EMIL AND TOBY MESHBERG FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EMIL AND TOBY MESHBERG FAMILY FOUNDATION INC (EIN 46-1610108)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349103952
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T11:46:07-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 709 WESTCHESTER AVENUE | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10604 | 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 | 461610108 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMIL AND TOBY MESHBERG FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMIL | BusinessNameControlTxt |
| Phone | 2032227608 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 SASCO HILL ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMIL MUSHBERG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2032094000 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EMIL | PersonFirstNm |
| Person Last | MUSHBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GILBERT WATKINS | PreparerPersonNm |
| PTIN | P01386287 | PTIN |
| Phone | 9149492990 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $3,954,747 | 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 | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,263 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,263 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$463,200 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,033,415 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$415,922 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,278 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $48,039 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,039 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,610 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $393 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,460 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $885 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,209 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,317 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $177,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $177,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $241,859 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,317 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $181,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$657,781 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $187,627 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $133,929 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $133,929 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $62,298 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $847,623 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $847,076 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,928,357 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,376,219 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,738,222 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $61,823 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,223,747 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,234,649 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $65 | OtherAssetsBOYAmt |
| Other Assets EOY | $871 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $871 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,240,170 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,582,389 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,954,747 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,240,170 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,582,389 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,240,170 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,582,389 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,240,170 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,582,389 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,240,170 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$657,781 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,582,389 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,582,389 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| MERRILL LYNCH #3067 | $4,608,262 | $4,628,694 | -$20,432 | -$20,432 | |
| MERRILL LYNCH #3067 | $3,057,062 | $3,495,715 | -$438,653 | -$438,653 | |
| MERRILL LYNCH #3067 | $79,927 | $79,927 | $0 | $0 | |
| MERRILL LYNCH #3067 | $287,985 | $292,279 | -$4,294 | -$4,294 | |
| CAPITAL GAINS DIVIDENDS | $179 | $179 | $179 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$463,200 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | 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 | $10,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,000 | OverpaymentAmt |
| Applied To ES Tax | $10,000 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | 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 | EMIL AND TOBY MESHBERG FAMILY FOUND | IndividualWithBooksNm |
| Phone | 2032594219 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 SASCO HILL ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| EMIL MESHBERG | ||||||||
| 665 SASCO HILL ROAD | FAIRFIELD | CT | 06824 | PRESIDENT/TREASURER/DIRECT | 1.00 | $0 | $0 | $0 |
| TOBY MESHBERG | ||||||||
| 665 SASCO HILL ROAD | FAIRFIELD | CT | 06824 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JUSTIN MESHBERG | ||||||||
| 147 KANE STREET | BROOKLYN | NY | 11231 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ADAM MESHBERG | ||||||||
| 69 GOLD STREET | BROOKLYN | NY | 11201 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID MESHBERG | ||||||||
| 343 GOLD STREET APT 3805 | BROOKLYN | NY | 11201 | DIRECTOR | 0.00 | $0 | $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 | $3,738,995 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $264,990 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,003,985 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,003,985 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,060 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,943,925 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $197,196 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $197,196 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $197,196 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $197,196 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $197,196 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $181,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $181,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $181,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $197,196 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $137,945 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $181,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $137,945 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,805 | 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 | $153,391 | 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 | EMIL MESHBERG | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EMIL AND TOBY MESHBERG FAMILY FOUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 SASCO HILL ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2032094000 | RecipientPhoneNum |
| Recipient Email Address | EMIL@MESHBERG.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | AT THE PRESENT TIME, THE FOUNDATION IS MAKING GIFTS TO 501(C)3 ORGANIZATIONS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO ESTABLISHED DEADLINES AT THE PRESENT TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS ON GRANTS OR GIFTS TO 501(C)3 ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BRIDGEPORT HOSPITAL | ||||||
| 267 GRANT ST | BRIDGEPORT | CT | 06610 | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $32,500 |
| BROOKLYN COMMUNITY HOUSING AND SERVICES INC | ||||||
| 105 CARLTON AVENUE | BROOKLYN | NY | 11205 | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $5,000 |
| FAIRFIELD UNIVERSITY | ||||||
| 1073 N BENSON ROAD | FAIRFIELD | CT | 06824 | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $5,000 |
| FEDERATION FOR JEWISH PHILANTHROPY OF UPPER FAIRFIELD COUNTY | ||||||
| 4200 PARK AVENUE | BRIDGEPORT | CT | 06604 | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $20,000 |
| JEWISH HOME FOR THE ELDERLY OF FAIRFIELD COUNTY INC DBA JEWISH SENIOR SERVI | ||||||
| 175 JEFFERSON STREET | FAIRFIELD | CT | 06825 | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $21,650 |
| ST PAUL THE GREAT PARISH | ||||||
| 107 E MAIN ST | TORRINGTON | CT | 06790 | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $1,000 |
| THE AMERICAN ISRAEL EDUCATION FOUNDATION | ||||||
| 251 H STREET W | WASHINGTON | DC | 20001 | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $75,000 |
| THE NEAR AND FAR AID ASSOCIATION | ||||||
| PO BOX 717 | SOUTHPORT | CT | 06890 | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $5,000 |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | ||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $10,000 |
| CONNECTICUT ZOOLOGICAL SOCIETY INC | ||||||
| 1875 NOBLE AVENUE | BRIDGEPORT | CT | 06610 | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $177,650 | 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 | $15 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,263 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$463,200 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$415,922 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$415,922 | 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 | $4,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,100 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FRANKLIN LIBERTY SHORT | $421,992 | $423,215 |
| J P MORGAN EXCHANGE ETF | $420,118 | $423,436 |
| LORD ABBETT SHORT | $381,637 | $387,998 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $15,716 | $20,359 |
| ACCENTURE PLC | $17,486 | $26,121 |
| AMER EXPRESS COMPANY | $10,998 | $15,597 |
| ANTHEM INC | $12,651 | $17,660 |
| APPLE INC | $24,351 | $41,399 |
| AT&T INC | $15,763 | $15,645 |
| CHEVRON CORP | $9,187 | $11,823 |
| CHUBB LTD | $10,341 | $13,853 |
| CISCO SYSTEMS INC | $20,551 | $23,494 |
| CME GROUP INC | $5,741 | $7,282 |
| COLGATE PALMOLIVE | $12,477 | $15,135 |
| COMCAST CORP NEW CL A | $16,431 | $22,270 |
| CYRUSONE INC | $12,074 | $15,288 |
| DUKE REALTY CORP | $8,913 | $9,153 |
| FIDELITY NATL INFO SVCS | $18,329 | $22,917 |
| HONEYWELL INTL INC | $10,831 | $16,591 |
| INTL FLAVORS & FRAGRNC | $14,692 | $14,149 |
| INVESCO QQQ TR SER 1 | $71,366 | $97,573 |
| ISHARES CORE S&P 500 ETF | $153,250 | $195,203 |
| ISHARES EDGE MSCI | $80,965 | $97,965 |
| ISHARES INC CORE | $89,848 | $98,767 |
| ISHARES TR CORE MSCI EAF | $93,231 | $97,279 |
| JOHNSON AND JOHNSON | $21,866 | $26,440 |
| JP MORGAN CHASE | $14,796 | $19,950 |
| LINDE PLC REG | $14,255 | $21,081 |
| LOCKHEED MARTIN | $16,477 | $18,814 |
| LOWE'S COMPANIES INC | $16,499 | $28,410 |
| MARSH & MCLENNAN COS | $11,608 | $14,859 |
| MCDONALDS CORP | $16,981 | $19,098 |
| MEDTRONIC PLC | $12,605 | $16,751 |
| MERCK AND CO INC | $18,809 | $19,796 |
| MICROSOFT | $25,824 | $36,032 |
| MONDELEZ INTERNATIONAL | $12,354 | $15,144 |
| MOTOROLA SOLUTIONS INC | $16,723 | $19,047 |
| NEXTERA ENERGY INC | $16,831 | $22,991 |
| PACKAGING CORP AMERICA | $8,327 | $11,584 |
| PEPSICO INC | $14,245 | $17,944 |
| PHILIP MORRIS INTL | $13,427 | $16,392 |
| PHILLIPS 66 SHS | $8,739 | $11,680 |
| SCHWAB CHARLES CORP | $10,759 | $15,965 |
| TEXAS INSTRUMENTS | $16,227 | $22,978 |
| TRANE TECHNOLOGIES | $11,383 | $18,000 |
| UNION PACIFIC CORP | $13,560 | $19,989 |
| UNITEDHEALTH GROUP INC | $20,177 | $28,405 |
| VANGUARD MID-CAP ETF | $74,777 | $95,528 |
| VANGUARD SMALL CAP | $68,767 | $95,393 |
| WEC ENERGY | $14,157 | $15,645 |
| WISDOMTREE INTERNATIONAL | $82,250 | $97,277 |
| WISDOMTREE U.S. QUALITY | $78,604 | $97,506 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $847,623 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $847,076 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME IN TRANSIT | Desc |
| BOY Book Value | $65 | BOYBookValueAmt |
| EOY Book Value | $871 | EOYBookValueAmt |
| EOYFMV | $871 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT EXPENSES | $885 | $885 | $0 | $0 |
| MISCELLANEOUS | $4,575 | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $48,039 | Amt |
| Net Investment Income | $48,039 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $393 | $393 | $0 | $0 |
| INVESTMENT INCOME TAX | $6,217 | $0 | $0 | $0 |