ALLEGRO FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ALLEGRO FOUNDATION (EIN 13-4075001)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-21
- IRS object ID
- 202021429349101167
- Schema version
- 2019v5.1
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-21T14:41:34-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133791592 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERELSON WEINER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 PARK AVENUE 2ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101710002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134075001 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEGRO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLE | BusinessNameControlTxt |
| Phone | 6462547458 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO PERELSON 299 PARK AVE NO 2ND | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101710002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CIPA DICHTER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6462547458 | PhoneNum |
| Signature | 2020-05-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAY SCHEIDLINGER CPA | PreparerPersonNm |
| PTIN | P00083421 | PTIN |
| Phone | 2126053100 | PhoneNum |
| Preparation | 2020-05-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $679,757 | 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 |
| Dividends Rev And Expnss | $15,452 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,452 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,251 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,251 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,251 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,703 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,703 | 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 | $2,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $967 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,933 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,983 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,991 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,992 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $319 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,302 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,958 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,405 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,405 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,707 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,958 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,430 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,004 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,745 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $37,266 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,164 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,164 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $542,634 | CorporateStockBOYAmt |
| Corporate Stock EOY | $529,732 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $646,527 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,066 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,066 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,066 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $581,966 | TotalAssetsBOYAmt |
| Total Assets EOY | $562,962 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $679,757 | 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 | $581,966 | RetainedEarningBOYAmt |
| Retained Earning EOY | $562,962 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $581,966 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $562,962 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $581,966 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $562,962 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $581,966 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,004 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $562,962 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $562,962 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,251 | GrossSalesPriceAmt |
| Gain Or Loss | $3,251 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,251 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,251 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,294 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $669,678 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048223 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $28,681 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $654,073 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043850 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,883 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $607,686 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.027782 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,891 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $628,688 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.025276 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $27,718 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $574,712 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048229 | DistributionYr5Rt |
| Total Distribution | 0.193360 | TotalDistributionRt |
| Average Distribution | 0.038672 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $655,430 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $25,347 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $147 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,494 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $33,430 | 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 | $147 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $147 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $147 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $147 | 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 | 0 | 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 | PERELSON WEINER LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126053100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 PARK AVENUE 2ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101710002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MISHA DICHTER | ||||||||
| 145 CENTRAL PARK WEST | NEW YORK | NY | 10023 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| CIPA DICHTER | ||||||||
| 145 CENTRAL PARK WEST | NEW YORK | NY | 10023 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| GABRIEL DICHTER | ||||||||
| 145 CENTRAL PARK WEST | NEW YORK | NY | 10023 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ALEXANDER DICHTER | ||||||||
| 145 CENTRAL PARK WEST | NEW YORK | NY | 10023 | DIRECTOR | 0.25 | $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 | $625,414 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,931 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,066 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $665,411 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $665,411 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,981 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $655,430 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,772 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,772 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $147 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $147 | TotalTaxAmt |
| Distributable Before Adj | $32,625 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,625 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,625 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,430 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $33,430 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $147 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $33,283 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,625 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $33,061 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,430 | QualifyingDistributionsAmt |
| Applied To Year1 | $33,061 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $369 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $32,256 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU | |||||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $875 |
| ACTORS FUND | |||||||
| 729 7TH AVENUE | NEW YORK | NY | 10019 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $350 |
| CENTRAL PARK CONSERVATORY | |||||||
| 402 5TH AVENUE | NEW YORK | NY | 10029 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $500 |
| CITY MEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $400 |
| CONGREGATION KOL AMI | |||||||
| 252 SOUNDVIEW AVENUE | WHITE PLAINS | NY | 10606 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $4,630 |
| NEW YORK BRAVEST FOUNDNATION | |||||||
| 495A HENRY ST | BROOKLYN | NY | 11231 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $50 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $800 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 275 PARK AVE S | NEW YORK | NY | 10010 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $500 |
| GIVE DIRECT | |||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $500 |
| HSS FOUNDATION | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $500 |
| HUMANE SOCIETY OF NEW YORK | |||||||
| 306 EST 59TH STREET | NEW YORK | NY | 10022 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $500 |
| GIVE WELL | |||||||
| 1714 FRANKLIN STREET 100335 | OAKLAND | CA | 10033 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $500 |
| INTERNATIONAL WOMEN'S MEDIA FOUNDATION | |||||||
| 1625 K STREET NW STE 1275 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $1,000 |
| JEWISH MUSEUM | |||||||
| EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $200 |
| JEWISH NATIONAL FUND | |||||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $1,500 |
| MUSICIANS FOUNDATION | |||||||
| 875 6TH AVE | NEW YORK | NY | 10001 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $500 |
| LUPUS RESEARCH ALLIANCE | |||||||
| 275 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $3,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $1,000 |
| NATIONAL ALOPECIA AREATA FOUNDATION | |||||||
| 65 MITCHELL BLVD | SAN RAFAEL | CA | 94903 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $850 |
| THE NEW 42ND STREET | |||||||
| 209 WEST 42NS STREET | NEW YORK | NY | 10036 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $1,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 44 CHARLTON STREET | NEW YORK | NY | 10014 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $750 |
| NORTH SALEM OPEN LAND FOUNDATION | |||||||
| PO BOX 176 | NORTH SALEM | NY | 10560 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $500 |
| OXFARM | |||||||
| 41 E 11TH ST | NEW YORK | NY | 10003 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $1,000 |
| SAINT JUDE | |||||||
| 220 EAST 42ND ST | NEW YORK | NY | 10017 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $250 |
| SANCTUARY FOR FAMILIES | |||||||
| PO BOX 1406 | NEW YORK | NY | 10268 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $1,000 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HWY E | FAIRFELD | CT | 06825 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $850 |
| THIRTEEN WNET | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 100197435 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $500 |
| UJA-FEDERATION OF NEW YORK | |||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $1,000 |
| US HOLOCAUST MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $300 |
| FRIENDS OF THE IDF | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $1,000 |
| BIDEAWEE | |||||||
| 410 EAST 38TH ST | NEW YORK | NY | 10016 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $200 |
| MOUNT SINAI HOSPITAL | |||||||
| 1 GUSTTAVE L LEVY PLAE | NEW YORK | NY | 10029 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $350 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $200 |
| TWO EAST 62ND STREET FOUNDATION | |||||||
| 2 EAST 62ND STREET | NEW YORK | NY | 10065 | NONE | 501(C)(3) | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,405 | 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 | $15,452 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,251 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,703 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,703 | 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 | $2,900 | Amt |
| Net Investment Income | $967 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,933 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $529,732 | EOYBookValueAmt |
| EOYFMV | $646,527 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASCOT PARTNERS, L.P. | Desc |
| BOY Book Value | $2,066 | BOYBookValueAmt |
| EOY Book Value | $2,066 | EOYBookValueAmt |
| EOYFMV | $2,066 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEE | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $5,983 | Amt |
| Net Investment Income | $2,991 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,992 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS EXCISE TAX | CategoryTxt |
| Amt | $319 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |