MARC GALLER RESEARCH FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARC GALLER RESEARCH FOUNDATION INC (EIN 23-7013433)
- Tax period
- 2020-11-01 to 2021-10-31
- Filed
- 2021-12-17
- IRS object ID
- 202123519349100007
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-17T09:56:17-06:00 | ReturnTs |
| Tax Period End | 2021-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 862468313 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUART I BREISBLATT CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 427 BEDFORD ROAD SUITE 170 | AddressLine1Txt |
| City | PLEASANTVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10570 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237013433 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GALLER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GALL | BusinessNameControlTxt |
| Phone | 2128773326 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO L GALLER 115 CENTRAL PK W NO | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100232005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNNE GALLER PRESIDENT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128773326 | PhoneNum |
| Signature | 2021-12-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LYNNE | PersonFirstNm |
| Person Last | GALLER PRESIDENT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STUART I BREISBLATT | PreparerPersonNm |
| PTIN | P00018133 | PTIN |
| Phone | 2126610921 | PhoneNum |
| Preparation | 2021-12-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,355,680 | 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 | $121,051 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $121,051 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,202 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,202 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $13,600 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $13,600 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$72,084 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,840,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $140,853 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $140,853 | 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 |
| Legal Fees Rev And Expnss | $5,926 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $71,479 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $69,574 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $11,185 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $11,185 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,925 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,925 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $97,015 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85,684 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $439,975 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $439,975 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $536,990 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85,684 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $439,975 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$396,137 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,169 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,357,071 | CashBOYAmt |
| Cash EOY | $2,832,118 | CashEOYAmt |
| Cash EOYFMV | $2,832,118 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,111,438 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,251,439 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,308,769 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $39,420 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,420 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $167,202 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $382,055 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $334,464 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $58,776 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $47,591 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $47,591 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,566,705 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,170,568 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,355,680 | 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 | $6,752,577 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $6,752,577 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,814,128 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,417,991 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,566,705 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,170,568 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,566,705 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,170,568 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,566,705 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$396,137 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,170,568 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,170,568 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 245,000 BERKSHIRE BK PITT | P | 2017-10-31 | 2020-11-09 | $245,000 | $245,000 | $0 | $0 |
| 190,000 GOLDMAN SACHS | P | 2015-10-30 | 2020-11-12 | $190,000 | $190,000 | $0 | $0 |
| 245,000 SALLIE MAE BANK | P | 1985-01-02 | 2020-11-04 | $245,000 | $245,000 | $0 | $0 |
| 245,000 BANKERS BANK | P | 2018-03-02 | 2020-12-21 | $245,000 | $245,000 | $0 | $0 |
| 245,000 BANK OF AMERICA CD | P | 2019-01-30 | 2021-02-08 | $245,000 | $245,000 | $0 | $0 |
| 200,000 COMENITY BANK | P | 2018-03-01 | 2021-03-08 | $200,000 | $200,000 | $0 | $0 |
| 245,000 CONNECTONE BANK | P | 2018-03-01 | 2021-03-15 | $245,000 | $245,000 | $0 | $0 |
| 245,000 FIRST BANK CD | P | 2018-03-01 | 2021-03-16 | $245,000 | $245,000 | $0 | $0 |
| 245,000 MS BANK CD | P | 2018-03-01 | 2021-03-08 | $245,000 | $245,000 | $0 | $0 |
| 245,000 BMW BANK | P | 2018-03-02 | 2021-03-09 | $245,000 | $245,000 | $0 | $0 |
| 245,000 LAKESIDE BANK | P | 2017-06-07 | 2021-06-22 | $245,000 | $245,000 | $0 | $0 |
| 245,000 AMERICAN EXPRESS CD | P | 2017-09-04 | 2021-09-21 | $245,000 | $245,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $767 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $767 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $767 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,838 | 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 | $12,838 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,071 | OverpaymentAmt |
| Applied To ES Tax | $12,071 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | LYNNE GALLER | IndividualWithBooksNm |
| Phone | 2128773326 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 CENTRAL PARK WEST APT 7-E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| LYNNE GALLER | ||||||||
| 115 CENTRAL PARK WEST | NEW YORK | NY | 10023 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| HEZZY DATTNER | ||||||||
| 115 CENTRAL PARK WEST | NEW YORK | NY | 10023 | SCRY/TREAS | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,094,595 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,523,562 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,618,157 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,618,157 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,272 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,503,885 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $375,194 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $375,194 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $767 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $767 | TotalTaxAmt |
| Distributable Before Adj | $374,427 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $374,427 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $374,427 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $439,975 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $439,975 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $439,975 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $374,427 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $434,343 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $439,975 | QualifyingDistributionsAmt |
| Applied To Year1 | $434,343 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,632 | 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 | $368,795 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LYNNE GALLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 CENTRAL PARK WEST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128773326 | RecipientPhoneNum |
| Recipient Email Address | LEGALLER@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DOROT | |||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $180 |
| SANDISFIELD HISTROICAL SOCIETY | |||||||
| 817 SOUTH MAIN STREET | GREAT BARRINGTON | MA | 01230 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $30 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $25,000 |
| UNITED JEWISH APPEAL FOUNDATION | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| FORWARD ASSOCIATION INC | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $150,000 |
| HEBREW FREE LOAN SOCIETY | |||||||
| 675 3RD AVENUE 1905 | NEW YORK | NY | 10017 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $50,000 |
| JEWISH FEDERATION OF THE BERKSHIRES | |||||||
| 196 SOUTH STREET | PITTSFIELD | MA | 01201 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| MUSEUM OF MODERN ART | |||||||
| 50 EAST 87TH STREET | NEW YORK | NY | 10128 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $110 |
| PARK AVENUE SYNAGOGUE | |||||||
| 50 EAST 87TH STREET | NEW YORK | NY | 10128 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $13,540 |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 15TH 630 THIRD AVENUE | NEW YORK | NY | 10017 | 501 (C) (3) | OTHER CHARITY | UNRESTRICTED | $175,000 |
| WAMC-NORTHEAST PUBLIC RADIO | |||||||
| PO BOX 66600 | ALBANY | NY | 12206 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $180 |
| WOMEN'S EDUCATION PROJECT | |||||||
| 244 5TH AVENUE | NEW YORK | NY | 10001 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $500 |
| CLOSE ENCOUNTERS WITH MUSIC | |||||||
| 14 CASTLE STREET | GREAT BARRINGTON | MA | 01230 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $750 |
| NEW ENGLAND PUBLIC MEDIA | |||||||
| 44 HAMPDEN STREET | SPRINGFIELD | MA | 01103 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $180 |
| BERKSHIRE NATURAL RESOURCES COUNCIL | |||||||
| 20 BANK ROW | PITTSFIELD | MA | 01201 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $180 |
| THE TRUSTEES OF THE RESERVATIONS | |||||||
| 200 HIGHT STREET | BOSOTON | MA | 02110 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $125 |
| JACOB'S PILLOW | |||||||
| 358 GEORGE CARTER ROAD | BECKET | MA | 01223 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| VOLUNTEERS IN MEDICINE BERKSHIRES | |||||||
| 777 MAIN STREET | GREAT BARRINGTON | MA | 01230 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $2,400 |
| BERKSHIRE BOUNTY | |||||||
| 33 COMMONWEALTH AVENUE | GREAT BARRINGTON | MA | 01230 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $1,800 |
| FAIRVIEW HOSPITAL | |||||||
| 29 LEWIS AVENUE | GREAT BARRINGTON | MA | 01230 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| TANGLEWOOD ANNUAL FUND-BOSTON SYMPHONY | |||||||
| 297 WEST STREET | LENOX | MA | 01240 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $439,975 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $121,051 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,202 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531190 | BusinessCd |
| Unrelated Business Taxbl Incm | -$72,084 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$72,084 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $127,253 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,169 | 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 |
|---|---|
| 3 | INTEREST INCOME ON CASH AND DIVIDENDS ON STOCKS AND INVESTMENTS |
| 4 | INTEREST INCOME ON CASH AND DIVIDENDS ON STOCKS AND INVESTMENTS |
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 | $3,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING | 1981-09-01 | $24,380 | $24,380 | SL | 20.000000000000 | $0 | $0 |
| BUILDING IMPROVEMENTS | 1991-12-01 | $330,000 | $297,707 | SL | 31.500000000000 | $10,476 | $10,476 |
| BUILDING IMPROVEMENTS | 2012-07-24 | $4,500 | $954 | SL | 39.000000000000 | $115 | $115 |
| BUILDING IMPROVEMENTS | 2019-12-02 | $8,500 | $191 | SL | 39.000000000000 | $218 | $218 |
| BUILDING IMPROVEMENTS | 2020-09-13 | $14,675 | $47 | SL | 39.000000000000 | $376 | $376 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 600 SH ABBOTT LABORATORIES | $13,943 | $77,334 |
| 600 SH ABBVIE INC | $15,120 | $68,802 |
| 300 SH WALGREEN | $514 | $14,106 |
| 1200 SH XEROX CORP | $9,708 | $5,340 |
| 240 SHARES CONDUENT INC | $135 | $1,620 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $24,380 | $24,380 | $0 |
| BUILDING IMPROVEMENTS | $330,000 | $308,183 | $21,817 |
| BUILDING IMPROVEMENTS | $4,500 | $1,069 | $3,431 |
| BUILDING IMPROVEMENTS | $8,500 | $409 | $8,091 |
| BUILDING IMPROVEMENTS | $14,675 | $423 | $14,252 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $5,926 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROPERTY INSURANCE | Desc |
| Revenue And Expenses Per Books | $4,925 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,925 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNNE GALLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 CENTRAL PARK WEST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES-STATE | $250 | $0 | $0 |
| TAXES-OTHER | $1,655 | $0 | $0 |
| PROPERTY TAXES | $69,574 | $69,574 | $0 |