LEE AND MARVIN TRAUB CHARITABLE FUND TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LEE AND MARVIN TRAUB CHARITABLE FUND TR (EIN 13-7267366)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-10-15
- IRS object ID
- 202042899349101039
- Schema version
- 2018v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-15T18:23:50-07:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760717994 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kimerling & Wisdom LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 Broadway Suite 1105 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137267366 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEE AND MARVIN TRAUB CHARITABLE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEEA | BusinessNameControlTxt |
| Phone | 2129860892 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 524 EAST 72ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEE TRAUB | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ross Wisdom CPA | PreparerPersonNm |
| PTIN | P00163343 | PTIN |
| Phone | 2129860892 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $206,755 | 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 | $3,627 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,627 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$587 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,403 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $901 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $3,941 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,627 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,678 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $64 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,931 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,431 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,609 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,495 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,960 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,960 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,569 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,495 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,960 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$42,628 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,132 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,636 | CashBOYAmt |
| Cash EOY | $4,291 | CashEOYAmt |
| Cash EOYFMV | $4,291 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $6,364 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,364 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $217,211 | CorporateStockBOYAmt |
| Corporate Stock EOY | $185,564 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $196,100 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $238,847 | TotalAssetsBOYAmt |
| Total Assets EOY | $196,219 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $206,755 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $238,847 | RetainedEarningBOYAmt |
| Retained Earning EOY | $196,219 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $238,847 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $196,219 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $238,847 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $196,219 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $238,847 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$42,628 | ExcessRevenueOverExpensesAmt |
| Subtotal | $196,219 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $196,219 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JP MORGAN #9039 | P | 2019-01-01 | 2019-12-31 | $33,385 | $35,992 | -$2,607 | -$2,607 |
| JP MORGAN #9039 | P | 2000-01-01 | 2019-12-31 | $8,886 | $6,998 | $1,888 | $1,888 |
| CASH IN LIEU JP MORGAN #9039 | P | 2019-01-01 | 2019-12-31 | $132 | $132 | $132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$587 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,475 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,555 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $245,083 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.20628 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $58,656 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $235,757 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.24880 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $54,790 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $272,896 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.20077 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $153,339 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $394,523 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.38867 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $258,653 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $491,893 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.52583 | DistributionYr5Rt |
| Total Distribution | 1.570349 | TotalDistributionRt |
| Average Distribution | 0.314070 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $179,904 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $56,502 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $21 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $56,523 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $42,960 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $43 | SubtotalAmt |
| Tax Based On Investment Income | $43 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $43 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | LEE TRAUB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123721000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 524 EAST 72ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEE TRAUB | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 524 EAST 72ND STREET 44A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $175,822 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,822 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $182,644 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $182,644 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,740 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $179,904 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,995 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,995 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43 | TotalTaxAmt |
| Distributable Before Adj | $8,952 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,952 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,952 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,960 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $42,960 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $42,960 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,952 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $234,680 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $134,785 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $41,253 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $47,213 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $39,115 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $497,046 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,960 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,952 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,008 | RemainingDistriFromCorpusAmt |
| Total Corpus | $531,054 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $234,680 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $296,374 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $134,785 | ExcessFromYear4Amt |
| Excess From Year3 | $41,253 | ExcessFromYear3Amt |
| Excess From Year2 | $47,213 | ExcessFromYear2Amt |
| Excess From Year1 | $39,115 | ExcessFromYear1Amt |
| Excess From Current Year | $34,008 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| USA for UNHCR | |||||||
| 50 W 30th St 18th floor | New York | NY | 10001 | NONE | PC | GENERAL SUPPORT | $114 |
| ROUND HILL ASSOCIATION INC | |||||||
| 50 CLOVERLEAF LN | Greenwich | CT | 06831 | NONE | PC | GENERAL SUPPORT | $100 |
| RIOULT Dance NY | |||||||
| 34-01 Steinway Street | Astoria | NY | 11101 | NONE | PC | GENERAL SUPPORT | $6,500 |
| FRIENDS OF ACADEMY OF CITY CHARTER SCHOO | |||||||
| PO BOX 238 | Liberty Cor | NJ | 07938 | NONE | PC | GENERAL SUPPORT | $2,500 |
| Central Park Conservancy | |||||||
| 14 East 60th Street | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $500 |
| The Art of the Early Keyboard Inc | |||||||
| 170 W 73RD ST APT 3 | New York | NY | 10023 | NONE | PC | GENERAL SUPPORT | $100 |
| The Nature Conservancy | |||||||
| 4245 North Fairfax Drive | ARLINGTON | VA | 22203 | NONE | PC | GENERAL SUPPORT | $135 |
| Special Olympics | |||||||
| 1133 Nineteenth Street 12TH FL | Washington | DC | 20036 | NONE | PC | GENERAL SUPPORT | $100 |
| Southern Poverty Law Center | |||||||
| 400 Washington Avenue | Montgomery | AL | 36104 | NONE | PC | GENERAL SUPPORT | $400 |
| Lawyers Committee | |||||||
| 9TH FL | Washington | DC | 20005 | NONE | PC | GENERAL SUPPORT | $2,500 |
| Fractured Atlas Inc | |||||||
| 228 PARK AVE SOUTH 56651 | New York | NY | 10003 | NONE | PC | GENERAL SUPPORT | $100 |
| The New-York Historical Society | |||||||
| 170 Central Park West | New York | NY | 10024 | NONE | PC | GENERAL SUPPORT | $91 |
| The Avon Theatre Film Center | |||||||
| 8 Sound Shore Dr STE 140 | Greenwich | CT | 06830 | NONE | PC | GENERAL SUPPORT | $60 |
| Global Smile Foundation | |||||||
| 28 MARTINGALE LN | Westwood | MA | 02090 | NONE | PC | GENERAL SUPPORT | $5,000 |
| Greenwich Emergency Medical Service Inc | |||||||
| 1111 EAST PUTNAM AVE | Riverside | CT | 06878 | NONE | PC | GENERAL SUPPORT | $203 |
| The Greenwich United Way | |||||||
| 500 West Putnam Avenue STE 415 | Greenwich | CT | 06830 | NONE | PC | GENERAL SUPPORT | $510 |
| Ice Theatre of New York | |||||||
| 62 CHELSEA PIERS | New York | NY | 10011 | NONE | PC | GENERAL SUPPORT | $260 |
| New 42nd Street | |||||||
| 229 West 42nd Street | New York | NY | 10036 | NONE | PC | GENERAL SUPPORT | $6,000 |
| Westport Writers Workshop I Inc | |||||||
| 3 SYLVAN ROAD SOUTH | Westport | CT | 06880 | NONE | PC | GENERAL SUPPORT | $375 |
| HSS NEUROLOGY | |||||||
| 535 E 70TH ST | NEWYORK | NY | 10021 | NONE | PC | GENARAL SUPPORT | $750 |
| Jonas Philanthropies Inc | |||||||
| PO BOX 705 | New York | NY | 10032 | NONE | PC | GENERAL SUPPORT | $2,500 |
| Caramoor Center for Music and the Arts | |||||||
| 149 Girdle Ridge Rd | Katonah | NY | 10536 | NONE | PC | GENERAL SUPPORT | $1,500 |
| AARP Foundation | |||||||
| 601 E Street NW | Washington | DC | 20049 | NONE | PC | GENERAL SUPPORT | $12 |
| Metropolitan Museum of Art | |||||||
| 1000 Fifth Avenue | New York | NY | 10028 | NONE | PC | GENERAL SUPPORT | $600 |
| THIRTEEN | |||||||
| 825 Eighth Avenue | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $500 |
| Friends of the High Line | |||||||
| 820 Washington Street | New York | NY | 10014 | NONE | PC | GENERAL SUPPORT | $150 |
| The Museum of Modern Art | |||||||
| 11 West 53rd Street | New York | NY | 10019 | NONE | PC | GENERAL SUPPORT | $600 |
| Lincoln Center Development Project Inc | |||||||
| 70 LINKOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL SUPPORT | $3,000 |
| New York City Center | |||||||
| 130 West 56th Street | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $2,500 |
| AOC EDUCATIONAL FOUNDATION | |||||||
| 3153 SKYLINE DR OCEANSIDE | OCEANSIDE | CA | 92056 | NONE | PC | GENERAL SUPPORT | $2,500 |
| City Academy | |||||||
| 555 E 200 S | Salt Lake Cty | UT | 84102 | NONE | PC | GENERAL SUPPORT | $2,500 |
| Joyce Theater Foundation | |||||||
| 175 Eighth Avenue | NEW YORK | NY | 10011 | NONE | PC | GENERAL SUPPORT | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,960 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,627 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $901 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$587 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,528 | ExclusionAmt |
| Related Or Exempt Function Incm | -$587 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,941 | 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK CHARGES | $500 | |
| INVESTMENT ADVISORY FEE | $1,431 | $1,431 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $901 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $1,614 | |
| FOREIGN TAX | $64 | $64 |