MICHAEL CHERNOW TRUST FBO CHARITY CCC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL CHERNOW TRUST FBO CHARITY CCC (EIN 13-6758226)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-10-19
- IRS object ID
- 202022939349100217
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-19T14:06:30-07:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY HABER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 PALM COURT | AddressLine1Txt |
| City | LARKSPUR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94939 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136758226 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael Chernow Trust fbo Charity CCC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 9148341900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 197 | AddressLine1Txt |
| City | Larchmont | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105380197 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Martin P Krasner | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 9148341900 | PhoneNum |
| Signature | 2020-09-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gordon S Oppenheimer | PreparerPersonNm |
| PTIN | P00445728 | PTIN |
| Phone | 9148341900 | PhoneNum |
| Preparation | 2020-10-19 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.189.90.69 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-19 | IPDt |
| IP Tm | 14:06:21 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 88D64479665597E829A55C62CB48D21A2E01CC54 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BB235C90BF7CFE1729F8D0F1A6AC5F8B9BCF05C9 | 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 | $4,473,667 | 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 | $63 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $63 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $64,022 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,022 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $275,827 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $64,085 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $339,912 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,882 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,353 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,529 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $64,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $25,860 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $38,790 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $68,658 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,658 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,794 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $432 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,362 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $26,391 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $26,391 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $300 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $300 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $177,675 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $99,303 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $78,372 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $327,536 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $327,536 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $505,211 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $99,303 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $405,908 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$441,126 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $240,609 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $90 | CashBOYAmt |
| Cash EOY | $90 | CashEOYAmt |
| Cash EOYFMV | $90 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,585 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,608 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,608 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $2,446,715 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,286,393 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,458,969 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $8,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,466,390 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,301,091 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,473,667 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,466,390 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,301,091 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,466,390 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,301,091 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,466,390 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,301,091 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,466,390 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$441,126 | ExcessRevenueOverExpensesAmt |
| Other Increases | $275,827 | OtherIncreasesAmt |
| Subtotal | $2,301,091 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,301,091 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | See attached schedule | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2006-08-01 | AcquiredDt |
| Sold | 2020-06-17 | SoldDt |
| Gross Sales Price | $969,810 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $693,983 | CostOrOtherBasisAmt |
| Gain Or Loss | $275,827 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $275,827 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $275,827 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $437,886 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,929,188 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.088835 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $508,889 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,159,774 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.098626 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $465,737 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,682,182 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.099470 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $576,389 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,649,000 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.123981 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $538,381 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,151,397 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.104512 | DistributionYr5Rt |
| Total Distribution | 0.515424 | TotalDistributionRt |
| Average Distribution | 0.103085 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,721,779 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $486,745 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,406 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $489,151 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $405,908 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,812 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,812 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,812 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$6,000 | OriginalReturnOverpaymentAmt |
| Overpayment | $1,188 | OverpaymentAmt |
| Applied To ES Tax | $1,188 | 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 | Yes (true) | 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 | 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 | Gordon S Oppenheimer Esq | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9148341900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Howell Avenue | AddressLine1Txt |
| City | Larchmont | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105383249 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Martin P Krasner | ||||||||
| Box 197 | Larchmont | NY | 10538 | Trustee | 5.00 | $2,176 | $0 | $0 |
| Edward Streim | ||||||||
| Box 197 | Larchmont | NY | 10538 | Trustee | 10.00 | $4,353 | $0 | $26,391 |
| Lynn Streim | ||||||||
| Box 197 | Larchmont | NY | 10538 | Trustee | 10.00 | $4,353 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,785,690 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,994 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,793,684 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,793,684 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,905 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,721,779 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $236,089 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $236,089 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,812 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,812 | TotalTaxAmt |
| Distributable Before Adj | $231,277 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $231,277 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $231,277 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $405,908 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $405,908 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $405,908 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $231,277 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $289,496 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $348,219 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $241,186 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $258,550 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $197,789 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,335,240 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $405,908 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $231,277 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $174,631 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,509,871 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $289,496 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,220,375 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $348,219 | ExcessFromYear4Amt |
| Excess From Year3 | $241,186 | ExcessFromYear3Amt |
| Excess From Year2 | $258,550 | ExcessFromYear2Amt |
| Excess From Year1 | $197,789 | ExcessFromYear1Amt |
| Excess From Current Year | $174,631 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Gordon S Oppenheimer Esq | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 197 | AddressLine1Txt |
| City | Larchmont | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105380197 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9148341900 | RecipientPhoneNum |
| Form And Info And Materials | No required form | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Alzheimer Drug Discovery Fndtn | ||||||
| 57 W 57th St Suite 904 | New York | NY | 10019 | T/E | Gen'l Charitable | $2,500 |
| American Heart Association | ||||||
| 7272 Greenville Avenue | Dallas | TX | 75231 | T/E | Gen'l Charitable | $1,000 |
| American Jewish Committee | ||||||
| 165 E 56th St | New York | NY | 10022 | T/E | Gen'l Charitable | $40,200 |
| Andrew Dryer Memorial Fund | ||||||
| 444 East 86th Street Apt 8F | New York | NY | 10028 | T/E | Gen'l Charitable | $250 |
| Birthright Israel Foundation | ||||||
| 711 3rd Ave 10th floor | New York | NY | 10017 | T/E | Gen'l Charitable | $1,000 |
| Boca Raton Regional Hospital | ||||||
| 800 Meadows Rd | Boca Raton | FL | 33486 | T/E | Gen'l Charitable | $21,500 |
| Carnegie Hall Society | ||||||
| 881 Seventh Avenue | New York | NY | 10019 | T/E | Gen'l Charitable | $3,000 |
| Chabad of Boca Raton | ||||||
| 17950 N Military Trail | Boca Raton | FL | 33496 | T/E | Gen'l Charitable | $2,000 |
| City of Hope | ||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | T/E | Gen'l Charitable | $20,000 |
| Columbia Business School | ||||||
| 3022 Broadway | New York | NY | 10027 | T/E | Gen'l Charitable | $1,000 |
| Cure Dystonia Now | ||||||
| PO Box 9040 | Farmingdale | NY | 11735 | T/E | Gen'l Charitable | $1,000 |
| Jewish Federation of Palm Beach | ||||||
| 1 Harvard Cir 100 | West Palm Beach | FL | 33409 | T/E | Gen'l Charitable | $21,500 |
| Kravis Center | ||||||
| 701 Okeechobee Blvd | West Palm Beach | FL | 33401 | T/E | Gen'l Charitable | $22,500 |
| Leukemia & Lymphoma Society | ||||||
| 3 International Drive Suite 200 | Rye Brook | NY | 10573 | T/E | Gen'l Charitable | $12,000 |
| Macular Degeneration Research | ||||||
| c/o Bright Focus Fndtn 22512 Gatewa | Clarksburg | MD | 20871 | T/E | Gen'l Charitable | $1,000 |
| Mattel Children's Hospital | ||||||
| 757 Westwood Plaza | Los Angeles | CA | 90095 | T/E | Gen'l Charitable | $1,000 |
| Metropolitan Opera Association | ||||||
| Lincoln Center | New York | NY | 10023 | T/E | Gen'l Charitable | $25,000 |
| Mid-Island JCC | ||||||
| 45 Manetto Hill Rd | Plainview | NY | 11803 | T/E | Gen'l Charitable | $200 |
| Monclair Hockey Association | ||||||
| Floyd Hall Arena 28 Clove Rd | Little Falls | NJ | 07424 | T/E | Gen'l Charitable | $1,200 |
| Mt Sinai - South Nassau | ||||||
| One Healthy Way | Oceanside | NY | 11572 | T/E | Gen'l Charitable | $1,000 |
| New Jersey Axemen | ||||||
| 70 Red Schoolhouse Rd | Chestnut Ridge | NJ | 07677 | T/E | Gen'l Charitable | $6,300 |
| Northwell Hospital | ||||||
| 300 Community Dr | Manhasset | NY | 11030 | T/E | Gen'l Charitable | $25,500 |
| Palm Beach Opera | ||||||
| 1800 S Australian Ave 301 | West Palm Beach | FL | 33409 | T/E | Gen'l Charitable | $2,250 |
| Play for PINK | ||||||
| 175 E 74th St 17B | New York | NY | 10021 | T/E | Gen'l Charitable | $1,200 |
| Richard Tucker Music | ||||||
| 1790 Broadway Suite 715 | New York | NY | 10019 | T/E | Gen'l Charitable | $3,000 |
| Save the Children | ||||||
| 501 Kings Highway East Suite 400 | Fairfield | CT | 06825 | T/E | Gen'l Charitable | $10,000 |
| Save the Music Foundation | ||||||
| 1515 Broadway 21st floor | New York | NY | 10036 | T/E | Gen'l Charitable | $5,600 |
| Simon Wiesenthal Center | ||||||
| 1399 Roxbury Drive | Los Angeles | CA | 90035 | T/E | Gen'l Charitable | $250 |
| St Jude Children's Research | ||||||
| 220 E 42nd St | New York | NY | 10017 | T/E | Gen'l Charitable | $6,000 |
| Temple Beth-El of Great Neck | ||||||
| 5 Old Mill Road | Great Neck | NY | 11023 | T/E | Gen'l Charitable | $18,000 |
| Temple Sinai of South Beach | ||||||
| 18801 NE 22nd Ave | Miami | FL | 33180 | T/E | Gen'l Charitable | $1,036 |
| The Macula Foundation | ||||||
| 210 East 64th Street | New York | NY | 10065 | T/E | Gen'l Charitable | $25,000 |
| The Rainforest Foundation | ||||||
| 1000 Dean Street Suite 430 | Brooklyn | NY | 11238 | T/E | Gen'l Charitable | $4,000 |
| The Wistar Institute | ||||||
| 3601 Spruce St | Philadelphia | PA | 19104 | T/E | Gen'l Charitable | $25,000 |
| Tilly's Life Center | ||||||
| 17 PasteurIrvine | Irvine | CA | 92618 | T/E | Gen'l Charitable | $4,250 |
| Tourism Cares | ||||||
| 20 Vernon Street | Norwood | MA | 02062 | T/E | Gen'l Charitable | $1,000 |
| UJA Federation | ||||||
| 130 E 59th St 3 | New York | NY | 10022 | T/E | Gen'l Charitable | $1,000 |
| University of Delaware | ||||||
| 83 E Main Street 3rd Floor | Newark | DE | 19716 | T/E | Gen'l Charitable | $5,000 |
| US Olympic & Para Olympic Committee | ||||||
| 27 S Tejon St | Colorado Springs | CO | 80903 | T/E | Gen'l Charitable | $100 |
| Woodcliff Lake Baseball (Pascack Hills Gen'l) | ||||||
| 2 Berkshire Rd | Woodcliff Lake | NJ | 07677 | T/E | Gen'l Charitable | $1,000 |
| Woodcliff Lake Basketball Assoc | ||||||
| 188 Pascack Rd | Woodcliff Lake | NJ | 07677 | T/E | Gen'l Charitable | $200 |
| Woodcliff Lake Educational Fund | ||||||
| 134 Woodcliff Lake Ave | Woodcliff Lake | NJ | 07677 | T/E | Gen'l Charitable | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $327,536 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,022 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $275,827 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $339,912 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $339,912 | 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 | Gordon S. Oppenheimer, Esq Accounting & Legal | CategoryTxt |
| Amt | $64,650 | Amt |
| Net Investment Income | $25,860 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $38,790 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Estimated Tax Paid | Desc |
| BOY Book Value | $8,000 | BOYBookValueAmt |
| EOY Book Value | $6,000 | EOYBookValueAmt |
| EOYFMV | $6,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| NYS-annual filing | $250 | $250 |
| Required notice | $50 | $50 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital Gain on Securities | Desc |
| Amt | $275,827 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Neuberger Berman Investment Advice | CategoryTxt |
| Amt | $68,658 | Amt |
| Net Investment Income | $68,658 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Excise Tax | $6,362 | $6,362 | |
| Foreign Tax W/H | $432 | $432 |