THE APPLEBAUM FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE APPLEBAUM FOUNDATION INC (EIN 59-1002714)
- Tax period
- 2020-03-01 to 2020-12-31
- Filed
- 2021-12-16
- IRS object ID
- 202143509349100909
- 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
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-16T19:22:18-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133628255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591002714 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE APPLEBAUM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | APPL | BusinessNameControlTxt |
| Phone | 2128401166 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 WEST 45TH STREET NO 701 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES KAUFMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128401166 | PhoneNum |
| Signature | 2021-12-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | KAUFMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXANDER LAZZARUOLO | PreparerPersonNm |
| PTIN | P01775353 | PTIN |
| Phone | 2126617777 | 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 | $202,923,808 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,092,374 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,099,129 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,098,521 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $134,117,995 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,091,409 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $195,423 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $195,428 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,386,318 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,385,966 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $191,667 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $191,667 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,775 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,775 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $25,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $25,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $45,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $22,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $471,613 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $468,072 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,541 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $90,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $19,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $19,000 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,722 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,841 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,722 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $862,777 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $494,413 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $282,205 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,405,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,405,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,267,777 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $494,413 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,687,205 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,118,541 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,891,553 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $411,182 | CashBOYAmt |
| Cash EOY | $315,012 | CashEOYAmt |
| Cash EOYFMV | $315,012 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,420,055 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,417,924 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,417,924 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $6,446,765 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,634,520 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,140,372 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $141,247,213 | CorporateStockBOYAmt |
| Corporate Stock EOY | $129,865,572 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $165,844,195 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,507,217 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,461,428 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,016,224 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $237,843 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,952,271 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,190,081 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $156,270,275 | TotalAssetsBOYAmt |
| Total Assets EOY | $165,646,727 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $202,923,808 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $156,270,275 | RetainedEarningBOYAmt |
| Retained Earning EOY | $165,646,727 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $156,270,275 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $165,646,727 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $156,270,275 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $165,646,727 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $156,270,275 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,118,541 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $166,388,816 | SubtotalAmt |
| Other Decreases | $742,089 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $165,646,727 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $134,117,995 | $123,019,474 | $11,098,521 | $11,098,521 | ||
| LOSS FROM INVESTMENT IN AIF VI PRIVATE INVESTORS, LLC. | -$7,112 | -$7,112 | D | 2014-10-16 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,091,409 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $193,093 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $193,093 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $193,093 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $163,093 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $193,093 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128401166 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 WEST 45TH STREET NO 701 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| WARREN A WEISS | ||||||||
| APPLEBAUM FDN 25 W 45TH ST | NEW YORK | NY | 10036 | PRESIDENT & DIRECTOR | 5.00 | $0 | $0 | $0 |
| JAMES KAUFMAN | ||||||||
| APPLEBAUM FDN 25 W 45TH ST | NEW YORK | NY | 10036 | VICE PRESIDENT & DIRECTOR | 3.00 | $25,000 | $0 | $0 |
| JANE WEISS | ||||||||
| APPLEBAUM FDN 25 W 45TH ST | NEW YORK | NY | 10036 | TREASURER & DIRECTOR | 3.00 | $0 | $0 | $0 |
| LILLIAN APPLEBAUM | ||||||||
| APPLEBAUM FDN 25 W 45TH ST | NEW YORK | NY | 10036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIN R BORGER | ||||||||
| APPLEBAUM FDN 25 W 45TH ST | NEW YORK | NY | 10036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL DOPPELT | ||||||||
| APPLEBAUM FDN 25 W 45TH ST | NEW YORK | NY | 10036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JUDY FEDER | ||||||||
| APPLEBAUM FDN 25 W 45TH ST | NEW YORK | NY | 10036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| REBECCA LIEBERMAN | ||||||||
| APPLEBAUM FDN 25 W 45TH ST | NEW YORK | NY | 10036 | SECRETARY & EXEC. DIRECTOR, DIRECTOR | 40.00 | $191,667 | $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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA | |||||
| 270 PARK AVENUE | NEW YORK | NY | 100172014 | INV. MANAGER & CUSTODIAN | $170,094 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT | |||||
| 888 SW 5TH AVE SUITE 1200 | PORTLAND | OR | 97204 | INVESTMENT ADVISOR | $150,611 |
| ALLIANCEBERNSTEIN LP | |||||
| 1345 6TH AVENUE | NEW YORK | NY | 10105 | INV. MANAGER & CUSTODIAN | $64,800 |
| FIDUCIARY TRUST COMPANY | |||||
| 280 PARK AVENUE | NEW YORK | NY | 100172014 | INV. MANAGER & CUSTODIAN | $54,535 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $186,542,950 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $451,629 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $186,994,579 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $186,994,579 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,804,919 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $184,189,660 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,720,862 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,720,862 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $193,093 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $193,093 | TotalTaxAmt |
| Distributable Before Adj | $7,527,769 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,527,769 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,527,769 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,687,205 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,687,205 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,687,205 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,527,769 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,855,890 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $2,679,201 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,535,091 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,687,205 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,687,205 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,840,564 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,840,564 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $694,527 | 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 | $694,527 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $694,527 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 92Y | ||||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | N/A | PC | GENERAL PURPOSES | $10,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 3363 W COMMERCIAL BOULEVARD SUITE | FORT LAUDERDALE | FL | 33309 | N/A | PC | GENERAL PURPOSES | $15,000 | 100 |
| AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO | ||||||||
| 25 WEST 45TH STREET SUITE 1405 | NEW YORK | NY | 10036 | N/A | PC | SPECIAL PURPOSES | $25,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 1952 WHITNEY AVENUE | HAMDEN | CT | 06517 | N/A | PC | GENERAL PURPOSES | $15,000 | |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | N/A | PC | RESEARCH | $800,000 | |
| CANCER RESEARCH AND TREATMENT FUND | ||||||||
| 500 EAST 77TH STREET SUITE 1001 | NEW YORK | NY | 10162 | N/A | PC | RESEARCH | $50,000 | |
| CATHOLIC CHARITIES COMMUNITY SERVICES | ||||||||
| 80 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | PC | SPECIAL PURPOSES | $75,000 | |
| CENTER FOR ISRAEL EDUCATION | ||||||||
| PO BOX 15129 | ATLANTA | GA | 30333 | N/A | PC | GENERAL PURPOSES | $15,000 | |
| COLLEGE OF WILLIAM & MARY FOUNDATION | ||||||||
| DISCOVERY 1-ADV 3 | WILLIAMSBURG | VA | 231878795 | N/A | PC | GENERAL PURPOSES | $50,000 | |
| DANA-FARBER CANCER INSTITUTE | ||||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | N/A | PC | SPECIAL PURPOSES | $50,000 | |
| HADAR INSTITUTE | ||||||||
| 190 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | N/A | PC | GENERAL PURPOSES | $60,000 | |
| HADASSAH MEDICAL ORGANIZATION | ||||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | N/A | PC | RESEARCH | $150,000 | |
| HEBREW FREE BURIAL ASSOCIATION | ||||||||
| 125 MAIDEN LANE UNIT 5B | NEW YORK | NY | 10038 | N/A | PC | SPECIAL PURPOSES | $15,000 | |
| HOLOCAUST DOCUMENTATION & EDUCATION CENTER | ||||||||
| 303 N FEDERAL HIGHWAY | DANIA BEACH | FL | 330042807 | N/A | PC | GENERAL PURPOSES | $2,500 | |
| JACKSON HEALTH FOUNDATIONHOLTZ CHILDRENS HOSPITAL | ||||||||
| 1501 NW NORTH RIVER DRIVE 1ST FL | MIAMI | FL | 33125 | N/A | PC | GENERAL PURPOSES | $20,000 | |
| JCC MANHATTAN | ||||||||
| 334 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | N/A | PC | GENERAL PURPOSES | $5,000 | |
| JEWISH CHILD CARE ASSOCIATION OF NY | ||||||||
| 120 WALL STREET 20TH FL | NEW YORK | NY | 10005 | N/A | PC | SPECIAL PURPOSES | $20,000 | |
| JEWISH FOUNDATION FOR THE RIGHTEOUS | ||||||||
| 80 MAIN STREET SUITE 380 | WEST ORANGE | NJ | 07052 | N/A | PC | GENERAL PURPOSES | $2,500 | |
| JEWISH MUSEUM OF FLORIDA FIU | ||||||||
| 301 WASHINGTON AVENUE | MIAMI BEACH | FL | 06965 | N/A | PC | GENERAL PURPOSES | $2,500 | |
| KINNERET DAY SCHOOL | ||||||||
| 2600 NETHERLAND AVENUE | BRONX | NY | 10463 | N/A | PC | SPECIAL PURPOSES | $15,000 | |
| LINCOLN SQUARE SYNAGOGUE | ||||||||
| 180 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | N/A | PC | GENERAL PURPOSES | $15,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | SPECIAL PURPOSES | $200,000 | |
| METROPOLITAN COUNCIL ON JEWISH POVERTY | ||||||||
| 77 WATER STREET 7TH FLOOR | NEW YORK | NY | 100054401 | N/A | PC | SPECIAL PURPOSES | $75,000 | |
| MIAMI JEWISH HEALTH SYSTEM FOUNDATION | ||||||||
| 5200 NE 2ND AVENUE | MIAMI | FL | 33137 | N/A | PC | GENERAL PURPOSES | $25,000 | |
| NATIONAL COUNCIL OF JEWISH WOMEN NEW YORK | ||||||||
| 241 WEST 72ND STREET | NEW YORK | NY | 10023 | N/A | PC | GENERAL PURPOSES | $5,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCCIETY - REAERCH FUND | ||||||||
| 733 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | N/A | PC | RESEARCH | $130,000 | |
| NEW YORK - PRESBYTERIAN COLUMBIA UNIVERSITYHERBERT IRVING COMPREHENSIVE CA | ||||||||
| 850 3RD AVE 12TH FLOOR | NEW YORK | NY | 10022 | N/A | PC | SPECIAL PURPOSES | $75,000 | |
| NJOP | ||||||||
| 989 AVENUE OF AMERICAS 10TH FL | NEW YORK | NY | 10018 | N/A | PC | GENERAL PURPOSES | $25,000 | |
| OHR SOMAYACH INTERNATIONAL | ||||||||
| 625 WEST 42ND STREET | MIAMI BEACH | FL | 33140 | N/A | PC | GENERAL PURPOSES | $7,500 | |
| OHR TORAH STONE | ||||||||
| 49 WEST 45TH STREET SUITE 701 | NEW YORK | NY | 10036 | N/A | PC | SPECIAL PURPOSES | $200,000 | |
| PEF ISRAEL ENDOWMENT INC (KRBY) | ||||||||
| 630 THIRD AVENUE SUITE 1501 | NEW YORK | NY | 10017 | N/A | PC | SPECIAL PURPOSES | $90,000 | |
| PJ LIBRARY | ||||||||
| 67 HUNT STREET SUITE 100 | AGAWAM | MA | 01001 | N/A | PC | SPECIAL PURPOSES | $25,000 | |
| RABBI JACOB JOSEPH SCHOOL | ||||||||
| 1276 50TH STREET ROOM 9 | BROOKLYN | NY | 11219 | N/A | PC | GENERAL PURPOSES | $300,000 | |
| SHALOM HARTMAN INSTITUTE OF NORTH AMERICA | ||||||||
| 475 RIVERSIDE DR | NEW YORK | NY | 10115 | N/A | PC | SPECIAL PURPOSES | $25,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PC | GENERAL PURPOSES | $25,000 | |
| STANFORD UNIVERSITY DEPARTMENT OF NEUROLOGY & NEUROLOGICAL SCIENCE | ||||||||
| 485 BROADWAY STREET 4TH FLOOR | REDWOOD CITY | CA | 94063 | N/A | PC | SPECIAL PURPOSES | $150,000 | |
| THE PHILOS PROJECT | ||||||||
| 79 MADISON AVE 7TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | SPECIAL PURPOSES | $50,000 | |
| UJA FEDERATION OF NY | ||||||||
| 130 EAST 59TH STREET SUITE 1073 | NEW YORK | NY | 10022 | N/A | PC | SPECIAL PURPOSES | $100,000 | |
| UNIVERSITY OF MIAMI SYLVESTER COMPREHENSIVE CANCER CENTER | ||||||||
| 1550 NW 10TH AVENUE SUITE 100 | MIAMI | FL | 33136 | N/A | PC | RESEARCH | $450,000 | |
| WESTCHESTER TORAH ACADEMY | ||||||||
| 295 SOUNDVIEW AVENUE | WHITE PLAINS | NY | 10606 | N/A | PC | GENERAL PURPOSES | $25,000 | |
| WHITE SWAN FOUNDATION INCDBA PENNYWISE | ||||||||
| PO BOX 1112 | RICHMOND | VT | 05477 | N/A | PC | GENERAL PURPOSES | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,405,000 | 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 | $3,092,374 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,098,521 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME, NET OF LIMITED PARTNERSHIP INCOME (LOSS) | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $195,423 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,386,318 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,386,318 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GIZELA HOLTZ - BOOKKEEPER | CategoryTxt |
| Amt | $45,000 | Amt |
| Net Investment Income | $22,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,500 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES KAUFMAN ESQ VICE PRESIDENT DI | PersonNm |
| Short Explanation | THE APPLEBAUM FOUNDATION, INC. PAID JAMES KAUFMAN, ESQ. (VICE PRESIDENT & DIRECTOR) $25,000 FOR LEGAL SERVICES PROVIDED TO THE APPLEBAUM FOUNDATION, INC. THESE PAYMENTS ARE DISCLOSED ON FORM 990-PF, PART I, LINE 16A, LEGAL FEES. | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $9,461,428 | EOYBookValueAmt |
| EOYFMV | $10,016,224 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK & MUTUAL FUNDS | StockNm |
| EOY Book Value | $129,865,572 | EOYBookValueAmt |
| EOYFMV | $165,844,195 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,634,520 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,140,372 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN AIF VI PRIVATE INVESTORS, LLC | AT COST | $90,072 | $13,401 |
| INVESTMENT IN ALTERNATIVE FUND VINTAGE 2019 | AT COST | $802,147 | $1,106,788 |
| INVESTMENT IN ALTERNATIVE FUND VINTAGE 2020 | AT COST | $57,065 | $52,138 |
| INVESTMENT IN CLARION PRIVATE INVESTORS, LLC | AT COST | $2,002,987 | $2,017,754 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JAMES KAUFMAN, ESQ. | CategoryTxt |
| Legal Fees | $25,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE TO COST BASIS OF INVESTMENTS FROM INVESTMENT CUSTODIAN | Desc |
| Amt | $742,089 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL PROCESSING FEES | $1,276 | $0 | $1,276 |
| INSURANCE | $2,034 | $0 | $2,034 |
| MISCELLANEOUS | $3,389 | $0 | $3,389 |
| COMPUTER | $5,023 | $0 | $5,023 |
| LIMITED PARTNERSHIPS - OTHER DEDUCTIONS | $0 | $3,841 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME, NET OF LIMITED PARTNERSHIP INCOME (LOSS) | Desc |
| Revenue And Expenses Per Books | $195,423 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $195,428 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $195,423 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER CONSULTING FEES | $3,541 | $0 | $3,541 |
| JP MORGAN CHASE BANK, N.A. | $170,094 | $170,094 | $0 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT | $150,611 | $150,611 | $0 |
| ALLIANCE BERNSTEIN L.P. | $64,800 | $64,800 | $0 |
| FIDUCIARY TRUST COMPANY | $54,535 | $54,535 | $0 |
| CITY NATIONAL BANK | $28,032 | $28,032 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES PAID | CategoryTxt |
| Amt | $90,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |