MARC GALLER RESEARCH FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARC GALLER RESEARCH FOUNDATION INC (EIN 23-7013433)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2020-12-03
- IRS object ID
- 202033389349100318
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-12-03T10:45:05-06:00 | ReturnTs |
| Tax Period End | 2020-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUART I BREISBLATT CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 HIDDEN OAK ROAD | AddressLine1Txt |
| City | ARMONK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237013433 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARC GALLER RESEARCH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 2128773326 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO L GALLER 115 CENTRAL PK W NO | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100232005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNNE GALLER PRESIDENT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128773326 | PhoneNum |
| Signature | 2020-12-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STUART I BREISBLATT | PreparerPersonNm |
| PTIN | P00018133 | PTIN |
| Phone | 2126610921 | PhoneNum |
| Preparation | 2020-12-02 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.68.142.87 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-12-02 | IPDt |
| IP Tm | 10:44:52 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2A382CC6E5D3640660EF0BFF1C907EE76D42DD0F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2A382CC6E5D3640660EF0BFF1C907EE76D42DD0F | 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 | $8,853,787 | 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 | $180,050 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $180,050 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,382 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,382 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $3,900 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $3,900 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$19,298 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,625,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $190,332 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $190,332 | 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 | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,772 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,522 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,829 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $10,829 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,847 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,847 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,948 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,198 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $469,538 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $469,538 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $496,486 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,198 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $469,538 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$306,154 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $167,134 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $185,710 | CashBOYAmt |
| Cash EOY | $1,357,071 | CashEOYAmt |
| Cash EOYFMV | $1,357,071 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,601,434 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,111,438 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,307,552 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $39,285 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,420 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $130,388 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $382,055 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $323,279 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $46,430 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $58,776 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $58,776 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,872,859 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,566,705 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,853,787 | 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 | $6,752,577 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $6,752,577 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,120,282 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,814,128 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,872,859 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,566,705 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,872,859 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,566,705 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,872,859 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$306,154 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,566,705 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,566,705 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 245,000 ALMA BANK CD | P | 2015-10-30 | 2019-11-06 | $245,000 | $245,000 | $0 | $0 |
| 245,000 BANCO POPULAR CD | P | 2018-03-02 | 2019-12-09 | $245,000 | $245,000 | $0 | $0 |
| 245,000 HSBC BNK USA CD | P | 2017-07-10 | 2020-01-14 | $245,000 | $245,000 | $0 | $0 |
| 245,000 INVESTORS SVGS BANK | P | 2019-12-24 | 2020-01-31 | $245,000 | $245,000 | $0 | $0 |
| 245,000 FNB OXFORD BK | P | 2019-08-27 | 2020-03-29 | $245,000 | $245,000 | $0 | $0 |
| 245,000 ALLY BANK MIDVALE | P | 2017-05-12 | 2020-05-18 | $245,000 | $245,000 | $0 | $0 |
| 245,000 ENERBANK USA | P | 2017-05-12 | 2020-05-19 | $245,000 | $245,000 | $0 | $0 |
| 55,000 JP MORGAN BANK CD | P | 2017-05-12 | 2020-05-18 | $55,000 | $55,000 | $0 | $0 |
| 20,000 GOLDMAN SACHS CD | P | 2016-07-19 | 2020-05-16 | $20,000 | $20,000 | $0 | $0 |
| 245,000 TEXAS EXCHANGE CD | P | 2019-07-02 | 2020-05-19 | $245,000 | $245,000 | $0 | $0 |
| 245,000 BANK OF BARODA | P | 2019-12-24 | 2020-06-01 | $245,000 | $245,000 | $0 | $0 |
| 100,000 JP MORGAN CHASE | P | 2019-12-24 | 2020-06-30 | $100,000 | $100,000 | $0 | $0 |
| 245,000 BMO HARRIS BANK | P | 2019-07-02 | 2020-07-11 | $245,000 | $245,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $480,439 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,437,104 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050910 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $444,350 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,668,693 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045958 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $543,823 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,864,143 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055131 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $440,380 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,098,885 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043607 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $450,868 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,502,994 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042928 | DistributionYr5Rt |
| Total Distribution | 0.238534 | TotalDistributionRt |
| Average Distribution | 0.047707 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,720,980 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $416,052 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,671 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $417,723 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $469,538 | 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 | $1,671 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,671 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,671 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,509 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,509 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,838 | OverpaymentAmt |
| Applied To ES Tax | $12,838 | 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 | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | LYNNE GALLER | IndividualWithBooksNm |
| Phone | 2128773326 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 CENTRAL PARK WEST APT 7-E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| LYNNE GALLER | ||||||||
| 115 CENTRAL PARK WEST | NEW YORK | NY | 10023 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| HEZZY DATTNER | ||||||||
| 115 CENTRAL PARK WEST | NEW YORK | NY | 10023 | SCRY/TREAS | 0.00 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,357,071 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,496,716 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,853,787 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,853,787 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $132,807 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,720,980 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $436,049 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $436,049 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,671 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,671 | TotalTaxAmt |
| Distributable Before Adj | $434,378 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $434,378 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $434,378 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $469,538 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $469,538 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,671 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $467,867 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $434,378 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $469,503 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $469,538 | QualifyingDistributionsAmt |
| Applied To Year1 | $469,503 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35 | 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 | $0 | Taxable2Amt |
| Undistributed Income CY | $434,343 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LYNNE GALLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 CENTRAL PARK WEST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128773326 | RecipientPhoneNum |
| Recipient Email Address | LEGALLER@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WOMEN'S EDUCATION PROJECT | |||||||
| 244 5TH AVENUE | NEW YORK | NY | 10001 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $500 |
| BERKSHIRE BOUNTY | |||||||
| 33 COMMONWEALTH AVENUE | GREAT BARRINGTON | MA | 01230 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $5,400 |
| CLOSE ENCOUNTERS WITH MUSIC | |||||||
| PO BOX 34 | CHATAM | NY | 12037 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $750 |
| FORWARD ASSOCIATION INC | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $160,000 |
| BERKSHIRE NATURAL RESOURCES COUNCIL | |||||||
| 20 BANK ROW | PITTSFIELD | MA | 01201 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $180 |
| HEVREH OF SOUTHERN BERKSHIRE | |||||||
| 270 STATE ROAD | GREAT BARRINGTON | MA | 01230 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $180 |
| JACOB'S PILLOW | |||||||
| 358 GEORGE CARTER ROAD | BECKET | MA | 01223 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| JEWISH FEDERATION OF THE BERKSHIRES | |||||||
| 196 SOUTH STREET | PITTSFIELD | MA | 01201 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| HEBREW FREE LOAN SOCIETY | |||||||
| 675 3RD AVENUE 1905 | NEW YORK | NY | 10017 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $75,000 |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 15TH 630 THIRD AVENUE | NEW YORK | NY | 10017 | 501 (C) (3) | OTHER CHARITY | UNRESTRICTED | $170,000 |
| TANGLEWOOD ANNUAL FUND-BOSTON SYMPHONY | |||||||
| 297 WEST STREET | LENOX | MA | 01240 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $8,500 |
| THE TRUSTEES OF RESERVATIONS | |||||||
| 200 HIGH STREET | BOSTON | MA | 02110 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $125 |
| PARK AVENUE SYNAGOGUE | |||||||
| 50 EAST 87TH STREET | NEW YORK | NY | 10128 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $3,643 |
| VOLUNTEERS IN MEDICINE BERKSHIRES | |||||||
| 777 MAIN STREET | GREAT BARRINGTON | MA | 01230 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $2,400 |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| MUSEUM OF MODERN ART | |||||||
| 50 EAST 87TH STREET | NEW YORK | NY | 10128 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $200 |
| WNEPR | |||||||
| 1525 MAIN STREET | SPRINGFIELD | MA | 01103 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $180 |
| OPERATION RESPECT | |||||||
| 199 NEW ROAD SUITE 61 | LINWOOD | NJ | 08221 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $500 |
| VOTEORG | |||||||
| 4096 PIEDMONT AVENUE 368 | OAKLAND | CA | 94611 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $25,000 |
| WAMC-NORTHEAST PUBLIC RADIO | |||||||
| PO BOX 66600 | ALBANY | NY | 12206 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $180 |
| COMMUNITY HEALTH PROGRAMS | |||||||
| 442 STOCKBRIDGE ROAD | GREAT BARRINGTON | MA | 01230 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $2,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $469,538 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $180,050 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,382 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531190 | BusinessCd |
| Unrelated Business Taxbl Incm | -$19,298 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$19,298 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $186,432 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $167,134 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST INCOME ON CASH AND DIVIDENDS ON STOCKS AND INVESTMENTS |
| 4 | INTEREST INCOME ON CASH AND DIVIDENDS ON STOCKS AND INVESTMENTS |
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 | $3,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING | 1981-09-01 | $24,380 | $24,380 | SL | 20.000000000000 | $0 | $0 |
| BUILDING IMPROVEMENTS | 1991-12-01 | $330,000 | $287,231 | SL | 31.500000000000 | $10,476 | $10,476 |
| BUILDING IMPROVEMENTS | 2012-07-24 | $4,500 | $839 | SL | 39.000000000000 | $115 | $115 |
| BUILDING IMPROVEMENTS | 2019-12-02 | $8,500 | SL | 39.000000000000 | $191 | $191 | |
| BUILDING IMPROVEMENTS | 2020-09-13 | $14,675 | SL | 39.000000000000 | $47 | $47 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 600 SH ABBOTT LABORATORIES | $13,943 | $63,066 |
| 600 SH ABBVIE INC | $15,120 | $51,060 |
| 300 SH WALGREEN | $514 | $10,212 |
| 1200 SH XEROX CORP | $9,708 | $5,214 |
| 240 SHARES CONDUENT INC | $135 | $836 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $24,380 | $24,380 | $0 |
| BUILDING IMPROVEMENTS | $330,000 | $297,707 | $32,293 |
| BUILDING IMPROVEMENTS | $4,500 | $954 | $3,546 |
| BUILDING IMPROVEMENTS | $8,500 | $191 | $8,309 |
| BUILDING IMPROVEMENTS | $14,675 | $47 | $14,628 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROPERTY INSURANCE | Desc |
| Revenue And Expenses Per Books | $5,847 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,847 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNNE GALLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 CENTRAL PARK WEST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES-STATE | $250 | $0 | $0 |
| PROPERTY TAXES | $6,522 | $6,522 | $0 |