DENNIS L RIESE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DENNIS L RIESE FOUNDATION (EIN 20-3955152)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-04-15
- IRS object ID
- 202121059349102027
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-15T14:51:47-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MELVILLE PARK RD | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203955152 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DENNIS L RIESE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE FOUNDATION | InCareOfNm |
| Business Name Control | DENN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 560 5TH AVE 5TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS L RIESE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6314144000 | PhoneNum |
| Signature | 2021-04-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD FINKELSTEIN | PreparerPersonNm |
| PTIN | P00301744 | PTIN |
| Phone | 6314144000 | PhoneNum |
| Preparation | 2021-04-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $793,009 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $17,236 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,236 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$467 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $234,946 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,769 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,236 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,575 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,495 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $185 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $185 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,830 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,575 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,760 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $548,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $548,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $556,280 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,575 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $551,210 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$539,511 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,661 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,117 | CashBOYAmt |
| Cash EOY | $8,570 | CashEOYAmt |
| Cash EOYFMV | $8,570 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $306,897 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $500,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Other Investments BOY | $515,488 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $783,418 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $784,436 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,331,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $791,991 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $793,009 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,331,502 | CapitalStockBOYAmt |
| Capital Stock EOY | $791,991 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,331,502 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $791,991 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,331,502 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $791,991 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,331,502 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$539,511 | ExcessRevenueOverExpensesAmt |
| Subtotal | $791,991 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $791,991 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MSILF PRIME PTF INSTITUTIONAL | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $234,946 | GrossSalesPriceAmt |
| Cost Or Other Basis | $235,413 | CostOrOtherBasisAmt |
| Gain Or Loss | -$467 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$467 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$467 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $301,669 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,429,182 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.211078 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $421,553 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,791,473 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.235311 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $519,598 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,166,703 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.23981 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $495,191 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,785,180 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.27739 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $558,097 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,319,218 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.24064 | DistributionYr5Rt |
| Total Distribution | 1.204229 | TotalDistributionRt |
| Average Distribution | 0.240846 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $959,008 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $230,973 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $147 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $231,120 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $551,210 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $147 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $147 | SubtotalAmt |
| Tax Based On Investment Income | $147 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,675 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,675 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,528 | OverpaymentAmt |
| Applied To ES Tax | $1,528 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| 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 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125601658 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 560 5TH AVE 5TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| DENNIS L RIESE | ||||||||
| 560 5TH AVE 5TH FLOOR | NEW YORK | NY | 10036 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| RANDI RIESE | ||||||||
| 560 5TH AVE 5TH FLOOR | NEW YORK | NY | 10036 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| VICTORIA RIESE | ||||||||
| 560 5TH AVE 5TH FLOOR | NEW YORK | NY | 10036 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| LAUREN RIESE | ||||||||
| 560 5TH AVE 5TH FLOOR | NEW YORK | NY | 10036 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| JAMES ROSENZWEIG | ||||||||
| 560 5TH AVE 5TH FLOOR | NEW YORK | NY | 10036 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 2,640LBS OF TURKEY DISTRIBUTED TO THOSE IN NEED FOR THE HOLIDAY- US FOOD DONATION | Description1Txt |
| Expenses1 | $2,825 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $707,456 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $266,156 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $973,612 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $973,612 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,604 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $959,008 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,950 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,950 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $147 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $147 | TotalTaxAmt |
| Distributable Before Adj | $47,803 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $47,803 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $47,803 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $551,210 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $551,210 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $147 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $551,063 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,803 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $442,136 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $405,787 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $411,263 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $331,979 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $231,015 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,822,180 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $551,210 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $47,803 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $503,407 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,325,587 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $442,136 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,883,451 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $405,787 | ExcessFromYear4Amt |
| Excess From Year3 | $411,263 | ExcessFromYear3Amt |
| Excess From Year2 | $331,979 | ExcessFromYear2Amt |
| Excess From Year1 | $231,015 | ExcessFromYear1Amt |
| Excess From Current Year | $503,407 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DENNIS L RIESE | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NORTHWELL HEALTH | |||||||
| 125 COMMUNITY DRIVE | GREAT NECK | NY | 11021 | NONE | PC | MEDICAL ASSISTANCE AND PROGRAMMING | $100,000 |
| NYU TISCH SCHOOL OF THE ARTS | |||||||
| NYU MEDICAL CENTER | NEW YORK | NY | 10016 | NONE | PC | EDUCATION | $10,000 |
| CITY MEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PC | NUTRITION PROGRAMS | $203,000 |
| SUNRISE DAY CAMP ASSOCIATION | |||||||
| 15 NEIL COURT | OCEANSIDE | NY | 11572 | NONE | PC | FREE SUMMER PROGRAMS FOR CHILDREN STRICKEN WITH CANCER | $100,000 |
| Grenville Baker Boys & Girls Club | |||||||
| 135 forest avenue | locust valley | NY | 11560 | NONE | PC | educational programs | $5,625 |
| THE FEINSTEIN INSTITUTE FOR MEDICAL RESEARCH | |||||||
| 972 BRUSH HOLLOW ROAD 5TH FL | WESTBURY | NY | 11590 | none | PC | medical research | $12,000 |
| ST FRANCIS FOUNDATION | |||||||
| 100 port washington blvd | roslyn | NY | 11576 | none | PC | MEDICAL RESEARCH AND HEART HEALTH PROGRAMMING | $100,000 |
| FOOD DONATIONS- TURKEY | |||||||
| 560 5th AVENUE | NEW YORK | NY | 10036 | NONE | PC | DISTRIBUTION OF TURKEYS FOR THE CHRISTMAS HOLIDAY | $2,825 |
| SUNRISE DAY CAMPS ASSOCIATION | |||||||
| 15 NEIL COURT | OCEANSIDE | NY | 11572 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $548,450 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,236 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$467 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,769 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,769 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,150 | Amt |
| Net Investment Income | $2,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,575 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 500M MORGAN STANLEY | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUND | AT COST | $283,418 | $283,249 |
| MUTUAL FUND/ LA SHORT DURATION | AT COST | $500,000 | $501,187 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SEE STATEMENT A ATTACHED | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PUBLICATION NOTICE FEE | $160 | $160 |
| DE ANNUAL FILING FEES | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF QUALIFYING DISTRIBUTION | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $2,495 | Amt |