JESSE AND JOAN KUPFERBERG FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JESSE AND JOAN KUPFERBERG FAMILY FOUNDATION (EIN 06-1636088)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-30
- IRS object ID
- 202043049349100509
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees 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 | 2020-10-30T11:25:11-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 Broadhollow Rd Suite 300 | AddressLine1Txt |
| City | Melville | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117473601 | 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 | 061636088 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESSE AND JOAN KUPFERBERG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARTIN R KUPFERBERG | InCareOfNm |
| Business Name Control | JESS | BusinessNameControlTxt |
| Phone | 7184617000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131-38 SANFORD AVE | AddressLine1Txt |
| City | FLUSHING | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11355 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN KUPFERBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7184617000 | PhoneNum |
| Signature | 2020-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT THOMPSETT | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 6312496001 | PhoneNum |
| Preparation | 2020-10-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.21.90.196 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 11047220203045000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-10-30 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7A05A827D7CED02AF0C87C914C5DA3DA57D58563 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 825889527C6F37DB4D12927FE212B56330156EDD | 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 | $10,034,358 | 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 | $12,225 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,744 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $308,237 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $308,237 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,281 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,347,196 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,566 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38,939 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $38,939 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $369,682 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $394,486 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,125 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $281 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $844 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,961 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,240 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,721 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $60,448 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,580 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,868 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,373 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,373 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $18,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,000 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,407 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,474 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,683 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $420,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $420,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $516,107 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,474 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $442,383 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$146,425 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $321,012 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $661,206 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $815,573 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $815,573 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,183,939 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,215,193 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,911,697 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,735,643 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,845,813 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,033,707 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $719,510 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,323,075 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,273,381 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,300,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,199,654 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,034,358 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,300,298 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,199,654 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,300,298 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,199,654 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,300,298 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,199,654 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,300,298 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$146,425 | ExcessRevenueOverExpensesAmt |
| Other Increases | $45,781 | OtherIncreasesAmt |
| Subtotal | $9,199,654 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,199,654 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM PUBLICLY TRADED SECURITIES | P | $809,600 | $839,647 | -$30,047 | -$30,047 |
| LONG TERM PUBLICLY TRADED SECURITIES | P | $2,537,597 | $2,500,502 | $37,987 | $37,095 |
| CAPITAL GAIN DIVIDENDS | P | $1,467 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,566 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $503,798 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,273,382 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049039 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $477,477 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,167,437 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042756 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $586,329 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,663,358 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054985 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $290,580 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,570,237 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.02749 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $247,207 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,604,799 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.023311 | DistributionYr5Rt |
| Total Distribution | 0.197581 | TotalDistributionRt |
| Average Distribution | 0.039516 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,158,102 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $401,408 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,210 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $404,618 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $442,383 | 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 | $3,210 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,210 | SubtotalAmt |
| Tax Based On Investment Income | $3,210 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,263 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,263 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,053 | OverpaymentAmt |
| Applied To ES Tax | $8,053 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | 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 | MARTIN R KUPFERBERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7184617000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131-38 SANFORD AVE | AddressLine1Txt |
| City | FLUSHING | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11355 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| MARTIN KUPFERBERG | ||||||||
| 131-38 SANFORD AVE | FLUSHING | NY | 11355 | TRUSTEE | 5.0 | $0 | $0 | $0 |
| LIANE CARTER | ||||||||
| 131-38 SANFORD AVE | FLUSHING | NY | 11355 | TRUSTEE | 5.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,199,964 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $678,865 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $433,965 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,312,794 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,312,794 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $154,692 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,158,102 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $507,905 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $507,905 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,210 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,210 | TotalTaxAmt |
| Distributable Before Adj | $504,695 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $504,695 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $504,695 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $442,383 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $442,383 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,210 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $439,173 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $504,695 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $435,159 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $442,383 | QualifyingDistributionsAmt |
| Applied To Year1 | $435,159 | AppliedToYear1Amt |
| Applied To Current Year | $7,224 | 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 |
| Undistributed Income CY | $497,471 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANTI-DEFAMATION LEAGUE OF B'NAI B'RITH | ||||||||
| 605 THIRD AVE 19TH FLOOR | NEW YORK | NY | 101583560 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $40,000 | |
| BRANDEIS UNIVERSITY | ||||||||
| 415 SOUTH ST MSC 110 | WALTHAM | MA | 02453 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $48,000 | |
| SOLOMON SCHECTER SCHOOL OF MANHATTAN | ||||||||
| 805 COLUMBUS AVE | NEW YORK | NY | 10025 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $40,000 | |
| FIDELITY INVESTMENT CHARITABLE GIFT FUND | ||||||||
| ONE DESTINY WAY | WESTLAKE | TX | 76262 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $68,000 | |
| NEW YORK HALL OF SCIENCE | ||||||||
| 4701 111th Street | Corona | NY | 11368 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $50,000 | |
| RAMAPO FOR CHILDREN INC | ||||||||
| PO BOX 266 | RHINEBECK | NY | 12572 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 | |
| SPECTRUM DESIGNS FOUNDATION LTD | ||||||||
| 382 MAIN STREET | PORT WASHINGTON | NY | 11050 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $50,000 | |
| NYU LANGONE HEALTH SYSTEM | ||||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $25,000 | MSB 153 |
| CONGREGATION OR ZARUA | ||||||||
| 127 E 82ND STREET | NEW YORK | NY | 10028 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,800 | |
| EVNY INC | ||||||||
| 17 CHRISTINA ST | INWOOD | NY | 11096 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 | |
| MATAN INC | ||||||||
| 520 EIGHTH AVENUE | NEW YORK | NY | 10018 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 | 4TH FLOOR |
| CENTRAL FUND OF ISRAEL | ||||||||
| 980 AVENUE OF THE AMERICAS | NEW YORK | NY | 10018 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,500 | |
| NEW YORK COMMON PANTRY | ||||||||
| 8 EAST 109TH STREET | NEW YORK | NY | 10029 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $3,600 | |
| THE NEW YORK TIMES NEEDIEST CASES FUND | ||||||||
| 620 8TH AVENUE | NEW YORK | NY | 10018 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 | |
| DOROT INC | ||||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,800 | |
| OCEAN CONSERVANCY | ||||||||
| 1300 19TH STREET NW | WASHINGTON | DC | 20036 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 | 8TH FLOOR |
| NEW YORK GILBERT & SULLIVAN PLAYERS | ||||||||
| 225 WEST 99TH STREET | NEW YORK | NY | 10025 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 | |
| NEXT FOR AUTISM INC | ||||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 | 8TH FLOOR |
| HIAS INC | ||||||||
| 1300 SPRING STREET | SILVER SPRING | MD | 20910 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 | SUITE 500 |
| NARAL PRO-CHOICE AMERICA FOUNDATION | ||||||||
| 1725 EYE STREET NW | WASHINGTON | DC | 20006 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 | SUITE 900 |
| SOUTHERN POVERTY LAW CENTER INC | ||||||||
| PO BOX 548 | MONTGOMERY | AL | 36104 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $3,000 | |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | ||||||||
| 1640 RHODE ISLAND AVENUE NW | WASHINGTON | DC | 20036 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | ||||||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $30,000 | 18TH FLOOR |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $15,000 | 10TH FLOOR |
| PRO PUBLICA INC | ||||||||
| 155 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 | 13TH FLOOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $420,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,225 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $308,237 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,281 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INVESTMENT INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,939 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $369,682 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $369,682 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT THORNTON, LLP | $9,315 | $2,329 | $6,986 |
| COHEN & COMPANY | $3,646 | $911 | $2,735 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $3,845,813 | EOYBookValueAmt |
| EOYFMV | $4,033,707 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $3,215,193 | EOYBookValueAmt |
| EOYFMV | $3,911,697 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE ASSETS | AT COST | $889,120 | $819,837 |
| LIMITED PARTNERSHIP INVESTMENT | AT COST | $433,955 | $453,544 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ED NORTHWOOD AND ASSOCIATES | CategoryTxt |
| Legal Fees | $1,125 | LegalFeesAmt |
| Net Investment Income | $281 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $844 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $250 | ||
| PORTFOLIO EXPENSES FROM L.P. | $11,250 | $11,250 | |
| FAMILY OFFICE EXPENSE | $7,000 | $1,750 | $5,250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| HEDGE FUND DISTRIBUTIONS | $37,876 | $37,876 |
| INCOME FROM L.P. | $962 | $962 |
| SECURITIES LITIGATION SETTLEMENT | $101 | $101 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON LP INVESTMENT | Desc |
| Amt | $45,781 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $52,624 | $52,624 | |
| ADMINISTRATIVE SERVICE FEES | $7,824 | $1,956 | $5,868 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $2,373 | Amt |
| Net Investment Income | $2,373 | NetInvestmentIncomeAmt |