GROSSMAN FAMILY PHILANTHROPIC FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GROSSMAN FAMILY PHILANTHROPIC FOUNDATION (EIN 20-5147463)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349101517
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T08:34:49-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 ELM STREET SUITE 200 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06902 | 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 | 205147463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROSSMAN FAMILY PHILANTHROPIC FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROS | BusinessNameControlTxt |
| Phone | 2033273112 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 FIFTH AVENUE NO 6K | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD GROSSMAN | PersonNm |
| Person Title | DIRECTOR/CHAIR | PersonTitleTxt |
| Phone | 2033273112 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRAN ZEISS | PreparerPersonNm |
| PTIN | P00045025 | PTIN |
| Phone | 2033273112 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.192.86.143 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 13:51:52 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 386772813BDCA37D2D1CF2379326825554796818 | 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 | $8,228,832 | 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 | $1,010 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,010 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $257,213 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $257,213 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,467 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $248,756 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $258,223 | 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 |
| Taxes Rev And Expnss | $5,898 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $428 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $110 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $51,150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,206 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $793 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,048 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,634 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $903 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $373,246 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $373,246 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $430,294 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,634 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $374,149 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$181,538 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $239,589 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,843,941 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,412,990 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,412,990 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $5,827,528 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,220,832 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,784,386 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $31,456 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $31,456 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,671,469 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,665,278 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,228,832 | 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 | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,671,469 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,665,278 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,671,469 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,665,278 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,671,469 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,665,278 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,671,469 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$181,538 | ExcessRevenueOverExpensesAmt |
| Other Increases | $176,042 | OtherIncreasesAmt |
| Subtotal | $8,665,973 | SubtotalAmt |
| Other Decreases | $695 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,665,278 | 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 |
|---|---|---|---|---|
| K-1 IBEX ISRAEL FUND I | P | 2019-12-31 | $4,887 | $4,887 |
| K-1 IBEX ISRAEL FUND I | P | 2019-12-31 | -$14,354 | -$14,354 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,467 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $252,968 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,313,505 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.030429 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $202,191 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,309,842 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.024332 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $328,540 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,288,613 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039638 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $362,442 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,694,345 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041687 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $399,021 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,969,510 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044486 | DistributionYr5Rt |
| Total Distribution | 0.180572 | TotalDistributionRt |
| Average Distribution | 0.036114 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,263,987 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $298,446 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,396 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $300,842 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $374,149 | 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 | $2,396 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,396 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,396 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,204 | OverpaymentAmt |
| Applied To ES Tax | $2,400 | AppliedToESTaxAmt |
| Refund | $2,804 | 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 | RONALD GROSSMAN | IndividualWithBooksNm |
| Phone | 2127727042 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2018 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| RONALD GROSSMAN | ||||||||
| 860 FIFTH AVE APT 6K | NEW YORK | NY | 10065 | DIRECTOR/CHAIR | 8.00 | $0 | $0 | $0 |
| MARILYNN P GROSSMAN | ||||||||
| 860 FIFTH AVE APT 6K | NEW YORK | NY | 10065 | DIRECTOR/SECRETARY | 1.00 | $0 | $0 | $0 |
| BRUCE D GROSSMAN | ||||||||
| 24 WRIGHTS MILL RD | ARMONK | NY | 10504 | DIRECTOR/VICE CHAIR | 1.00 | $0 | $0 | $0 |
| DIANNE M GROSSMAN | ||||||||
| 24 WRIGHTS MILL RD | ARMONK | NY | 10504 | DIRECTOR/TREASURER | 1.00 | $0 | $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 | $4,809,652 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,735,387 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $844,796 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,389,835 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,389,835 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $125,848 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,263,987 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $413,199 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $413,199 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,396 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,396 | TotalTaxAmt |
| Distributable Before Adj | $410,803 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $410,803 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $410,803 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $374,149 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $374,149 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,396 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $371,753 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $410,803 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $404,531 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $374,149 | QualifyingDistributionsAmt |
| Applied To Year1 | $374,149 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $30,382 | Taxable2Amt |
| Undistributed Income CY | $410,803 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD GROSSMAN | ContributingManagerNm |
| Contributing Manager | MARILYNN P GROSSMAN | ContributingManagerNm |
| Contributing Manager | BRUCE D GROSSMAN | ContributingManagerNm |
| Contributing Manager | DIANNE M GROSSMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| 911 MEMORIAL | ||||||
| ONE LIBERTY PLAZA 20TH FLOOR | NEW YORK | NY | 10006 | FOR CHARITABLE PURPOSES | $5,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||
| 225 N MICHIGAN AVE 17TH FLOOR | CHICAGO | IL | 60601 | FOR CHARITABLE PURPOSES | $500 | |
| AMERICA SHARE | ||||||
| 15 W 26TH STREET 11TH FLOOR | NEW YORK | NY | 10010 | FOR CHARITABLE PURPOSES | $1,200 | |
| AMERICAN JEWISH COMMITTEE | ||||||
| 165 EAST 56 ST | NEW YORK | NY | 10022 | FOR CHARITABLE PURPOSES | $10,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||
| 711 3RD AVE 900 | NEW YORK | NY | 10022 | FOR CHARITABLE PURPOSES | $10,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||
| 605 3RD AVENUE | NEW YORK | NY | 10158 | FOR CHARITABLE PURPOSES | $15,000 | |
| ARMONK VOLUNTEER FIRE DEPT | ||||||
| 400 BEDFORD RD | ARMONK | NY | 10504 | FOR CHARITABLE PURPOSES | $500 | |
| AUTISM SPEAKS | ||||||
| 168 IRVING AVE | PORT CHESTER | NY | 10573 | FOR CHARITABLE PURPOSES | $5,000 | |
| BIG VISION FOUNDATION | ||||||
| 1098 COUNTY WELFARE ROAD | LEESPORT | PA | 19533 | FOR CHARITABLE PURPOSES | $1,800 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||
| 711 3RD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | FOR CHARITABLE PURPOSES | $5,000 | |
| BYRAM HILLS EDUCATION FOUNDATION | ||||||
| PO BOX 872 | ARMONK | NY | 10504 | FOR CHARITABLE PURPOSES | $1,600 | |
| CAMERA | ||||||
| PO BOX 35040 | BOSTON | MA | 02135 | FOR CHARITABLE PURPOSES | $15,000 | |
| CONGREGATION B'NAI YISRAEL ARMONK | ||||||
| 21 BANKSVILLE ROAD BOX 7 | ARMONK | NY | 10504 | FOR CHARITABLE PURPOSES | $62,500 | |
| FOR THE TROOPS | ||||||
| PO BOX 96873 | WASHINGTON | DC | 20098 | FOR CHARITABLE PURPOSES | $250 | |
| HOPE FOR HEROES | ||||||
| 161 FORT WASHINGTON AVENUE IRVING | NEW YORK | NY | 10032 | FOR CHARITABLE PURPOSES | $10,000 | PAVILION |
| IMPACT 100 WESTCHESTER | ||||||
| PO BOX 634 | HARTSDALE | NY | 10530 | FOR CHARITABLE PURPOSES | $1,100 | |
| JCCA | ||||||
| 858 E 29TH STREET | BROOKLYN | NY | 11210 | FOR CHARITABLE PURPOSES | $12,336 | |
| MEMORIAL SLOAN KETTERING | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | FOR CHARITABLE PURPOSES | $1,000 | |
| MERCY HEALTH FOUNDATION | ||||||
| 1701 MERCY HEALTH PLACE | CINCINATTI | OH | 45237 | FOR CHARITABLE PURPOSES | $25,000 | |
| MY LIFE MY CHOICE | ||||||
| 989 COMMONWEALTH AVE | BOSTON | MA | 02215 | FOR CHARITABLE PURPOSES | $15,000 | |
| NEW YORK PRESBYTERIAN | ||||||
| 4 FORT WASHINGTON AVE | NEW YORK | NY | 10032 | FOR CHARITABLE PURPOSES | $15,000 | |
| NORTHERN WESTCHESTER HOSPITAL | ||||||
| 400 E MAIN STREET | MT KISCO | NY | 10549 | FOR CHARITABLE PURPOSES | $10,000 | |
| OUTWARD BOUND USA | ||||||
| 910 JACKSON STREET SUITE 140 | GOLDEN | CO | 80401 | FOR CHARITABLE PURPOSES | $5,000 | |
| PARALYZED VETS OF AMERICA | ||||||
| 801 18TH ST NW | WASHINGTON | DC | 20006 | FOR CHARITABLE PURPOSES | $500 | |
| PAWS FOR PURPLE HEARTS | ||||||
| 10201 OLD REDWOOD HWY | PENNGROVE | CA | 94951 | FOR CHARITABLE PURPOSES | $500 | |
| PLAY FOR PINK | ||||||
| 175 EAST 74TH STREET | NEW YORK | NY | 10021 | FOR CHARITABLE PURPOSES | $1,000 | |
| PROJECT K-9 HERO | ||||||
| 535 GRISWOLD ST 111-105 | DETROIT | MI | 48226 | FOR CHARITABLE PURPOSES | $250 | |
| SAVE A CHILD'S HEART | ||||||
| PO BOX 59172 | POTOMAC | MD | 20859 | FOR CHARITABLE PURPOSES | $25,000 | |
| SHRINERS FOR CHILDREN MEDICAL CENTER | ||||||
| 909 S FAIR OAKS AVE | PASADENA | CA | 91105 | FOR CHARITABLE PURPOSES | $25,000 | |
| SOLIDER STRONG | ||||||
| 1127 HIGH RIDGE RD 124 | STAMFORD | CT | 06905 | FOR CHARITABLE PURPOSES | $500 | |
| SOUTHAMPTON VILLAGE PBA | ||||||
| 168 OLD COUNTRY RD/PO BOX 591 | SPEONK | NY | 11972 | FOR CHARITABLE PURPOSES | $500 | |
| SOUTHAMPTON VILLAGE VOLUNTEER AMBULANCE | ||||||
| 44 MEETING HOUSE LN | SOUTHAMPTON | NY | 11968 | FOR CHARITABLE PURPOSES | $500 | |
| ST JUDES | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | FOR CHARITABLE PURPOSES | $25,000 | |
| STREETSQUASH HARLEM | ||||||
| 41 W 115H STREET | NEW YORK | NY | 10026 | FOR CHARITABLE PURPOSES | $5,210 | |
| SUNRISE CAMP | ||||||
| 1014 75 COLONIAL SPRINGS ROAD | WYANDANCH | NY | 11798 | FOR CHARITABLE PURPOSES | $1,000 | |
| USO | ||||||
| PO BOX 96322 | WASHINGTON | DC | 20090 | FOR CHARITABLE PURPOSES | $500 | |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||
| 595 ELM PLACE | HIGHLAND PARK | IL | 60035 | FOR CHARITABLE PURPOSES | $10,000 | |
| WEIL CORNELL MEDICAL COLLEGE HOSPITAL | ||||||
| 1300 YORK AVENUE BOX 314 | NEW YORK | NY | 10005 | FOR CHARITABLE PURPOSES | $25,000 | |
| WOUNDED WARRIOR PROJECT | ||||||
| 1120 G STREET NW SUITE 700 | WASHINGTON | DC | 20005 | FOR CHARITABLE PURPOSES | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $373,246 | 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 | $1,010 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $257,213 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$9,467 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $248,756 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $248,756 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JP MORGAN - US FIXED INCOME | AT COST | $5,344,048 | $4,907,602 |
| IBEX ISRAEL FUND I | AT COST | $820,044 | $820,044 |
| IBEX PARTNERS (GAUZY) | AT COST | $56,740 | $56,740 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JOHN HANCOCK LIFE INSURANCE POLICIES - CASH SURRENDER VALUE | Desc |
| EOY Book Value | $31,456 | EOYBookValueAmt |
| EOYFMV | $31,456 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JOHN HANCOCK LIFE INSURANCE POLICY - UNREALIZED | Desc |
| Amt | $695 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DELAWARE STATUTORY REPRESENTATION | $188 | $0 | $188 |
| K-1 IBEX ISRAEL FUND I | $18,068 | $18,068 | $0 |
| K-1 IBEX PARTNERS (GAUZY) | $138 | $138 | $0 |
| CREDIT CARD FEES | $355 | $0 | $355 |
| NYS DEPT. OF LAW FILING FEES | $250 | $0 | $250 |
| JOHN HANCOCK LIFE INSURANCE CO. | $32,151 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| K-1 IBEX ISRAEL FUND I - AMORTIZATION | $34 |
| K-1 IBEX ISRAEL FUND I - UNREALIZED | $161,182 |
| K-1 IBEX PARTNERS (GAUZY) - UNREALIZED | $2,976 |
| INCOME/(EXPENSE) TIMING DIFFERENCES | $11,850 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $5,360 | $0 | $0 |
| DELAWARE FRANCHISE TAX | $110 | $0 | $110 |
| K-1 IBEX ISRAEL FUND I - FOREIGN TAX | $428 | $428 | $0 |