SHIKIAR FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SHIKIAR FAMILY FOUNDATION (EIN 13-7052572)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-09-30
- IRS object ID
- 202122739349101002
- Schema version
- 2019v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-30T14:54:52-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232628118 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRUCKER & SCACCETTI PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 MARKET STREET SUITE 3300 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 | 137052572 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIKIAR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIK | BusinessNameControlTxt |
| Phone | 2128886565 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 85TH STREET 24B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART A SHIKIAR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128886565 | PhoneNum |
| Signature | 2021-09-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES G MCGRORY CPA | PreparerPersonNm |
| PTIN | P00179347 | PTIN |
| Phone | 2156653960 | PhoneNum |
| 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 | $3,754,181 | 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 | $861,315 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $88,504 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,372 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$379,891 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,540,826 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$10,256 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $559,672 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $89,372 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,766 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,589 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $161 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,077 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,689 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $159,524 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $159,524 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $223,601 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,689 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $171,774 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $336,071 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,683 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $372,276 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $930,721 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $930,721 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $847,429 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,444,436 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,620,907 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,823,354 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $357,989 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $114,337 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $106 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | -$6,380 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,015,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,665,965 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,754,181 | 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 | $3,015,750 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,665,965 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,015,750 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,665,965 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,015,750 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,665,965 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,015,750 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $336,071 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,351,821 | SubtotalAmt |
| Other Decreases | $685,856 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,665,965 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (68 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2500 SHS GANNETT CO INC | P | 2019-08-07 | 2019-12-12 | $14,940 | $18,629 | -$3,689 | -$3,689 |
| 10000 SHS QEP RESOURCES | P | 2019-11-26 | 2019-12-12 | $37,918 | $32,301 | $5,617 | $5,617 |
| 200 SHS CANADA GOOSE HOLDINGS INC | P | 2019-01-14 | 2019-12-13 | $8,012 | $9,464 | -$1,452 | -$1,452 |
| 250 SHS CANADA GOOSE HOLDINGS INC | P | 2019-01-18 | 2019-12-13 | $10,015 | $12,666 | -$2,651 | -$2,651 |
| 250 SHS CANADA GOOSE HOLDINGS INC | P | 2019-01-22 | 2019-12-13 | $10,015 | $12,622 | -$2,607 | -$2,607 |
| 100 SHS CANADA GOOSE HOLDINGS INC | P | 2019-01-07 | 2019-12-18 | $3,803 | $4,665 | -$862 | -$862 |
| 300 SHS CANADA GOOSE HOLDINGS INC | P | 2019-01-14 | 2019-12-18 | $11,409 | $14,196 | -$2,787 | -$2,787 |
| 600 SHS CANADA GOOSE HOLDINGS INC | P | 2019-07-12 | 2019-12-18 | $22,817 | $26,085 | -$3,268 | -$3,268 |
| 250 SHS APPLE | P | 2019-03-25 | 2020-01-07 | $74,829 | $46,966 | $27,863 | $27,863 |
| 1100 SHS DELTA AIR LINES INC | P | 2019-12-13 | 2020-01-07 | $63,494 | $62,293 | $1,201 | $1,201 |
| 500 SHS CANADA GOOSE HOLDINGS INC | P | 2019-07-12 | 2020-01-07 | $18,015 | $21,738 | -$3,723 | -$3,723 |
| 2500 SHS GANNETT CO INC | P | 2019-08-07 | 2020-01-09 | $14,848 | $18,629 | -$3,781 | -$3,781 |
| 2500 SHS GANNETT CO INC | P | 2019-08-20 | 2020-01-09 | $14,848 | $21,061 | -$6,213 | -$6,213 |
| 7500 SHS QEP RESOURCES | P | 2020-01-09 | 2020-02-14 | $20,393 | $31,856 | -$11,463 | -$11,463 |
| 1500 SHS HERSHA HOSPITALITY TRUST | P | 2019-03-21 | 2020-03-12 | $8,078 | $27,036 | -$18,958 | -$18,958 |
| 1000 SHS HERSHA HOSPITALITY TRUST | P | 2019-04-05 | 2020-03-12 | $5,385 | $18,132 | -$12,747 | -$12,747 |
| 1000 SHS HERSHA HOSPITALITY TRUST | P | 2019-05-01 | 2020-03-12 | $5,385 | $18,735 | -$13,350 | -$13,350 |
| 1500 SHS HERSHA HOSPITALITY TRUST | P | 2019-07-18 | 2020-03-12 | $8,078 | $24,581 | -$16,503 | -$16,503 |
| 2000 SHS HERSHA HOSPITALITY TRUST | P | 2019-10-10 | 2020-03-12 | $10,770 | $28,363 | -$17,593 | -$17,593 |
| 1500 SHS HERSHA HOSPITALITY TRUST | P | 2019-10-17 | 2020-03-12 | $8,078 | $20,500 | -$12,422 | -$12,422 |
| 1500 SHS HERSHA HOSPITALITY TRUST | P | 2019-10-31 | 2020-03-12 | $8,078 | $20,688 | -$12,610 | -$12,610 |
| 1000 SHS UBER TECHNOLOGIES INC | P | 2020-02-12 | 2020-03-12 | $22,686 | $41,361 | -$18,675 | -$18,675 |
| 2000 SHS CANADA GOOSE HOLDINGS INC | P | 2019-11-13 | 2020-03-17 | $29,926 | $70,597 | -$40,671 | -$40,671 |
| 500 SHS HERSHA HOSPITALITY TRUST | P | 2019-10-31 | 2020-04-01 | $1,528 | $6,896 | -$5,368 | -$5,368 |
| 4500 SHS HERSHA HOSPITALITY TRUST | P | 2020-01-22 | 2020-04-01 | $13,753 | $62,656 | -$48,903 | -$48,903 |
| 5000 SHS HERSHA HOSPITALITY TRUST | P | 2020-02-14 | 2020-04-01 | $15,281 | $70,538 | -$55,257 | -$55,257 |
| 20 OPTIONS CANADA GOOSE HOLDINGS 04/APR 40 | P | 2019-11-15 | 2020-04-20 | $6,379 | $6,379 | $6,379 | |
| 1000 SHS VIACOMCBS INC | P | 2019-12-18 | 2020-04-24 | $15,403 | $41,254 | -$25,851 | -$25,851 |
| 1000 SHS COLONY CAPITAL INC 7.5% PFD SER G | P | 2019-10-08 | 2020-05-08 | $15,551 | $24,807 | -$9,256 | -$9,256 |
| 1000 SHS COLONY CAPITAL INC 7.5% PFD SER G | P | 2019-10-10 | 2020-05-11 | $14,511 | $24,415 | -$9,904 | -$9,904 |
| 500 SHS COLONY CAPITAL INC 7.5% PFD SER G | P | 2020-02-14 | 2020-05-11 | $7,255 | $12,679 | -$5,424 | -$5,424 |
| 1500 SHS COLONY CAPITAL INC 7.5% PFD SER G | P | 2020-02-14 | 2020-05-13 | $19,126 | $38,038 | -$18,912 | -$18,912 |
| 7500 SHS THL CREDIT INC | P | 2019-06-20 | 2020-05-13 | $20,513 | $48,601 | -$28,088 | -$28,088 |
| 2500 SHS THL CREDIT INC | P | 2019-08-20 | 2020-05-13 | $6,838 | $16,951 | -$10,113 | -$10,113 |
| 4000 SHS VERTIV HOLDINGS LLC | P | 2020-01-29 | 2020-05-13 | $44,901 | $51,166 | -$6,265 | -$6,265 |
| 500 SHS VIACOMCBS INC | P | 2019-12-18 | 2020-05-29 | $10,281 | $20,627 | -$10,346 | -$10,346 |
| 500 SHS VIACOMCBS INC | P | 2019-12-20 | 2020-05-29 | $10,281 | $21,240 | -$10,959 | -$10,959 |
| 1000 SHS VERTIV HOLDINGS LLC | P | 2020-01-29 | 2020-05-29 | $12,481 | $12,792 | -$311 | -$311 |
| 1000 SHS VERTIV HOLDINGS LLC | P | 2020-02-04 | 2020-05-29 | $12,481 | $12,640 | -$159 | -$159 |
| 250 SHS VIACOMCBS INC | P | 2019-12-20 | 2020-06-24 | $5,699 | $10,620 | -$4,921 | -$4,921 |
| 250 SHS VIACOMCBS INC | P | 2019-12-26 | 2020-06-24 | $5,699 | $10,621 | -$4,922 | -$4,922 |
| 1000 SHS VIACOMCBS INC | P | 2020-01-22 | 2020-06-24 | $22,794 | $38,468 | -$15,674 | -$15,674 |
| 1000 SHS LIVONGO HEALTH INC | P | 2020-07-08 | 2020-07-13 | $112,693 | $95,672 | $17,021 | $17,021 |
| 400 SHS ZILLOW GROUP INC CL A | P | 2020-07-31 | 2020-08-07 | $32,108 | $27,191 | $4,917 | $4,917 |
| 2500 SHS JAWS ACQUISITION CORP SHS | P | 2020-09-17 | 2020-10-01 | $25,775 | $27,432 | -$1,657 | -$1,657 |
| 2000 SHS LEXINGTON REALTY TRUST | P | 2016-01-22 | 2019-12-11 | $21,562 | $14,209 | $7,353 | $7,353 |
| 500 SHS LEXINGTON REALTY TRUST | P | 2018-01-10 | 2019-12-11 | $5,391 | $4,602 | $789 | $789 |
| 500 SHS DELTA AIR LINES INC | P | 2013-03-08 | 2020-01-14 | $30,825 | $8,126 | $22,699 | $22,699 |
| 500 SHS DELTA AIR LINES INC | P | 2013-03-13 | 2020-01-22 | $29,979 | $8,177 | $21,802 | $21,802 |
| 400 SHS MADRIGAL PHARMACEUTICALS INC | P | 2017-08-30 | 2020-01-24 | $31,277 | $6,852 | $24,425 | $24,425 |
| 1000 SHS INCYTE | P | 2011-11-11 | 2020-03-16 | $72,571 | $12,588 | $59,983 | $59,983 |
| 200 SHS AT&T | P | 2019-01-17 | 2020-03-16 | $6,560 | $6,122 | $438 | $438 |
| 560 SHS AT&T | P | 2019-01-30 | 2020-03-16 | $18,367 | $16,475 | $1,892 | $1,892 |
| 240 SHS AT&T | P | 2019-01-30 | 2020-03-18 | $7,524 | $7,061 | $463 | $463 |
| 360 SHS AT&T | P | 2019-01-31 | 2020-03-18 | $11,286 | $10,670 | $616 | $616 |
| 550 SHS AT&T | P | 2019-01-31 | 2020-03-19 | $17,236 | $16,302 | $934 | $934 |
| 525 SHS AT&T | P | 2019-01-31 | 2020-03-20 | $15,092 | $15,561 | -$469 | -$469 |
| 750 SHS STARWOOD PROPERTY TRUST INC | P | 2017-10-23 | 2020-03-24 | $6,486 | $16,335 | -$9,849 | -$9,849 |
| 1750 SHS STARWOOD PROPERTY TRUST INC | P | 2017-10-23 | 2020-05-13 | $20,726 | $38,116 | -$17,390 | -$17,390 |
| 2500 SHS LEXINGTON REALTY TRUST | P | 2018-01-10 | 2020-06-16 | $27,415 | $23,010 | $4,405 | $4,405 |
| 100000 SHS QEP RES INC SR NT 5.375% 10-01-22 | P | 2018-04-06 | 2020-06-17 | $79,650 | $100,573 | -$20,923 | -$20,923 |
| 150000 SHS QEP RES INC FXD RT SR NT 5.625% 03-01-26 | P | 2018-04-06 | 2020-06-23 | $96,900 | $143,272 | -$46,372 | -$46,372 |
| 300 SHS UROGEN PHARMA LTD | P | 2017-06-21 | 2020-09-24 | $5,805 | $5,135 | $670 | $670 |
| 700 SHS UROGEN PHARMA LTD | P | 2017-08-28 | 2020-09-24 | $13,546 | $12,765 | $781 | $781 |
| 1000 SHS STARWOOD PROPERTY TRUST INC | P | 2017-10-23 | 2020-10-21 | $14,659 | $21,780 | -$7,121 | -$7,121 |
| 1500 SHS STARWOOD PROPERTY TRUST INC | P | 2017-11-24 | 2020-10-21 | $21,989 | $32,653 | -$10,664 | -$10,664 |
| 2500 SHS STARWOOD PROPERTY TRUST | P | 2018-01-10 | 2020-10-21 | $36,648 | $52,345 | -$15,697 | -$15,697 |
| MPLX PARTNERSHIP - SALE ADJUSTMENT | P | 2017-02-16 | 2019-12-01 | $86,181 | $69,520 | $16,661 | $16,661 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$379,891 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $207,259 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,115,087 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066534 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $170,514 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,935,432 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058088 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $146,020 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,757,809 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052948 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $121,287 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,454,580 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049413 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $115,646 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,619,125 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044154 | DistributionYr5Rt |
| Total Distribution | 0.271137 | TotalDistributionRt |
| Average Distribution | 0.054227 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,235,225 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $175,437 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $417 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $175,854 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $171,774 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $834 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $834 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $834 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,029 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,029 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,195 | OverpaymentAmt |
| Applied To ES Tax | $1,195 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STUART A SHIKIAR | IndividualWithBooksNm |
| Phone | 2128886565 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 85TH ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STUART A SHIKIAR | ||||||||
| 30 EAST 85TH ST 24B | NEW YORK | NY | 10028 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| SAMUEL M SHIKIAR | ||||||||
| 30 EAST 85TH ST 24B | NEW YORK | NY | 10028 | TRUSTEE | 5.00 | $24,000 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $2,411,022 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $873,470 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,284,492 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,284,492 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,267 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,235,225 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $161,761 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $161,761 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $834 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $834 | TotalTaxAmt |
| Distributable Before Adj | $160,927 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $160,927 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $160,927 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $171,774 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $171,774 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $171,774 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $160,927 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $50,775 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,775 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $171,774 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $160,927 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,847 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $61,622 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $61,622 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $50,775 | ExcessFromYear1Amt |
| Excess From Current Year | $10,847 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STUART A SHIKIAR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STUART A SHIKIAR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 85TH ST APT 24B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128886565 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT THE ABOVE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT THE ABOVE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT THE ABOVE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMPLE HARVEST INC | |||||||
| 24 CLOVER ROAD | NEW FOUNDLAND | NJ | 07435 | NONE | PC | GENERAL OPERATING SUPPORT | $3,600 |
| ANTI DEFAMATION LEAGUE | |||||||
| PO BOX 96226 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| BARUCH COLLEGE FUND | |||||||
| ONE BERNARD BARUCH WAY | NEW YORK | NY | 10010 | NONE | PC | GENERAL OPERATING SUPPORT | $19,500 |
| BRIDGEHAMPTON LIBRARY | |||||||
| 2478 MAIN STREET | BRIDGEHAMPTON | NY | 11932 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| COMMUNITY ACTION COMMITTEE OF THE LEHIGH VALLEY INC | |||||||
| 1337 EAST FIFTH STREET | BETHLEHEM | PA | 18015 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| DALTON SCHOOL | |||||||
| 108 EAST 89TH STREET | NEW YORK | NY | 10128 | NONE | PC | GENERAL OPERATING SUPPORT | $18,665 |
| EAST HAMPTON PANTRY | |||||||
| PO BOX 505 | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| FREE ARTS NYC | |||||||
| 1431 BROADWAY 7TH | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $2,400 |
| JESPY HOUSE | |||||||
| 102 PROSPECT STREET | SOUTH ORANGE | NJ | 07079 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| LEHIGH UNIVERSITY | |||||||
| 27 MEMORIAL DR W | BETHELEHM | PA | 18015 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| LONG ISLAND CARES INC | |||||||
| 10 DAVIDS DRIVE | HAUPPAUGE | NY | 11788 | NONE | PC | GENERAL OPERATING SUPPORT | $1,250 |
| MAKING HEADWAY FOUNDATION INC | |||||||
| 115 KING STREET | CHAPPAQUA | NY | 10514 | NONE | PC | GENERAL OPERATING SUPPORT | $1,800 |
| MERLYN EDUCATION AND CLIMATE PROTECTION PROJECT | |||||||
| 1 SOUTH ANGELL STREET UNIT 301 | PROVIDENCE | RI | 02906 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| NEW YORK ACADEMY OF ART | |||||||
| 11 FRANKLIN STREET | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING SUPPORT | $9,200 |
| PARK AVENUE SYNAGOGUE | |||||||
| 50 E 87TH STREET | NEW YORK | NY | 10128 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| PROJECT EASTON INC | |||||||
| 320 FERRY STREET | EASTON | PA | 18042 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| REIMAGINE INC | |||||||
| 41 ACCORD PARK DRIVE | NORWELL | MA | 02061 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| SOLOMON R GUGGENHEIM FOUNDATION | |||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PC | GENERAL OPERATING SUPPORT | $1,250 |
| STEPHEN WISE FREE SYNAGOGUE | |||||||
| 30 68TH STREET | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING SUPPORT | $42,304 |
| THE PERLMAN MUSIC PROGRAM INC | |||||||
| 19 WEST 69TH STREET | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $10,205 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | NONE | PC | GENERAL OPERATING SUPPORT | $20,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $159,524 | 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) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,504 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$379,891 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$10,256 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$301,643 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$301,643 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | STUART A SHIKIAR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 85TH STREET 24B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $861,315 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 118 SHARES OF AMAZON INC | $411,871 | 2020-09-01 |
| 1 | 400 SHARES OF MADRIGAL PHARMACEUTICALS INC | $35,946 | 2019-12-19 |
| 1 | 1,000 SHARES OF INCYTE CORPORATION | $91,220 | 2019-12-19 |
| 1 | 1,000 SHARES DELTA AIRLINES INC | $58,830 | 2019-12-19 |
| 1 | 500 SHARES OF APPLE INC | $140,032 | 2019-12-19 |
| 1 | 50 SHARES OF AMAZON INC | $89,176 | 2019-12-19 |
| 1 | 1,000 SHARES OF UROGEN PHARAMA LTD | $34,240 | 2019-12-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION | CategoryTxt |
| Amt | $7,900 | Amt |
| Net Investment Income | $7,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PENNEY JC INC FIXED 5.650% | BondNm |
| EOY Book Value | $114,337 | EOYBookValueAmt |
| EOYFMV | $106 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LEXINGTON REALTY TR COM | $70,551 | $76,575 |
| GMAC CAP TR I | $89,539 | $90,965 |
| APPLE | $167,321 | $595,250 |
| AT&T INC COM | $105,202 | $100,625 |
| INDUSTRIAL LOGISTICS PPTYS TR COM | $121,888 | $130,380 |
| EASTERLY GOVT PPTYS INC COM | $118,892 | $129,960 |
| ALPHABET INC | $97,776 | $132,056 |
| AMAZON INC | $297,156 | $880,715 |
| COTY INC | $85,166 | $143,800 |
| GREEN BRICK PARTNERS INC | $94,913 | $136,063 |
| PELOTON INTERACTIVE INC | $46,553 | $46,540 |
| TRINE ACQUISITON CORP | $142,893 | $161,000 |
| VERTIV HOLDINGS LLC | $69,851 | $93,550 |
| FORTRESS BIOTECH | $113,206 | $105,875 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CALL 100 CANADA GOOSE HLDS INC COM | Desc |
| BOY Book Value | -$6,380 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV OF CONTRIBUTED SECURITIES IN EXCESS OF DONOR'S BASIS | Desc |
| Amt | $685,856 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NEW YORK ANNUAL REGISTRATION | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Revenue And Expenses Per Books | -$10,256 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$10,256 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $31,766 | Amt |
| Net Investment Income | $28,589 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $161 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |