BONNIE ENGLEBARDT LAUTENBERT FAMILY CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BONNIE ENGLEBARDT LAUTENBERT FAMILY CHARITABLE TRUST (EIN 36-7391092)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202013179349100421
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T08:22:23-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202840805 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDSTEIN LIEBERMAN & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 INTERNATIONAL BLVDSTE 700 | AddressLine1Txt |
| City | MAHWAH | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07495 | 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 | 367391092 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONNIE ENGLEBARDT LAUTENBERG FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENGL | BusinessNameControlTxt |
| Phone | 2128241100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 521 FIFTH AVE NO 1804 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10175 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONNIE ENGLEBARDT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128241100 | PhoneNum |
| Signature | 2020-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHAIM KOFINAS | PreparerPersonNm |
| PTIN | P00072964 | PTIN |
| Phone | 2015125700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.195.195.35 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-06 | IPDt |
| IP Tm | 12:26:12 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D37C2C090AC38FF3240C4FFE83A79006BDC4D52F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2231A1A1105B558103EA594DD92C47509E494094 | 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 | $5,662,063 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $127 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $127 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $65,249 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,249 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,765 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $536,130 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,765 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $106,141 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,141 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,886 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $886 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $250 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,936 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,936 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $337,036 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $337,036 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $348,972 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,936 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $337,036 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$242,831 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,205 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $772,051 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $95,944 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $95,944 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $33,130 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $59,963 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $33,130 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $33,130 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $4,176,793 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,532,989 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,532,989 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,008,807 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,662,063 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,662,063 | 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 | $1,010,558 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,010,558 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,998,249 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,651,505 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,008,807 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,662,063 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,008,807 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,662,063 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,008,807 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$242,831 | ExcessRevenueOverExpensesAmt |
| Other Increases | $896,087 | OtherIncreasesAmt |
| Subtotal | $5,662,063 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,662,063 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| HOMESTEAD SMALL CO | P | $139,684 | $184,889 | -$45,205 | -$45,205 |
| ANGER SPECTRA | P | $50,000 | $38,859 | $11,141 | $11,141 |
| HOMESTEAD SMALL CO | P | $233,474 | $271,617 | -$38,143 | -$38,143 |
| CAPITAL GAINS DIVIDENDS | P | $112,972 | $112,972 | $112,972 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,765 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $282,491 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,180,673 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054528 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $183,755 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,411,843 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041650 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $211,499 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,931,472 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053796 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $294,293 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,882,198 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.156356 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $232,478 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $629,861 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.369094 | DistributionYr5Rt |
| Total Distribution | 0.675424 | TotalDistributionRt |
| Average Distribution | 0.135085 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,242,189 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $708,141 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,002 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $709,143 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $337,036 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,004 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,004 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,004 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,164 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,164 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,160 | OverpaymentAmt |
| Applied To ES Tax | $2,160 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ENTERPRISE ASSET MANAGEMENT | IndividualWithBooksNm |
| Phone | 2128241100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 521 FIFTH AVE SUITE 1804 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10175 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONNIE S ENGLEBARDT LAUTENBERG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 521 FIFTH AVE SUITE 1804 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10175 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,854,891 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $433,998 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $33,130 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,322,019 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,322,019 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,830 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,242,189 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $262,109 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $262,109 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,004 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,004 | TotalTaxAmt |
| Distributable Before Adj | $260,105 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $260,105 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $260,105 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $337,036 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $337,036 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $337,036 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $260,105 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $202,541 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $277,542 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,294 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $29,098 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $525,475 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $337,036 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $260,105 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $76,931 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $602,406 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $202,541 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $399,865 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $277,542 | ExcessFromYear4Amt |
| Excess From Year3 | $16,294 | ExcessFromYear3Amt |
| Excess From Year1 | $29,098 | ExcessFromYear1Amt |
| Excess From Current Year | $76,931 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BONNIE S ENGLEBARDT LAUTENBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| 92ND STREET YM-YWHA | |||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | DONATION | $2,000 |
| ALBERT EINSTEIN COLLEGE OF MEDICINE OF YESHIVA UNIVERSITY | |||||
| 500 WEST 185TH STREETBH725 | NEW YORK | NY | 10033 | DONATION | $2,000 |
| ALZHEIMER'S DRUG DISCOVERY FUND | |||||
| 57 W 57TH | NEW YORK | NY | 10019 | DONATION | $40,587 |
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | |||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | DONATION | $1,000 |
| AMERICAN FRIENDS OF ISRAEL PHULHARMONIC | |||||
| 122 E 42ND | NEW YORK | NY | 10168 | DONATION | $4,600 |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | |||||
| 545 FIFTH AVENUE | NEW YORK | NY | 10110 | DONATION | $9,595 |
| APERATURE FOUNDATION | |||||
| 547 WEST 27TH STREET4TH FLOOR | NEW YORK | NY | 10001 | DONATION | $2,630 |
| ARTTABLE | |||||
| 1 E 53RD | NEW YORK | NY | 10022 | DONATION | $1,000 |
| BREAST CANCER RESEARCH FOUNDATION | |||||
| 60 EAST 56TH STREET | NEW YORK | NY | 10022 | DONATION | $3,625 |
| BOMB MAGAZINE | |||||
| 30 HANSON PL | BROOKLYN | NY | 11217 | DONATION | $1,648 |
| CITY MEALS ON WHEELS | |||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10001 | DONATION | $1,200 |
| COLLEGIATE SCHOOL | |||||
| 301 FREEDOM PL | NEW YORK | NY | 10069 | DONATION | $2,500 |
| COMMON GOOD | |||||
| PO BOX 8536 | NEW YORK | NY | 10150 | DONATION | $4,400 |
| CROHNS AND COLITIS FOUNDATION | |||||
| 386 PARK AVENUE 17TH FLOOR | NEW YORK | NY | 10016 | DONATION | $10,000 |
| EDUCATIONAL ALLIANCE | |||||
| 197 EAST BROADWAY | NEW YORK | NY | 10011 | DONATION | $1,000 |
| EDF | |||||
| 257 PARK AVE | NEW YORK | NY | 10010 | DONATION | $1,029 |
| GUGGENHEIM MUSEUM | |||||
| 1071 5TH AVE | NEW YORK | NY | 10128 | DONATION | $18,591 |
| GUILD HALL | |||||
| 158 MAIN ST | EAST HAMPTON | NY | 11937 | DONATION | $5,730 |
| HAMILTON PARTNERSHIP | |||||
| 2 MARKET ST | PATERSON | NJ | 07501 | DONATION | $1,000 |
| ICA MIAMI | |||||
| 61 NE 41 ST | MIAMI | FL | 33137 | DONATION | $1,000 |
| INVESTIGATIVE PROJECT ON TERRORISM FDN | |||||
| 5505 CONNECTICUT AVE NW341 | WASHINGTON | DC | 20015 | DONATION | $2,000 |
| JAZZ AT LINCOLN CENTER | |||||
| 33 WEST 60TH STREET 11TH FLOOR | NEW YORK | NY | 10023 | DONATION | $4,328 |
| JEWISH FEDERATION OF PALM BEACH | |||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33417 | DONATION | $5,000 |
| JEWISH MUSEUM | |||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | DONATION | $3,025 |
| KENNEDY CENTER | |||||
| 2 UNIVERSITY PLAZA SUITE 402 | HACKENSACK | NJ | 07601 | DONATION | $1,000 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | DONATION | $10,000 |
| MANHATTAN THEATRE CLUB | |||||
| 311 W 43RD | NEW YORK | NY | 10036 | DONATION | $1,000 |
| MEMORIAL SLOAN KETTERING | |||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | DONATION | $1,000 |
| METROPOLITAN MUSEUM OF ART | |||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | DONATION | $3,500 |
| NEW YORK HISTORICAL SOCIETY | |||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | DONATION | $2,500 |
| NEW YORK LIVING LANDMARKS | |||||
| 1 WHITEWALL ST | NEW YORK | NY | 10004 | DONATION | $1,500 |
| NORTON MUSEUM | |||||
| 1451 SOUTH OLIVE AVE | WEST PALM BEACH | FL | 33401 | DONATION | $7,000 |
| NY PHILHARMONIC | |||||
| 10 LINCOLN CENTER | NEW YORK | NY | 10036 | DONATION | $2,300 |
| PALM BEACH COUNTRY CLUB FOUNDATION | |||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 33480 | DONATION | $1,000 |
| PALM BEACH UNITED WAY | |||||
| 44 COCOANUT ROW M-201 | PALM BEACH | FL | 33480 | DONATION | $1,500 |
| PARK AVENUE SYNAGOGUE | |||||
| 50 EAST 87TH STREET | NEW YORK | NY | 10128 | DONATION | $126,818 |
| PARRISH ART MUSEUM | |||||
| 25 JOBS LANE | SOUTHAMPTON | NY | 11968 | DONATION | $1,000 |
| RIVERDALE COUNTRY SCHOOL | |||||
| 5250 FIELDSTON ROAD | BRONX | NY | 10471 | DONATION | $5,000 |
| ROGOSIN INST | |||||
| 205 E 70TH | NEW YORK | NY | 10115 | DONATION | $1,000 |
| SAG HARBOR | |||||
| 31 WATER ST | SAG HARBOR | NY | 11963 | DONATION | $1,051 |
| SLE LUPUS FOUNDATION | |||||
| 149 MADISON AVE | NEW YORK | NY | 10016 | DONATION | $4,000 |
| UJA FEDERATION OF NEW YORK | |||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | DONATION | $2,000 |
| VARIOUS OTHER CHARITIES | |||||
| 521 FIFTH AVE | NEW YORK | NY | 10175 | DONATION | $10,379 |
| WASHINGTON INSTITUTE | |||||
| 1111 19TH ST NW | WASHINGTON | DC | 20036 | DONATION | $2,500 |
| WEILL CORNELL | |||||
| 1300 YORK AVENUE | NEW YORK | NY | 10065 | DONATION | $16,000 |
| WHITNEY OF MUSEUM OF AMERICAN ART | |||||
| 945 MADISON AVE | NEW YORK | NY | 10021 | DONATION | $2,500 |
| WINWORD SCHOOL | |||||
| 212 E 93RD | NEW YORK | NY | 10128 | DONATION | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $337,036 | 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 | $127 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,249 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,765 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $106,141 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,141 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,800 | Amt |
| Net Investment Income | $4,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB - INVESTMENTS | StockNm |
| EOY Book Value | $5,532,989 | EOYBookValueAmt |
| EOYFMV | $5,532,989 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILLING FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN(LOSS) | Desc |
| Amt | $896,087 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $886 | $886 | $0 |
| EXCISE TAX | $6,000 | $0 | $0 |