VAN PELTBASS FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- VAN PELTBASS FOUNDATION (EIN 22-2188191)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-01-28
- IRS object ID
- 202020289349100402
- 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
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-28T10:17:48-06:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100174683 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222188191 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VAN PELTBASS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VANP | BusinessNameControlTxt |
| Phone | 9174884092 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O LBASS 11 E 86TH STREET NO 11 A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE D BASS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9174884092 | PhoneNum |
| Signature | 2020-01-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH J BARRECA | PreparerPersonNm |
| PTIN | P00310073 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2020-01-23 | PreparationDt |
| 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 | $1,768,916 | 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 | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $55,730 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,730 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,622 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $526,695 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,622 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $59,362 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,362 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,175 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,175 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,692 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,692 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,386 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,786 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,780 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,780 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $177 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $177 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,385 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,653 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,132 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $140,888 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $140,888 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $201,273 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,653 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $163,020 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$141,911 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,709 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,978 | CashBOYAmt |
| Cash EOY | $8,312 | CashEOYAmt |
| Cash EOYFMV | $8,312 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $33,477 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,295 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,295 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,720,401 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,589,338 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,735,309 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,764,856 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,622,945 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,768,916 | 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 | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,764,856 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,622,945 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,764,856 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,622,945 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,764,856 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,622,945 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,764,856 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$141,911 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,622,945 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,622,945 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $526,695 | GrossSalesPriceAmt |
| Cost Or Other Basis | $523,073 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,622 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,622 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,622 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $90,256 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,909,414 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047269 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $120,811 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,807,503 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066839 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $118,139 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,767,888 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066825 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $146,055 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,985,046 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073578 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $144,923 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,073,842 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069881 | DistributionYr5Rt |
| Total Distribution | 0.324392 | TotalDistributionRt |
| Average Distribution | 0.064878 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,750,606 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $113,576 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $247 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $113,823 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $163,020 | 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 | $247 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $247 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $247 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,353 | OverpaymentAmt |
| Applied To ES Tax | $3,353 | 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 | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 | LAWRENCE BASS | IndividualWithBooksNm |
| Phone | 9174884092 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 EAST 86TH STREET APT 11 A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE D BASS | ||||||||
| 11 E 86TH ST | NEW YORK | NY | 10028 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| SANDRA BASS | ||||||||
| 11 E 86TH ST | NEW YORK | NY | 10028 | SECRETARY & TREASURER | 1.00 | $0 | $0 | $0 |
| MARISA BASS | ||||||||
| 11 E 86TH ST | NEW YORK | NY | 10028 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| AMANDA BASS | ||||||||
| 11 E 86TH ST | NEW YORK | NY | 10028 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ARNOLD SPIEGEL | ||||||||
| 1029 TEANECK RD | TEANECK | NJ | 07666 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,743,301 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,964 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,777,265 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,777,265 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,659 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,750,606 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,530 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,530 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $247 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $247 | TotalTaxAmt |
| Distributable Before Adj | $87,283 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $87,283 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $87,283 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $163,020 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $163,020 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $247 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $162,773 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,283 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $42,067 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $50,015 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,177 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $31,762 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $155,021 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $163,020 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $87,283 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $75,737 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $230,758 | 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 | $42,067 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $188,691 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,015 | ExcessFromYear4Amt |
| Excess From Year3 | $31,177 | ExcessFromYear3Amt |
| Excess From Year2 | $31,762 | ExcessFromYear2Amt |
| Excess From Current Year | $75,737 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| POPULATION SERVICES INTERNATIONAL (PSI) - MAVERICK NEXT | ||||||
| 1120 19TH STREET NW SUITE 600 | WASHINGTON | DC | 20036 | PC | CHARITABLE | $125,500 |
| TEMPLE SHAARAY TEFILA | ||||||
| 250 EAST 79TH STREET | NEW YORK | NY | 10021 | PC | CHARITABLE | $6,127 |
| BIT BY BIT | ||||||
| 3141 SW 118TH TERRACE | DAVIE | FL | 33330 | PC | CHARITABLE | $1,500 |
| COMMON CAUSE | ||||||
| 155 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | PC | CHARITABLE | $1,000 |
| DIABETES RESEARCH INSTITUTE FOUNDATION | ||||||
| 200 S PARK ROAD SUITE 100 | HOLLYWOOD | FL | 33021 | PC | CHARITABLE | $1,000 |
| THE 92ND STREET Y | ||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | PC | CHARITABLE | $750 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | PC | CHARITABLE | $700 |
| BOCA HELPING HANDS | ||||||
| 1500 NW 1ST COURT | BOCA RATON | FL | 33432 | PC | CHARITABLE | $500 |
| BRENNAN CENTER FOR JUSTICE | ||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | PC | CHARITABLE | $500 |
| MT SINAI ADOLESCENT HEALTH CENTER | ||||||
| 320 EAST 94TH STREET | NEW YORK | NY | 10128 | PC | CHARITABLE | $500 |
| NARAL | ||||||
| 1725 I STREET NW SUITE 900 | WASHINGTON | DC | 20006 | PC | CHARITABLE | $500 |
| GOD'S LOVE WE DELIVER | ||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | PC | CHARITABLE | $300 |
| PLANNED PARENTHOOD | ||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | PC | CHARITABLE | $300 |
| INWOOD CHARITIES FUND | ||||||
| 50 PEPPE DRIVE | INWOOD | NY | 11096 | PC | CHARITABLE | $270 |
| DEMOS | ||||||
| 80 BROAD STREET 4TH FLOOR | NEW YORK | NY | 10004 | PC | CHARITABLE | $261 |
| AMERICAN CIVIL LIBERTIES FOUNDATION | ||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | PC | CHARITABLE | $250 |
| IMPACT MELANOMA | ||||||
| ONE CONCORD FARMS 490 VIRGINIA ROAD | CONCORD | MA | 01742 | PC | CHARITABLE | $250 |
| METROPOLITAN MUSEUM OF ART | ||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10021 | PC | CHARITABLE | $200 |
| CYCLE FOR SURVIVAL | ||||||
| MSKCC 885 SECOND AVENUE | NEW YORK | NY | 10017 | PC | CHARITABLE | $100 |
| PLEASANTVILLE COMMUNITY SYNAGOGUE | ||||||
| 219 BEDFORD ROAD | PLEASANTVILLE | NY | 10570 | PC | CHARITABLE | $100 |
| TEENS FOR FOOD JUSTICE | ||||||
| 33 WEST 60TH STREET | NEW YORK | NY | 10023 | PC | CHARITABLE | $100 |
| THE HUMANE SOCIETY | ||||||
| 306 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | CHARITABLE | $100 |
| UJA FEDERATION OF NEW YORK | ||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | CHARITABLE | $45 |
| REPAIRERS OF THE BREACH | ||||||
| PO BOX 1638 | GOLDSBORO | NC | 27533 | PC | CHARITABLE | $35 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $140,888 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,730 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,622 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $59,362 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,362 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $32,350 | Amt |
| Net Investment Income | $16,175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,175 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION IS NOT REQUIRED TO FILE A COPY OF FORM 990-PF WITH THE NEW JERSEY ATTORNEY GENERAL BECAUSE IT DOES NOT SOLICIT FUNDS FROM THE PUBLIC. | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COMMON STOCK | AT COST | $679,733 | $803,063 |
| MUTUAL FUNDS | AT COST | $610,962 | $632,090 |
| EXCHANGE-TRADED & CLOSED-END FUNDS | AT COST | $298,643 | $300,156 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NJ REGISTRATION | $28 | $0 | $28 |
| DUES | $149 | $0 | $149 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $16,692 | Amt |
| Net Investment Income | $16,692 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,786 | $1,786 | $0 |
| FEDERAL EXCISE TAX | $3,600 | $0 | $0 |