SCHULWEIS FAMILY FOUNDATION SCHULWEIS HARVEY TTEE: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SCHULWEIS FAMILY FOUNDATION SCHULWEIS HARVEY TTEE (EIN 13-6930204)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202003149349100505
- 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
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T07:40:47-06:00 | 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 | 136930204 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHULWEIS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHU | BusinessNameControlTxt |
| Phone | 2124072170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO HARVEY SCHULWEIS 21 DORANN ROA | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARVEY SCHULWEIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2124072170 | PhoneNum |
| Signature | 2020-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAWN RHODES CPA | PreparerPersonNm |
| PTIN | P01316299 | PTIN |
| Phone | 2125038800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.38.171.88 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-29 | IPDt |
| IP Tm | 14:53:04 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E6B41D6073118226DE90C3E68EA8638036A310F9 | 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 | $149,373 | 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 | $84,350 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,868 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,868 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,611 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $212,664 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $133,236 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $122,829 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $136,104 | 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 | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $180 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $180 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,180 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $930 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $176,330 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $176,330 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $180,510 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $930 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $177,080 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,681 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $135,174 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,565 | CashBOYAmt |
| Cash EOY | $13,221 | CashEOYAmt |
| Cash EOYFMV | $13,221 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,804 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,730 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,730 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $170,948 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $93,685 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $112,422 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $188,317 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,636 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $149,373 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $310,713 | CapitalStockBOYAmt |
| Capital Stock EOY | $310,713 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$122,396 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$180,077 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $188,317 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $130,636 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $188,317 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $130,636 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $188,317 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,681 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $130,636 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $130,636 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BANK OF AMERICA CORP | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2010-06-21 | AcquiredDt |
| Gross Sales Price | $212,664 | GrossSalesPriceAmt |
| Cost Or Other Basis | $79,428 | CostOrOtherBasisAmt |
| Gain Or Loss | $133,236 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $133,236 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $133,236 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $261,083 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $361,111 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.722999 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $297,438 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $469,157 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.633984 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $371,123 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $280,957 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.320925 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $148,421 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $267,056 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.555767 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $15,891 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $179,748 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.088407 | DistributionYr5Rt |
| Total Distribution | 3.322082 | TotalDistributionRt |
| Average Distribution | 0.664416 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $164,153 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $109,066 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,352 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $110,418 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $177,080 | 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 | $1,352 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,352 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,352 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,565 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,065 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,713 | OverpaymentAmt |
| Applied To ES Tax | $1,713 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | HARVEY SCHULWEIS | IndividualWithBooksNm |
| Phone | 2124072170 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 DORANN ROAD | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| HARVEY SCHULWEIS | ||||||||
| 21 DORANN RD | PURCHASE | NY | 10504 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| BARBARA MARILYN BENEROFE | ||||||||
| 21 DORANN RD | PURCHASE | NY | 10504 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $130,599 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,054 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $166,653 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $166,653 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,500 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $164,153 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,208 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,208 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,352 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,352 | TotalTaxAmt |
| Distributable Before Adj | $6,856 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,856 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,856 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $177,080 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $177,080 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,352 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $175,728 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,856 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,932 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $137,166 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $358,665 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $277,436 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $245,833 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,026,032 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $177,080 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,856 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $170,224 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,196,256 | 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 | $6,932 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,189,324 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $137,166 | ExcessFromYear4Amt |
| Excess From Year3 | $358,665 | ExcessFromYear3Amt |
| Excess From Year2 | $277,436 | ExcessFromYear2Amt |
| Excess From Year1 | $245,833 | ExcessFromYear1Amt |
| Excess From Current Year | $170,224 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1990-03-17 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HARVEY SCHULWEIS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,500 |
| AMERICAN FRIENDS OF SHALVA ISRAEL INC | ||||||
| 315 FIFTH AVENUE 6TH FLOOR | NEW YORK | NY | 10016 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $2,800 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $2,744 |
| BARUCH COLLEGE FUND | ||||||
| 1 BERNARD BARUCH WAY BOX A1603 | NEW YORK | NY | 10010 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $15,000 |
| BLADDER CANCER ADVOCACY NETWORK (BCAN) | ||||||
| 4520 EAST WEST HIGHWAY SUITE 610 | BETHESDA | MD | 20814 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,500 |
| BRONX HS OF SCIENCE ALUMNI FOUNDATION | ||||||
| 75 WEST 205TH STREET | BRONX | NY | 10468 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $2,000 |
| CONGREGATION EMANU-EL OF WESTCHESTER | ||||||
| 2125 WESTCHESTER AVENUE | RYE | NY | 10580 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $12,880 |
| FRENCHMAN'S CREEK CHARITIES FOUNDATION | ||||||
| 13495 TOURNAMENT DR | PALM BEACH GARDENS | FL | 33410 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $3,150 |
| FRIENDSHIP CIRCLE OF CLEVELAND | ||||||
| 27900 GATES MILLS BLVD | PEPPER PIKE | OH | 44124 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 |
| GREENWICH REFORM SYNAGOGUE | ||||||
| 92 ORCHARD ST | COS COB | CT | 06807 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $3,718 |
| HILLEL OF BROWARD & PALM BEACH | ||||||
| 777 GLADES ROAD BUILDING LY-3A | BOCA RATON | FL | 33431 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| ISRAEL POLICY FORUM | ||||||
| 355 LEXINGTON AVE 14TH FL | NEW YORK | NY | 10017 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 |
| JACOB BURNS FILM CENTER | ||||||
| 364 MANVILLE RD | PLEASANTVILLE | NY | 10570 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $240 |
| JEWISH COMMUNITY RELATIONS COUNCIL OF NEW YORK (JCRC) | ||||||
| 225 WEST 34TH ST SUITE 1607 | NEW YORK | NY | 10122 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,800 |
| JUPITER MEDICAL CENTER FOUNDATION | ||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 33458 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,200 |
| MARCH OF DIMES | ||||||
| 1550 CRYSTAL DR SUITE 1300 | ARLINGTON | VA | 22202 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $100 |
| MUSEUM OF JEWISH HERITAGE | ||||||
| 36 BATTERY PL | NEW YORK | NY | 10280 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $2,000 |
| MY SISTERS PLACE | ||||||
| 3 BARKER AVENUE | WHITE PLAINS | NY | 10601 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $500 |
| NATIONAL ALOPECIA AREATA FOUNDATION | ||||||
| 65 MITCHELL BOULEVARD SUITE 200-B | SAN RAFAEL | CA | 94903 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $450 |
| OLD OAKS FOUNDATION | ||||||
| 3100 PURCHASE STREET | PURCHASE | NY | 10577 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $2,000 |
| PARK AVENUE SYNAGOGUE | ||||||
| 50 EAST 87TH STREET | NEW YORK | NY | 10128 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $14,148 |
| PLAY FOR PINK | ||||||
| 175 E 74TH ST SUITE 17B | NEW YORK | NY | 10021 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| THE 14TH STREET Y | ||||||
| 344 EAST 14TH STREET | NEW YORK | NY | 10003 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 |
| THE ACTORS FUND | ||||||
| 729 7TH AVENUE FLOOR 12 | NEW YORK | NY | 10019 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $500 |
| THE JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM BEACH | FL | 33409 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 |
| THE MIRIAM HOSPITAL WOMEN'S ASSOCIATION | ||||||
| 167 POINT STREET | PROVIDENCE | RI | 02903 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $500 |
| THE WASHINGTON INSTITUTE FOR NEAR EAST POLICY | ||||||
| 1111 19TH STREET NW STE 500 | WASHINGTON | DC | 20036 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $15,000 |
| UJA FEDERATION OF JEWISH PHILANTHROPIES OF NY | ||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 |
| WESTCHESTER CADDIE SCHOLARSHIP | ||||||
| 49 KNOLLWOOD RD 220 | ELMSFORD | NY | 10523 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $176,330 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,868 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,611 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $38,479 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,479 | 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 | HARVEY SCHULWEIS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 DORANN ROAD | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $84,350 | 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 | 3,400 SHS BANK OF AMERICA CORP | NoncashPropertyDesc |
| Fair Market Value | $84,350 | FairMarketValueAmt |
| Received | 2019-07-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING - MARKS PANETH LLP | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MARKETABLE SECURITIES - ML | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $93,685 | BookValueAmt |
| EOYFMV | $112,422 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES - MERRILL LYNCH | CategoryTxt |
| Amt | $180 | Amt |
| Net Investment Income | $180 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |