SOL GOLDMAN CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SOL GOLDMAN CHARITABLE TRUST (EIN 13-3577310)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349106654
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Tax Under Section511 Statement
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T17:05:38-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 133577310 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SOL GOLDMAN CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOLG | BusinessNameControlTxt |
| Phone | 2122652280 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 SIXTH AVENUE 10TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100362604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE GOLDMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2122652280 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK NASH | PreparerPersonNm |
| PTIN | P00396721 | PTIN |
| Phone | 6464713000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.42.63 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 16:12:01 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7F32E9E585BF76C77C1DE5E6B690037AEA5B3F31 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5702AFE025310BA733D30623A1FEFC7C2D75D3AC | 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) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $117,450,655 | 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 | $3,341,222 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,335,642 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,142,975 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,797,183 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $997,400 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $29,122 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,513,319 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,333,046 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,480 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,480 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $72,541 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $72,453 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $95,414 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,869 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,836 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,227 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $212,271 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $114,549 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,980 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,935,833 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,935,833 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,148,104 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $114,549 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,947,813 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $365,215 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,218,497 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $247,394 | CashBOYAmt |
| Cash EOY | $234,705 | CashEOYAmt |
| Cash EOYFMV | $234,705 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $980,173 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,128,959 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,128,959 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $13,285,760 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,765,548 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,948,573 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $56,291,434 | CorporateStockBOYAmt |
| Corporate Stock EOY | $61,542,133 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $98,353,316 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,341,883 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,961,558 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,079,753 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,894,082 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,774,030 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,705,349 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $80,040,726 | TotalAssetsBOYAmt |
| Total Assets EOY | $80,406,933 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $117,450,655 | 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 | $80,040,726 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $80,406,933 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $80,040,726 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $80,406,933 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $80,040,726 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $80,406,933 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $80,040,726 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $365,215 | ExcessRevenueOverExpensesAmt |
| Other Increases | $992 | OtherIncreasesAmt |
| Subtotal | $80,406,933 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $80,406,933 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| JPMORGAN #1001 ST COVERED | P | 2019-12-31 | $369,085 | $379,425 | -$10,340 | -$10,340 |
| JPMORGAN #1001 ST NONCOVERED | P | 2019-12-31 | $2,914 | $2,919 | -$5 | -$5 |
| JPMORGAN #1001 LT COVERED | P | 2019-12-31 | $1,182,044 | $1,211,299 | -$29,255 | -$29,255 |
| JPMORGAN #1001 LT NONCOVERED | P | 2019-12-31 | $178,123 | $182,734 | -$4,611 | -$4,611 |
| JPMORGAN #2001 ST COVERED | P | 2019-12-31 | $976,620 | $958,120 | $18,500 | $18,500 |
| JPMORGAN #2001 ST NONCOVERED | P | 2019-12-31 | $19,301 | $19,442 | -$141 | -$141 |
| JPMORGAN #2001 LT COVERED | P | 2019-12-31 | $6,363,348 | $6,410,242 | -$46,894 | -$46,894 |
| JPMORGAN #2001 LT NONCOVERED | P | 2019-12-31 | $315,253 | $317,389 | -$2,136 | -$2,136 |
| JPMORGAN #4006 LT NONCOVERED | P | 2019-12-31 | $105 | $105 | $105 | |
| WELLS FARGO #8623 CAPITAL GAIN DISTRIBUTION | P | 2019-12-31 | $35,282 | $35,282 | $35,282 | |
| WELLS FARGO #8623 ST COVERED | P | 2019-12-31 | $218,233 | $233,701 | -$15,468 | -$15,468 |
| WELLS FARGO #8623 LT COVERED | P | 2019-12-31 | $2,747,657 | $2,947,124 | -$199,467 | -$199,467 |
| WELLS FARGO #8623 LT NONCOVERED | P | 2019-12-31 | $1,459,983 | $991,813 | $468,170 | $468,170 |
| FRANKLIN TEMPLETON CAP GAIN DISTRIBUTION | P | 2019-12-31 | $450,406 | $450,406 | $450,406 | |
| THROUGH SILVER LAKE INVESTMENTS | P | 2019-12-31 | $5 | $5 | $5 | |
| THROUGH SILVER LAKE INVESTMENTS | P | 2019-12-31 | $478,824 | $145,575 | $333,249 | $333,249 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $997,400 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$7,449 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,555,505 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $105,627,282 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043128 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,742,211 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $108,049,730 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043889 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,114,512 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $101,488,136 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040542 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,567,062 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $101,245,459 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064863 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,795,306 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $104,697,357 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064904 | DistributionYr5Rt |
| Total Distribution | 0.257326 | TotalDistributionRt |
| Average Distribution | 0.051465 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $111,029,188 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,714,117 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $42,185 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,756,302 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,947,813 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $84,370 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $57,858 | TaxUnderSection511Amt |
| Subtotal | $142,228 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $142,228 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $101,139 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $151,139 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,911 | OverpaymentAmt |
| Applied To ES Tax | $8,911 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | JANE GOLDMAN | IndividualWithBooksNm |
| Phone | 2122652280 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 SIXTH AVENUE 10TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100362604 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JANE H GOLDMAN | ||||||||
| 1185 SIXTH AVENUE | NEW YORK | NY | 100362604 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALLAN H GOLDMAN | ||||||||
| 1185 SIXTH AVENUE | NEW YORK | NY | 100362604 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LOUISA LITTLE | ||||||||
| 1185 SIXTH AVENUE | NEW YORK | NY | 100362604 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHAEL U LEWIS | ||||||||
| 1185 SIXTH AVENUE | NEW YORK | NY | 100362604 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BENJAMIN H LEWIS | ||||||||
| 1185 SIXTH AVENUE | NEW YORK | NY | 100362604 | TRUSTEE | 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 | $106,872,602 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,914,390 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,932,996 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $112,719,988 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $112,719,988 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,690,800 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $111,029,188 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,551,459 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,551,459 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $142,228 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $142,228 | TotalTaxAmt |
| Distributable Before Adj | $5,409,231 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,409,231 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,409,231 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,947,813 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,947,813 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,947,813 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,409,231 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,705,110 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,575,685 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $3,280,795 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,947,813 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,947,813 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,461,418 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,461,418 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,819,377 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $243,692 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,575,685 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,575,685 | ExcessFromYear4Amt |
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 | JANE H GOLDMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 SIXTH AVENUE 10TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2122652280 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION DOES NOT HAVE A FORMAL APPLICATION FORM. POTENTIAL GRANTEES ARE REQUIRED TO PROVIDE THE FOUNDATION DETAILS ON THE PURPOSE BEHIND THE GRANT AS WELL AS VERIFICATION OF THEIR TAX-EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS SUCH AS BY GEOGRAPHICAL AREAS, CHARITABLE FIELDS, KINDS OF INSTITUTIONS OR OTHER FACTORS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BOSTON MEDICAL LIBRARY | |||||||
| 10 SHATTUCK ST | BOSTON | MA | 02115 | PC | THE BOSTON MEDICAL LIBRARY IS A PHYSICIANS NON-PROFIT ORGANIZATION INCORPORATED IN 1877. THE BML MISSION, REVISED IN 2004, IS "TO BE A LIBRARY FOR THE DISSEMINATION OF MEDICAL KNOWLEDGE, THE PROMOTION OF MEDICAL EDUATION AND SCHOLARSHIP, AND THE PRESERVATION AND CELEBRATION OF MEDICAL HISTORY, AND THEREBY TO ADVANCE THE QUALITY OF HEALTH AND HEALTHCARE OF THE PEOPLE. | $3,500 | |
| ST FRANCIS HOSPITAL | |||||||
| 100 PORT WASHINGTON BLVD | ROSLYN | NY | 11576 | PC | THE FOUNDATION WAS ORGANIZED FOR THE PURPOSE OF RAISING FUNDS ON BEHALF OF ST.FRANCIS HOSPITAL, A NOT FOR PROFIT ACUTE CARE HOSPITAL | $20,000 | |
| THE MUSEAM OF MODERN ART | |||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | PC | MANIFESTS THIS COMMITMENT BY ESTABLISHING, PRESERVING AND DOCUMENTING A PERMANENT COLLECTION OF THE HIGHEST ORDER THAT REFLECTS THE VITALITY | $100,000 | |
| NATIONAL GEOGRAPHIC SOCIETY | |||||||
| 1145 17TH STREET NW | WASHINGTON | DC | 20036 | PC | "THE NATIONAL GEOGRAPHIC SOCIETY IS AN IMPACT-DRIVEN GLOBAL NONPROFIT THAT INVESTS IN BOLD PEOPLE AND TRANSFORMATIVE IDEAS. WE CHASE THE BIG QUESTIONS, CHALLENGE ACCEPTED BELIEFS, AND PUSH THE BOUNDARIES OF KNOWLEDGE ABOUT OUR WORLD IN ORDER TO ENSURE A HEALTHY AND SUSTAINABLE FUTURE FOR ALL. OUR ULTIMATE GOAL IS A PLANET IN BALANCE, ONE THAT PROVIDES FOR HUMANITY AND THE MULTITUDE OF OTHER SPECIES WITH WHICH WE SHARE THE EARTH. | $10,000 | |
| UNIVERSITY OF ST ANDREWS AMERICAN | |||||||
| 1201 WEST PEACHTREE STREET | ATLANTA | GA | 30309 | PC | THE FOUNDATION EXISTS TO DEVELOP AND STRENGTHEN THE UNIVERSITY'S POSITION AT THE FOREFRONT OF TEACHING, LEARNING AND RESEARCH BY INSPIRING ACTIVE PARTICIPATION, INVESTMENT AND LOYALTY IN ST ANDREWS FROM OUR AMERICAN ALUMNI AND FRIENDS | $25,000 | |
| YALE LAW SCHOOL | |||||||
| 127 WALL ST | NEW HAVEN | CT | 06511 | PC | EDUCATE CHILDREN | $2,000,000 | |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | PC | UJA-FEDERATION OF NEW YORK CARES FOR JEWS EVERYWHERE AND NEW YORKERS OF ALL BACKGROUNDS, RESPONSES TO CRISES CLOSE TO HOME AND FAR AWAY AND SHAPES THE JEWISH FUTURE | $250,000 | |
| JEWISH FAMILY AND CHILDRENS | |||||||
| 135 WEST 50TH STREET 6TH FLOOR | NEW YORK | NY | 10020 | PC | THE JEWISH BOARD PROVIDES A COMPREHENSIVE NETWORK OF MENTAL HEALTH AND SOCIAL SERVICES THAT PROMOTES WELL-BEING, RESILIENCE AND SELF-SUFFICIENCY FOR INDIVIDUALS AND FAMILIES AT EVERY STAGE OF LIFE. LEADERS IN THE FIELD OF HUMAN SERVICES, WE PROUDLY SERVE PEOPLE OF ALL FAITHS AND CULTURES AND AFFIRM OUR HISTORIC COMMITMENT TO THE JEWISH COMMUNITY. | $10,000 | |
| PARKINSON'S DISEASE FOUNDATION | |||||||
| 1359 BROADWAY SUITE 1509 | NEW YORK | NY | 10018 | PC | THE PARKINSON'S FOUNDATION MAKES LIFE BETTER FOR PEOPLE WITH PARKINSON'S DISEASE BY IMPROVING CARE AND ADVANCING RESEARCH TOWARD A CURE. IN EVERYTHING WE DO, WE BUILD ON THE ENERGY, EXPERIENCE, AND PASSION OF OUR GLOBAL PARKINSON'S COMMUNITY. | $35,000 | |
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | PC | FOUNDED MORE THAN A CENTURY AGO TO SERVE THE JEWISH PEOPLE, 92ND STREET Y PROMOTES INDIVIDUAL AND FAMILY DEVELOPMENT AND PARTICIPATION IN CIVIC LIFE WITHIN THE CONTEXT OF JEWISH VALUES AND AMERICAN PLURALISM. | $100,000 | |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 E 60TH ST 8TH FL | NEW YORK | NY | 10022 | PC | THE MISSION OF THE CENTRAL PARK CONSERVANCY IS TO RESTORE, MANAGE, AND ENHANCE CENTRAL PARK IN PARTNERSHIP WITH THE PUBLIC. | $10,000 | |
| THE SALVATION ARMY | |||||||
| 1424 NORTHEAST EXPRESSWAY | BROOKHAVEN | GA | 30329 | PC | THE SALVATION ARMY, AN INTERNATIONAL MOVEMENT, IS AN EVANGELICAL PART OF THE UNIVERSAL CHRISTIAN CHURCH. ITS MESSAGE IS BASED ON THE BIBLE. ITS MINISTRY IS MOTIVATED BY THE LOVE OF GOD. ITS MISSION IS TO PREACH THE GOSPEL OF JESUS CHRIST AND TO MEET HUMAN NEEDS IN HIS NAME WITHOUT DISCRIMINATION. | $20,000 | |
| CHAI LIFELINE | |||||||
| 151 W 30TH ST THIRD FL | NEW YORK | NY | 10001 | PC | THAT SERIOUSLY ILL CHILDREN NEED AND DESERVE AS HAPPY AND NORMAL A CHILDHOOD AS POSSIBLE | $25,000 | |
| MAKE A WISH FOUNDATION OF METRO | |||||||
| 1702 E HIGHLAND AVENUE SUITE 400 | PHOENIX | AZ | 85016 | PC | TOGETHER, WE CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. | $25,000 | |
| OYSTER BAY FIRE DEPARTMENT | |||||||
| 188 SOUTH ST | OYSTER BAY | NY | 11771 | PC | VOLUNTEER FIRE DEPARTMENT | $5,000 | |
| JDRF | |||||||
| 200 VESEY STREET 28TH FLOOR 14TH | NEW YORK | NY | 10128 | PC | JDRF IS THE LEADING GLOBAL ORGANIZATION FUNDING TYPE 1 DIABETES (T1D) RESEARCH. IMPROVING LIVES TODAY AND TOMORROW BY ACCELERATING LIFE-CHANGING BREAKTHROUGHS TO CURE, PREVENT AND TREAT T1D AND ITS COMPLICATIONS IS OUR MISSION. OUR STRENGTH LIES IN OUR EXCLUSIVE FOCUS AND SINGULAR INFLUENCE ON THE WORLDWIDE EFFORT TO END T1D. THROUGH RESEARCH AND ADVOCACY, JDRF IS ACCELERATING PROGRESS PROGRESS ON THE MOST PROMISING OPPORTUNITIES TO CURE, PREVENT AND TREAT T1D AND ITS COMPLICATIONS. | $10,000 | FLOOR |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 2121 I STREET NW | WASHINGTON | DC | 20052 | PC | THE GEORGE WASHINGTON UNIVERSITY, AN INDEPENDENT ACADEMIC INSTITUTION CHARTERED BY THE CONGRESS OF THE UNITED STATES IN 1821, DEDICATES ITSELF TO FURTHERING HUMAN WELL-BEING THE UNIVERSITY VALUES A DYNAMIC, STUDENT-FOCUSED COMMUNITY STIMULATED BY CULTURAL AND INTELLECTUAL DIVERSITY AND BUILT UPON A FOUNDATION OF INTEGRITY, CREATIVITY, AND OPENNESS TO THE EXPLORATION OF NEW IDEAS | $15,000 | |
| BOSTON UNIVERSITY HILLEL HOUSE | |||||||
| 213 BAY STATE RD | BOSTON | MA | 02115 | PC | BOSTON UNIVERSITY HILLEL INSPIRES, EDUCATES, AND EMPOWERS BOSTON UNIVERSITY STUDENTS TO LEAD MEANINGFUL, JOYOUS JEWISH LIVES. OUR VISION IS THAT EVERY STUDENT WILL MAKE AN ENDURING COMMITMENT TO IGNITE THEIR JEWISH IDENTITY, ACTIVATE COMMUNITY, AND ENGAGE THE WORLD AROUND THEM. | $6,000 | |
| LOCUST VALLEY FIRE DEPARTMENT | |||||||
| 228 BUCKRAM RD | LOCUST VALLEY | NY | 11560 | PC | THE LOCUST VALLEY FIRE DEPARTMENT (LVFD) IS A VOLUNTEER ORGANIZATION COMPRISED OF OVER 100 DEDICATED MEN AND WOMEN FROM LOCUST VALLEY AND THE SURROUNDING COMMUNITIES WHO PROVIDE FIRE AND RESCUE SERVICES TO AN AREA KNOWN AS THE LOCUST VALLEY FIRE DISTRICT. THE LOCUST VALLEY FIRE DISTRICT IS A 12 SQUARE MILE AREA SITUATED ON THE GOLD COAST OF NASSAU COUNTY, LONG ISLAND. | $10,000 | |
| THE VALTARESE FOUNDATION | |||||||
| 2301 33RD ST | ASTORIA | NY | 11105 | PC | ASSIST PEOPLE IN NEED | $15,000 | |
| PET RES-Q | |||||||
| 24 WEST RAILROAD AVE | TENAFLY | NJ | 07670 | PC | THE CHARITABLE PURPOSE FOR WHICH THIS ORGANIZATION WAS FORMED IS TO PROVIDE PET RESCUE SERVICES; TO STIMULATE INTEREST AND CONCERN IN THE PREVENTION OF ANIMAL ABUSE AND NEGLECT; TO RESCUE, REHABILITATE AND REHOME PETS FROM MANY SITUATIONS. WE RESCUE WITHOUT PREJUDICE MEANING THE HEALTH, AGE OR ZIP CODE OF AN ANIMAL DOES NOT DETERMINE WHETHER THEY DESERVE TO BE SAVED OR NOT. WHEN WE CAN WE ALWAYS DO. TO SAVE ANIMALS FROM BEING DESTROYED; TO WORK IN COOPERATION WITH PRIVATE AND GOVERNMENTAL AGENCIES TO PROMOTE THE PROPER CARE AND TREATMENT OF ANIMALS; TO AID, ASSIST, COOPERATE, CO-SPONSOR SITUATIONS WHEN NEEDED TO KEEP AN ANIMAL WITH ITS FAMILY. WE ARE HEAVILY INVOLVED IN ALL ASPECTS OF DISASTER RELIEF FOR VICTIMS OF ALL SPECIES. | $15,000 | |
| SOUTH HAMPTON HOSPITAL | |||||||
| 240 MEETING HOUSE LN | SOUTHAMPTON | NY | 11968 | PC | THE SOUTHAMPTON HOSPITAL FOUNDATION SUPPORTS STONY BROOK SOUTHAMPTON HOSPITAL'S MISSION TO DELIVER HEALTHCARE SERVICES AND EXPAND CLINICAL PROGRAMS TO MEET THE NEEDS OF THE COMMUNITY. THE FOUNDATION CONCENTRATES ITS EFFORTS ON INCREASING CRITICAL PHILANTHROPIC SUPPORT TO ENSURE HIGH-QUALITY HEALTHCARE FOR ALL OF OUR NEIGHBORS ON THE EAST END | $10,000 | |
| JEWISH FEDERATION OF NORTHERN | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | PC | THE JEWISH FEDERATIONS OF NORTH AMERICA REPRESENTS 153 JEWISH FEDERATIONS AND OVER 300 NETWORK COMMUNITIES, WHICH RAISE AND DISTRIBUTE MORE THAN $3 BILLION ANNUALLY FOR SOCIAL WELFARE, SOCIAL SERVICES AND EDUCATIONAL NEEDS. THE FEDERATION MOVEMENT, COLLECTIVELY AMONG THE TOP 10 CHARITIES ON THE CONTINENT, PROTECTS AND ENHANCES THE WELL-BEING OF JEWS WORLDWIDE THROUGH THE VALUES OF TIKKUN OLAM(REPAIRING THE WORLD), TZEDAKAH (CHARITY AND SOCIAL JUSTICE) AND TORAH (JEWISH LEARNING). | $30,000 | |
| NEW YORK UNIVERSITY | |||||||
| 25 WEST 4TH STREET 4TH FLOOR | NEW YORK | NY | 10012 | PC | NEW YORK UNIVERSITY'S MISSION IS TO BE A TOP QUALITY INTERNATIONAL CENTER OF SCHOLARSHIP, TEACHING AND RESEARCH. THIS INVOLVES RETAINING AND ATTRACTING OUTSTANDING FACULTY WHO ARE LEADERS IN THEIR FIELDS, ENCOURAGING THEM TO CREATE PROGRAMS THAT DRAW OUTSTANDING STUDENTS, AND PROVIDING AN INTELLECTUALLY RICH ENVIRONMENT. NYU SEEKS TO TAKE ACADEMIC AND CULTURAL ADVANTAGE OF ITS LOCATION AND TO EMBRACE DIVERSITY AMONG FACULTY, STAFF AND STUDENTS TO ENSURE A WIDE RANGE OF PERSPECTIVES, INCLUDING INTERNATIONAL PERSPECTIVES, IN THE EDUCATIONAL EXPERIENCE. | $10,000 | |
| NEW YORK RESTORATION PROJECT | |||||||
| 254 WEST 31ST STREET 10TH FLOOR | NEW YORK | NY | 10001 | PC | AT NEW YORK RESTORATION PROJECT, WE BELIEVE EVERYONE DESERVES ACCESS TO BEAUTIFUL, HIGH-QUALITY GREEN SPACE. WE HAVE BEEN PARTNERING WITH UNDERSERVED COMMUNITIES TO TAKE BACK PUBLIC SPACE BY PICKING UP TRASH, PLANTING TREES AND RENOVATING PARKS AND GARDENS | $70,000 | |
| JEWISH COMMUNITY CENTER OF | |||||||
| 2565 BALLTOWN RD | SCHENECTADY | NY | 12309 | PC | OUR MISSION IS TO BUILD A VIBRANT, WELCOMING, AND INCLUSIVE COMMUNITY THAT EMBRACES OUR JEWISH VALUES, CULTURE, IDENTITY AND CONNECTIONS TO ISRAEL, ENGAGES THE LOCAL COMMUNITY, AND ENHANCES THE BODY, MIND AND SPIRIT OF OUR MEMBERS. | $20,000 | |
| NYU WINTHROP HOSPITAL | |||||||
| 259 FIRST STREET | MINEOLA | NY | 11501 | PC | NYU WINTHROP IS THE LONG ISLAND HOSPITAL BASE OF NYU LANGONE HEALTH AND IS RANKED BY U.S. NEWS & WORLD REPORT AS ONE OF THE TOP-10 NEW YORK METRO-AREA HOSPITALS. THE HOSPITAL WAS FOUNDED IN 1896 BY LOCAL PHYSICIANS AND CONCERNED CITIZENS AND IS NOW A 591-BED MEDICAL ACADEMIC CENTER AND ACS LEVEL 1 TRAUMA CENTER. THE HOSPITAL FEATURES MORE THAN 75 DIVISIONS OF SPECIALTY CARE, OFFERING COMPREHENSIVE INPATIENT AND OUTPATIENT PROGRAMS AND SERVICES TO ADDRESS EVERY STAGE OF LIFE. NYU WINTHROP ALSO HAS A RESEARCH INSTITUTE THAT CONDUCTS ROBUST RESEARCH AND STUDIES THAT ARE HELPING TO SHAPE THE FUTURE OF MEDICINE. THE HOSPITAL, WITH TIES TO NEW YORK UNIVERSITY, BLENDS THE PROGRESSIVE PHILOSOPHY AND ADVANCES OF A TEACHING AND RESEARCH INSTITUTION WITH A PERSONAL APPROACH TO PATIENT CARE THAT IS THE CORNERSTONE OF THE ORGANIZATION. THE NYU WINTHROP CAMPUS IS ALSO HOME TO THE NEW NYU LONG ISLAND SCHOOL OF MEDICINE TUITION-FREE SCHOOL WITH AN ACCELERATED THREE-YEAR CURRICULUM DEVOTED EXCLUSIVELY | $10,000 | |
| AMERICAN JEWISH CONGRESS | |||||||
| 260 MADISON AVENUE STE 202 | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $25,000 | |
| NEW ENGLAND CONNECTION FOR PKU | |||||||
| 27 MURRAY CIRCLE | RAYNHAM | MA | 02767 | PC | TO PROVIDE BETTER SUPPORT AND NECESSARY SERVICES TO ALL FAMILIES AFFLICTED WITH PKU AND ALLIED DISORDERS AS WELL AS TO ENCOURAGE RESEARCH AND INCREASE PUBLIC AWARENESS | $5,000 | |
| CRADLES TO CRAYONS INC | |||||||
| 281 NEWTONVILLE AVENUE | NEWTONVILLE | MA | 02460 | PC | CRADLES TO CRAYONS PROVIDES CHILDREN FROM BIRTH THROUGH AGE 12 WHO LIVE IN HOMELESS OR LOW-INCOME SITUATIONS WITH THE ESSENTIAL ITEMS THEY NEED TO THRIVE... AT HOME, AT SCHOOL, AND AT PLAY. WE SUPPLY THESE ITEMS FREE OF CHARGE BY ENGAGING AND CONNECTING COMMUNITIES. WE CURRENTLY SERVE CHILDREN IN THREE LOCATIONS: GREATER BOSTON, GREATER PHILADELPHIA & GREATER CHICAGO. THANK YOU FOR SUPPORTING CRADLES TO CRAYONS. | $35,000 | |
| CONGREGATION MISHKAN TEFILA | |||||||
| 300 HAMMOND POND PKWY | CHESTNUT HILL | MA | 02467 | PC | TO PROVIDE SUPPORT TO CONGREGATION MISHKAN TEFILA | $8,000 | |
| NEUROENDOCRINE TUMOUR RESEARCH | |||||||
| 321 COLUMBUS AVENUE SUITE 5R | BOSTON | MA | 02116 | PC | THE MISSION OF THE NEUROENDOCRINE TUMOR RESEARCH FOUNDATION IS TO FUND RESEARCH TO DISCOVER CURES AND MORE EFFECTIVE TREATMENTS FOR CARCINOID, PANCREATIC, AND RELATED NEUROENDOCRINE CANCERS. TO ACHIEVE RAPID DISCOVERY OF CURES, THE NET RESEARCH FOUNDATION DIRECTS ITS DONATIONS TO FUND BREAKTHROUGH SCIENTIFIC RESEARCH OF NEUROENDOCRINE CANCERS. SINCE ITS INCEPTION, THE NET RESEARCH FOUNDATION HAS AWARDED OVER $22 MILLION IN LARGE-SCALE, MULTI-YEAR RESEARCH GRANTS TO LEADING SCIENTISTS AT RENOWNED RESEARCH INSTITUTIONS. THE NET RESEARCH FOUNDATION IS COMMITTED TO IMPROVING THE LIVES OF PATIENTS, FAMILIES, AND CAREGIVERS AFFECTED BY NEUROENDOCRINE CANCER BY PROVIDING INFORMATION AND EDUCATIONAL RESOURCES. | $10,000 | |
| GANN ACADEMY | |||||||
| 333 FOREST ST | WALTHAM | MA | 02452 | PC | GANN'S OUTSTANDING FACULTY SHARPENS OUR STUDENTS' INTELLECTS, CHALLENGING THEM TO BECOME BOTH ANALYTICAL AS WELL AS CREATIVE, OUT-OF-THE-BOX THINKERS. WHETHER READING LITERATURE, CONDUCTING A SCIENCE EXPERIMENT, OR DECONSTRUCTING A TALMUDIC ARGUMENT, GANN STUDENTS LEARN THAT ACADEMIC EXCELLENCE REQUIRES THE ABILITY AND THE COURAGE TO ASK INTERESTING AND ESSENTIAL QUESTIONS, AND THE DRIVE AND THE SKILLS TO EXPLORE VARIOUS POSSIBLE ANSWERS. | $10,000 | |
| GREAT NECK PUBLIC SCHOOLS | |||||||
| 345 LAKEVILLE RD | GREAT NECK | NY | 11020 | PC | 1.TO SUPPORT AND BETTER THE EDUCATION OF THE SCHOOL'S CHILDREN BY PROMOTING AN UNDERSTANDING BETWEEN HOME AND SCHOOL 2.TO SUPPORT AND SUPPLEMENT SPECIAL EDUCATION, EXTRA CURRICULUM AND AFTER SCHOOL PROGRAMS 3.TO GATHER INFORMATION ON ALL MATTERS CONCERNING THE CHILDREN 4.TO BE ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES | $10,000 | |
| MILL NECK MANOR SCHOOL FOR THE DEAF | |||||||
| 40 FROST MILL ROAD | MILL NECK | NY | 11765 | PC | MILL NECK MANOR SCHOOL FOR THE DEAF EXISTS TO PROVIDE HIGH-QUALITY EDUCATIONAL PROGRAMS TO CHILDREN THAT ARE INDIVIDUALLY DESIGNED TO MEET THE CHILD'S SPECIFIC NEEDS. | $20,000 | |
| SUPPORTIVE LIVING INC | |||||||
| 400 WEST CUMMINGS PARK SUITE 6100 | WOBURN | MA | 01801 | PC | WE ARE A NON-PROFIT ORGANIZATION AND HAVE BEEN IMPROVING THE QUALITY OF LIFE FOR BRAIN INJURY SURVIVORS SINCE 1991. FROM OUR GRASS-ROOT BEGINNINGS FOCUSED ON DEVELOPING A HOME-LIKE RESIDENTIAL PROGRAM FOR SURVIVORS OF BRAIN INJURY, WE HAVE EXPANDED THE BREADTH AND DEPTH OF OUR SERVICES TO INCLUDE FOUR RESIDENTIAL FACILITIES, ACTIVE PHYSICAL AND FUNCTIONAL FITNESS PROGRAMS, COGNITIVE AND SOCIAL ENGAGEMENT PROGRAMS AND APPLIED RESEARCH INTO THE BEST APPROACHES TO IMPROVING THE LIVES OF BRAIN INJURY SURVIVORS. | $1,000 | |
| THE DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02115 | PC | FOUNDED IN 1947, DANA-FARBER CANCER INSTITUTE'S MISSION IS TO PROVIDE EXPERT, COMPASSIONATE CARE TO CHILDREN AND ADULTS WITH CANCER WHILE ADVANCING THE UNDERSTANDING, DIAGNOSIS, TREATMENT, CURE AND PREVENTION OF CANCER AND RELATED DISEASES. AS AN AFFILIATE OF HARVARD MEDICAL SCHOOL AND A COMPREHENSIVE CANCER CENTER DESIGNATED BY THE NATIONAL CANCER INSTITUTE, THE INSTITUTE ALSO PROVIDES TRAINING FOR NEW GENERATIONS OF PHYSICIANS AND SCIENTISTS, DESIGNS PROGRAMS THAT PROMOTE PUBLIC HEALTH PARTICULARLY AMONG HIGH-RISK AND UNDERSERVED POPULATIONS AND DISSEMINATES INNOVATIVE PATIENT THERAPIES AND SCIENTIFIC DISCOVERIES IN BOSTON, ACROSS THE UNITED STATES AND THROUGHOUT THE WORLD. | $10,000 | |
| MAYO CLINIC JACKSONVILLE | |||||||
| 4500 SAN PABLO RD S | JACKSONVILLE | FL | 32224 | PC | TO INSPIRE HOPE AND CONTRIBUTE TO HEALTH AND WELL - BEING BY PROVIDING THE BEST CARE TO EVERY PATIENT THROUGH INTEGRATED CLINICAL PRACTICE, EDUCATION, AND RESEARCH | $100,000 | |
| CENTRAL FUND OF ISRAEL | |||||||
| 461 CENTRAL AVENUE | CADARHURST | NY | 11516 | PC | PROMOTING CHARITABLE ACTIVITIES IN ISRAEL | $75,000 | |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | PC | THE MISSION OF WOUNDED WARRIOR PROJECT (WWP) IS TO HONOR AND EMPOWER WOUNDED WARRIORS. OUR VISION IS TO FOSTER THE MOST SUCCESSFUL, WELL-ADJUSTED GENERATION OF WOUNDED SERVICE MEMBERS IN OUR NATION'S HISTORY | $25,000 | |
| CITY HARVEST INC | |||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | PC | CITY HARVEST EXISTS TO END HUNGER IN COMMUNITIES THROUGHOUT NEW YORK CITY. WE DO THIS THROUGH FOOD RESCUE AND DISTRIBUTION, EDUCATION, AND OTHER PRACTICAL, INNOVATIVE SOLUTIONS. | $160,000 | |
| OAK SQUARE YMCA OF GREATER BOSTON | |||||||
| 615 WASHINGTON STREET | BRIGHTON | MA | 02135 | PC | THE YMCA OF GREATER BOSTON IS DEDICATED TO IMPROVING THE HEALTH OF MIND, BODY AND SPIRIT OF INDIVIDUALS AND FAMILIES IN OUR COMMUNITIES. WE WELCOME MEN AND WOMEN, BOYS AND GIRLS OF ALL INCOMES, FAITHS AND CULTURES. | $10,000 | |
| NY TIMES NEEDIEST CASES FUND | |||||||
| 620 8TH AVE | NEW YORK | NY | 10018 | PC | THE FUND WAS ORIGINATED BY ADOLPH OCHS SULZBERGER, THEN PUBLISHER OF THE NEW YORK TIMES, TO RAISE FUNDS TO PROVIDE TO INDIVIDUALS AND FAMILIES IN DISTRESS. THE FUND'S BOARD OF DIRECTORS SELECTS CERTAIN NON-PROFIT ORGANIZATIONS IN THE NEW YORK METROPOLITAN AREA TO RECEIVE FUNDING. THOSE NON-PROFIT ORGANIZATIONS AND THEIR EXEMPT PURPOSES ARE LISTED ON PAGE 2, PART III, LINE 4 (ITEMS A - D) AS PART OF THE STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. | $20,000 | |
| BAYVILLE FIRE COMPANY 1 | |||||||
| 645 ATLANTIC CITY BLVD BAYVILLE | BAYVILLE | NJ | 087212027 | PC | TO ASSIST WITH THE PREVENTION OF AND CONTROL OF FIRES AND RELATED EMERGENCIES IN THE BAYVILLE, NJ | $5,000 | |
| MANNES COLLEGE | |||||||
| 66 WEST 12TH STREET | NEW YORK | NY | 10011 | PC | MANNES SCHOOL OF MUSIC AT THE NEW SCHOOL IS A STANDARD BEARER FOR INNOVATIVE ARTISTRY, DEDICATED TO DEVELOPING CITIZEN ARTISTS WHO ENGAGE THEIR COMMUNITIES AND THE WORLD THROUGH MUSIC. | $30,000 | |
| LONG ISLAND UNIVERSITY | |||||||
| 700 NORTHERN BLVD | GREENVALE | NY | 11548 | PC | LONG ISLAND UNIVERSITY WAS FOUNDED ON THE PRINCIPLE OF EDUCATING AND EMPOWERING MEN AND WOMEN FROM ALL WALKS OF LIFE FOR FULL MISSION STATEMENT, MISSION ACCESS A ND EXCELLENCE LONG ISLAND UNIVERSITY WAS FOUNDED ON THE PRINCIPLE OF EDUCATING AND EMPOWERING MEN AND WOMEN FROM ALL WALKS OF LIFE THROUGH OUR MISSION OF ACCESS AND EXCELLENCE, THELIU COMMUNITY REMAINS COMMITTED, ABOVE ALL ELSE TO THE EDUCATIONAL NEEDS AND INTERESTS OF OUR DIVERSE STUDENT BODY WE STRIVE TO CULTIVATE AND EXPAND ACADEMIC. | $10,000 | |
| BRIGHAM AND WOMENS HOSPITAL | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | PC | MISSION BRIGHAM AND WOMEN'S HOSPITAL IS DEDICATED TO: SERVING THE NEEDS OF OUR LOCAL AND GLOBAL COMMUNITY,PROVIDING THE HIGHEST QUALITY HEALTH CARE TO PATIENTS AND THEIR FAMILIES,EXPANDING THE BOUNDARIES OF MEDICINE THROUGH RESEARCH,EDUCATING THE NEXT GENERATION OF HEALTH CARE PROFESSIONALS. | $100,000 | |
| SYRACUSE UNIVERSITY | |||||||
| 820 COMSTOCK AVENUE | SYRACUSE | NY | 13244 | PC | DEVOTE TO EDUCATION, TEACHING AND RESEARCH | $25,000 | |
| WNET | |||||||
| 825 EIGHT AVE 14TH FLOOR | NEW YORK | NY | 10019 | PC | WNET IS A MULTI-MEDIA PUBLIC SERVICE NON-PROFIT THAT DELIVERS LIFELONG LEARNING AND MEANINGFUL EXPERIENCES TO OUR COMMUNITIES. OUR CONTENT INSPIRES CURIOSITY, ENCOURAGES ACTION AND NURTURES DREAMS | $10,000 | |
| AHRC FOUNDATION INC | |||||||
| 83 MAIDEN LANE | NEW YORK | NY | 10038 | PC | THROUGH ITS GRANTS, THE FOUNDATION AIMS TO EMPOWER PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. | $7,500 | |
| NORTH SHORE-LIJ HEALTH SYSTEM | |||||||
| 972 BRUSH HOLLOW RD FL 5 | WESTBURY | NY | 11590 | PC | NORTH SHORE-LIJ HEALTH PLAN PROVIDES MANAGED LONG-TERM CARE PROGRAMS FOR ADULTS WHO ARE MEDICAID ELIGIBLE AND STRIVES TO IMPROVE THE HEALTH OF THE COMMUNITIES IT SERVES. | $30,000 | |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| KRAFT FAMILY BUILDING 126 HIGH | BOSTON | MA | 02110 | PC | THE MISSION OF CJP, GREATER BOSTON'S JEWISH FEDERATION, IS TO INSPIRE AND MOBILIZE THE DIVERSE GREATER BOSTON JEWISH COMMUNITY TO ENGAGE IN BUILDING COMMUNITIES OF LEARNING AND ACTION THAT STRENGTHEN JEWISH LIFE AND THE WORLD AROUND US. | $1,500 | STREET |
| VANDERBILT UNIVERSITY | |||||||
| NO 357727 2301 VANDERBILT PLACE | NASHVILLE | TN | 37235 | PC | VANDERBILT OFFERS UNDERGRADUATE PROGRAMS IN THE LIBERAL ARTS AND SCIENCES, ENGINEERING, MUSIC, EDUCATION AND HUMAN DEVELOPMENT, AS WELL AS A FULL RANGE OF GRADUATE AND PROFESSIONAL DEGREES. THE COMBINATION OF CUTTING EDGE RESEARCH, LIBERAL ARTS AND A DISTINGUISHED MEDICAL CENTER CREATES AN INVIGORATING ATMOSPHERE WHERE STUDENTS TAILOR THEIR EDUCATION TO MEET THEIR GOALS AND RESEARCHERS COLLABORATE TO SOLVE COMPLEX PROBLEMS AFFECTING OUR HEALTH, CULTURE AND SOCIETY | $20,000 | |
| WORLD TRADE CENTER PERFORMING ARTS | |||||||
| ONE LIBERTY PLAZA 20TH FLOOR | NEW YORK | NY | 10006 | PC | THE PAC WILL CREATE A CULTURAL AND PERFORMING ARTS CENTER AT THE WORLD TRADE CENTE SITE THAT WILL CONTRIBUTE TO THE REVITALIZATION OF LOWER MANHATTAN AND PROMOTE THE PERFORMING ARTS BY PRESENTING THEATER, DANCE, MUSIC AND FILM FROM AMERICA AND AROUNDA THE WORLD | $283,333 | |
| OLD BROOKVILLE PBA HOLIDAY FUND | |||||||
| PO BOX 344 | GLEN HEAD | NY | 11545 | PC | THE OLD BROOKVILLE PBA IS A LOBOR ORGANIZATION AND AS SUCH ITS PRIMARY SERVICE IS TO PROTECT AND PROMOTE ITS MEMBERS EMPLOYMENT TERMS AND CONDITIONS. OTHER SERVICES PROVIDED ARE A MEMBERS' BENEFIT PROGRAM AND THE SPONSORSHIP OF FAMILY EVENTS TO PROMOTE FRATERNALISM. | $10,000 | |
| STUYVESANT HIGH SCHOOL ALUMINI | |||||||
| PO BOX 3531 | NEW YORK | NY | 10008 | PC | TO AWARD SCHOLARSHIPS AND OTHER GRANTS TO DESRVING STUDENTS OF STUYVESANT HIGH SCHOOL, TO MAINTAIN RELATIONSHIP OF ALUMINI TO THE SCHOOL AND TO EACH OTHER THROUGH WRITTEN AND OTHER COMMUNICATIONS. | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,935,833 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,787 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,336,435 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $29,118 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $145,575 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $997,400 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $179,480 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,333,839 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,513,319 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT THORNTON LLP | CategoryTxt |
| Amt | $12,480 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,480 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMORGAN CHASE CORP BONDS | $4,882,820 | $5,007,373 |
| WELLS FARGO CORP BONDS | $78,738 | $72,380 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO | $29,427,106 | $50,423,257 |
| JPMORGAN CHASE | $24,786,778 | $38,760,465 |
| FRANKLIN TEMP MUTUAL | $7,328,249 | $9,169,594 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,765,548 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,948,573 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LTD PARTNERSHIP INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,774,030 | BookValueAmt |
| EOYFMV | $1,705,349 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NYS FILING FEE | $1,500 | $0 | $0 | $1,500 |
| DEDUCTIONS FROM LP INVESTMENTS | $30,336 | $21,227 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INCOME/LOSS FROM LP INVESTMENTS | Desc |
| Revenue And Expenses Per Books | $29,122 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUAL TO CASH TIMING DIFFERENCES | Desc |
| Amt | $992 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $72,541 | Amt |
| Net Investment Income | $72,453 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $20,414 | $19,869 | $0 | $0 |
| FEDERAL EXCISE TAXES | $75,000 | $0 | $0 | $0 |
Tax Under Section511 Statement TaxUnderSection511Statement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FORM 990-T, LINE 38, UNRELATED BUSINESS TAXABLE INCOME = $172275. TRUST INCOME TAX ON THE AMOUNT ABOVE FROM TAX RATE SCHEDULE = $62100. LINE 44 TOTAL TAX = $62100. LINE 51 TOTAL PAYMENTS = $4242. LINE 53 TAX DUE = $57858. | ExplanationTxt |