SILVESTRI FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SILVESTRI FAMILY FOUNDATION (EIN 20-8366232)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-08
- IRS object ID
- 202011909349100416
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-08T10:26:54-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH M ROSENBERG CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 NEPTUNE AVENUE | AddressLine1Txt |
| City | WOODMERE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11598 | 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 | 208366232 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SILVESTRI FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KEN ROSENBERG CPA | InCareOfNm |
| Business Name Control | SILV | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 WEST 68TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH SILVESTRI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5163745400 | PhoneNum |
| Signature | 2020-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH M ROSENBERG | PreparerPersonNm |
| PTIN | P01354028 | PTIN |
| Phone | 5163745400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.113.101.155 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 11847220201895000009 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-07 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C99C7F5BFFDF16BB93EC405668648F44B57AED64 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C99C7F5BFFDF16BB93EC405668648F44B57AED64 | 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 | $3,274,143 | 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 | $831,873 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $21,925 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,925 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $234,670 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,230,717 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $234,670 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,088,468 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $256,595 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,806 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,806 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,392 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $540 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,500 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $23,398 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,346 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $129,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $129,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $152,398 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,346 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $129,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $936,070 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $239,249 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,638 | CashBOYAmt |
| Cash EOY | $32,357 | CashEOYAmt |
| Cash EOYFMV | $32,357 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,198,721 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,040,490 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,241,786 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,234,359 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,072,847 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,274,143 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10 | CapitalStockBOYAmt |
| Capital Stock EOY | $10 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,234,349 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,072,837 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,234,359 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,072,847 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,234,359 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,072,847 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,234,359 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $936,070 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,170,429 | SubtotalAmt |
| Other Decreases | $97,582 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,072,847 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MORGAN STANLEY 014482 | 2019-01-01 | 2019-12-31 | $55,711 | $79,803 | -$24,092 | -$24,092 |
| MORGAN STANLEY 014482 | 2018-01-01 | 2019-12-31 | $249,720 | $171,533 | $78,187 | $78,187 |
| TRIUMPH GROUP 20,529 SHARES | 2019-07-11 | 2019-11-14 | $584,995 | $507,142 | $77,853 | $77,853 |
| MORGAN STANLEY 117214 | 2018-01-01 | 2019-12-31 | $74,372 | $30,666 | $43,706 | $43,706 |
| MORGAN STANLEY 117214 | 2018-01-01 | 2019-12-31 | $265,919 | $206,903 | $59,016 | $59,016 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $234,670 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $289,424 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,883,023 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.153702 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $222,953 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,845,195 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.120829 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $317,751 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,833,225 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.173329 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $290,222 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,023,955 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.143394 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $326,476 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,156,885 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.151365 | DistributionYr5Rt |
| Total Distribution | 0.742619 | TotalDistributionRt |
| Average Distribution | 0.148524 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,514,336 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $373,439 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,392 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $375,831 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $129,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Ruling Letter | 2007-06-14 | RulingLetterDt |
| Investment Income Excise Tax | $4,785 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,785 | SubtotalAmt |
| Tax Based On Investment Income | $4,785 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,495 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,795 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,010 | OverpaymentAmt |
| Applied To ES Tax | $1,010 | AppliedToESTaxAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | GUIDESTAR | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEN ROSENBERG CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5163745400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 NEPTUNE AVE | AddressLine1Txt |
| City | WOODMERE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11598 | 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 |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH SILVESTRI | ||||||||
| 26 WEST 68TH ST | NEW YORK | NY | 10023 | PRESIDENT/TREASURER | 0 | $0 | $0 | $0 |
| CAROLYN RISOLI | ||||||||
| 26 WEST 68TH STREET | NEW YORK | NY | 10023 | VP/SECRETARY | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARITABLE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,518,627 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,998 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,552,625 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,552,625 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,289 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,514,336 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $125,717 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $125,717 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,785 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,785 | TotalTaxAmt |
| Distributable Before Adj | $120,932 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $120,932 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $120,932 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $129,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $129,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $129,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,932 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $220,680 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $194,580 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $227,588 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $133,787 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $198,245 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $974,880 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $129,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $120,932 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,068 | RemainingDistriFromCorpusAmt |
| Total Corpus | $982,948 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $220,680 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $762,268 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $194,580 | ExcessFromYear4Amt |
| Excess From Year3 | $227,588 | ExcessFromYear3Amt |
| Excess From Year2 | $133,787 | ExcessFromYear2Amt |
| Excess From Year1 | $198,245 | ExcessFromYear1Amt |
| Excess From Current Year | $8,068 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|
| THE SPENCE SCHOOL | |||||||
| 22 EAST 91ST STREET | NEW YORK | NY | 10128 | NONE 501(C)(3) | CHARITABLE | $15,000 | |
| ALZHEIMER'S DRUG FOUNDATION | |||||||
| 57 WEST 57TH STREET | NEW YORK | NY | 10019 | NONE | CHARITABLE | $5,000 | 501(c)(3) |
| COLLEGIATE SCHOOL | |||||||
| 260 WEST 78TH STREET | NEW YORK | NY | 10024 | NONE 501(C)(3) | CHARITABLE | $25,000 | |
| CHURCH OF THE BLESSED SACRAMENT | |||||||
| 152 WEST 71ST STREET | NEW YORK | NY | 10023 | NONE | CHARITABLE | $5,000 | 501(c)(3) |
| COLUMBIA BUSINESS SCHOOL | |||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | NONE | CHARITABLE | $7,500 | 501(c)(3) |
| SOCIETY OF THE CATHOLIC APOSTOLATE IP | |||||||
| 122 DIVISION STREET | SAG HARBOR | NY | 11963 | NONE | CHARITABLE | $3,000 | 501(C)(3) |
| COLLEGE OF THE HOLY CROSS | |||||||
| ONE COLLEGE STREET | WORCESTER | MA | 01610 | NONE 501(C)(3) | CHARITABLE | $57,500 | |
| SHANTHI PROJECT | |||||||
| PO BOX 3716 | EASTON | PA | 18045 | NONE 501(C)(3) | CHARITABLE | $1,000 | |
| EYElliance | |||||||
| PO BOX 29198 | SAN FRANCISCO | CA | 94129 | NONE 501(C)(3) | CHARITABLE | $3,000 | |
| THE BRIDGE GOLF FOUNDATION | |||||||
| 40 WEST 117TH STREET | NEW YORK | NY | 10025 | NONE | CHARITABLE 501(C)(3) | $5,000 | PC |
| STUDENT SPONSOR PARTNERS | |||||||
| 286 MADISON AVE | NEW YORK | NY | 10017 | NONE | CHARITABLE 501(C)(3) | $2,000 | PC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $129,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,925 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $234,670 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $256,595 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $256,595 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOSEPH SILVESTRI | |||||||
| 1 | 26 WEST 68TH STREET | NEW YORK | NY | 10023 | $25,151 | Yes (X) | |
| JOSEPH SILVESTRI | |||||||
| 2 | 26 WEST 68TH STREET | NEW YORK | NY | 10023 | $221,645 | Yes (X) | |
| JOSEPH SILVESTRI | |||||||
| 3 | 26 WEST 68TH STREET | NEW YORK | NY | 10023 | $585,077 | Yes (X) | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,700 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $2,040,490 | EOYBookValueAmt |
| EOYFMV | $3,241,786 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VS TAX DIFFERENCES | Desc |
| Amt | $97,582 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $2,500 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MS-INVESTMENT FEES | CategoryTxt |
| Amt | $16,806 | Amt |
| Net Investment Income | $16,806 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH SILVESTRI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 WEST 68TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| DELEWARE-CSC | $102 | |
| FOREIGN TAXES | $540 | $540 |
| NY DEPT OF LAW | $250 | |
| US TREASURY | $1,500 |