SANFORD J GROSSMAN CHARITABLE TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SANFORD J GROSSMAN CHARITABLE TR (EIN 33-6316059)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-21
- IRS object ID
- 202011429349100406
- Schema version
- 2019v5.0
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-21T14:01:30-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841395431 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUNN HENRITZE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 W OAK ST STE 1100 | AddressLine1Txt |
| City | FORT COLLINS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 805212733 | 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 | 336316059 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sanford J Grossman Charitable Trust | BusinessNameLine1Txt |
| Business Name Line2 | CO Quantitative Financial Strategies | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROS | BusinessNameControlTxt |
| Phone | 9703060595 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 Market Street | AddressLine1Txt |
| City | Basalt | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81621 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sanford J Grossman | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2020-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mike Henritze | PreparerPersonNm |
| PTIN | P00212125 | PTIN |
| Phone | 9703724160 | PhoneNum |
| 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 | $6,838,571 | 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 | $3,087,825 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $114,853 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114,853 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,739 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $301,000 | GrossSalesPriceAmt |
| Total Rev And Expnss | $3,199,939 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,853 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $520 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,080 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,068 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $68 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $214,775 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $214,775 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,424 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,453 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37,971 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $257,867 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,041 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $254,826 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,189,389 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,189,389 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,447,256 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,041 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,444,215 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,752,683 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $112,812 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,136 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,722 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,722 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,049,086 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,127,324 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,127,324 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,837,582 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,692,525 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,692,525 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,888,804 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,838,571 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,838,571 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $28,879 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $19,255 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $28,879 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,255 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,859,925 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,859,925 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,819,316 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,888,804 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,838,571 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,859,925 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,752,683 | ExcessRevenueOverExpensesAmt |
| Other Increases | $206,708 | OtherIncreasesAmt |
| Subtotal | $6,819,316 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,819,316 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2069.092 Vanguard Short Term Invest. Grade | P | 2017-06-14 | 2019-01-03 | $21,663 | $22,119 | -$456 | -$456 |
| 1713.122 Vanguard Short Term Invest. Grade | P | 2017-06-14 | 2019-02-11 | $18,005 | $18,313 | -$308 | -$308 |
| 3235.014 Vanguard Short Term Invest. Grade | P | 2017-06-14 | 2019-02-21 | $34,000 | $34,582 | -$582 | -$582 |
| 5835.68 Vanguard Short Term Invest. Grade | P | 2017-06-14 | 2019-03-18 | $61,508 | $62,383 | -$875 | -$875 |
| 5479.749 Vanguard Short Term Invest. Grade | P | 2017-06-14 | 2019-04-11 | $57,976 | $58,579 | -$603 | -$603 |
| 278.811 Vanguard Short Term Invest. Grade | P | 2012-08-31 | 2019-10-16 | $2,994 | $3,031 | -$37 | -$37 |
| 3498.573 Vanguard Short Term Invest. Grade | P | 2012-08-31 | 2019-12-18 | $37,505 | $37,400 | $105 | $105 |
| 700.727 Vanguard Short Term Invest. Grade | P | 2018-12-31 | 2019-01-03 | $7,337 | $7,316 | $21 | $21 |
| 665.565 Vanguard Short Term Invest. Grade | P | 2019-01-31 | 2019-02-11 | $6,995 | $6,988 | $7 | $7 |
| 615.933 Vanguard Short Term Invest. Grade | P | 2019-02-28 | 2019-03-18 | $6,492 | $6,480 | $12 | $12 |
| 663.918 Vanguard Short Term Invest. Grade | P | 2019-03-29 | 2019-04-11 | $7,024 | $7,031 | -$7 | -$7 |
| 1583.386 Vanguard Short Term Invest. Grade | P | 2019-04-30 | 2019-10-16 | $17,006 | $17,012 | -$6 | -$6 |
| 2098.442 Vanguard Short Term Invest. Grade | P | 2019-05-31 | 2019-12-18 | $22,495 | $22,505 | -$10 | -$10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,739 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $17 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,551,445 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,384,609 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.45838 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $980,955 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,136,883 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.23712 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $743,573 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,009,541 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.18545 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $353,998 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,176,120 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.16267 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $305,938 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,495,757 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.12258 | DistributionYr5Rt |
| Total Distribution | 1.166214 | TotalDistributionRt |
| Average Distribution | 0.233243 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,789,065 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,117,016 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,128 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,118,144 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,444,215 | 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 | $1,128 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,128 | SubtotalAmt |
| Tax Based On Investment Income | $1,128 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,101 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,101 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $27 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Quantitative Fin Strategies | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9703060595 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 Market Street Suite 312 | AddressLine1Txt |
| City | Basalt | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81621 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sanford J Grossman | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O Quantitative Fin Strategie | AddressLine1Txt |
| City | Basalt | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81621 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,848,168 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,827 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,861,995 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,861,995 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,930 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,789,065 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $239,453 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $239,453 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,128 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,128 | TotalTaxAmt |
| Distributable Before Adj | $238,325 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $238,325 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $238,325 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,444,215 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,444,215 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,128 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,443,087 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $238,325 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $182,026 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $245,998 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $545,280 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $818,555 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,383,114 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,174,973 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,444,215 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $238,325 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,205,890 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,380,863 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $182,026 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,198,837 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $245,998 | ExcessFromYear4Amt |
| Excess From Year3 | $545,280 | ExcessFromYear3Amt |
| Excess From Year2 | $818,555 | ExcessFromYear2Amt |
| Excess From Year1 | $1,383,114 | ExcessFromYear1Amt |
| Excess From Current Year | $1,205,890 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Sanford J Grossman | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| University of Chicago | |||||||
| 5801 South Ellis Avenue | Chicago | IL | 60637 | None | PC | General Unrestricted | $25,000 |
| University of Chicago | |||||||
| 5801 South Ellis Avenue | Chicago | IL | 60637 | None | PC | General Unrestricted | $25,000 |
| University of Chicago | |||||||
| 5801 South Ellis Avenue | Chicago | IL | 60637 | None | PC | General Unrestricted | $50,369 |
| Chamber Music Society of Lincoln Ce | |||||||
| 70 Lincoln Center Plaza | New York | NY | 10023 | None | PC | General Unrestricted | $5,000 |
| University of Chicago | |||||||
| 5801 South Ellis Avenue | Chicago | IL | 60637 | None | PC | General Unrestricted | $48,149 |
| University of Chicago | |||||||
| 5801 South Ellis Avenue | Chicago | IL | 60637 | None | PC | General Unrestricted | $124,127 |
| University of Chicago | |||||||
| 5801 South Ellis Avenue | Chicago | IL | 60637 | None | PC | General Unrestricted | $26,489 |
| Lincoln Center for the Performing A | |||||||
| 10 Lincoln Center Plaza | New York | NY | 10023 | None | PC | General Unrestricted | $2,700 |
| University of Chicago | |||||||
| 5801 South Ellis Avenue | Chicago | IL | 60637 | None | PC | General Unrestricted | $24,599 |
| University of Chicago | |||||||
| 5801 South Ellis Avenue | Chicago | IL | 60637 | None | PC | General Unrestricted | $48,485 |
| University of Chicago | |||||||
| 5801 South Ellis Avenue | Chicago | IL | 60637 | None | PC | General Unrestricted | $2,013 |
| Columbia University | |||||||
| 535 W 116th Street | New York | NY | 10027 | None | PC | General Unrestricted | $807,458 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,189,389 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,853 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,739 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $112,114 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $112,114 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | Sanford J Grossman | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 Market Street Suite 312 | AddressLine1Txt |
| City | Basalt | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81621 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,087,825 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | ConocoPhillips Stock | NoncashPropertyDesc |
| Fair Market Value | $3,087,825 | FairMarketValueAmt |
| Received | 2019-12-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,600 | Amt |
| Net Investment Income | $520 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,080 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Vanguard Short-Term Investment Grade | BondNm |
| EOY Book Value | $2,692,525 | EOYBookValueAmt |
| EOYFMV | $2,692,525 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Sony Corporation | ||
| ConocoPhillips | $4,127,324 | $4,127,324 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Banking Fees | $1,453 | $1,453 | |
| Conference Meals | $37,971 | $37,971 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SJG CH Trust Credit Card | Desc |
| BOY Book Value | $28,879 | BOYBookValueAmt |
| EOY Book Value | $19,255 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Taxes | $1,000 | |
| Foreign Taxes | $68 | $68 |