ROCKING CHAIR FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROCKING CHAIR FOUNDATION (EIN 13-3639647)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-01-16
- IRS object ID
- 202020169349100402
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-16T17:02:25-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130485070 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERDON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133639647 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKING CHAIR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROCK | BusinessNameControlTxt |
| Phone | 2124902626 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 CENTRAL PARK WEST APT 13B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY SUSSMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124902626 | PhoneNum |
| Signature | 2020-01-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVAN FOX | PreparerPersonNm |
| PTIN | P01288964 | PTIN |
| Phone | 2128320400 | PhoneNum |
| 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 | $10,172 | 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 | $124,646 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $8,153 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,153 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,390 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $202,840 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $96,907 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $138,189 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $105,060 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,710 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,710 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,061 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $414 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $647 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $333 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $333 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,104 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,124 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $980 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $218,984 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $218,984 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $228,088 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,124 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $219,964 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$89,899 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,936 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $117,018 | CashBOYAmt |
| Cash EOY | $9,319 | CashEOYAmt |
| Cash EOYFMV | $9,319 | CashEOYFMVAmt |
| Corporate Stock BOY | $170,616 | CorporateStockBOYAmt |
| Corporate Stock EOY | $187,563 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $853 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $853 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $287,634 | TotalAssetsBOYAmt |
| Total Assets EOY | $197,735 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,172 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $100,000 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $100,000 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $187,634 | RetainedEarningBOYAmt |
| Retained Earning EOY | $97,735 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $287,634 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $197,735 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $287,634 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $197,735 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $287,634 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$89,899 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $197,735 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $197,735 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1000 SHS INTEL CORP | P | 2018-09-27 | $46,021 | $48,365 | -$2,344 | -$2,344 |
| 100 SHS ALPHABET INC | P | 2019-06-03 | $111,801 | $39,557 | $72,244 | $72,244 |
| 200 SHS APPLE INC | P | 2018-12-26 | $30,043 | $11,396 | $18,647 | $18,647 |
| 200 SHS NATIONAL FUEL GAS CO | P | 2018-12-19 | $11,211 | $6,615 | $4,596 | $4,596 |
| CAPITAL GAINS DIVIDENDS | P | $3,764 | $3,764 | $3,764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $96,907 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,344 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $146,616 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $337,820 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.434006 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $162,976 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $266,968 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.610470 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $145,489 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $275,754 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.527604 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $192,354 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $375,854 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.511779 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $160,248 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $390,717 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.410138 | DistributionYr5Rt |
| Total Distribution | 2.493997 | TotalDistributionRt |
| Average Distribution | 0.498799 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $258,237 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $128,808 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $969 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $129,777 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $219,964 | 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 | $969 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $969 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $969 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $853 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,853 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $882 | OverpaymentAmt |
| Applied To ES Tax | $882 | 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 | DE | OrgReportOrRegisterStateCd |
| 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 | JEFFREY I SUSSMAN | IndividualWithBooksNm |
| Phone | 2124902626 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 CENTRAL PARK WEST | 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY I SUSSMAN | ||||||||
| 145 CENTRAL PARK WEST APT 13B | NEW YORK | NY | 10023 | PRESIDENT - DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUSAN H SUSSMAN | ||||||||
| 145 CENTRAL PARK WEST APT 13B | NEW YORK | NY | 10023 | SECRETARY - DIRECTOR | 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 | $213,767 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,403 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $262,170 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $262,170 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,933 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $258,237 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,912 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,912 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $969 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $969 | TotalTaxAmt |
| Distributable Before Adj | $11,943 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,943 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,943 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $219,964 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $219,964 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $969 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $218,995 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,943 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,253 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $140,884 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $173,707 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $132,371 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $150,178 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $131,001 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $728,141 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $219,964 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,253 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,943 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $191,768 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $919,909 | 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 | $140,884 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $779,025 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $173,707 | ExcessFromYear4Amt |
| Excess From Year3 | $132,371 | ExcessFromYear3Amt |
| Excess From Year2 | $150,178 | ExcessFromYear2Amt |
| Excess From Year1 | $131,001 | ExcessFromYear1Amt |
| Excess From Current Year | $191,768 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY I SUSSMAN | ContributingManagerNm |
| Contributing Manager | SUSAN H SUSSMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALVIN AILEY DANCE FOUNDATION INC | |||||||
| 405 WEST 55TH STREET 4TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | GENERAL CHARITABLE PURPOSE | $3,500 |
| ALZHEMIERS ASSOCIATION | |||||||
| 360 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | PC | GENERAL CHARITABLE PURPOSE | $250 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| CENTRAL PARK WEST 79TH ST | NEW YORK | NY | 10024 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| BANK STREET COLLEGE OF EDUCATION | |||||||
| 610 W 112TH ST | NEW YORK | NY | 10025 | NONE | PC | GENERAL CHARITABLE PURPOSE | $34,750 |
| BANK STREET SCHOOL FOR CHILDREN | |||||||
| 610 W 112TH ST | NEW YORK | NY | 10025 | NONE | PC | GENERAL CHARITABLE PURPOSE | $550 |
| BEDFORD FIRE DEPARTMENT | |||||||
| PO BOX 230 | BEDFORD | NY | 10506 | NONE | PC | GENERAL CHARITABLE PURPOSE | $250 |
| BOYS AND GIRLS CLUB OF DUBOIS | |||||||
| PO BOX 65 401 CARSON STREET | DUBOIS | WY | 82513 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,500 |
| BUFFALO SEMINARY ANNUAL FUND | |||||||
| 205 BIDWELL PARKWAY | BUFFALO | NY | 14222 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| CASTING FOR RECOVERY | |||||||
| 109 EAST OAK ST STE 1G | BOZEMAN | MT | 59715 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| CHARLOTTE COUNTRY DAY SCHOOL | |||||||
| 1440 CARMEL ROAD | CHARLOTTE | NC | 28226 | NONE | PC | GENERAL CHARITABLE PURPOSE | $27,000 |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 111 MICHIGAN AVENUE | NW WASHINGTON | DC | 20010 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| CITYMEALS-ON-WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| CLIMB WYOMING | |||||||
| 1001 WEST 31ST STREET | CHEYENNE | WY | 82001 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| COALITION FOR SOUTHERN EQUALITY | |||||||
| PO BOX 364 | ASHEVILLE | NC | 28802 | NONE | PC | GENERAL CHARITABLE PURPOSE | $500 |
| CONCORD ACADEMY | |||||||
| 166 MAIN ST | CONCORD | MA | 01742 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,500 |
| DUBOIS MUSEUM ASSOCIATION | |||||||
| PO BOX 1235 | DUBOIS | WY | 82513 | NONE | PC | GENERAL CHARITABLE PURPOSE | $500 |
| DUBOIS VOLUNTEER FIRE DEPARTMENT | |||||||
| 16 W SCRIBNER AVE | DUBOIS | PA | 15801 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| EDUCATION THROUGH MUSIC | |||||||
| 122 EAST 42ND STREET STE 1501 | NEW YORK | NY | 10168 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL CHARITABLE PURPOSE | $200 |
| ETHICAL CULTURE FIELDSTON SCHOOL | |||||||
| 3901 FIELDSTON RD | BRONX | NY | 10471 | NONE | PC | GENERAL CHARITABLE PURPOSE | $250 |
| FUND FOR THE AGED | |||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,500 |
| HARLEM CHILDREN'S ZONE | |||||||
| 35 EAST 125TH ST | NEW YORK | NY | 10035 | NONE | PC | GENERAL CHARITABLE PURPOSE | $22,024 |
| INTREPID FALLEN HEROES FUND | |||||||
| ONE INTREPID SQUARE WEST 46TH ST | NEW YORK | NY | 10036 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| KLINGENSTEIN CENTER TEACHERS COLLEGE | |||||||
| 125 PARK AVE 1700 | NEW YORK | NY | 10017 | NONE | PC | GENERAL CHARITABLE PURPOSE | $500 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| PO BOX 5028 | HAGERSTOWN | MD | 21741 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| NAACP LEGAL DEFENSE FUND | |||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | NONE | PC | GENERAL CHARITABLE PURPOSE | $200 |
| NATIONAL BIGHORN SHEEP | |||||||
| PO BOX 1435 | DUBOIS | WY | 82513 | NONE | PC | GENERAL CHARITABLE PURPOSE | $500 |
| NATIONAL DANCE INSTITUTE | |||||||
| 217 WEST 147TH STREET | NEW YORK | NY | 10039 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,000 |
| NEW YORK STUDIO SCHOOL | |||||||
| 8 WEST 8TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL CHARITABLE PURPOSE | $20,110 |
| NEW YORK THEATRE WORKSHOP | |||||||
| 79 EAST 4TH ST | NEW YORK | NY | 10003 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,070 |
| NYU SCHOOL OF LAW | |||||||
| 25 WEST FOURTH STREET 4TH FLOOR | NEW YORK | NY | 10012 | NONE | PC | GENERAL CHARITABLE PURPOSE | $500 |
| OSBOURNE ASSOCIATION | |||||||
| 809 WESTCHESTER AVENUE | BRONX | NY | 10455 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| PENCIL INC | |||||||
| 30 WEST 26TH STREET FIFTH FLOOR | NEW YORK | NY | 10010 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,000 |
| PROJECT MORRY | |||||||
| 1 GATEWAY PLAZA | PORT CHESTER | NY | 10573 | NONE | PC | GENERAL CHARITABLE PURPOSE | $500 |
| SOUTHERN CENTER FOR HUMAN RIGHTS | |||||||
| 83 POPLAR STREET NW | ATLANTA | GA | 30303 | NONE | PC | GENERAL CHARITABLE PURPOSE | $15,250 |
| THE JACKIE ROBINSON FOUNDATION | |||||||
| 75 VARICK STREET 2ND FLOOR | NEW YORK | NY | 10013 | NONE | PC | GENERAL CHARITABLE PURPOSE | $51,000 |
| THE MOUNTAIN SCHOOL | |||||||
| 151 MOUNTAIN SCHOOL RD | VERSHIRE | VT | 05079 | NONE | PC | GENERAL CHARITABLE PURPOSE | $500 |
| THE NEW YORK FOUNDLING | |||||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| THE SHADY HILL SCHOOL FUND | |||||||
| 178 COLLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,500 |
| THE SKYSCRAPER MUSEUM | |||||||
| 39 BATTERY PL | NEW YORK | NY | 10280 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,380 |
| THE WHEELER SCHOOL | |||||||
| 216 HOPE ST | PROVIDENCE | RI | 02906 | NONE | PC | GENERAL CHARITABLE PURPOSE | $250 |
| TRIP OF A LIFETIME | |||||||
| PO BOX 185 H | SCARSDALE | MD | 10583 | NONE | PC | GENERAL CHARITABLE PURPOSE | $250 |
| WESLEYAN UNIVERSITY | |||||||
| 45 WYLLYS AVE | MIDDLETOWN | CT | 06459 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| WESTMORELAND SANCTUARY | |||||||
| 260 CHESTNUT RIDGE RD | MT KISCO | NY | 10549 | NONE | PC | GENERAL CHARITABLE PURPOSE | $100 |
| WYOMING COMMUNITY FOUNDATION | |||||||
| 1472 N 5TH SUITE 201 | LARAMIE | WY | 82072 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| WYOMING STOCK GROWERS LAND TRUST | |||||||
| PO BOX 268 | CHEYENNE | WY | 82003 | NONE | PC | GENERAL CHARITABLE PURPOSE | $500 |
| YORK PREP SCHOLARSHIP FUND | |||||||
| 40 WEST 68TH STREET | NEW YORK | NY | 10023 | NONE | PC | GENERAL CHARITABLE PURPOSE | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $218,984 | 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 | $8,153 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,390 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,543 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,543 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JEFFREY SUSSMAN | |||||||
| 1 | 145 CENTRAL PARK WEST | NEW YORK | NY | 10023 | $55,823 | Yes (X) | Yes (X) |
| SUSAN SUSSMAN | |||||||
| 2 | 145 CENTRAL PARK WEST | NEW YORK | NY | 10023 | $68,823 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 50 SHS ALPHABET | $55,823 | 2019-05-29 |
| 2 | 50 SHS ALPHABET | $55,823 | 2019-05-29 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,710 | Amt |
| Net Investment Income | $7,710 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $187,563 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL INCOME TAX | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $853 | EOYBookValueAmt |
| EOYFMV | $853 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING & AGENT FEES | Desc |
| Revenue And Expenses Per Books | $333 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $333 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STATE & FEDERAL NET OF REFUNDS | $647 | $0 | $0 | $647 |
| FOREIGN TAXES PAID | $414 | $414 | $0 | $0 |