CHERNOW FUND INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CHERNOW FUND INC (EIN 13-6127968)
- Tax period
- 2018-11-01 to 2019-10-31
- Filed
- 2020-02-10
- IRS object ID
- 202000419349100605
- Schema version
- 2018v3.1
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-10T08:40:34-08:00 | ReturnTs |
| Tax Period End | 2019-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORDON S OPPENHEIMER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 HOWELL AVENUE | AddressLine1Txt |
| City | LARCHMONT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105383249 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136127968 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Chernow Fund Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHER | BusinessNameControlTxt |
| Phone | 9148341900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 197 | AddressLine1Txt |
| City | Larchmont | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105380197 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Edward Streim | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 9148341900 | PhoneNum |
| Signature | 2020-02-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gordon S Oppenheimer | PreparerPersonNm |
| PTIN | P00445728 | PTIN |
| Phone | 9148341900 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $1,565,928 | 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 | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,797 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,797 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $111,394 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $24,801 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $136,195 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $10,239 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,239 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $20,278 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,278 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $105 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $95 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $2,500 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,500 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $298 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $298 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,515 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,622 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,893 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $91,585 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $91,585 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,100 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,622 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $94,478 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$100,299 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,573 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,566 | CashBOYAmt |
| Cash EOY | $14,960 | CashEOYAmt |
| Cash EOYFMV | $14,960 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $24,655 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,683 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,683 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $730,535 | CorporateStockBOYAmt |
| Corporate Stock EOY | $784,303 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,547,380 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $2,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,905 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,905 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $791,756 | TotalAssetsBOYAmt |
| Total Assets EOY | $802,851 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,565,928 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $791,756 | CapitalStockBOYAmt |
| Capital Stock EOY | $802,851 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $791,756 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $802,851 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $791,756 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $802,851 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $791,756 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$100,299 | ExcessRevenueOverExpensesAmt |
| Other Increases | $111,394 | OtherIncreasesAmt |
| Subtotal | $802,851 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $802,851 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | See attached schedule | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2006-08-01 | AcquiredDt |
| Sold | 2019-10-28 | SoldDt |
| Gross Sales Price | $289,120 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $177,726 | CostOrOtherBasisAmt |
| Gain Or Loss | $111,394 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $111,394 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $111,394 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,283 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,492,783 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.018277 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,729 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,311,069 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.020387 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,093 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,156,851 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.027742 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $22,814 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,080,475 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.021115 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,814 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,140,176 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048952 | DistributionYr5Rt |
| Total Distribution | 0.136473 | TotalDistributionRt |
| Average Distribution | 0.027295 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,494,408 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $40,790 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,056 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $41,846 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $94,478 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,056 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,056 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,056 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,905 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,905 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,905 | OriginalReturnOverpaymentAmt |
| Overpayment | $849 | OverpaymentAmt |
| Applied To ES Tax | $849 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Gordon S Oppenheimer Esq | IndividualWithBooksNm |
| Phone | 9148341900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Howell Avenue | AddressLine1Txt |
| City | Larchmont | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105383249 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Lynn Streim | ||||||||
| Box 197 | Larchmont | NY | 10538 | Pres. | 3.00 | $0 | $0 | $0 |
| Edward Streim | ||||||||
| Box 197 | Larchmont | NY | 10538 | Vice-Pres | 3.00 | $0 | $0 | $0 |
| Gordon S Oppenheimer | ||||||||
| Box 197 | Larchmont | NY | 10538 | Treas. | 8.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,481,241 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,924 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,517,165 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,517,165 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,757 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,494,408 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,720 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,720 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,056 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,056 | TotalTaxAmt |
| Distributable Before Adj | $73,664 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $73,664 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $73,664 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $94,478 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $94,478 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,056 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $93,422 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $73,664 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $59,507 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $94,478 | QualifyingDistributionsAmt |
| Applied To Year1 | $59,507 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,971 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $38,693 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Gordon S Oppenheimer Esq | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 197 | AddressLine1Txt |
| City | Larchmont | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105380197 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9148341900 | RecipientPhoneNum |
| Form And Info And Materials | No particular form | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Alzheimer's Association | ||||||
| 360 Lexington Ave 4th Fl | New York | NY | 10017 | T/E | General Charitable | $2,250 |
| American Jewish Committee | ||||||
| 165 East 56th Street | New York | NY | 10022 | T/E | General Charitable | $4,850 |
| Anti-Defamation League | ||||||
| 605 Third Avenue | New York | NY | 10158 | T/E | General Charitable | $2,500 |
| Bascom Palmer Eye Institute | ||||||
| 900 NW 17th St | Miami | FL | 33136 | T/E | General | $500 |
| Birthright Israel Foundation | ||||||
| 711 3rd Ave 10th Floor | New York | NY | 10017 | T/E | General | $500 |
| CCFA | ||||||
| 386 Park Avenue South 14th Fl | New York | NY | 10016 | T/E | General Charitable | $6,500 |
| Chabad at Emory | ||||||
| 1526 N Decatur Rd | Atlanta | GA | 30307 | T/E | General Charitable | $1,800 |
| City of Hope | ||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | T/E | General Charitable | $1,300 |
| Cure Distonia Now | ||||||
| PO Box 9040 | Farmingdale | NY | 11735 | T/E | General Charitable | $1,000 |
| FD Now | ||||||
| 1170 Green Knolls Drive | Buffalo Grove | IL | 60067 | T/E | General Charitable | $250 |
| Florida Sheriff Association | ||||||
| 2617 Mahan Dr | Tallahassee | FL | 32308 | T/E | General Charitable | $500 |
| Hadassah | ||||||
| 40 Wall Street | New York | NY | 10005 | T/E | General Charitable | $360 |
| Hillel UD | ||||||
| 47 W Delaware Ave | Newark | DE | 19711 | T/E | General Charitable | $1,800 |
| Macular Degeneration Research | ||||||
| 22512 Gateway Ctr Dr | Clarksburg | MD | 20871 | T/E | General Charitable | $1,000 |
| Masonic Medical Research | ||||||
| 2150 Bleecker Street | Utica | NY | 13501 | T/E | General Charitable | $1,000 |
| Mattel Children's Hospital | ||||||
| 757 Westwood Plaza | Los Angeles | CA | 90095 | T/E | General Charitable | $2,250 |
| Miami City Ballet | ||||||
| 2200 Liberty Ave | Miami Beach | FL | 33139 | T/E | General Charitable | $750 |
| Mid-Island Y JCC | ||||||
| 45 Manetto Hill Rd | Plainview | NY | 11803 | T/E | General Charitable | $2,750 |
| NY Islanders Children's Foundation | ||||||
| 1255 Hempstead Turnpike | Uniondale | NY | 11553 | T/E | General Charitable | $2,000 |
| Plainview JCC | ||||||
| 95 Floral Drive | Plainview | NY | 11803 | T/E | General Charitable | $500 |
| Simon Wiesenthal Center | ||||||
| 1399 Roxbury Drive | Los Angeles | CA | 90035 | T/E | General Charitable | $500 |
| So Nassau Community Hospital | ||||||
| 250 Fulton Ave Hempstead NY 11550 | Hempstead | NY | 11550 | T/E | General Charitable | $2,000 |
| Temple Sinai of Palm Beach | ||||||
| 2475 W Atlantic Ave | Delray Beach | FL | 33445 | T/E | General Charitable | $1,500 |
| Loggerhead Marinelife Center | ||||||
| 14200 US Hwy 1 | Juno Beach | FL | 33408 | T/E | General Charitable | $750 |
| The Salk Institute | ||||||
| 10010 Torrey Pines Road | La Jolla | CA | 92037 | T/E | General Charitable | $50,000 |
| UJA Federation | ||||||
| 130 E 59th St 3 | New York | NY | 10022 | T/E | General Charitable | $1,500 |
| Upstart | ||||||
| 11 Ackerman Ave | Woodcliff Lake | NJ | 07677 | T/E | General Charitable | $500 |
| US Olympic and Paralympic Committee | ||||||
| 1 Olympic Plaza | Colorado Springs | CO | 80909 | T/E | General Charitable | $100 |
| Woodcliff Lake Education Foundation | ||||||
| 134 Woodcliff Avenue | Woodcliff Lake | NJ | 07677 | T/E | General Charitable | $875 |
| Israel Bonds for America | ||||||
| 641 Lexington Avenue 9th Floor | New York | NY | 10022 | T/E | Ret'd Check | -$500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $91,585 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,797 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $111,393 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $136,194 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $136,194 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Gordon S. Oppenheimer, Esq. Legal and Accounting | CategoryTxt |
| Amt | $10,239 | Amt |
| Net Investment Income | $10,239 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Tax Prepayments | Desc |
| BOY Book Value | $2,000 | BOYBookValueAmt |
| EOY Book Value | $1,905 | EOYBookValueAmt |
| EOYFMV | $1,905 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Filing Fee | $250 | $250 |
| Filing Notice | $48 | $48 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Gain on securities | Desc |
| Amt | $111,394 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Neuberger & Berman Investment Advisory Fees | CategoryTxt |
| Amt | $20,278 | Amt |
| Net Investment Income | $20,278 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Excise Tax | $95 | $95 | |
| Foreign Tax Withheld | $105 | $105 |