SUNSHINE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SUNSHINE FOUNDATION (EIN 56-6615926)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349105220
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T14:58:40-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112973036 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHALIK MORRIS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CROSSWAYS PK DR WEST | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | 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 | 566615926 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNSHINE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O EUGENE SHALIK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUNS | BusinessNameControlTxt |
| Phone | 5163388700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CROSSWAYS PARK DRIVE WEST | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE SHALIK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5163388700 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EUGENE SHALIK | PreparerPersonNm |
| PTIN | P01434208 | PTIN |
| Phone | 5163388700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.23.39.58 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 14:58:35 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 52938B43CE8A20EB871A1BB825CBDE40BE5A0360 | 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 | $35,823,234 | 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 | $11,928,379 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $235,326 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $235,326 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $235,326 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $639,693 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $639,693 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $639,693 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $84,514 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,152,110 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $84,514 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$6,985 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$6,985 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$6,985 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $12,880,927 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $952,548 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $868,034 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,153 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,153 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $53,062 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,287 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $47,125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,215 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,440 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $47,125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,050,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,050,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,121,215 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,440 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,097,125 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,759,712 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $933,108 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $868,034 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $95,694 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $848,267 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $848,267 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,260,712 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,267,851 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,974,967 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $17,356,406 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,116,118 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,823,234 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $17,356,406 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,116,118 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,356,406 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,116,118 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,356,406 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,116,118 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,356,406 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,759,712 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $29,116,118 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,116,118 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SALES OF SECURITIES | 2018-12-15 | 2019-12-31 | $1,142,630 | $1,067,596 | $75,034 | $75,034 | |
| CAPITAL GAINS DIVIDENDS | $9,480 | $9,480 | $9,480 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $84,514 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,002,447 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,968,483 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.100562 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $444,042 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $729,667 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.608554 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $73,456 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $250,741 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.292956 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $72,460 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $287,969 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.251624 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $52,958 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $331,631 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.159690 | DistributionYr5Rt |
| Total Distribution | 1.413386 | TotalDistributionRt |
| Average Distribution | 0.282677 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,300,243 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,738,412 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,331 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,747,743 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,097,125 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,662 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,662 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,662 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,160 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,160 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $498 | OverpaymentAmt |
| Applied To ES Tax | $498 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | SHALIK MORRIS CO LLP | IndividualWithBooksNm |
| Phone | 5163388700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CROSSWAYS PARK DRIVE WEST | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | 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 |
|---|---|---|---|---|---|---|---|---|
| EUGENE SHALIK | ||||||||
| 400 SE 5TH AVE 704-N | BOCA RATON | FL | 33432 | TRUSTEE | 15.00 | $0 | $0 | $0 |
| JAMES DEVITA | ||||||||
| 4760 A GREENTREE WAY | BOYNTON BEACH | FL | 33436 | TRUSTEE | 0.00 | $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 |
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 | $20,437,621 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $171,763 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,609,384 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,609,384 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $309,141 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,300,243 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,015,012 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,097,125 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,097,125 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,097,125 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2003-07-10 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $868,034 | CurrentYearAmt |
| Year1 | $353,341 | Year1Amt |
| Year2 | $5,932 | Year2Amt |
| Year3 | $4,438 | Year3Amt |
| Total | $1,231,745 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $737,829 | CurrentYearAmt |
| Year1 | $300,340 | Year1Amt |
| Year2 | $5,042 | Year2Amt |
| Year3 | $3,772 | Year3Amt |
| Total | $1,046,983 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,097,125 | CurrentYearAmt |
| Year1 | $1,002,447 | Year1Amt |
| Year2 | $444,101 | Year2Amt |
| Year3 | $73,500 | Year3Amt |
| Total | $2,617,173 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,097,125 | CurrentYearAmt |
| Year1 | $1,002,447 | Year1Amt |
| Year2 | $444,101 | Year2Amt |
| Year3 | $73,500 | Year3Amt |
| Total | $2,617,173 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $17,258,386 | Year1Amt |
| Year2 | $9,676,734 | Year2Amt |
| Year3 | $375,666 | Year3Amt |
| Total | $27,310,786 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACTION AGAINST HUNGER USA | |||||||
| ONE WHITEHALL STREET FLOOR 2 | NEW YORK | NY | 10004 | PUBLIC CHARITY | FIGHTING HUNGER AND POVERTY IN DEVELOPING COUNTRIES | $15,000 | |
| ALZHEIMER'S FOUNDATION OF AMERICA | |||||||
| 322 EIGHTH AVENUE 7TH FLOOR | NEW YORK | NY | 10001 | PUBLIC CHARITY | ALZHEIMER'S RESEARCH, SCREENING PROGRAM & PATIENT CARE | $10,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | PUBLIC CHARITY | BATTLING CANCER THROUGH PATIENT SUPPORT, RESEARCH AND EDUCATION | $20,000 | |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 120 WALL STREET 29TH FLOOR | NEW YORK | NY | 10005 | PUBLIC CHARITY | PREVENTING SUICIDE THROUGH RESEARCH, EDUCATION & ADVOCACY | $15,000 | |
| AMERICAN HUMANE | |||||||
| 1400 16TH STREET NW SUITE 360 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | PROMOTING THE SAFETY AND WELFARE OF ANIMALS | $20,000 | |
| ASPCA | |||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | PUBLIC CHARITY | ANIMAL WELFARE THROUGH SHELTER, HOSPITALS MOBILE CLINCS, EDUCATION | $20,000 | |
| AUTISM SOCIETY OF AMERICA | |||||||
| 4340 EAST WEST HIGHWAY SUITE 350 | BETHESDA | MD | 20814 | PUBLIC CHARITY | IMPROVING THE LIVES OF ALL AFFECTED BY AUTISM | $20,000 | |
| BIG BROTHERS BIG SISTERS OF NEW YORK CITY | |||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | PUBLIC CHARITY | MENTORSHIP PROGRAMS FOR CHILDREN AND YOUNG ADULTS | $10,000 | |
| BLIND CHILDREN'S LEARNING CENTER | |||||||
| 18542-B VANDERLIP AVENUE | SANTA ANA | CA | 92705 | PUBLIC CHARITY | PREPARING CHILDREN WITH VISUAL IMPAIRMENTS FOR INDEPENDENT LIVES THROUGH EARLY INTERVENTION, EDUCATION AND FAMILY SUPPORT | $10,000 | |
| CITYMEALS-ON-WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | PUBLIC CHARITY | PROVIDES NUTRITIOUS FOOD & HUMAN COMPANY TO HOMEBOUND ELDERLY NEW YORKERS | $35,000 | |
| COALITION FOR THE HOMELESS | |||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | PUBLIC CHARITY | SERVING THOUSANDS OF HOMELESS PEOPLE DAILY WITH FOOD, SHELTER, MEDICINE & JOB TRAINING | $15,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | PUBLIC CHARITY | INTERNATIONAL HUMANITARIAN MEDICAL AID | $20,000 | |
| FEED MY STARVING CHILDREN | |||||||
| 401 93RD AVENUE NW | COON RAPIDS | MN | 55433 | PUBLIC CHARITY | PROVIDING NUTRITIOUS MEALS TO CHILDREN WORLDWIDE | $10,000 | |
| FEEDING WESTCHESTER | |||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | PUBLIC CHARITY | HUNGER RELIEF PROGRAMS IN WESTCHESTER, NY (FOOD PANTRIES, SOUP KITCHENS, SHELTERS) | $55,000 | |
| FISHER CENTER FOR ALZHEIMER'S RESEARCH FOUNDATION | |||||||
| 110 EAST 42ND STREET 16TH FLOOR | NEW YORK | NY | 10017 | PUBLIC CHARITY | ALZHEIMER'S RESEARCH | $10,000 | |
| FOLDS OF HONOR | |||||||
| DEPARTMENT 13 | TULSA | OK | 74182 | PUBLIC CHARITY | PROVIDING EDUCATIONAL SCHOLARSHIPS TO SPOUSES AND CHILDREN OF AMERICA'S FALLEN AND DISABLED VETERANS | $10,000 | |
| FOSTER & ADOPTIVE CARE COALITION | |||||||
| 1750 SOUTH BRENTWOOD BOULEVARD | SAINT LOUIS | MO | 63114 | PUBLIC CHARITY | RECRUITMENT OF FOSTER AND ADOPTIVE FAMILIES | $10,000 | SUITE 210 |
| GARY SINESE FOUNDATION | |||||||
| 1901 AVENUE OF THE STARS | LOS ANGELES | CA | 90067 | PUBLIC CHARITY | SUPPORTING ACTIVE DUTY SERVICEPEOPLE, VETERANS AND FIRST RESPONDERS | $5,000 | |
| HIRE HEROES | |||||||
| 1360 UNION HILL ROAD BUILDING 2 | ALPHARETTA | GA | 30004 | PUBLIC CHARITY | EMPOWERING U.S. MILITARY MEMBERS, VETERANS, AND SPOUSES TO SUCCEED IN THE CIVILIAN WORKFORCE | $10,000 | SUITE A |
| HOLD THE CHILDREN | |||||||
| 1509 HUNT CLUB BOULEVARD SUITE 1200 | GALLATIN | TN | 37066 | PUBLIC CHARITY | SUPPORT FOR CHILDREN IN NEED | $20,000 | |
| HOPE FOR WARRIORS | |||||||
| 8003 FORBES PLACE SUITE 201 | SPRINGFIELD | VA | 22151 | PUBLIC CHARITY | SUPPORT PROGRAMS FOR SERVICE MEMBERS, VETERANS AND MILITARY FAMILIES | $20,000 | |
| HOPE LOVES COMPANY | |||||||
| PO BOX 931 | PENNINGTON | NJ | 08534 | PUBLIC CHARITY | SUMMER CAMP AND OTHER SUPPORT FOR FAMILY MEMBERS OF PEOPLE AFFECTED BY ALS | $55,000 | |
| ISLAND HARVEST | |||||||
| 15 GRUMMAN ROAD WEST SUITE 1450 | BETHPAGE | NY | 11714 | PUBLIC CHARITY | FIGHTING HUNGER ON LONG ISLAND | $100,000 | |
| JCC ASSOCIATION | |||||||
| 520 EIGHT AVENUE | NEW YORK | NY | 10018 | PUBLIC CHARITY | NETWORK OF JEWISH COMMUNITY CENTERS & SUMMER CAMPS | $10,000 | |
| JEWISH SENIOR SERVICES | |||||||
| 4200 PARK AVE | BRIDGEPORT | CT | 06604 | PUBLIC CHARITY | THE CENTER FOR ELDER CARE AND ABUSE PREVENTION | $25,000 | |
| JOYCE HARRIET STAHL SCHOLARSHIP FUND | |||||||
| 80 CROSSWAYS PARK DRIVE WEST | WOODBURY | NY | 11797 | PUBLIC CHARITY | PROVIDE EDUCATIONAL SCHOLARSHIPS TO GRADUATING HIGH SCHOOL STUDENTS | $5,000 | |
| LEUKEMIA RESEARCH FOUNDATION | |||||||
| 191 WAUKEGAN ROAD SUITE 105 | NORTHFIELD | IL | 60093 | PUBLIC CHARITY | FIGHTING ALL BLOOD CANCERS THROUGH RESEARCH AND PATIENT SUPPORT | $10,000 | |
| LICADD (LONG ISLAND COUNCIL ON ALCOHOLISM) | |||||||
| 1025 OLD COUNTRY ROAD SUITE 221 | WESTBURY | NY | 11590 | PUBLIC CHARITY | LONG ISLAND ADDICTION TREATMENT AND EDUCATION | $15,000 | |
| LONG ISLAND CARES | |||||||
| 10 DAVIDS DRIVE | HAUPPAUGE | NY | 11788 | PUBLIC CHARITY | FIGHTING HUNGER ON LONG ISLAND | $15,000 | |
| LUSTGARTEN FOUNDATION | |||||||
| 415 CROSSWAYS PARK DRIVE SUITE D | WOODBURY | NY | 11797 | PUBLIC CHARITY | PANCREATIC CANCER RESEARCH AND TREATMENT | $20,000 | |
| MEALS ON WHEELS AMERICA | |||||||
| 1550 CRYSTAL DRIVE SUITE 1004 | ARLINGTON | VA | 22202 | PUBLIC CHARITY | DELIVERING HEALTHY MEALS TO HUNGRY SENIOR CITIZENS | $25,000 | |
| MERCY SHIPS | |||||||
| PO BOX 2020 | GARDEN VALLEY | TX | 75771 | PUBLIC CHARITY | HOSPITAL SHIPS PROVIDING URGENT MEDICAL CARE TO DEVELOPING COUNTRIES | $10,000 | |
| MID ISLAND JCC | |||||||
| 45 MANETTO HILL ROAD | PLAINVIEW | NY | 11803 | PUBLIC CHARITY | JEWISH COMMUNITY CENTER | $10,000 | |
| NATIONAL ALLIANCE TO END HOMELESSNESS | |||||||
| 1518 K STREET NW 2ND FLOOR | WASHINGTON DC | DC | 20005 | PUBLIC CHARITY | FIGHTING HOMELESSNESS THROUGH RESEARCH , EDUCATION AND POLICY WORK | $10,000 | |
| NATIONAL BREAST CANCER FOUNDATION | |||||||
| 2600 NETWORK BOULEVARD SUITE 300 | FRISCO | TX | 75034 | PUBLIC CHARITY | SUPPORT FOR WOMEN AFFECTED BY BREAST CANCER THROUGH EARLY DETECTION, EDUCATION AND SUPPORT SERVICES | $20,000 | |
| NATIONAL MENTORING PARTNERSHIP | |||||||
| 201 SOUTH STREET SUITE 615 | BOSTON | MA | 02111 | PUBLIC CHARITY | MENTORSHIP PROGRAM FOR CHILDREN AND TEENS IN NEED | $10,000 | |
| NATIONAL PEDIATRIC CANCER FOUNDATION | |||||||
| 5550 WEST EXECUTIVE DRIVE SUITE 300 | TAMPA | FL | 33609 | PUBLIC CHARITY | PEDIATRIC CANCER RESEARCH | $10,000 | |
| NATIONAL STROKE ASSOCIATION | |||||||
| 9707 EAST EASTER LANE BUILDING B | CENTENNIAL | CO | 80112 | PUBLIC CHARITY | SUPPORT FOR STROKE SURVIVORS | $10,000 | |
| ORGANIZATION FOR AUTISM RESEARCH | |||||||
| 2000 NORTH 14TH STREET SUITE 240 | ARLINGTON | VA | 22201 | PUBLIC CHARITY | AUTISM RESEARCH | $10,000 | |
| PEDIATRIC CANCER RESEARCH FOUNDATION | |||||||
| 17932 SKY PARK CIRCLE STE E | IRVINE | CA | 92614 | PUBLIC CHARITY | PEDIATRIC CANCER RESEARCH, PATIENT SUPPORT, COMMUNITY OUTREACH, ADVOCACY | $10,000 | |
| PARKINSON'S FOUNDATION | |||||||
| 200 SE 1ST ST SUITE 800 | MIAMI | FL | 33131 | PUBLIC CHARITY | PARKINSON'S RESEARCH & PATIENT CARE | $35,000 | |
| PARTNERSHIP FOR DRUG-FREE KIDS | |||||||
| 352 PARK AVENUE SOUTH 9TH FLOOR | NEW YORK | NY | 10010 | PUBLIC CHARITY | HELPING FAMILIES BATTLE TEENAGE SUBSTANCE ABUSE | $10,000 | |
| SALESIAN SISTERS | |||||||
| 659 BELMONT AVENUE | NORTH HALEDON | NJ | 07508 | PUBLIC CHARITY | YOUTH SUPPORT SERVICES | $10,000 | |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | PUBLIC CHARITY | NETWORK OF 22 HOSPITALS SERVING CHILDREN WITH SPECIAL NEEDS | $60,000 | |
| SIMON WIESENTHAL FOUNDATION | |||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 90035 | PUBLIC CHARITY | CONFRONTING ANTI-SEMITISM, HATRED AND TERRORISM | $20,000 | |
| SKIN CANCER FOUNDATION | |||||||
| 149 MADISON AVENUE SUITE 901 | NEW YORK | NY | 10016 | PUBLIC CHARITY | SKIN CANCER RESEARCH AND TREATMENT | $10,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PUBLIC CHARITY | CHILDREN'S HOSPITAL & RESEARCH CENTER FOR CANCER & OTHER CATASTROPHIC DISEASES & GENETIC DISORDERS | $60,000 | |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | PUBLIC CHARITY | VETERANS, INCLUDING CUSTOMIZED HOMES FOR WOUNDED VETS AND SUPPORT SERVICES AND HOMES FOR FAMILIES OF FALLEN VETS | $20,000 | |
| THE 92ND STREET Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | PUBLIC CHARITY | COMMUNITY AND CULTURAL CENTER | $5,000 | |
| THE BLUE CARD INC | |||||||
| 171 MADISON AVENUE SUITE 1405 | NEW YORK | NY | 10016 | PUBLIC CHARITY | ASSISTANCE FOR HOLOCAUST SURVIVORS | $15,000 | |
| THE INN | |||||||
| 211 FULTON AVE | HEMPSTEAD | NY | 11550 | PUBLIC CHARITY | FIGHTING HOMELESSNESS AND HUNGER ON LONG ISLAND | $15,000 | |
| THE LOTUS HOUSE | |||||||
| 217 NW 15TH STREET | MIAMI | FL | 33136 | PUBLIC CHARITY | SHELTER AND SUPPORT SERVICES FOR WOMEN AND CHILDREN | $20,000 | |
| WIN INC | |||||||
| 115 WEST 31ST ST 7TH FLOOR | NEW YORK | NY | 10001 | PUBLIC CHARITY | HELPING HOMELESS WOMEN AND THEIR CHILDREN REBUILD THEIR LIVES | $10,000 | |
| UJA FEDERATION | |||||||
| 130 EAST 59TH STREET ROOM 471 | NEW YORK | NY | 10022 | SUPPORT FOR PEOPLE IN NEED, FIGHTING ANTI-SEMITISM AND STRENGTHENING JEWISH LIFE | $10,000 | ||
| CURE ALZHEIMER'S FUND | |||||||
| 34 WASHINGTON STREET SUITE 310 | WELLESLEY HILLS | MA | 02481 | ALZHEIMER'S RESEARCH | $10,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,050,000 | 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 | $235,326 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $639,693 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $84,514 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME (LOSS) | Desc |
| Exclusion | -$6,985 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $952,548 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $952,548 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| PEARL B KALIKOW IRREVOCABLE TRUST UTA 07162003 | |||||||
| 1 | 80 CROSSWAYS PARK DRIVE WEST | WOODBURY | NY | 117972000 | $1,659,656 | Yes (X) | |
| PEARL B KALIKOW IRREVOCABLE TRUST UTA 07162003 | |||||||
| 2 | 80 CROSSWAYS PARK DRIVE WEST | WOODBURY | NY | 117972000 | $10,268,723 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $10,268,723 | FairMarketValueAmt |
| Received | 2019-12-31 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| E-TRADE FINANCIAL | $134,419 | $197,566 |
| MORGAN STANLEY | $18,069,018 | $21,528,727 |
| WELLS FARGO | $10,064,414 | $13,248,674 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GRANT ADMINISTRATION, MONITORING AND SELECTION | $46,375 | $0 | $0 | $46,375 |
| FILING FEES | $750 | $0 | $0 | $750 |
| BANK FEES | $24 | $0 | $0 | $0 |
| INVESTMENT FEES | $1,287 | $1,287 | $0 | $0 |
| INSURANCE | $4,626 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME (LOSS) | Desc |
| Revenue And Expenses Per Books | -$6,985 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$6,985 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$6,985 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEARL B KALIKOW IRREVOCABLE TRUST UTA 07162003 | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CROSSWAYS PARK DRIVE WEST | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES PAID | CategoryTxt |
| Amt | $18,153 | Amt |
| Net Investment Income | $18,153 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |