NY | 10023 | N/A | 501(C)(3) | GENERAL SUPPORT | $500 | 230549 |
| MULLYS CHILDRENS FAMILY USA | ||||||||
| 3000 OLD ALABAMA SUITE 119-302 | ALPHARETTA | GA | 30022 | N/A | 501(C)(3) | GENERAL SUPPORT | $3,600 | |
| NEW YORK CITY HEALTH AND HOSPITALS CORPORATION | ||||||||
| 50 WATER STREET 17TH FLOOR | NEW YORK | NY | 10004 | N/A | 501(C)(3) | GENERAL SUPPORT | $50 | |
| ONE TREE PLANTED | ||||||||
| 145 PINE HAVEN SHORES ROAD 1000D | SHELBURNE | VT | 05482 | N/A | 501(C)(3) | GENERAL SUPPORT | $315 | |
| PARK AVENUE SYNAGOGUE | ||||||||
| 295 PARK AVE | LONG BRANCH | NJ | 07740 | N/A | 501(C)(3) | GENERAL SUPPORT | $360 | |
| ROBINHOOD | ||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| SIGMA NU FRATERNITY | ||||||||
| 731 N HOLLYWOOD WAY | BURBANK | CA | 91505 | N/A | 501(C)(3) | GENERAL SUPPORT | $389 | |
| SCHECTER SCHOOL OF LONG ISLAND | ||||||||
| 6 CROSS STREET | WILLISTON PARK | NY | 11596 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| SUNY DOWNSTATE HOSPITAL | ||||||||
| 450 CLARKSON AVENUE | BROOKLYN | NY | 11203 | N/A | 501(C)(3) | GENERAL SUPPORT | $25,000 | |
| TOYS FOR TOTS | ||||||||
| 38 HAWLEY ST | BINGHAMTON | NY | 13901 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,800 | |
| TZIVOS HASHEM | ||||||||
| 792 EASTERN PKWY | BROOKLYN | NY | 11213 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,800 | |
| VONS VISION | ||||||||
| 59 CAVALIER BLVD STE 310 | FLORENCE | KY | 41042 | N/A | 501(C)(3) | GENERAL SUPPORT | $580 | |
| WISE NYC METRO | ||||||||
| 348 W 57TH ST SUITE 182 | NEW YORK | NY | 10019 | N/A | 501(C)(3) | GENERAL SUPPORT | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $277,661 | 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 | $88,771 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $170 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $426,878 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $515,819 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $515,819 | 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 | $7,500 | Amt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH 840-46353,840-46354,840-46406 | StockNm |
| EOY Book Value | $4,870,368 | EOYBookValueAmt |
| EOYFMV | $4,870,368 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAXES PAID | $2,085 |
| NON-DEDUCTIBLE LOSS | $19,098 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $39 | $39 | $0 |
| FILING FEES | $250 | $250 | $0 |
| WIRE FEES | $40 | $40 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH IN LIEU | Desc |
| Revenue And Expenses Per Books | $170 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $170 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $170 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $1,316,888 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $36,585 | Amt |
| Net Investment Income | $36,585 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $385 | Amt |
| Net Investment Income | $385 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |