SHIKIAR FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SHIKIAR FAMILY FOUNDATION (EIN 13-7052572)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-10-12
- IRS object ID
- 202002869349100015
- Schema version
- 2018v3.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-12T12:47:56-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232628118 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRUCKER & SCACCETTI PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 MARKET STREET SUITE 3300 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 | 137052572 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIKIAR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIK | BusinessNameControlTxt |
| Phone | 2128886565 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 85TH STREET 24B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART A SHIKIAR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128886565 | PhoneNum |
| Signature | 2020-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES G MCGRORY CPA | PreparerPersonNm |
| PTIN | P00179347 | PTIN |
| Phone | 2156653960 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.82.60.27 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-08 | IPDt |
| IP Tm | 15:37:27 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A84256436BB1735AF42C8C1B291670ABBB5E6E3E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,163,846 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $145,051 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $145,617 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$149,897 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,756,334 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,265 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,419 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $145,617 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,580 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,410 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,269 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,590 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,450 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,849 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $196,007 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $196,007 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $265,457 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,849 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $208,257 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$264,038 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,768 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $481,634 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $372,276 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $372,276 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $847,429 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $848,438 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,140,783 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,444,436 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,600,284 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $657,371 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $357,989 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $351,048 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | -$6,380 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$8,200 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,279,788 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,015,750 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,163,846 | 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 | $3,279,788 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,015,750 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,279,788 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,015,750 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,279,788 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,015,750 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,279,788 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$264,038 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,015,750 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,015,750 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED STATEMENT | P | 2018-12-01 | 2019-11-30 | $1,160,540 | $1,268,253 | -$107,713 | -$107,713 |
| SEE ATTACHED STATEMENT | P | 2003-05-05 | 2019-11-30 | $1,595,794 | $1,637,978 | -$42,184 | -$42,184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$149,897 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $170,514 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,935,432 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058088 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $146,020 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,757,809 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052948 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $121,287 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,454,580 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049413 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $115,646 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,619,125 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044154 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $115,652 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,591,628 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044625 | DistributionYr5Rt |
| Total Distribution | 0.249228 | TotalDistributionRt |
| Average Distribution | 0.049846 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,115,087 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $155,275 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $998 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $156,273 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $208,257 | 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 | $998 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $998 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $998 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,038 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,038 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $11 | EsPenaltyAmt |
| Overpayment | $5,029 | OverpaymentAmt |
| Applied To ES Tax | $1,029 | AppliedToESTaxAmt |
| Refund | $4,000 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | STUART A SHIKIAR | IndividualWithBooksNm |
| Phone | 2128886565 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 85TH ST | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| STUART A SHIKIAR | ||||||||
| 30 EAST 85TH ST 24B | NEW YORK | NY | 10028 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| SAMUEL M SHIKIAR | ||||||||
| 30 EAST 85TH ST 24B | NEW YORK | NY | 10028 | TRUSTEE | 5.00 | $24,000 | $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 | NONE | 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 | $2,749,745 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $412,780 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,162,525 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,162,525 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,438 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,115,087 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $155,754 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $155,754 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $998 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $998 | TotalTaxAmt |
| Distributable Before Adj | $154,756 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $154,756 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $154,756 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $208,257 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $208,257 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $998 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $207,259 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $154,756 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,726 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $208,257 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,726 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $154,756 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $50,775 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $50,775 | 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 | $50,775 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $50,775 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STUART A SHIKIAR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STUART A SHIKIAR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 85TH ST APT 24B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128886565 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT THE ABOVE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT THE ABOVE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT THE ABOVE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BARUCH COLLEGE FUND | |||||||
| ONE BERNARD BARUCH WAY | NEW YORK | NY | 10010 | NONE | PC | GENERAL OPERATING SUPPORT | $57,000 |
| BRIDGEHAMPTON CHAMBER MUSIC ASSOCIATES | |||||||
| 850 SEVENTH AVE SUITE 700 | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING SUPPORT | $3,480 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 4550 MONTGOMERY AVENUE SUITE 1100N | BETHESDA | MD | 20814 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| DALTON SCHOOL | |||||||
| 108 EAST 89TH STREET | NEW YORK | NY | 10128 | NONE | PC | GENERAL OPERATING SUPPORT | $18,373 |
| GREATER EASTON DEVELOPMENT PARTNERSHIP | |||||||
| 325 NORTHAMPTON STREET | EASTON | PA | 18042 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| GREEK CHILDRENS FUND OF MEMORIAL SLOAN KETTERING CANCER CENTER INC | |||||||
| PO BOX 541500 | FLUSHING | NY | 11354 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| HAMPTON LIBRARY | |||||||
| 2478 MAIN STREET | BRIDGEHAMPTON | NY | 11932 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| HARMONIE FOUNDATION INC | |||||||
| 121 WAPPANOCCA AVENUE | RYE | NY | 10580 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| ISEF FOUNDATION | |||||||
| 135 W 29TH ST SUITE 303 | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| JEWISH FAMILY SERVICE OF THE LEHIGH VALLEY | |||||||
| 2004 ALLEN ST | ALLENTOWN | PA | 18104 | NONE | PC | GENERAL OPERATING SUPPORT | $1,800 |
| NATIONAL BRAIN TUMOR SOCIETY INC | |||||||
| 55 CHAPEL STREET NO 200 | NEWTON | MA | 02458 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| NEW YORK ACADEMY OF ART | |||||||
| 11 FRANKLIN STREET | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING SUPPORT | $5,400 |
| PUBLIC ART FUND INC | |||||||
| ONE EAST 53RD STREET NO 12 FL | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $4,600 |
| SCULPTURE CENTER | |||||||
| 44-19 PURVES STREET | LONG ISLAND CITY | NY | 11101 | NONE | PC | GENERAL OPERATING SUPPORT | $750 |
| SOLOMON R GUGGENHEIM FOUNDATION | |||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| STEPHEN WISE FREE SYNAGOGUE | |||||||
| 30 68TH STREET | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING SUPPORT | $64,604 |
| THE ACTOR'S FUND OF AMERICA | |||||||
| 729 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING SUPPORT | $250 |
| THE PERLMAN MUSIC PROGRAM INC | |||||||
| 19 WEST 69TH STREET | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| THE WATERMILL CENTER | |||||||
| 39 WATERMILL TOWD ROAD | WATER MILL | NY | 11976 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $14,250 |
| YOUTH AMERICAN GRAND PRIX | |||||||
| 417 FIFTH AVENUE 5TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $196,007 | 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) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $145,051 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,452 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$149,897 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,187 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,419 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,419 | 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 & TAX PREPARATION | CategoryTxt |
| Amt | $6,200 | Amt |
| Net Investment Income | $5,580 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PENNEY JC INC FIXED 5.650% | $114,337 | $117,180 |
| QEP RES INC 5.375% | $100,379 | $97,750 |
| QEP RES INC 5.625% | $143,273 | $136,118 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LEXINGTON REALTY TR COM | $100,020 | $132,960 |
| GMAC CAP TR I | $89,539 | $90,755 |
| THL CR INC COM | $65,552 | $68,300 |
| APPLE | $187,864 | $267,250 |
| STARWOOD PPTY TR INC | $161,230 | $183,750 |
| AT&T INC COM | $120,114 | $149,520 |
| CANADA GOOSE HLDS INC COM | $172,034 | $160,230 |
| INDUSTRIAL LOGISTICS PPTYS TR COM | $122,681 | $129,840 |
| QEP RES INC COM | $32,301 | $32,700 |
| COLONY CAP INC | $49,222 | $48,829 |
| EASTERLY GOVT PPTYS INC COM | $120,104 | $139,560 |
| HERSHA HOSPITALITY PRIORITY SHS BEN INT CLA | $164,930 | $148,890 |
| GANNETT CO INC NEW COM | $58,845 | $47,700 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $847,429 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $848,438 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CALL 100 CANADA GOOSE HLDS INC COM | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | -$6,380 | EOYBookValueAmt |
| EOYFMV | -$8,200 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NEW YORK ANNUAL REGISTRATION | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP DISTRIBUTIONS | $10,452 | $0 | $10,452 |
| UNREALIZED GAIN/LOSS | -$4,187 | -$4,187 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $31,410 | Amt |
| Net Investment Income | $28,269 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NEW YORK STATE CORPORATION TAX | $279 | $0 | $0 |
| FEDERAL EXCISE TAX ON INVESTMENT INCOME | $7,311 | $0 | $0 |