THE BENDIT FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE BENDIT FAMILY FOUNDATION (EIN 26-1576412)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-07
- IRS object ID
- 201913119349100046
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-07T11:56:52-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET R M GUENOUN CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W 89TH ST STE 2E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261576412 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BENDIT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEND | BusinessNameControlTxt |
| Phone | 2127247698 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 EIGHTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARYN K BENDIT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2127247698 | PhoneNum |
| Signature | 2019-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARET GUENOUN | PreparerPersonNm |
| PTIN | P00048548 | PTIN |
| Phone | 2127247698 | PhoneNum |
| Preparation | 2019-11-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.64.101.22 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-07 | IPDt |
| IP Tm | 11:56:48 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A88B01D7D7667B6F5C887962999D106A6DD1696A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A88B01D7D7667B6F5C887962999D106A6DD1696A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,224,923 | 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 | $10 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $128 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $128 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $85,207 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,207 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $29,906 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $85,345 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $115,241 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $6,738 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,738 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,897 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,897 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $410 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $16,245 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,835 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $188,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $188,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $204,245 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,835 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $188,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$118,900 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,406 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,017 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,172 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,172 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $1,328,026 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,192,666 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,157,751 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,349,043 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,259,838 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,224,923 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,349,043 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,259,838 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,349,043 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,259,838 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,349,043 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,259,838 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,349,043 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$118,900 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30,102 | OtherIncreasesAmt |
| Subtotal | $1,260,245 | SubtotalAmt |
| Other Decreases | $407 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,259,838 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $250,000 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $220,094 | CostOrOtherBasisAmt |
| Gain Or Loss | $29,906 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $29,906 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,906 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $75,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,345,591 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055738 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $23,800 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $612,378 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038865 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $39,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $549,510 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070972 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $584,750 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.021377 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $341,283 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $698,718 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.488442 | DistributionYr5Rt |
| Total Distribution | 0.675394 | TotalDistributionRt |
| Average Distribution | 0.135079 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,306,866 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $176,530 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $994 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $177,524 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $188,000 | 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 | $994 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $994 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $994 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,666 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,666 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$2,666 | OriginalReturnOverpaymentAmt |
| Overpayment | $1,672 | OverpaymentAmt |
| Applied To ES Tax | $1,672 | 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 | false | 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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KARYN BENDIT | IndividualWithBooksNm |
| Phone | 2127247698 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Eighth Ave Ste 1500 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | 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 |
| 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES R BENDIT | ||||||||
| 40 WEST 74TH ST 2 | NEW YORK | NY | 10024 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KARYN K BENDIT | ||||||||
| 40 WEST 74TH ST 2 | NEW YORK | NY | 10023 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DONATIONS TO PUBLIC CHARITIES | Description1Txt |
| Expenses1 | $188,000 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,299,368 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,400 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,326,768 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,326,768 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,902 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,306,866 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,343 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,343 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $994 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $994 | TotalTaxAmt |
| Distributable Before Adj | $64,349 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $64,349 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $64,349 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $188,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $188,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $994 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $187,006 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,349 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $307,881 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,906 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,363 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $334,150 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $188,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $188,000 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $64,349 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $64,349 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $457,801 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $243,532 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $214,269 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $11,906 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $14,363 | ExcessFromYear1Amt |
| Excess From Current Year | $188,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES KARYN BENDIT TRUSTEES | ContributingManagerNm |
| Shareholder Manager | NOT APPLICABLE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARS NOVA | ||||||
| 511 WEST 54TH STREET | NEW YORK | NY | 10019 | EIN:80-0339038501(c) | GENERALCHARITABLE PURPOSEOF THE ORGANIZATION | $5,000 |
| BROADWAY CARES EQUITY FIGHTS AIDS | ||||||
| 165 WEST 46TH ST STE 1300 | NEW YORK | NY | 10036 | EIN:13-3458820501(c) | ANGELS CIRCLEBROADWAY CARES | $1,000 |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||
| 221 S FIGUEROA ST STE 400 | LOS ANGELES | CA | 90012 | EIN:95-3510055501(c) | WILDFIRERELIEF FUND | $10,000 |
| CONGREGATION RODEPH SHOLOM | ||||||
| 7 WEST 83RD STREET | NEW YORK | NY | 10024 | EIN:13-1628164501(c) | GENERALCHARITABLE PURPOSEOF THE ORGANIZATION | $50,000 |
| FRANKLIN & MARSHALL COLLEGE | ||||||
| PO BOX 3003 | LANCASTER | PA | 17604 | EIN:23-1352635501(c) | F&M FUNDFORFINANCIAL AID | $2,000 |
| FRIENDS OF RODEPH SHOLOM SCHOOL | ||||||
| 10 WEST 84TH STREET | NEW YORK | NY | 10024 | EIN:20-3099468501(c) | CAMPAIGNFOR RSS | $10,000 |
| LENOX HILL NEIGHBORHOOD HOUSE | ||||||
| 331 EAST 70TH STREET | NEW YORK | NY | 10021 | EIN:13-1628180501(c) | GENERALCHARITABLE PURPOSEOF THE ORGANIZATION | $5,000 |
| MANHATTAN THEATRE CLUB | ||||||
| 311 WEST 43RD STREET | NEW YORK | NY | 10036 | EIN:23-7086643501(c) | WROTE RESIDENCYAT JUDITH S.KAYE HIGH SCHOOL | $10,000 |
| NPR FOUNDATION | ||||||
| 1111 N CAPITAL ST NE | WASHINGTON | DC | 20002 | EIN:52-1795789 501(c | GENERALCHARITABLE PURPOSEOF THE ORGANIZATION | $5,000 |
| PENCIL | ||||||
| 30 WEST 26TH STREET | NEW YORK | NY | 10010 | EIN:22-3384302501(c) | GENERALCHARITABLE PURPOSEOF THE ORGANIZATION | $35,000 |
| THE STUDIO MUSEUM IN HARLEM | ||||||
| 144 WEST 125TH STREET | NEW YORK | NY | 10027 | EIN:13-2590805501(c) | ACQUISITION COMMITTEE | $5,000 |
| THE STUDIO MUSEUM IN HARLEM | ||||||
| 144 WEST 125TH STREET | NEW YORK | NY | 10027 | EIN:13-2590805501(c) | CAPITALCAMPAIGN | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $188,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $128 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $85,207 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $85,335 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $85,335 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | M GUENOUN CPA ACCOUNTING & TAX | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WASH SALE ADJUSTMENTS | Desc |
| Amt | $407 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| FILING FEES | $250 |
| PUBLISHING FEE | $160 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REALIZED NET CAPITAL GAINS | $29,906 |
| DIVIDEND REINVESTMENT ADJUSTMENTS | $196 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH INVESTMENT ADVISORS | CategoryTxt |
| Amt | $6,738 | Amt |
| Net Investment Income | $6,738 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Tax | $7,635 | $7,635 |
| Foreign W/H Tax | $262 | $262 |