HOWARD AND MARYAM NEWMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD AND MARYAM NEWMAN FAMILY FOUNDATION INC (EIN 20-1999992)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-07-09
- IRS object ID
- 202021919349101517
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-09T18:30:36-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | 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 | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201999992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOWARD AND MARYAM NEWMAN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 2128320400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 PINE BROOK ROAD | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10506 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD NEWMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128320400 | PhoneNum |
| Signature | 2020-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANFORD STOLAR | PreparerPersonNm |
| PTIN | P00544600 | 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 | $14,527,265 | 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 | $2,249 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,249 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $261,604 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $261,604 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $288,825 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,967,412 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $718,269 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $552,678 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $982,122 | 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 | $9,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $27,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,060 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,060 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,900 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $307,895 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $307,895 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $345,955 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,900 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $312,645 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $206,723 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $977,222 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $549,475 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,180,336 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,180,336 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,140,886 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,716,748 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,346,929 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,690,361 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,897,084 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,527,265 | 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 | $9,690,361 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,897,084 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,690,361 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,897,084 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,690,361 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,897,084 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,690,361 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $206,723 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,897,084 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,897,084 | 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 |
| Gross Sales Price | $1,967,412 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,249,143 | CostOrOtherBasisAmt |
| Gain Or Loss | $718,269 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $718,269 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $718,269 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,351,894 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,037,981 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.096303 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $996,443 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,485,040 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.079811 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,168,469 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,738,295 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.108813 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $727,493 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,992,167 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.072806 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $589,540 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,235,521 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063834 | DistributionYr5Rt |
| Total Distribution | 0.421567 | TotalDistributionRt |
| Average Distribution | 0.084313 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,439,048 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,133,086 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,772 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,142,858 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $312,645 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,544 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,544 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,544 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,648 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,648 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,104 | OverpaymentAmt |
| Applied To ES Tax | $11,104 | 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 | 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 | NOT APPLICABLE | WebsiteAddressTxt |
| Individual With Books | MARYAM NEWMAN | IndividualWithBooksNm |
| Phone | 2128320400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 PINE BROOK ROAD | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10506 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| HOWARD H NEWMAN | ||||||||
| 346 PINE BROOK ROAD | BEDFORD | NY | 10506 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ZEENA M MEURER | ||||||||
| 80 CENTRAL PARK WEST APT 12A | NEW YORK | NY | 10023 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| ELIZABETH V NEWMAN | ||||||||
| 1225 PARK AVENUE | NEW YORK | NY | 10028 | SECRETARY | 0.50 | $0 | $0 | $0 |
| MARYAM R NEWMAN | ||||||||
| 346 PINE BROOK ROAD | BEDFORD | NY | 10506 | TREASURER | 0.50 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $12,771,466 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $872,238 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,643,704 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,643,704 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $204,656 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,439,048 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $671,952 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $671,952 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,544 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,544 | TotalTaxAmt |
| Distributable Before Adj | $652,408 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $652,408 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $652,408 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $312,645 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $312,645 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $312,645 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $652,408 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $133,729 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $258,103 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $657,954 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $418,988 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $663,377 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,132,151 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $312,645 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $312,645 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $339,763 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $339,763 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,792,388 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,792,388 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $52,069 | ExcessFromYear4Amt |
| Excess From Year3 | $657,954 | ExcessFromYear3Amt |
| Excess From Year2 | $418,988 | ExcessFromYear2Amt |
| Excess From Year1 | $663,377 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HOWARD H NEWMAN | ContributingManagerNm |
| Contributing Manager | MARYAM R NEWMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMNESTY INTERNATIONAL | ||||||
| 777 UNITED NATIONS PLAZA 601 | NEW YORK | NY | 10017 | PC | TO UNDERTAKE RESEARCH AND ACTION TO END ABUSES OF THE RIGHTS TO PHYSICAL AND MENTAL INTEGRITY, AND PROMOTE ALL HUMAN RIGHTS. | $1,000 |
| ASPEN INSTITUTE | ||||||
| 47 MADISON AVENUE SUITE 730 | NEW YORK | NY | 10022 | PC | DRIVES CHANGE THROUGH DIALOGUE,LEADERSHIP, AND ACTION TO HELP SOLVE THE GREATEST CHALLENGES | $5,000 |
| BEDFORD FREE LIBRARY | ||||||
| 32 GREEN VILLAGE | BEDFORD | NY | 10506 | PC | PROVIDES MATERIALS AND SERVICES TO ALL CARD BEARING PATRONS OF THE WESTCHESTER LIBRARY SYSTEM TO MEET THEIR PERSONAL, EDUCATIONAL AND PROFESSIONAL NEEDS. | $200 |
| BROOKLYN INSTITUTE FOR SOCIAL | ||||||
| 68 JAY STREET 308 | BROOKYLN | NY | 11201 | PC | INTERDISCIPLINARY TEACHING AND RESEARCH INSTITUTE THAT OFFERS CRITICAL, COMMUNITY-BASED EDUCATION IN THE HUMANITIES AND SOCIAL SCIENCES. WORKING IN PARTNERSHIP WITH LOCAL BUSINESSES AND CULTURAL ORGANIZATIONS, WE INTEGRATE RIGOROUS BUT ACCESSIBLE SCHOLARLY STUDY WITH THE EVERYDAY LIVES OF WORKING ADULTS AND RE-IMAGINE SCHOLARSHIP FOR THE 21ST CENTURY. | $25,000 |
| CATHOLIC CHARITIES | ||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | PC | TO PROVIDE SERVICE TO PEOPLE IN NEED, TO PROMOTE JUSTIC IN SOCIAL STRUCTURES. | $1,000 |
| CITY HARVEST | ||||||
| 6 E 32ND ST | NEW YORK | NY | 10016 | PC | DONATION TO HELP FEED THE HUNGER AND TO HELP STOP FOOD WASTE. | $100,000 |
| CITY HARVEST | ||||||
| 6 E 32ND ST | NEW YORK | NY | 10016 | PC | DONATION TO HELP FEED THE HUNGER AND TO HELP STOP FOOD WASTE. | $100,000 |
| CITY MEALS ON WHEELS | ||||||
| 3RD FLOOR 355 LEXINGTON AVE | NEW YORK | NY | 10017 | PC | TO HELP PROVIDE A CONTINUOUS LIFELINE OF NUTRITIOUS FOOD AND HUMAN COMPANY TO HOMEBOUND ELDERLY NEW YORKERS IN NEED. | $1,004 |
| COALITION FOR THE HOMELESS | ||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | PC | PROVIDES ADVOCACY, YOUTH SERVICES, HOUSING, MOBILE SOUP KITCHEN, CRISIS INTERVENTION, VOICE MAIL AND JOB TRAINING IN NEW YORK. | $1,000 |
| CONGREGATION EMANU EL | ||||||
| 1 E 65TH ST | NEW YORK | NY | 10065 | PC | TO HELP ADVANCE CONGREGATION EMANUEL'S MEMBERS' LIFELONG INVOLVEMENT IN JUDAISM, ENGAGING THEM IN COMMUNAL PRAYER (AVODAH), THE STUDY OF SACRED TEXTS (TORAH), AND THE PERFORMANCE OF COMPASSIONATE DEEDS (G'MILUT HASADIM). | $3,000 |
| CONGREGATION EMANU EL | ||||||
| 1 E 65TH ST | NEW YORK | NY | 10065 | PC | TO HELP ADVANCE CONGREGATION EMANUEL'S MEMBERS' LIFELONG INVOLVEMENT IN JUDAISM, ENGAGING THEM IN COMMUNAL PRAYER (AVODAH), THE STUDY OF SACRED TEXTS (TORAH), AND THE PERFORMANCE OF COMPASSIONATE DEEDS (G'MILUT HASADIM). | $3,600 |
| DANCING CLASSROOM INC | ||||||
| 1350 AVENUE OF THE AMERICAS | NEW YORK | NY | 10019 | PC | CULTIVATE ESSENTIAL LIFE STYLES IN CHILDREN THROUGH THE JOYFUL ART AND PRACTICE OF SOCIAL DANCE. OUR VISION IS SCHOOLS AND COMMUNITIES WHERE EVERY CHILD IS CONNECTED, RESPECTED AND GIVEN AN ENVIRONMENT IN WHICH TO THRIVE. | $25,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PC | TO PROVIDE MEDICAL CARE TO VICTIMS OF POLITICAL VIOLENCE AND NATURAL DISASTERS. | $25,000 |
| FELLOWS OF HARVARD COLLEGE | ||||||
| 1563 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | PC | EDUCATIONAL PURPOSES | $2,500 |
| FOOD BANK FOR NYC | ||||||
| 263 W 86TH ST | NEW YORK | NY | 10024 | PC | TO SUPPORT THE CITY'S MAJOR HUNGER-RELIEF ORGANIZATION WORKING TO END HUNGER THROUGHOUT THE FIVE BOROUGHS FOR MORE THAN 30 YEARS | $1,000 |
| KATONAH MUSEUM OF ART | ||||||
| 134 JAY ST | KATONAH | NY | 10536 | PC | TO SUPPORT THE CHANGING EXHIBITIONS THAT CROSS A SPECTRUM OF ARTISTIC DISCIPLINES, CULTURES, AND HISTORICAL PERIODS | $1,000 |
| LINES FOR LIFE | ||||||
| 5100 SW MACADAM AVENUE SUITE 400 | PORTLAND | OR | 97239 | PC | A REGIONAL NON-PROFIT DEDICATED TO PREVENTING SUBSTANCE ABUSE AND SUICIDE. WE OFFER HELP AND HOPE TO INDIVIDUALS AND COMMUNITIES, AND PROMOTE MENTAL HEALTH FOR ALL | $1,000 |
| METROPOLITAN MUSEUM OF ART | ||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | PC | TO HELP ESTABLISH AND MAINTAIN THE CITY'S MUSEUM AND LIBRARY OF ART | $600 |
| NAMI | ||||||
| 505 8TH AVE 1103 | NEW YORK | NY | 10018 | PC | TO HELP BUILD BETTER LIVES FOR THE MILLIONS OF AMERICANS AFFECTED BY MENTAL ILLNESS | $1,000 |
| NATURE CONSERVANCY | ||||||
| 322 8TH AVE | NEW YORK | NY | 10001 | PC | CONSERVE THE LANDS AND WATERS ON WHICH ALL LIFE DEPENDS. OUR VISION IS A WORLD WHERE THE DIVERSITY OF LIFE THRIVES, AND PEOPLE ACT TO CONSERVE NATURE FOR ITS OWN SAKE AND ITS ABILITY TO FULFILL OUR NEEDS AND ENRICH OUR LIVES. | $1,000 |
| NEIGHBORHOOD LINK | ||||||
| 27 COLUMBUS AVE | MT KISCO | NY | 10549 | PC | TO SUPPORT THE MISSION OF STRENGTHEN THE WHOLE COMMUNITY THROUGH THE HEALTHY INTEGRATION OF IMMIGRANTS | $1,000 |
| NORTHERN WESTCHESTER HOSPITAL | ||||||
| 400 E MAIN ST | MT KISCO | NY | 10549 | PC | TO PROVIDE THE HIGHEST QUALITY DIAGNOSTIC AND TREATMENT SERVICES FOR COMMUNITY, AND TO IMPROVE HEALTH OF INDIVIDUALS IN THE COMMUNITY BY PROMOTING WELLNESS AND HEALING. | $1,000 |
| NY BOTANICAL GARDEN | ||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | PC | DONATION TO HELP SUPPORT AND TO PRESERVE THE BOTANICAL GARDEN OF NEW YORK. | $110 |
| PLANNED PARENTHOOD | ||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | PC | TO ADVOCATE SAFE POLICIES TO IMPROVE THE SEXUAL AND REPRODUCTIVE HEALTH ACROSS THE GLOBE. | $1,000 |
| PLANNED PARENTHOOD | ||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | PC | TO ADVOCATE SAFE POLICIES TO IMPROVE THE SEXUAL AND REPRODUCTIVE HEALTH ACROSS THE GLOBE. | $1,000 |
| PLANNED PARENTHOOD | ||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | PC | TO ADVOCATE SAFE POLICIES TO IMPROVE THE SEXUAL AND REPRODUCTIVE HEALTH ACROSS THE GLOBE. | $1,000 |
| PLANNED PARENTHOOD | ||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | PC | TO ADVOCATE SAFE POLICIES TO IMPROVE THE SEXUAL AND REPRODUCTIVE HEALTH ACROSS THE GLOBE. | $500 |
| ROGOSIN INSTITUTE | ||||||
| 505 E 70TH ST | NEW YORK | NY | 10021 | PC | AN INDEPENDENT, NOT-FOR-PROFIT TREATMENT AND RESEARCH CENTER WITH FACILITIES THROUGHOUT NEW YORK CITY THAT TREAT PATIENTS WITH KIDNEY DISEASE, INCLUDING DIALYSIS AND KIDNEY TRANSPLANTATION; LIPID DISORDERS; AND HYPERTENSION | $1,000 |
| THE CHADRON STATE | ||||||
| 1000 MAIN ST | CHADRON | NE | 69337 | PC | EDUCATIONAL PURPOSE | $381 |
| THE COMMUNITY CENTER OF NORTHERN WESTCHESTER | ||||||
| 84 BEDFORD ROAD | KATONAH | NY | 10536 | PC | TO PROVIDE FOOD AND CLOTHING TO THOSE IN NEED IN NORTHERN WESTCHESTER | $500 |
| THE METROPOLITAN OPERA GUILD | ||||||
| 70 LINCOLN CENTER PLAZA 6TH FL | NEW YORK | NY | 10023 | PC | NRICH PEOPLE'S LIVES THROUGH AN AWARENESS AND DEEPER APPRECIATION OF OPERA WHILE SUPPORTING THE METROPOLITAN OPERA BY EXPANDING ITS REACH TO DIVERSE COMMUNITIES AND A WIDER AUDIENCE. | $500 |
| THE SALVATION ARMY | ||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | PC | TO HELP THE ORGANIZATION MEET HUMAN NEED WHEREVER, WHENEVER, AND HOWEVER WE CAN. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $307,895 | 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 | $2,249 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $261,604 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $288,825 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $552,678 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $552,678 | 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) |
|---|---|---|
| Amt | $9,500 | Amt |
| Net Investment Income | $4,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES RUSSELL 1000 GROWTH | $583,401 | $1,813,775 |
| ISHARES RUSSELL 1000 VALUE | $962,291 | $2,018,306 |
| ISHARES MSCI EAFE | $1,285,497 | $1,534,035 |
| ISHARES RUSSELL 2000 VALUE | $949,586 | $2,033,772 |
| ISHARES MSCI EMERGING MKTS | $1,306,761 | $1,222,876 |
| BANK OF NY MELLON | $860,250 | $1,224,250 |
| ISHARES RUSSELL 1000 GROWTH | $100,010 | $310,928 |
| ISHARES MSCI EAFE IX FD | $99,939 | $119,262 |
| ISHARES MSCI EMERGING MKTS | $99,940 | $93,524 |
| SPDR S&P 500 ETF TRUST | $2,469,073 | $2,976,201 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $150 | $150 | $0 |
| FILING FEE | $160 | $0 | $0 |
| NYS DEPT OF LAW | $750 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $27,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |