LUCIUS N LITTAUER FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LUCIUS N LITTAUER FOUNDATION INC (EIN 13-1688027)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-14
- IRS object ID
- 202002889349100315
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-14T11:39:40-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113518842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131688027 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LUCIUS N LITTAUER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUCI | BusinessNameControlTxt |
| Phone | 6462375158 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 FIFTH AVENUE 19TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT FROST | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6462375158 | PhoneNum |
| Signature | 2020-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ENGELHARDT THOMAS H | PreparerPersonNm |
| PTIN | P00360933 | PTIN |
| Phone | 2125038800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.102.60.198 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-13 | IPDt |
| IP Tm | 14:58:11 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $58,244,424 | 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 | $392,627 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,277 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,277 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,596,982 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,596,982 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,353,309 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,540,918 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,353,309 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $58 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,355,253 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,962,568 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $163,041 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $163,041 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,501 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,501 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $63,330 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,833 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $47,498 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $130,467 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $130,467 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $99,735 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $12,347 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,886 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $63,750 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $63,750 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $19,694 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $19,694 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $71,723 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $71,723 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $617,127 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $146,300 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $380,554 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,025,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,025,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,642,877 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $146,300 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,406,304 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $712,376 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,816,268 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $150 | CashBOYAmt |
| Cash EOY | $149 | CashEOYAmt |
| Cash EOYFMV | $149 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,186,286 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,272,988 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,272,988 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $145,913 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $145,913 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $145,913 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $44,469,101 | CorporateStockBOYAmt |
| Corporate Stock EOY | $45,091,139 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $52,477,481 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,000,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,855,702 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,347,369 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $44,373 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,995 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $633 | LandBOYAmt |
| Land EOY | $378 | LandEOYAmt |
| Land EOYFMV | $378 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $146 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $146 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $48,656,170 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,366,415 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $58,244,424 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,131 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,131 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $20,952,398 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,952,398 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $27,701,641 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,414,017 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,654,039 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,366,415 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,656,170 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,366,415 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,654,039 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $712,376 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $49,366,415 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,366,415 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $13,330,031 | $11,043,311 | $2,286,720 | $2,286,720 | ||
| 55.6465 SHARES MILLENIUM INTERNATIONAL LTD, CLASS SC-A SERIES 01A | P | $64,974 | $47,300 | $17,674 | $17,674 | 2014-09-30 | 2019-01-01 |
| 114.1147 SHARES MILLENIUM INTERNATIONAL, LTD | P | $145,913 | $96,998 | $48,915 | $48,915 | 2014-09-30 | 2019-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,353,309 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,571,309 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $55,626,573 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064201 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,686,278 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $56,017,176 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065806 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,568,935 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $48,228,341 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.074001 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,333,523 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $46,504,743 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071681 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,943,203 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $46,886,884 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062772 | DistributionYr5Rt |
| Total Distribution | 0.338461 | TotalDistributionRt |
| Average Distribution | 0.067692 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $54,542,366 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,692,082 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $38,163 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,730,245 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,406,304 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $76,325 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $76,325 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $76,325 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $90,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,675 | OverpaymentAmt |
| Applied To ES Tax | $13,675 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | LITTAUERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THOMAS H ENGELHARDT CPA | IndividualWithBooksNm |
| Phone | 2125038800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MARKS PANETH - 685 THIRD AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES BERLIN | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETER J SOLOMON | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| MARK A BILSKI | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT D FROST | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | PRESIDENT | 20.00 | $0 | $0 | $0 |
| NOAH B PERLMAN | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | SECRETARY | 0.50 | $0 | $0 | $0 |
| GEULA R SOLOMON | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | TREASURER, CHAIR OF AUDIT | 0.50 | $0 | $0 | $0 |
| SARAH K LEVY | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TERI HOROWITZ | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| DAVID STERN | ||||||||
| 220 FIFTH AVENUE | NEW YORK | NY | 10001 | DIRECTOR | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN DIVACK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 552 RIVERSIDE DRIVE APT 1H | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $163,041 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING AND AUDITING | ServiceTypeTxt |
| Compensation | $63,330 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $53,909,098 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,463,862 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $55,372,960 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $55,372,960 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $830,594 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $54,542,366 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,727,118 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,727,118 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $76,325 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $76,325 | TotalTaxAmt |
| Distributable Before Adj | $2,650,793 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,650,793 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,650,793 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,406,304 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,406,304 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,406,304 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,650,793 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $695,687 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,101,226 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,220,654 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $942,509 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $862,709 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,822,785 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,406,304 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,650,793 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $755,511 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,578,296 | 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 | $695,687 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,882,609 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,101,226 | ExcessFromYear4Amt |
| Excess From Year3 | $1,220,654 | ExcessFromYear3Amt |
| Excess From Year2 | $942,509 | ExcessFromYear2Amt |
| Excess From Year1 | $862,709 | ExcessFromYear1Amt |
| Excess From Current Year | $755,511 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 70 FACES MEDIA | |||||||
| 24 WEST 30TH ST | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| ADVOCATES FOR CHILDREN OF NEW YORK | |||||||
| 151 W 30TH STREET | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||
| ONE BATTERY PARK PLAZA 25TH FLOOR | NEW YORK | NY | 10004 | PC | INTERNATIONAL CENTER FOR UNIVERSITY TEACHING OF JEWISH CIVILIZATION | $25,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | PC | SUPPORT FOR THE INTER-AGENCY TASK FORCE ON ISRAELI-ARAB ISSUES (ANNUAL DUES) | $10,000 | |
| ASSOCIATION FOR JEWISH STUDIES | |||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| AVODAH - THE JEWISH SERVICE CORPS | |||||||
| 125 MAIDEN LANE 8B | NEW YORK | NY | 10038 | PC | SUPPORT FOR AVODAH'S WORK WITH EMERGING JEWISH SOCIAL JUSTICE LEADERS, ANTIPOVERTY NONPROFITS, AND AMERICAN JEWISH COMMUNITIES SEEKING TO STRENGTHEN THEIR INVOLVEMENT WITH ISSUES OF DOMESTIC POVERTY | $50,000 | |
| BINA THE JEWISH MOVEMENT FOR SOCIAL CHANGE | |||||||
| 1 HAYSMIN STREET | NEW YORK | NY | 52960 | PC | THE BINA URBAN LEADERSHIP ALUMNI PROGRAM | $10,000 | |
| BRONX RIVER ALLIANCE | |||||||
| 1 BRONX RIVER PARKWAY | BRONX | NY | 10467 | PC | GENERAL OPERATING SUPPORT FOR THE ALLIANCE'S ONGOING EFFORTS TO RESTORE THE BRONX RIVER, STRENGTHEN COMMUNITIES, AND PROVIDE A WELCOMING HABITAT FOR BOTH PEOPLE AND WILDLIFE | $5,000 | |
| BROWN UNIVERSITY SCHOOL OF PUBLIC HEALTH | |||||||
| 121 SOUTH MAIN STREET | PROVIDENCE | RI | 02903 | PC | MASTER'S FELLOWSHIP SUPPORT FOR THE SCHOOL OF PUBLIC HEALTH AT BROWN UNIVERSITY | $100,000 | |
| CENTER FOR AN URBAN FUTURE | |||||||
| 120 WALL ST 20TH FL | NEW YORK | NY | 10005 | PC | CENTER FOR AN URBAN FUTURE REQUESTS GENERAL OPERATING SUPPORT THAT WILL ENABLE THE CENTER TO MAXIMIZE THE IMPACT OF ITS RESEARCH AND UNDERTAKE ACTIVITIES THAT WILL HELP SPARK POLICY CHANGES FOR IMPROVING THE LIVES OF NEW YORKS MOST VULNERABLE RESIDENTS. | $10,000 | |
| COJECO (COUNCIL OF JEWISH EMIGRE COMMUNITY ORGANZIATIONS) | |||||||
| 729 SEVENTH AVENUE 9TH FLOOR | NEW YORK | NY | 10019 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| COLUMBIA UNIVERSITY GRADUATE SCHOOL OF BUSINESS | |||||||
| 33 WEST 60TH STREET 7TH FLOOR | NEW YORK | NY | 10023 | PC | LOAN ASSISTANCE PROGRAM | $50,000 | |
| COMMENTARY MAGAZINE | |||||||
| 729 SEVENTH AVENUE 9TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| COMMONPOINT QUEENS | |||||||
| 67-09 108TH STREET | FOREST HILLS | NY | 11375 | PC | COLLEGE ACCESS PROGRAM | $10,000 | |
| CONCERTS IN MOTION | |||||||
| PO BOX 231097 | NEW YORK | NY | 10023 | PC | MAKING CONCERTS IN MOTION'S YOUTH PROGRAM ACCESSIBLE TO UNDERSERVED YOUTH | $15,000 | |
| CORNELL HILLEL | |||||||
| G-34 ANABEL TAYLOR HALL | ITHACA | NY | 14853 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| DANCING CLASSROOMS | |||||||
| 1350 AVENUE OF THE AMERICAS 2ND | NEW YORK | NY | 10019 | PC | GENERAL OPERATING SUPPORT | $7,500 | FLOOR |
| EDUCATIONAL ALLIANCE | |||||||
| 197 EAST BROADWAY | NEW YORK | NY | 10002 | PC | PROJECT HELP | $25,000 | |
| EUGENIO MARA DE HOSTOS COMMUNITY COLLEGE FOUNDATION | |||||||
| 500 GRAND CONCOURSE D-214 | BRONX | NY | 10451 | PC | INVESTING IN THE STUDENT COMPLETION AGENDA: SUPPLEMENTAL INSTRUCTION, PEER LEADERS AND SERVICING CBO CLIENTS | $50,000 | |
| FAN4KIDS | |||||||
| 538 CLINTON AVENUE 1 | BROOKLYN | NY | 11238 | PC | FAN4KIDS BRONX EXPANSION | $18,000 | |
| FOOTSTEPS | |||||||
| 114 JOHN STREET 930 | NEW YORK | NY | 10272 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FOUNDATION CENTER | |||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | PC | GENERAL OPERATING SUPPORT 2019 (MEMBERSHIP DUES) | $7,500 | |
| FRIENDS OF ETHIOPIAN JEWS | |||||||
| PO BOX 960059 | BOSTON | MA | 02196 | PC | SUPPORT FOR TECH-CAREER'S PROGRAM TO ADVANCE YOUNG ETHIOPIAN-ISRAELIS IN PURSUING PROFESSIONAL CAREERS IN ISRAEL'S TECHNOLOGY INDUSTRIES | $25,000 | |
| GLOBAL ACTION PROJECT | |||||||
| 130 WEST 25TH STREET SUITE 2C | NEW YORK | NY | 10001 | PC | GENERAL OPERATING | $10,000 | |
| GLOBAL KIDS INC | |||||||
| 137 E 25TH ST | NEW YORK | NY | 11237 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| GLOVERSVILLE LIBRARY FOUNDATION INC | |||||||
| 58 EAST FULTON STREET | GLOVERSVILLE | NY | 120783213 | PC | GLOVERSVILLE PUBLIC LIBRARY RESTORATION AND EXPANSION PROJECT | $175,000 | |
| GROWNYC | |||||||
| PO BOX 2327 | NEW YORK | NY | 10272 | PC | "OPPORTUNITY AND ACTION: PROVIDE ALL NEW YORKERS WITH FREE HANDS-ON RESOURCES AND EDUCATION THEY | $25,000 | |
| HAZON | |||||||
| 125 MAIDEN LANE 8B | NEW YORK CITY | NY | 10038 | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| HEBREW FREE LOAN SOCIETY | |||||||
| 675 3RD AVENUE | NEW YORK | NY | 10017 | PC | HFLS IS SEEKING GENERAL OPERATING SUPPORT. | $35,000 | |
| HENRY STREET SETTLEMENT | |||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | PC | EXPANDED HORIZONS COLLEGE SUCCESS PROGRAM | $10,000 | |
| HILLEL FOUNDATION OF CAMBRIDGE INC | |||||||
| 52 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PC | PROGRAM ENDOWMENT FUND | $50,000 | |
| ISRAEL GUIDE DOG CENTER FOR THE BLIND | |||||||
| 968 EASTON ROAD - SUITE H | WARRINGTON | PA | 18976 | PC | GENERAL OPERATING SUPPORT, TO BE USED PRIMARILY FOR ONE OF OUR PRINCIPAL PROGRAMS, SERVICE COMPANION PROGRAM. | $7,500 | |
| JEWISH CHILD CARE ASSOCIATION OF NEW YORK | |||||||
| 120 WALL STREET 20TH FLOOR | NEW YORK | NY | 10005 | PC | KESHER: MAKING CONNECTIONS | $20,000 | |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVE SUITE 703 | NEW YORK | NY | 10022 | PC | THE LUCIUS N. LITTAUER FOUNDATION FUND | $250,000 | |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVE SUITE 703 | NEW YORK | NY | 10022 | PC | THE LUCIUS N. LITTAUER FUND | $60,000 | |
| JEWISH COMMUNITY RELATIONS COUNCIL OF NEW YORK | |||||||
| 225 WEST 34TH STREET | NEW YORK CITY | NY | 10122 | PC | CENSUS 2020: COUNTING HARD TO COUNT JEWS | $10,000 | |
| JEWISH FAMILY SERVICE AND CHILDREN'S CENTER OF CLIFTON-PASSAIC | |||||||
| 110 MAIN AVENUE | PASSAIC | NJ | 07055 | PC | PROJECT CHIZUK | $20,000 | |
| JEWISH FUNDERS NETWORK | |||||||
| 150 W 30TH ST SUITE 900 | NEW YORK | NY | 10001 | PC | SOCIAL VENTURE FUND | $50,000 | |
| JEWISH STUDENT PRESS SERVICE | |||||||
| 440 PARK AVE S 4TH FLOOR | NEW YORK CITY | NY | 10016 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| JEWISH THEOLOGICAL SEMINARY OF AMERICA | |||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | PC | PRISON/REENTRY CLINICAL PASTORAL EDUCATION INITIATIVE OF THE CENTER FOR PASTORAL EDUCATION | $25,000 | |
| JEWS FOR RACIAL & ECONOMIC JUSTICE | |||||||
| 330 7TH AVE 1901 | NEW YORK | NY | 10001 | PC | NY CARING MAJORITY PROGRAM | $10,000 | |
| KNESSETH ISRAEL SYNAGOGUE | |||||||
| 34 EAST FULTON STREET | GLOVERSVILLE | NY | 12078 | NC | GEORGE J. DORFMAN SCHOOL OF JEWISH EDUCATION | $3,000 | |
| LEGAL AID SOCIETY | |||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | PC | THE LEGAL AID SOCIETY'S IMMIGRATION LAW UNIT | $25,000 | |
| LEGAL INFORMATION FOR FAMILIES TODAY | |||||||
| 32 COURT STREET SUITE 1208 | BROOKLYN | NY | 11201 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| LEGAL OUTREACH INC | |||||||
| 36-14 35TH STREET | LONG ISLAND CITY | NY | 11106 | PC | SUPPORT FOR LAW AND JUSTICE INSTITUTE AND COLLEGE BOUND PROGRAM | $25,000 | |
| LOWER EAST SIDE TENEMENT MUSEUM | |||||||
| 103 ORCHARD STREET | NEW YORK | NY | 10002 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| MACHON ORA | |||||||
| 565 BROADWAY | PASSAIC | NJ | 07012 | PC | STEM PROGRAM | $25,000 | |
| MANHATTAN THEATRE CLUB | |||||||
| 311 WEST 43RD STREET 8TH FLOOR | NEW YORK | NY | 10036 | PC | CORE PROGRAM | $25,000 | |
| MOVING TRADITIONS | |||||||
| 8380 OLD YORK ROAD SUITE 4300 | ELKINS PARK | PA | 19027 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MUSEUM AT ELDRIDGE STREET | |||||||
| 12 ELDRIDGE STREET | NEW YORK | NY | 10002 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MUSEUM OF THE CITY OF NEW YORK | |||||||
| 1220 FIFTH AVENUE | NEW YORK | NY | 10029 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NE'EMAN FOUNDATION USA | |||||||
| 18 HAZELTON ROAD | NEWTON | MA | 02459 | PC | EXPANDING ACCESS TO GENERAL STUDIES/EDUCATIONAL OPPORTUNITIES FOR HAREDI YOUTH | $65,000 | |
| NEW HEIGHTS | |||||||
| 2472 BROADWAY PMB 112 | NEW YORK | NY | 10025 | PC | COLLEGE BOUND | $5,000 | |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | PC | PROFESSIONAL LEARNING FOR TEACHERS PROGRAM | $25,000 | |
| NEW YORK CENTER FOR LAW AND JUSTICE | |||||||
| 2095 BROADWAY SUITE 308 | NEW YORK | NY | 10023 | PC | ADA PROJECT | $10,000 | |
| NEW YORK CITY OUTWARD BOUND SCHOOLS | |||||||
| 29-46 NORTHERN BOULEVARD | LONG ISLAND CITY | NY | 11101 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NEW YORK STATE YOUTH LEADERSHIP COUNCIL | |||||||
| 168 CANAL STREET FLOOR 6 | NEW YORK | NY | 10013 | PC | IMMIGRANT ACCESS TO HIGHER EDUCATION | $10,000 | |
| NEW YORK UNIVERSITY | |||||||
| 25 WEST 4TH STREET SUITE 202C | NEW YORK | NY | 10012 | PC | WAGNER-SKIRBALL DUAL DEGREE PROGRAM IN NON-PROFIT MANAGEMENT | $50,000 | |
| NEW YORKERS FOR PARKS | |||||||
| 55 BROAD STREET 23RD FLOOR | NEW YORK | NY | 10004 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NLI USA INC | |||||||
| C/O PERRY DAVIS ASSOCIATES 25 WEST | NEW YORK | NY | 10036 | PC | STRATEGIC EXPANSION OF HISTORIC JEWISH PRESS DIGITIZATION AT THE NATIONAL LIBRARY OF ISRAEL | $250,000 | 45TH STREET SUITE 1405 |
| NYU SCHOOL OF MEDICINE | |||||||
| 25 WEST FOURTH STREET SUITE 202B | NEW YORK | NY | 10012 | PC | FELLOWSHIPS FOR THE MASTER OF HEALTH PROFESSIONS EDUCATION (MHPE) PROGRAM | $25,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVE | NEW YORK | NY | 10017 | PC | SUPPORT FOR SHEATUFIM FOR THE OPPORTUNITY FUND FOR CIVIC SERVICE | $150,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVE | NEW YORK | NY | 10017 | PC | THE DEMOCRATIC INSTITUTE - SOCIETY AND EDUCATION: BIG PICTURE LEARNING PROGRAM IN ISRAEL - EQUITY IN EDUCATION | $25,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVE | NEW YORK | NY | 10017 | PC | YOUTH VILLAGES INITIATIVE 'TORMIM LAKFAR' | $50,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVE | NEW YORK | NY | 10017 | PC | ISRAEL CENTER FOR EDUCATIONAL INNOVATION : SCALING IN PARTNERSHIP WITH THE MINISTRY OF EDUCATION | $25,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVE | NEW YORK | NY | 10017 | PC | SUPPORT FOR PROFESSIONAL COUNSELING AND CONSULTATION ACTIVITIES OF ACAP | $10,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVE | NEW YORK | NY | 10017 | PC | SUPPORT FOR SIKKUY TO ADVANCE THE SUCCESSFUL IMPLEMENTATION OF THE ISRAELI GOVERNMENT DECISION 922 | $25,000 | |
| PHILANTHROPY NEW YORK | |||||||
| 1500 BROADWAY 7TH FLOOR | NEW YORK | NY | 10036 | PC | (GENERAL OPERATING SUPPORT) MEMBERSHIP DUES | $7,250 | |
| PROJECT EZRA | |||||||
| 387 GRAND STREET | NEW YORK | NY | 10002 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| RAMAPO FOR CHILDREN | |||||||
| 49 W38TH ST 5TH FLOOR | NY | NY | 10018 | PC | RAMAPO TRAINING IN NYC SCHOOLS: PROMOTING POSITIVE SCHOOL-WIDE CHANGE | $15,000 | |
| RESEARCH FOUNDATION OF CUNY | |||||||
| CARA - CUNY GRADUATE CENTER - RM | NEW YORK | NY | 10016 | PC | COLLEGE COMPLETION INNOVATION FUND | $100,000 | 620304 |
| RESEARCH FOUNDATION OF CUNY - COLLEGE ACCESS RESEARCH & ACTION (CARA) | |||||||
| CUNY GRADUATE CENTER 620304 365 | NEW YORK | NY | 10016 | PC | GENERAL OPERATING SUPPORT | $50,000 | FIFTH AVENUE |
| ROCKING THE BOAT | |||||||
| 812 EDGEWATER ROAD | BRONX | NY | 10474 | PC | YOUTH DEVELOPMENT PROGRAMS | $10,000 | |
| SHARSHERET | |||||||
| 1086 TEANECK ROAD | TEANECK | NJ | 07666 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SHEFA SCHOOL | |||||||
| 40 EAST 29TH STREET | NEW YORK | NY | 10016 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| STUDENT LEADERSHIP NETWORK | |||||||
| 322 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10001 | PC | COLLEGEBOUND INITIATIVE (CBI) | $25,000 | |
| THE FORWARD ASSOCIATION INC | |||||||
| 125 MAIDEN LANE 8TH FLOOR | NEW YORK | NY | 10038 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE NEW YORK IMMIGRATION COALITION INC | |||||||
| 131 W 33RD STREET SUITE 610 | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE SEFARIA PROJECT | |||||||
| 195 MONTAGUE STREET 14TH FLOOR | BROOKLYN | NY | 11201 | PC | SEFARIA: THE FUTURE OF THE JEWISH LIBRARY | $25,000 | SUITE 1203 |
| TIDES CENTER | |||||||
| 1014 TORNEY AVE | SAN FRANCISCO | CA | 94129 | PC | SUPPORT FOR THE NYC COALITION FOR EDUCATIONAL JUSTICE | $10,000 | |
| TO THE TOP WITH LAPTOPS INC | |||||||
| 15 DEER RUN | RYE BROOK | NY | 10573 | NC | GENERAL OPERATING SUPPORT FOR LAPTOP SCHOLARSHIP FUND IN WESTCHESTER COUNTY, N.Y. | $5,000 | |
| UJA FEDERATION OF NEW YORK J-TEEN LEADERSHIP | |||||||
| 130 EAST 59TH STREET | NEW YORK CITY | NY | 10022 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| UNITED JEWISH APPEAL - FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | JEANNETTE SOLOMON NORC CULTURAL ARTS PROGRAM | $25,000 | |
| UNITED JEWISH APPEAL - FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | 2019 ANNUAL CAMPAIGN | $125,000 | |
| UNITED STATES SOCCER FOUNDATION | |||||||
| 1140 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | PC | CREATING A HEALTHIER, MORE VIBRANT AND CONNECTED NEW YORK CITY THROUGH SOCCER | $5,000 | |
| UNITED WAY OF FULTON COUNTY | |||||||
| 110 N MAIN ST 112 | GLOVERSVILLE | NY | 120783009 | PC | COMMUNITY CAMPAIGN | $5,000 | |
| URBAN JUSTICE CENTER | |||||||
| 40 RECTOR STREET 9TH FL | NEW YORK | NY | 10006 | PC | LEGAL SERVICES PROGRAM OF THE STREET VENDOR PROJECT | $10,000 | |
| VOLUNTEERS OF LEGAL SERVICE | |||||||
| 40 WORTH STREET SUITE 820 | NEW YORK | NY | 10002 | PC | IMMIGRATION PROJECT | $10,000 | |
| YAFFED (YOUNG ADVOCATES FOR FAIR EDUCATION) | |||||||
| 25 WEST 45TH STREET SUITE 1400 | NEW YORK | NY | 10036 | PC | REMEDYING THE LACK OF SECULAR EDUCATION IN ULTRA-ORTHODOX AND HASIDIC YESHIVAS | $25,000 | |
| ZAMIR CHORAL FOUNDATION | |||||||
| 475 RIVERSIDE DRIVE SUITE 1948 | NEW YORK | NY | 10115 | PC | HAZAMIR: THE INTERNATIONAL JEWISH TEEN CHOIR | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,025,750 | 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 | $12,277 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,596,982 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,353,309 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,962,626 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,962,626 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST UW FOR TRUMBALL RICHARD | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JP MORGAN 10 S DEARBORN ILI-011 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $392,627 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 12,118.82 SHARES JPM HIGH YIELD FUND | NoncashPropertyDesc |
| Fair Market Value | $87,377 | FairMarketValueAmt |
| Received | 2019-05-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $63,330 | Amt |
| Net Investment Income | $15,833 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $47,498 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER | 2013-08-01 | $3,030 | $3,030 | 200DB | 5.000000000000 | $0 | $0 |
| DEFERRED SOFTWARE | 2014-04-01 | $6,100 | $6,100 | SL | 3.000000000000 | $0 | $0 |
| WEBSITE | 2014-03-01 | $24,750 | $24,750 | SL | 3.000000000000 | $0 | $0 |
| FURNITURE & FIXTURE | 2014-10-30 | $3,500 | $1,311 | 200DB | 7.000000000000 | $153 | $0 |
| COMPUTER | 2014-01-22 | $2,872 | $1,416 | 200DB | 5.000000000000 | $20 | $0 |
| COMPUTER | 2016-03-03 | $1,490 | $571 | 200DB | 5.000000000000 | $82 | $0 |
| COMPUTER | 2019-12-12 | $2,631 | 200DB | 5.000000000000 | $2,631 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TO THE TOP WITH LAPTOPSINC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 DEER RUN | AddressLine1Txt |
| City | RYE BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10573 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2019-04-05 | GrantDt |
| Grant | $5,000 | GrantAmt |
| Purpose Of Grant | TO PROVIDE STATE-OF-THE-ART LAPTOP COMPUTERS TO HIGH-ACHIEVING, FINANCIALLY CHALLENGED, COLLEGE BOUND HIGH SCHOOL SENIORS IN WESTCHESTER COUNTY.AFTER ISSUING THE GRANT, THE FOUNDATION FOLLOWED UP WITH TO THE TOP WITH LAPTOPS,INC TO ENSURE THAT FUNDS HAVE BEEN APPROPRIATELY SPENT. | PurposeOfGrantTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN INT'L VALUE FUND 35909 SHARES | $1,062,612 | $1,329,333 |
| DODGE & COX INCOME FUND 177814 SHARES | $2,429,912 | $2,494,733 |
| DODGE & COX INTL STOCK FUND 28847 SHARES | $936,738 | $1,257,715 |
| DOUBLELINE TOTAL RETURN BD FUND CL I 221807 SHARES | $2,479,240 | $2,357,811 |
| FIDELITY CONCORD STR 500 IDX INS PREM 41705 SHARES | $3,995,732 | $4,671,775 |
| FIDELITY CONCORD STR INTL IDX INS PRM 54334 SHARES | $2,367,964 | $2,334,202 |
| HEALTH CARD SELECT SECTOR 5337 SHARES | $522,301 | $543,627 |
| INVESCO QQQ TR UNIT SER 1 7928 SHARES | $1,366,869 | $1,685,572 |
| ISHARES CORE MSCI EMERGING 29871 SHARES | $1,522,298 | $1,605,865 |
| ISHARES INC MSCI JPN ETF NEW 17280 SHARES | $949,583 | $1,023,667 |
| ISHARES MSCI ALL COUNTRY ASI 12166 SHARES | $775,706 | $894,201 |
| ISHARES TR MSCI INDIA IDX 31523 SHARES | $916,499 | $1,108,033 |
| JP MORGAN TR I MNG INCM INTL 115564 SHARES | $115,599 | $115,588 |
| MARKET VECTORS ETF TRGOLD MINERS ETF FD 22980 SHARES | $470,961 | $672,854 |
| MATTHEWS PACIFIC TIGER INSTL FUND 23216 SHARES | $524,422 | $666,537 |
| METROPOLITAN WEST FDS TTL RTN BD SHS 96925 SHARES | $976,039 | $997,363 |
| NEUBERGER BERMAN EQUITY FDS GCHINA EQ INST 38725 SHARES | $524,221 | $404,285 |
| OAKMARK INTERNATIONAL INST 131687 SHARES | $3,021,300 | $3,281,638 |
| PARNASSUS EQTY INCOME FD 92158 SHARES | $3,559,581 | $4,340,665 |
| PIMCO TOTAL RETURN FUND INSTL CL 102987 SHARES | $1,045,519 | $1,064,888 |
| PRIMECAP ODYSSEY STOCK FUND 92267 SHARES | $2,061,250 | $3,182,297 |
| SCHWAB STRATEGIC TR US TIPS ETF 22464 SHARES | $1,236,646 | $1,272,136 |
| SPDR S&P 500 ETF 6488 SHARES | $477,521 | $2,088,228 |
| SPDR S&P OIL AND GAS EXP & PR 14125 SHARES | $513,435 | $334,763 |
| VANGUARD MID-CAP VIPERS 28243 SHARES | $3,801,836 | $5,032,338 |
| VANGUARD SCOTSDALE FD RUS2000IDX 27896 SHARES | $1,946,659 | $2,127,754 |
| VANGUARD TOTAL BOND MKT INDEX FD - ADM 505847 SHARES | $5,490,696 | $5,589,613 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| KLS DIVERSIFIED FUND LTD. 1025 SHARES | AT COST | $1,500,000 | $1,898,520 |
| MILLENNIUM INTERNATIONAL, LTD. 1007 SHARES | AT COST | $855,702 | $1,287,226 |
| SEG PARTNERS OFFSHORE INC., LTD. 2249 SHARES | AT COST | $500,000 | $1,161,623 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER | $3,030 | $3,030 | $0 |
| DEFERRED SOFTWARE | $6,100 | $6,100 | $0 |
| WEBSITE | $24,750 | $24,750 | $0 |
| FURNITURE & FIXTURE | $3,500 | $3,214 | $286 |
| COMPUTER | $2,872 | $2,872 | $0 |
| COMPUTER | $1,490 | $1,398 | $92 |
| COMPUTER | $2,631 | $2,631 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEE | CategoryTxt |
| Legal Fees | $2,501 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,501 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL RECEIVABLE | Desc |
| EOY Book Value | $146 | EOYBookValueAmt |
| EOYFMV | $146 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKS & PERIODICALS | $823 | $0 | $823 |
| DUES & MEMBERSHIPS | $4,350 | $0 | $4,350 |
| INSURANCE | $10,256 | $0 | $10,256 |
| OFFICE SUPPLIES & EXPENSE | $2,587 | $0 | $2,587 |
| OFFICE MAINTENANCE | $43,648 | $0 | $43,648 |
| COMPUTER MAINTENANCE AND EXPENSE | $10,059 | $0 | $10,059 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $58 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $58 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAX LIAB. | Desc |
| BOY Book Value | $2,131 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT ADVISORY FEES | CategoryTxt |
| Amt | $130,467 | Amt |
| Net Investment Income | $130,467 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUST UW FOR TRUMBALL RICHARD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JP MORGAN 10 S DEARBORN | AddressLine1Txt |
| Address Line2 | ILI-0111 | AddressLine2Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $87,388 | $0 | $0 |
| NYS ANNUAL FILING FEE | $1,500 | $0 | $1,500 |
| PAYROLL TAXES | $10,847 | $0 | $10,847 |