EFRAIM GRINBERG FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EFRAIM GRINBERG FAMILY FOUNDATION (EIN 20-1944382)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-14
- IRS object ID
- 202111349349100501
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T08:40:55-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA SUITE 3000 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | 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 | 201944382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EFRAIM GRINBERG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EFRA | BusinessNameControlTxt |
| Phone | 2128488640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CENTRAL PARK WEST NO 16F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EFRAIM GRINBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128488640 | PhoneNum |
| Signature | 2021-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EFRAIM | PersonFirstNm |
| Person Last | GRINBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN TEICHER CPA CFP | PreparerPersonNm |
| PTIN | P00226488 | PTIN |
| Phone | 2126976900 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | $984,127 | 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 | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,882 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,882 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$39,014 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $244,840 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $153,400 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$37,111 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $155,303 | 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 |
| Taxes Rev And Expnss | $74 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $646 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $621 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $720 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $621 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,220 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $621 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$83,331 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $154,682 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $53,651 | CashBOYAmt |
| Cash EOY | $88,291 | CashEOYAmt |
| Cash EOYFMV | $88,291 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,421,601 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,303,630 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $895,836 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,475,252 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,391,921 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $984,127 | 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 | $1,475,252 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,391,921 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,475,252 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,391,921 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,475,252 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,391,921 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,475,252 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$83,331 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,391,921 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,391,921 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 358 SHS APPLE INC | D | 2013-02-28 | 2020-03-17 | $92,032 | $22,835 | $69,197 | $69,197 |
| 35 SHS APPLE INC | D | 2013-02-28 | 2020-03-17 | $8,998 | $2,233 | $6,765 | $6,765 |
| 245 SHS BERKSHIRE HATHAWAY INC | D | 2008-10-15 | 2020-03-17 | $44,783 | $18,654 | $26,129 | $26,129 |
| 200 SHS BERKSHIRE HATHAWAY INC | D | 2009-06-24 | 2020-03-17 | $36,557 | $11,220 | $25,337 | $25,337 |
| 215 SHS JPMORGAN CHASE & CO | D | 2004-04-12 | 2020-03-17 | $24,755 | $8,989 | $15,766 | $15,766 |
| 85 SHS JPMORGAN CHASE & CO | D | 2004-04-12 | 2020-03-17 | $8,046 | $3,554 | $4,492 | $4,492 |
| 130 SHS JPMORGAN CHASE & CO | D | 2016-01-26 | 2020-03-17 | $12,306 | $7,402 | $4,904 | $4,904 |
| 29 SHS ISHARES CORE S&P SMALL | P | 2020-08-03 | 2020-10-13 | $2,196 | $2,082 | $114 | $114 |
| 31 SHS ISHARES CORE S&P SMALL | P | 2020-07-27 | 2020-10-13 | $2,347 | $2,176 | $171 | $171 |
| 2 SHS ISHARES CORE S&P SMALL | P | 2020-07-15 | 2020-10-13 | $151 | $140 | $11 | $11 |
| 32 SHS ISHARES TR MSCI EAFE | P | 2020-07-27 | 2020-10-13 | $2,946 | $2,832 | $114 | $114 |
| 1 SH ISHARES CORE S&P 500 ETF | P | 2020-08-03 | 2020-10-13 | $351 | $330 | $21 | $21 |
| 12 SHS ISHARES DOWJONES US FINL | P | 2020-07-15 | 2020-10-13 | $1,539 | $1,474 | $65 | $65 |
| 13 SHS ISHARES DOWJONES US FINL | P | 2020-07-20 | 2020-10-13 | $1,668 | $1,581 | $87 | $87 |
| 12 SHS ISHARES DOWJONES US FINL | P | 2020-07-27 | 2020-10-13 | $1,539 | $1,469 | $70 | $70 |
| 12 SHS ISHARES DOWJONES US FINL | P | 2020-08-03 | 2020-10-13 | $1,539 | $1,464 | $75 | $75 |
| 19 SHS ISHARES TR CORE MSCI EAF | P | 2020-07-20 | 2020-10-13 | $1,173 | $1,136 | $37 | $37 |
| 31 SHS ISHARES TR CORE MSCI EAF | P | 2020-07-27 | 2020-10-13 | $1,914 | $1,869 | $45 | $45 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $153,400 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,150 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,150 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,150 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $144 | 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 | $144 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $2,017 | TaxDueAmt |
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 | DE | 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 | BAKER TILLY VIRCHOW KRAUSE LLP | IndividualWithBooksNm |
| Phone | 2126976900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA- SUITE 3000 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | 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 (4 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| EFRAIM GRINBERG | |||||||||
| 101 CENTRAL PARK WEST APT 16F | NEW YORK | NY | 10023 | PRESIDENT | 1.00 | $0 | $0 | $0 | |
| ANDREW W REGAN | |||||||||
| C/O SHEARMAN STERLING LLP 599 | NEW YORK | NY | 10022 | DIRECTOR & SECRETARY | 0.00 | $0 | $0 | $0 | LEXINGTON AVE |
| SHARON TRULOCK | |||||||||
| C/O SHEARMAN STERLING LLP 599 | NEW YORK | NY | 10022 | ASSISTANT SECRETARY | 0.00 | $0 | $0 | $0 | LEXINGTON AVE |
| SUSAN TEICHER | |||||||||
| C/O BAKER TILLY ONE PENN PLAZA | NEW YORK | NY | 10119 | TREASURER | 0.00 | $0 | $0 | $0 | SUITE 3000 |
| 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 | $876,462 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $152,034 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,028,496 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,028,496 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,427 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,013,069 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,653 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,653 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,150 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,150 | TotalTaxAmt |
| Distributable Before Adj | $48,503 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,503 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,503 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $45,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $45,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,503 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,972 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,972 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,528 | 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 | $15,975 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EFRAIM GRINBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BROWN UNIVERSITY | ||||||||
| PO BOX 1893 | PROVIDENCE | RI | 02912 | NONE | 501(3)(C) | CHARITABLE | $10,000 | |
| BUCKNELL UNIVERSITY | ||||||||
| 1 DENT DRIVE | LEWISBURG | PA | 17837 | NONE | 501(3)(C) | CHARITABLE | $7,500 | |
| EMILY'S ENTOURAGE | ||||||||
| PO BOX 71 | MERION STATION | PA | 19066 | NONE | 501(3)(C) | CHARITABLE | $5,000 | |
| JCC MARLENE MEYERSON | ||||||||
| 344 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | NONE | 501(3)(C) | CHARITABLE | $2,500 | |
| LINCOLN CENTER FOR THE PERFORMING ARTS | ||||||||
| 10 COLUMBUS CIRCLE | NEW YORK | NY | 10023 | NONE | 501(3)(C) | CHARITABLE | $5,000 | |
| MONTEFIORE COVID RELIEF FUND | ||||||||
| 111 EAST 210TH STREET | BRONX | NY | 10467 | NONE | 501(3)(C) | CHARITABLE | $2,500 | |
| SELF HELP FOUNDATION | ||||||||
| 520 8TH AVENUE | NEW YORK | NY | 10018 | NONE | 501(3)(C) | CHARITABLE | $2,000 | |
| SHATTERPROOF | ||||||||
| 101 MERRITT 7 CORPORATION PARK 1ST | NORWALK | CT | 06851 | NONE | 501(3)(C) | CHARITABLE | $5,000 | FLOOR |
| THE SHIELD INSTITUTE | ||||||||
| 144-61 ROOSEVELT AVENUE | FLUSHING | NY | 11354 | NONE | 501(3)(C) | CHARITABLE | $1,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 2929 WALNUT STREET- SUITE 3000 | PHILADELPHIA | PA | 19104 | NONE | 501(3)(C) | CHARITABLE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,882 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$39,014 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$37,111 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$37,111 | 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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE EFRAIM GRINBERG FAMILY FOUNDATION MAKES AN ELECTION UNDER SUBPARAGRAPH (2) OF SECTION 53.4942(A)-3(D) TO HAVE ITS QUALIFIED DISTRIBUTION OF $123,000 IN 2019 APPLIED FIRST AGAINST ITS UNDISTRIBUTED INCOME OF $60,946 FOR 2018 AND LAST AGAINST ITS UNDISTRIBUTED INCOME OF $12,972 FOR 2019. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MOVADO GROUP INC. CLASS A | $550,750 | $336,100 |
| MOVADO GROUP INC COMMON | $603,550 | $386,515 |
| ISHARES CORE S&P SMALL | $4,379 | $5,790 |
| ISHARES GLOBAL TECH ETF | $7,148 | $8,701 |
| ISHARES TR MSCI EAFE | $18,211 | $20,989 |
| ISHARES U.S. MEDICAL | $7,514 | $8,510 |
| ISHARES EDGE MSCI (1.81%) | $4,530 | $4,887 |
| ISHARES CORE S&P 500 ETF | $36,728 | $42,419 |
| ISHARES EDGE MSCI (1.38%) | $3,030 | $3,254 |
| ISHARES INC ISHARES ESG | $16,730 | $19,731 |
| ISHARES TRUST ISHARES ES | $37,333 | $42,843 |
| ISHARES TR CORE MSCI EAF | $4,583 | $5,320 |
| ISHARES EDGE MSCI (2.42%) | $9,144 | $10,777 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $621 | $621 | $0 |
| FILING FEES | $25 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DELAWARE FRANCHISE TAX | CategoryTxt |
| Amt | $74 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |