GROSSMAN FAMILY PHILANTHROPIC FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GROSSMAN FAMILY PHILANTHROPIC FOUNDATION (EIN 20-5147463)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349102503
- 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 Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T09:37:43-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 ELM STREET SUITE 200 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06902 | 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 | 205147463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROSSMAN FAMILY PHILANTHROPIC FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROS | BusinessNameControlTxt |
| Phone | 2033273112 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 FIFTH AVENUE NO 6K | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD GROSSMAN | PersonNm |
| Person Title | DIRECTOR/CHAIR | PersonTitleTxt |
| Phone | 2033273112 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RONALD | PersonFirstNm |
| Person Last | GROSSMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRAN ZEISS | PreparerPersonNm |
| PTIN | P00045025 | PTIN |
| Phone | 2033273112 | PhoneNum |
| Preparation | 2021-11-11 | PreparationDt |
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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,035,761 | 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 | $3,787,423 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $345 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $345 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $191,112 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $191,112 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$37,747 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,941,133 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $191,457 | 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 |
| Accounting Fees Rev And Expnss | $5,460 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,460 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $12,161 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $46 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,753 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,064 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,538 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,374 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,110 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,998 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $444,625 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $444,625 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $512,999 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,110 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $451,623 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,428,134 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $174,347 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,412,990 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,932,446 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,932,446 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $6,220,832 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,371,091 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,071,859 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $31,456 | OtherAssetsBOYAmt |
| Other Assets EOY | $31,456 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $31,456 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,665,278 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,334,993 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,035,761 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $15,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,665,278 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,319,993 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,665,278 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,319,993 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,665,278 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,334,993 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,665,278 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,428,134 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,093,412 | SubtotalAmt |
| Other Decreases | $3,773,419 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,319,993 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| K-1 IBEX ISRAEL FUND I | P | $20,388 | $20,388 |
| K-1 IBEX ISRAEL FUND I | P | -$58,135 | -$58,135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$37,747 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,423 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,423 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,423 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,400 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,377 | OverpaymentAmt |
| Applied To ES Tax | $1,377 | 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 | 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 | RONALD GROSSMAN | IndividualWithBooksNm |
| Phone | 2127727042 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| RONALD GROSSMAN | ||||||||
| 860 FIFTH AVE APT 6K | NEW YORK | NY | 10065 | DIRECTOR/CHAIR | 8.00 | $0 | $0 | $0 |
| MARILYNN P GROSSMAN | ||||||||
| 860 FIFTH AVE APT 6K | NEW YORK | NY | 10065 | DIRECTOR/SECRETARY | 1.00 | $0 | $0 | $0 |
| BRUCE D GROSSMAN | ||||||||
| 24 WRIGHTS MILL RD | ARMONK | NY | 10504 | DIRECTOR/VICE CHAIR | 1.00 | $0 | $0 | $0 |
| DIANNE M GROSSMAN | ||||||||
| 24 WRIGHTS MILL RD | ARMONK | NY | 10504 | DIRECTOR/TREASURER | 1.00 | $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 | $5,114,369 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,395,197 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $506,818 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,016,384 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,016,384 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $120,246 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,896,138 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $394,807 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $394,807 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,423 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,423 | TotalTaxAmt |
| Distributable Before Adj | $392,384 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $392,384 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $392,384 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $451,623 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $451,623 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $451,623 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $392,384 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $410,803 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Total For Prior Years | $30,382 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $451,623 | QualifyingDistributionsAmt |
| Applied To Year1 | $410,803 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,820 | 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 | $30,382 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $30,382 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $351,564 | 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 | RONALD GROSSMAN | ContributingManagerNm |
| Contributing Manager | MARILYNN P GROSSMAN | ContributingManagerNm |
| Contributing Manager | BRUCE D GROSSMAN | ContributingManagerNm |
| Contributing Manager | DIANNE M GROSSMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 911 MEMORIAL | ||||||||
| ONE LIBERTY PLAZA 20TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | FOR CHARITABLE PURPOSES | $5,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE 17TH FLOOR | CHICAGO | IL | 60601 | NONE | PC | FOR CHARITABLE PURPOSES | $6,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | PC | FOR CHARITABLE PURPOSES | $5,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PC | FOR CHARITABLE PURPOSES | $10,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 165 EAST 56 ST | NEW YORK | NY | 10022 | NONE | PC | FOR CHARITABLE PURPOSES | $10,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||
| 711 3RD AVE 900 | NEW YORK | NY | 10022 | NONE | PC | FOR CHARITABLE PURPOSES | $20,000 | |
| AMERICAN LUNG ASSOCIATION | ||||||||
| 237 MAMARONECK AVE 205 | WHITE PLAINS | NY | 10605 | NONE | PC | FOR CHARITABLE PURPOSES | $5,000 | |
| ARMED SERVICES YMCA CAMP PENDLETON | ||||||||
| 200090 ASH ROAD WIRE MOUNTAIN ROAD | OCEANSIDE | CA | 92058 | NONE | PC | FOR CHARITABLE PURPOSES | $5,000 | |
| ARMONK VOLUNTEER FIRE DEPT | ||||||||
| 400 BEDFORD RD | ARMONK | NY | 10504 | NONE | PC | FOR CHARITABLE PURPOSES | $500 | |
| AUTISM SPEAKS | ||||||||
| 168 IRVING AVE | PORT CHESTER | NY | 10573 | NONE | PC | FOR CHARITABLE PURPOSES | $5,000 | |
| BYRAM HILLS EDUCATION FOUNDATION | ||||||||
| PO BOX 872 | ARMONK | NY | 10504 | NONE | PC | FOR CHARITABLE PURPOSES | $1,500 | |
| CAMERA | ||||||||
| PO BOX 35040 | BOSTON | MA | 02135 | NONE | PC | FOR CHARITABLE PURPOSES | $20,000 | |
| CITY MEALS ON WHEELS | ||||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PC | FOR CHARITABLE PURPOSES | $2,000 | |
| CONGREGATION B'NAI YISRAEL ARMONK | ||||||||
| 21 BANKSVILLE ROAD BOX 7 | ARMONK | NY | 10504 | NONE | PC | FOR CHARITABLE PURPOSES | $50,000 | |
| HOPE FOR HEROES | ||||||||
| 161 FORT WASHINGTON AVENUE IRVING | NEW YORK | NY | 10032 | NONE | PC | FOR CHARITABLE PURPOSES | $10,000 | PAVILION |
| IMPACT 100 WESTCHESTER | ||||||||
| PO BOX 634 | HARTSDALE | NY | 10530 | NONE | PC | FOR CHARITABLE PURPOSES | $1,125 | |
| JEWISH FAMILY SERVICE | ||||||||
| 222 POST ROAD 2ND FLOOR | FAIRFIELD | CT | 06824 | NONE | PC | FOR CHARITABLE PURPOSES | $10,000 | |
| MEMORIAL SLOAN KETTERING | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | FOR CHARITABLE PURPOSES | $1,000 | |
| MY LIFE MY CHOICE | ||||||||
| 989 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PC | FOR CHARITABLE PURPOSES | $15,000 | |
| NEW YORK PRESBYTERIAN | ||||||||
| 4 FORT WASHINGTON AVE | NEW YORK | NY | 10032 | NONE | PC | FOR CHARITABLE PURPOSES | $15,000 | |
| NORTHERN WESTCHESTER HOSPITAL | ||||||||
| 400 E MAIN STREET | MT KISCO | NY | 10549 | NONE | PC | FOR CHARITABLE PURPOSES | $50,000 | |
| NYU SCHOOL OF LAW | ||||||||
| 40 WASHINGTON SQUARE S | NEW YORK | NY | 10012 | NONE | PC | FOR CHARITABLE PURPOSES | $10,000 | |
| PLAY FOR PINK | ||||||||
| 175 EAST 74TH STREET | NEW YORK | NY | 10021 | NONE | PC | FOR CHARITABLE PURPOSES | $1,000 | |
| SAVE A CHILD'S HEART | ||||||||
| PO BOX 59172 | POTOMAC | MD | 20859 | NONE | PC | FOR CHARITABLE PURPOSES | $25,000 | |
| SHRINERS FOR CHILDREN MEDICAL CENTER | ||||||||
| 909 S FAIR OAKS AVE | PASADENA | CA | 91105 | NONE | PC | FOR CHARITABLE PURPOSES | $25,000 | |
| SOUTHAMPTON VILLAGE PBA | ||||||||
| 168 OLD COUNTRY RD/PO BOX 591 | SPEONK | NY | 11972 | NONE | PC | FOR CHARITABLE PURPOSES | $1,000 | |
| ST JUDES | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | FOR CHARITABLE PURPOSES | $25,500 | |
| TUFTS UNIVERSITY | ||||||||
| 419 BOSTON AVENUE | MEDFORD | MA | 02155 | NONE | PC | FOR CHARITABLE PURPOSES | $10,000 | |
| UJA FEDERAL RELIEF FUND | ||||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | FOR CHARITABLE PURPOSES | $40,000 | |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 595 ELM PLACE | HIGHLAND PARK | IL | 60035 | NONE | PC | FOR CHARITABLE PURPOSES | $10,000 | |
| WEIL CORNELL MEDICAL COLLEGE HOSPITAL | ||||||||
| 1300 YORK AVENUE BOX 314 | NEW YORK | NY | 10005 | NONE | PC | FOR CHARITABLE PURPOSES | $25,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 1120 G STREET NW SUITE 700 | WASHINGTON | DC | 20005 | NONE | PC | FOR CHARITABLE PURPOSES | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $444,625 | 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 | $345 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $191,112 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$37,747 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $153,710 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $153,710 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BRUCE D GROSSMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 WRIGHTS MILL ROAD | AddressLine1Txt |
| City | ARMONK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,787,423 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 21,763 SHS DIGITIAL TURBINE INC | $901,423 | 2020-12-09 |
| 1 | 300,000 SHS INTELLICHECK INC | $2,886,000 | 2020-12-09 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,460 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,460 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JP MORGAN - US FIXED INCOME | AT COST | $5,532,699 | $4,970,280 |
| IBEX ISRAEL FUND I | AT COST | $430,020 | $430,020 |
| IBEX PARTNERS (GAUZY) | AT COST | $19,144 | $19,144 |
| 21,763 SHS DIGITAL TURBINE INC | AT COST | $89,228 | $1,230,915 |
| 300,000 SHS INTELLICHECK INC | AT COST | $300,000 | $3,421,500 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JOHN HANCOCK LIFE INSURANCE POLICIES - CASH SURRENDER VALUE | Desc |
| BOY Book Value | $31,456 | BOYBookValueAmt |
| EOY Book Value | $31,456 | EOYBookValueAmt |
| EOYFMV | $31,456 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| K-1 IBEX ISRAEL FUND I - GAAP BASIS TO TAX BASIS ADJUSTMENT | $337,792 |
| K-1 IBEX PARTNERS (GAUZY) - GAAP BASIS TO TAX BASIS ADJUSTMENT | $37,432 |
| EXCESS OF FMV OF DONATED SECURITIES OVER COST BASIS | $3,398,195 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DELAWARE STATUTORY REPRESENTATION | $188 | $0 | $188 |
| K-1 IBEX ISRAEL FUND I | $16,900 | $16,900 | $0 |
| K-1 IBEX PARTNERS (GAUZY) | $164 | $164 | $0 |
| CREDIT CARD FEES | $1,100 | $0 | $1,100 |
| NYS DEPT. OF LAW FILING FEES | $250 | $0 | $250 |
| JOHN HANCOCK LIFE INSURANCE CO. | $32,151 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $12,115 | $0 | $0 |
| K-1 IBEX ISRAEL FUND I - FOREIGN TAX | $46 | $46 | $0 |