THE SAMBERG FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE SAMBERG FAMILY FOUNDATION (EIN 06-6439895)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-10-07
- IRS object ID
- 202012819349100326
- Schema version
- 2018v3.3
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-07T12:14:02-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066439895 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAMBERG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % REBECCA SAMBERG | InCareOfNm |
| Business Name Control | SAMB | BusinessNameControlTxt |
| Phone | 9144017045 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 BEDFORD ROAD | AddressLine1Txt |
| City | KATONAH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10536 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA P SAMBERG | PersonNm |
| Person Title | corporate director | PersonTitleTxt |
| Phone | 9144017045 | PhoneNum |
| Signature | 2020-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | curtis young | PreparerPersonNm |
| PTIN | P01533495 | PTIN |
| Phone | 2125990100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.117.173.172 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26376320202815000014 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-10-07 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A87539D75D44546F9E81755E19BD8DC508F41D5E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7D14034AF515942D2ABE7F7E27EA16D2649DB046 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,691,040 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $95,220 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $95,220 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $200,957 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $200,957 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $787,918 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $809,985 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $787,918 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$194,065 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,154 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $890,030 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,081,941 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $115,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $115,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,294 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,294 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $39,299 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $222 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,596 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $24,840 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $24,840 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,701 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,701 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $91,710 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $78,213 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,497 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $294,940 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $79,685 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $171,582 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,713,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,713,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,007,940 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $79,685 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,884,582 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,117,910 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,002,256 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,786,105 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,883,846 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,883,846 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,092,048 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,092,048 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,093,843 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $22,711,059 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $22,753,812 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,658,879 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $95,672 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $41,200 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $56,068 | LandBOYAmt |
| Land EOY | $54,472 | LandEOYAmt |
| Land EOYFMV | $54,472 | LandEOYFMVAmt |
| Other Assets BOY | $93,521 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,738,801 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,784,178 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,691,040 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,719 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,715 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $22,478,345 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $24,948,617 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $22,486,064 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,951,332 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $88,988,408 | CapitalStockBOYAmt |
| Capital Stock EOY | $88,988,408 | CapitalStockEOYAmt |
| Retained Earning BOY | -$75,735,671 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$77,155,562 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,252,737 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,832,846 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,738,801 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,784,178 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,252,737 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,117,910 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,698,019 | OtherIncreasesAmt |
| Subtotal | $11,832,846 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,832,846 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| TOTAL SHORT-TERM CAPITAL GAIN DIV. | $0 | $22,067 | -$22,067 | -$22,067 |
| TOTAL LONG-TERM INVESTMENT CAPITAL | $809,985 | $809,985 | $809,985 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $787,918 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,318,917 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,396,203 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.360519 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,933,900 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $35,372,924 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.252563 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,496,699 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $48,964,907 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.153104 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,433,753 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $56,711,747 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.113447 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,557,008 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $62,312,640 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.105228 | DistributionYr5Rt |
| Total Distribution | 0.984861 | TotalDistributionRt |
| Average Distribution | 0.196972 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $29,795,323 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,868,844 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,023 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,878,867 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,884,582 | 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 | $10,023 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,023 | SubtotalAmt |
| Tax Based On Investment Income | $10,023 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $44,409 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $59,409 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $49,386 | OverpaymentAmt |
| Applied To ES Tax | $25,000 | AppliedToESTaxAmt |
| Refund | $24,386 | RefundAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REBECCA SAMBERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9144017045 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 BEDFORD ROAD | AddressLine1Txt |
| City | KATONAH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10536 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| ARTHUR SAMBERG | ||||||||
| 77 bedford road | katonah | NY | 10536 | TRUSTEE | 5.0 | $0 | $0 | $0 |
| REBECCA SAMBERG | ||||||||
| 77 bedford road | katonah | NY | 10536 | TRUSTEE | 5.0 | $0 | $0 | $0 |
| LAURA SAMBERG FAINO | ||||||||
| 77 bedford road | katonah | NY | 10536 | director | 25.0 | $115,000 | $0 | $0 |
| JEFFREY S SAMBERG | ||||||||
| 77 BEDFORD ROAD | KATONAH | NY | 10536 | TRUSTEE | 5.0 | $0 | $0 | $0 |
| JOSEPH D SAMBERG | ||||||||
| 77 BEDFORD ROAD | KATONAH | NY | 10536 | TRUSTEE | 5.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,658,879 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,496,337 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,093,843 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,249,059 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,249,059 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $453,736 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,795,323 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,489,766 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,489,766 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,023 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,023 | TotalTaxAmt |
| Distributable Before Adj | $1,479,743 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,479,743 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,479,743 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,884,582 | 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 | $6,884,582 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,023 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,874,559 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,479,743 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,456,328 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,626,548 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,078,502 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,215,960 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,816,997 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,194,335 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,884,582 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,479,743 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,404,839 | RemainingDistriFromCorpusAmt |
| Total Corpus | $34,599,174 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,456,328 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $31,142,846 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,626,548 | ExcessFromYear4Amt |
| Excess From Year3 | $5,078,502 | ExcessFromYear3Amt |
| Excess From Year2 | $7,215,960 | ExcessFromYear2Amt |
| Excess From Year1 | $9,816,997 | ExcessFromYear1Amt |
| Excess From Current Year | $5,404,839 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARTHUR SAMBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| birthright israel foundation | |||||||
| 33 east 33rd street 7th floor | NEW YORK | NY | 10016 | NO RELATIONSHIP | PC | TO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS. | $750,000 |
| DREAM | |||||||
| 333 EAST 100TH STREET GROUND FLOOR | NEW YORK | NY | 10029 | NO RELATIONSHIP | PC | TO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS. | $200,000 |
| edna mcconnell clark foundation | |||||||
| 415 madison avenue 10th floor | NEW YORK | NY | 10017 | NO RELATIONSHIP | PF | TO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS. | $4,388,000 |
| HARLEM CHILDREN'S ZONE | |||||||
| 35 EAST 125tH STREET | NEW YORK | NY | 10035 | NO RELATIONSHIP | PC | TO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS. | $200,000 |
| HEALTH LEADS | |||||||
| 111 HUNTINGTON AVE 23RD FL | BOSTON | MA | 02199 | NO RELATIONSHIP | PC | TO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS. | $1,000,000 |
| PEER HEALTH EXCHANGE | |||||||
| 545 SANSOME STE 900 | SAN FRANCISCO | CA | 94111 | NO RELATIONSHIP | PC | TO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS. | $100,000 |
| PeerForward | |||||||
| 1140 3rd Street NE Suite 320 | Washington | DC | 20002 | NO RELATIONSHIP | PC | TO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS. | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,713,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,220 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $200,957 | 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 | $787,918 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$191,911 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$2,154 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$191,911 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,081,941 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $890,030 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,250 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $11,092,048 | EOYBookValueAmt |
| EOYFMV | $13,093,843 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Book Value | $22,753,812 | BookValueAmt |
| EOYFMV | $15,658,879 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PLANNED DISTRIBUTIONS FROM LP | Desc |
| BOY Book Value | $93,521 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER LP EXPENSES | $78,213 | $78,213 | $0 | $0 |
| INSURANCE EXPENSE | $5,474 | $0 | $0 | $5,474 |
| TELEPHONE/INTERNET | $2,020 | $0 | $0 | $2,020 |
| PAYROLL SERVICES | $1,888 | $0 | $0 | $1,888 |
| FILING FEES | $1,070 | $0 | $0 | $1,070 |
| OFFICE EXPENSE | $988 | $0 | $0 | $988 |
| NYS DEPT OF LAW FILING FEE | $250 | $0 | $0 | $250 |
| BANK SERVICE CHARGES | $105 | $0 | $0 | $105 |
| MISCELLANEOUS EXPENSES | $1,702 | $0 | $0 | $1,702 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM LP INVESTMENTS | Desc |
| Revenue And Expenses Per Books | -$194,065 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$2,154 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INCOME FROM INVESTMENTS NOT RECORDED | $0 |
| PER BOOKS | $4,698,019 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION PAYABLE | Desc |
| BOY Book Value | $22,478,345 | BOYBookValueAmt |
| EOY Book Value | $24,948,617 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAX PAID | $39,077 | $0 | $0 | $0 |
| FOREIGN TAX PAID | $222 | $222 | $0 | $0 |