THE BENEDICT SILVERMAN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE BENEDICT SILVERMAN FOUNDATION (EIN 26-1441980)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349107727
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T15:59:58-06:00 | 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 | 50 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 | 261441980 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENEDICT SILVERMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENE | BusinessNameControlTxt |
| Phone | 2126971000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO CITRIN 50 ROCKEFELLER PLZ | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAYNE BENTZEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126971000 | PhoneNum |
| Signature | 2021-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAYNE | PersonFirstNm |
| Person Last | BENTZEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH J BARRECA | PreparerPersonNm |
| PTIN | P00310073 | PTIN |
| Phone | 2126971000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $40,597,909 | 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 | $8,721,589 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $356,130 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $356,130 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $132,455 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,414,937 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $132,455 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $486,724 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,210,174 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $975,309 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $93,651 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $93,651 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,187 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,187 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $43,907 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $43,907 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $38,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $62,060 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,060 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $49,827 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,349 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $83,200 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $83,200 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $178 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $178 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $196,635 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $196,635 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $574,245 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,060 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $467,707 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,608,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,608,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,182,645 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,060 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,076,107 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,027,529 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $913,249 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,655 | CashBOYAmt |
| Cash EOY | $6,252,186 | CashEOYAmt |
| Cash EOYFMV | $6,252,186 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,358,963 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,664,584 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,664,584 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,013,099 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $163,850 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $163,563 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,285,068 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,014,371 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,509,176 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,284,771 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,640,277 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,326,744 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,116,342 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,341,365 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $38,400 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,521,563 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,521,563 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $31,286,037 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,288,364 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,597,909 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $808 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $808 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $31,286,037 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $37,287,556 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,286,037 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,287,556 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,286,037 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,288,364 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,286,037 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,027,529 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $37,313,566 | SubtotalAmt |
| Other Decreases | $26,010 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,287,556 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WELLS FARGO | P | $55,154 | $99,468 | -$44,314 | -$44,314 |
| BANK OF AMERICA | P | $20,359,783 | $20,183,014 | $176,769 | $176,769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $132,455 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,694 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,694 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,694 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,923 | 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 | $22,923 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,229 | OverpaymentAmt |
| Applied To ES Tax | $10,229 | 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126971000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CITRIN 50 ROCKEFELLER PLZ | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 | 0 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JAYNE BENTZEN | ||||||||
| C/O CITRIN 50 ROCKEFELLER PLZ | NEW YORK | NY | 10020 | PRESIDENT | 20.00 | $0 | $0 | $0 |
| DIANE ARCHER | ||||||||
| C/O CITRIN 50 ROCKEFELLER PLZ | NEW YORK | NY | 10020 | SECRETARY | 2.00 | $0 | $0 | $0 |
| ALLISON JAFFIN | ||||||||
| C/O CITRIN 50 ROCKEFELLER PLZ | NEW YORK | NY | 10020 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SCOTT HARRISON | ||||||||
| C/O CITRIN 50 ROCKEFELLER PLZ | NEW YORK | NY | 10020 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| RHAMIE BELL | ||||||||
| C/O CITRIN 50 ROCKEFELLER PLZ | NEW YORK | NY | 10020 | TRUSTEE | 0.15 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KATHERINE P MILES | |||||
| 5A WEBSTER PLACE | BROOKLYN | NY | 11215 | PROGRAM CONSULTANT | $137,500 |
| BANK OF AMERICA | |||||
| PO BOX 830269 | DALLAS | TX | 75283 | INVESTMENT MANAGEMENT | $62,060 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | HELPING CHILDREN ACHIEVE LITERACY BY DISSEMINATING HIGH-QUALITY, COST-EFFECTIVE PROGRAMS FOR SCHOOLS AND FAMILIES - SEE ATTACHMENT B | Description1Txt |
| Expenses1 | $159,032 | 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 | $14,140,900 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,660,377 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $17,216,798 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,018,075 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,018,075 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $615,271 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,402,804 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,020,140 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,020,140 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,694 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,694 | TotalTaxAmt |
| Distributable Before Adj | $2,007,446 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,007,446 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,007,446 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,076,107 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,076,107 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,076,107 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,007,446 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $118,577 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $560,458 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $679,035 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,076,107 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,007,446 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,068,661 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,747,696 | 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 | $1,747,696 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $118,577 | ExcessFromYear2Amt |
| Excess From Year1 | $560,458 | ExcessFromYear1Amt |
| Excess From Current Year | $1,068,661 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANIMAL HAVEN INC | ||||||
| 200 CENTRE STREET | NEW YORK | NY | 10013 | PC | ANIMAL SHELTER DONATION | $2,625 |
| ELIJAH'S PROMISE | ||||||
| 18 NEILSON STREET | NEW BRUNSWICK | NJ | 08901 | PC | SOUP KITCHEN DONATION | $99,960 |
| FRIENDS OF WHEEL | ||||||
| 18 TITUS ROAD | WASHINGTON DEPOT | CT | 06794 | PC | DONATION | $5,000 |
| HORIZONS NATIONAL | ||||||
| 120 POST ROAD W SUITE 202 | WESTPORT | CT | 06880 | PC | LEARNING CENTER DONATION | $10,000 |
| HUNTS POINT ALLIANCE FOR CHILDREN | ||||||
| 1231 LAFAYETTE AVENUE | BRONX | NY | 10474 | PC | ASSISTANCE FOR CHILDREN WITH STRUGGLES | $12,000 |
| LITERACY TRUST | ||||||
| 315 WEST 36TH STREET SUITE 6050 | NEW YORK | NY | 10018 | PC | GENERAL OPERATING | $2,051,500 |
| NEIGHBORHOOD HOUSING SERVICES | ||||||
| 18 TITUS ROAD | WASHINGTON DEPOT | CT | 06794 | PC | DONATION | $11,000 |
| RETHINK FOOD NYC | ||||||
| 75 BROAD STREET 7TH FLOOR | NEW YORK | NY | 10004 | PC | FOOD BANK | $112,574 |
| STEEP ROCK ASSOCIATION | ||||||
| 2 GREEN HILL ROAD | WASHINGTON | CT | 06793 | PC | CONSERVE ECOLOGICALLY AND HISTORICALLY SIGNIFICANT LANDSCAPES | $10,000 |
| TEACHERS COLLEGE READING & WRITING PROJECT | ||||||
| BOX 306 525 W 120TH STREET | NEW YORK | NY | 10027 | PC | READING RESCUE | $284,880 |
| THE GO PROJECT | ||||||
| 50 COOPER SQUARE 3RD FLOOR | NEW YORK | NY | 10003 | PC | ASSIST WITH LOW INCOME NYC PUBLIC SCHOOL CHILDREN | $8,861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,608,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $356,130 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$79,140 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $79,140 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $132,455 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$79,140 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $567,725 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $488,585 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | DIVIDEND AND INTEREST FROM SECURITIES |
| 5 | DEBT FINANCED INCOME |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF BENEDICT A SILVERMAN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 406 W HILLSBORO BLVD | AddressLine1Txt |
| City | DEERFIELD BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33441 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,718,344 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $40,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $38,600 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BOA #3071- SEE ATTACHED | $9,596,771 | $9,945,765 |
| BOA #5441-SEE ATTACHED | $688,000 | $694,512 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BOA #5198- SEE ATTACHED | $1,934,093 | $2,621,711 |
| BOA #5441-SEE ATTACHED | $350,975 | $392,660 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $163,850 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $163,563 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FAIRFAX JERMANTOWN ASSOCIATES, LLC | AT COST | $6,749,994 | $8,337,524 |
| MORTON DEMPSTER ASSOCIATES, LLC | AT COST | $4,273,279 | $5,186,598 |
| NORTHPORT MCFARLAND ASSOCIATES | AT COST | $2,009,155 | $2,167,730 |
| CITI#4000-REAL ESTATE | FMV | $657,004 | $657,004 |
| WELLS FRAGO-ALTERNATIVE INVESTMENTS - SEE ATTACHED | FMV | $690,243 | $494,242 |
| FRANKS DOCKSIDE LLC | AT COST | $326,096 | $353,937 |
| WELLS FARGO-REAL ASSET FUNDS - SEE ATTACHED | FMV | $144,330 | $144,330 |
| GENTRUST DIRECT ACCESS III, LLC | AT COST | $89,891 | $0 |
| CARY FAIRVIEW | AT COST | $176,350 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $43,907 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $43,907 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $38,400 | $38,400 | $38,400 |
| INVESTMENT RECEIVABLE | $1,483,163 | $1,483,163 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $26,010 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $13,225 | $0 | $13,225 |
| DIRECT CHARITABLE ACTIVITIES - SEE ATTACHMENT B | $159,032 | $0 | $159,032 |
| INSURANCE | $2,864 | $0 | $2,864 |
| OUTSIDE CONTRACT SERVICES | $21,514 | $0 | $21,514 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|
| MORTON DEMPSTER ASSOCIATES, LLC. | $226,272 |
| FAIRFAX JERMANTOWN ASSOCIATES LLC | $313,695 |
| CARY FAIRVIEW VILLAGE LLC | $0 |
| FRANKS DOCKSIDE LLC | $11,639 |
| NORTHPORT MCFARLAND ASSOCIATES | $0 |
| CARY FAIRVIEW VILLAGE LLC | $0 |
| GENTRUST DIRECT ACCESS III, LLC | -$64,882 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $808 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT AND CUSTODIAL FEES | CategoryTxt |
| Amt | $62,060 | Amt |
| Net Investment Income | $62,060 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UNRELATED BUSINESS INCOME TAX | $42,478 | $0 | $0 |
| PAYROLL TAXES | $7,349 | $0 | $7,349 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| MORTON DEMPSTER ASSOCIATES LLC | ||||||
| 406 WEST HILLSBORO BLVD | DEERFIELD BEACH | FL | 33441 | 814231418 | DISTRIBUTIONS FROM LIMITED PARTNERSHIP | $0 |
| FAIRFAX JERMANTOWN ASSOCIATES LLC | ||||||
| 406 WEST HILLSBORO BLVD | DEERFIELD BEACH | FL | 33441 | 813815947 | DISTRIBUTIONS FROM LIMITED PARTNERSHIP | $0 |
| NORTHPORT MCFARLAND ASSOCIATES LLC | ||||||
| 406 W HILLSBORO BLVD | DEERFIELD BEACH | FL | 33441 | 813914774 | DISTRIBUTIONS FROM LIMITED PARTNERSHIP | $0 |
| FRANKS DOCKSIDE LLC | ||||||
| 406 WEST HILLSBORO BLVD | DEERFIELD BEACH | FL | 33441 | 464286413 | DISTRIBUTIONS FROM LIMITED PARTNERSHIP | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,258,640 | TotalAmt |