SEELIG CHARITABLE FOUNDATION TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SEELIG CHARITABLE FOUNDATION TR (EIN 11-6506325)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202023179349100112
- 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 Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T07:57:57-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133277328 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRETT PELTON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 E 53RD STREET APT 11C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | 116506325 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEELIG CHARITABLE FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEEL | BusinessNameControlTxt |
| Phone | 5163360738 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 EAST 53RD STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRETT PELTON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5163757747 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRETT PELTON | PreparerPersonNm |
| PTIN | P01778211 | PTIN |
| Phone | 5163757747 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.68.153.171 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 07:57:52 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FFBA07D38BB00E02A30C980B058CEF64B8C89B2D | 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 | $3,597,370 | 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 |
| Dividends Rev And Expnss | $65,586 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,586 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $100,833 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $100,833 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $166,441 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $166,441 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $26,576 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,576 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,527 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,527 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $545 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $545 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $323 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $323 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $65,971 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,971 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $190,426 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $190,426 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $256,397 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,971 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $190,426 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$89,956 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,470 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$2 | CashEOYAmt |
| Cash EOYFMV | -$2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $412,261 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $106,670 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $106,670 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,617,182 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,490,702 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,490,702 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,029,443 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,597,370 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,597,370 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,263,910 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,263,910 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,234,467 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$666,540 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,029,443 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,597,370 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,029,443 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,597,370 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,029,443 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$89,956 | ExcessRevenueOverExpensesAmt |
| Other Increases | $657,883 | OtherIncreasesAmt |
| Subtotal | $3,597,370 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,597,370 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| LONG TERM CAPITAL GAINS | P | 2019-12-31 | $105,455 | $105,455 |
| SHORT TERM CAPITAL GAINS | P | 2019-12-31 | -$4,622 | -$4,622 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $100,833 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $222,454 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,394,469 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065534 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $219,105 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,349,002 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065424 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $253,757 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,222,067 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.078756 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $209,472 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,754,410 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055794 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $214,118 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,117,962 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051996 | DistributionYr5Rt |
| Total Distribution | 0.317504 | TotalDistributionRt |
| Average Distribution | 0.063501 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,345,989 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $212,474 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,005 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $213,479 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $190,426 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,009 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,009 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,009 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $76 | EsPenaltyAmt |
| Tax Due | $2,085 | TaxDueAmt |
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 | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5163360738 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 EAST 53RD STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| BRETT PELTON | ||||||||
| 211 EAST 53RD STREET 11C | NEW YORK | NY | 10022 | TRUSTEE | 1.00 | $8,859 | $0 | $0 |
| HENRY KLOSOWSKI | ||||||||
| 10 WOODLAND AVENUE | SYOSSET | NY | 11791 | TRUSTEE | 1.00 | $8,859 | $0 | $0 |
| BARI PELTON | ||||||||
| 211 EAST 53RD STREET 11C | NEW YORK | NY | 10022 | TRUSTEE | 1.00 | $8,859 | $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 |
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 | $3,249,749 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $147,194 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,396,943 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,396,943 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,954 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,345,989 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $167,299 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $167,299 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,009 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,009 | TotalTaxAmt |
| Distributable Before Adj | $165,290 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $165,290 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $165,290 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $190,426 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $190,426 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $190,426 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $165,290 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,625 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $22,562 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $99,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $54,461 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $52,731 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $242,879 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $190,426 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $165,290 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,136 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $268,015 | 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 | $13,625 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $254,390 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,562 | ExcessFromYear4Amt |
| Excess From Year3 | $99,500 | ExcessFromYear3Amt |
| Excess From Year2 | $54,461 | ExcessFromYear2Amt |
| Excess From Year1 | $52,731 | ExcessFromYear1Amt |
| Excess From Current Year | $25,136 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTORS FUND | |||||||
| 729 SEVENTH AVENUE 10 FL | NEW YORK | NY | 10019 | N/A | 501(C)(3) | GENERAL SUPPORT | $2,500 |
| ALS ASSOCIATION | |||||||
| 42 BROADWAY STE 1724 | NEW YORK | NY | 10004 | N/A | 501(C)(3) | GENERAL SUPPORT | $4,000 |
| ALZHEIMERS ASSOCIATION | |||||||
| 360 LEXINGTON AVE | NEW YORK | NY | 10017 | N/A | 501(C)(3) | GENERAL SUPPORT | $150 |
| AMERICAN FRIENDS OF SHALVA | |||||||
| 315 5TH AVE 6TH FLOOR | NEW YORK | NY | 10016 | N/A | 501(C)(3) | GENERAL SUPPORT | $21,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | N/A | 501(C)(3) | GENERAL SUPPORT | $480 |
| AMERICAN FOUNDATION FOR SUICIDE | |||||||
| 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | N/A | 501(C)(3) | GENERAL SUPPORT | $25 |
| B FOUNDATION | |||||||
| 101 ROCKLAND CIRCLE | WILMINGTON | DE | 19803 | N/A | 501(C)(3) | GENERAL SUPPORT | $360 |
| BIRTHRIGHT FOUNDATION | |||||||
| 33 E 33RD STREET 7TH FLOOR | NEW YORK | NY | 10016 | N/A | 501(C)(3) | GENERAL SUPPORT | $10,000 |
| BOSTON MEDICAL CENTER | |||||||
| ONE BOSTON MEDICAL CENTER PLACE | BOSTON | MA | 02118 | N/A | 501(C)(3) | GENERAL SUPPORT | $25,000 |
| CAROLS CRUSADE FOR CURE | |||||||
| 7 RED GROUND RD | OLD WESTBURY | NY | 11568 | N/A | 501(C)(3) | GENERAL SUPPORT | $761 |
| CHABAD OF ROSLYN | |||||||
| 75 POWERHOUSE ROAD | ROSLYN HEIGHTS | NY | 11577 | N/A | 501(C)(3) | GENERAL SUPPORT | $11,700 |
| CHAI LIFELINE | |||||||
| 151 W 30TH STREET | NEW YORK | NY | 10001 | N/A | 501(C)(3) | GENERAL SUPPORT | $25,000 |
| CHMOL | |||||||
| 5225 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| COLUMBUS CITIZENS FOUNDATION | |||||||
| 8 EAST 69TH STREET | NEW YORK | NY | 10021 | N/A | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| GIRLS INC OF NEW HAMPSHIRE | |||||||
| 85 ELM STREET | MANCHESTER | NH | 03101 | N/A | 501(C)(3) | GENERAL SUPPORT | $399 |
| JDC JEWISH JOINT DISTRIBUTION COMMITTEE | |||||||
| 220 E 42ND STREET 40 | NEW YORK | NY | 10017 | N/A | 501(C)(3) | GENERAL SUPPORT | $3,600 |
| JEWISH CHILDREN'S MUSEUM | |||||||
| 792 EASTERN PARKWAY | BROOKLYN | NY | 11213 | N/A | 501(C)(3) | GENERAL SUPPORT | $5,800 |
| LEUKEMIA & LYMPHONA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | N/A | 501(C)(3) | GENERAL SUPPORT | $360 |
| LUSTGARTEN FOUNDATION FOR PANCREATIC CANCER RESEARCH | |||||||
| 415 CROSSWAYS PARK DRIVE SUITE D | WOODBURY | NY | 11797 | N/A | 501(C)(3) | GENERAL SUPPORT | $300 |
| MEMORIAL SLOANE KETTERING | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | 501(C)(3) | GENERAL SUPPORT | $360 |
| NATIONAL BRAIN TUMOR SOCIETY | |||||||
| 55 CHAPEL STREET | NEWTON | MA | 02458 | N/A | 501(C)(3) | GENERAL SUPPORT | $180 |
| NETWORK FOR GOOD | |||||||
| 1140 CONNETICUT AVE NW STE 700 | WASHINGTON | DC | 20036 | N/A | 501(C)(3) | GENERAL SUPPORT | $6,900 |
| NORTHSHORE AUTISM | |||||||
| 565 PLANDOME ROAD STE 284 | MANHASSET | NY | 11030 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,500 |
| OLD WESTBURY HEBREW CONGREGATION | |||||||
| 21 OLD WESTBURY RD | OLD WESTBURY | NY | 11568 | N/A | 501(C)(3) | GENERAL SUPPORT | $9,000 |
| PEDIATRIC BRAIN TUMOR FOUNDATION | |||||||
| 302 RIDGEFIELD COURT | ASHEVILLE | NC | 28806 | N/A | 501(C)(3) | GENERAL SUPPORT | $500 |
| SAINT JUDES CHILDRENS HOSPITAL | |||||||
| 362 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,360 |
| SID JACOBSON JCC | |||||||
| 300 FOREST DR | EAST HILLS | NY | 11548 | N/A | 501(C)(3) | GENERAL SUPPORT | $9,504 |
| STEPHEN STILLS TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | NEW YORK | NY | 10306 | N/A | 501(C)(3) | GENERAL SUPPORT | $524 |
| SUNRISE DAY CAMP | |||||||
| 15 NEIL CT | OCEANSIDE | NY | 11572 | N/A | 501(C)(3) | GENERAL SUPPORT | $5,940 |
| TEMPLE BETH SHALOM | |||||||
| 401 ROSLYN RD | ROSLYN | NY | 11577 | N/A | 501(C)(3) | GENERAL SUPPORT | $720 |
| TINAS WISH | |||||||
| 31 WEST 52ND STREET SUITE 4-22 | NEW YORK | NY | 10019 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,520 |
| UJA FEDERATION | |||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | N/A | 501(C)(3) | GENERAL SUPPORT | $18,000 |
| ZAKA | |||||||
| 11 BROADWAY 1070 | NEW YORK | NY | 10004 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,720 |
| CONSUMER REPORT LEADERSH | |||||||
| 101 TRUEMAN AVE | YONKERS | NY | 10703 | N/A | 501(C)(3) | GENERAL SUPPORT | $220 |
| DANCE MARATHON UM FLIPCAUSECOM CA | |||||||
| 530 S STATE STREET CSG RM 3011 | ANN ARBOR | MI | 48104 | N/A | 501(C)(3) | GENERAL SUPPORT | $105 |
| PLAY FOR PINK | |||||||
| 28 WEST 44TH STREETM SUITE 609 | NEW YORK | NY | 10036 | N/A | 501(C)(3) | GENERAL SUPPORT | $225 |
| EPILEPSY FOUNDATION | |||||||
| 8801 VILLAGE DRIVE 220 | SAN ANTONIO | TX | 78217 | N/A | 501(C)(3) | GENERAL SUPPORT | $3,600 |
| FRIENDS OF JCC KRAKOW | |||||||
| 74 LAFAYETTE AVENUE 101 | NEW YORK | NY | 10961 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,800 |
| ISRAELL CANCER CENTER | |||||||
| 90 CEDARVRUDGE AVENUE SUITE B7 | BRICK | NJ | 08723 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| JEWISH NATIONAL FUND | |||||||
| 78 RANDALL AVENUE | ROCKVILLE CENTER | NY | 11570 | N/A | 501(C)(3) | GENERAL SUPPORT | $89 |
| PROJECT MORRY | |||||||
| 900 DOBBS FERRY ROAD | WHITE PLAINS | NY | 10607 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,050 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 333 EAST SHORE ROAD | GREAT NECK | NY | 11023 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,800 |
| PLAN INTERNATIONAL | |||||||
| 155 PLAIN WAY | WARWICK | RI | 02886 | N/A | 501(C)(3) | GENERAL SUPPORT | $396 |
| PROJECT CHANCE | |||||||
| 23525 BAHAMAS PT | FERANDINA BEACH | FL | 32034 | N/A | 501(C)(3) | GENERAL SUPPORT | $50 |
| RONALD MCDONALD HOUSE | |||||||
| 405 EAST 73RD STREET | NEW YORK | NY | 10021 | N/A | 501(C)(3) | GENERAL SUPPORT | $360 |
| SPECIAL MUSIC SCHOOL | |||||||
| 129 WEST 67TH STREET | NEW YORK | NY | 10023 | N/A | 501(C)(3) | GENERAL SUPPORT | $510 |
| OVARIAN CANCER RESEARCH FOUNDATION | |||||||
| 14 PENNSYLVANIA PLAZA | NEW YORK | NY | 10122 | N/A | 501(C)(3) | GENERAL SUPPORT | $7,058 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $190,426 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,586 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,833 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $166,441 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $166,441 | 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 | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH 840-46353,840-46354,840-46406 | StockNm |
| EOY Book Value | $3,490,702 | EOYBookValueAmt |
| EOYFMV | $3,490,702 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $73 | $73 | $0 |
| FILING FEES | $250 | $250 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH IN LIEU | Desc |
| Revenue And Expenses Per Books | $22 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $657,883 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $33,527 | Amt |
| Net Investment Income | $33,527 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $545 | Amt |
| Net Investment Income | $545 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |