THE SIDNEY M EDELSTEIN FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: THE SIDNEY M EDELSTEIN FOUNDATION (EIN 13-3347784)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-05-01
IRS object ID: 201931219349100808
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
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-05-01T10:25:34-05:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	221478099	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	COHNREZNICK LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1301 AVENUE OF THE AMERICAS	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10019	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	133347784	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE SIDNEY & MILDRED EDELSTEIN	BusinessNameLine1Txt
Business Name Line2	FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	SIDN	BusinessNameControlTxt
Phone	6468344110	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O J GROSSMAN - 57 TROY DRIVE	AddressLine1Txt
City	SHORT HILLS	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07078	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JEFFREY GROSSMAN	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	6468344110	PhoneNum
Signature	2019-04-30	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	RICHARD COHEN	PreparerPersonNm
PTIN	P00029687	PTIN
Phone	2122970400	PhoneNum
Preparation	2019-04-22	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	209.59.242.22	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-04-30	IPDt
IP Tm	12:26:54	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	273CA1FFE404D8284B4685EE946B2CDEC2353731	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-01-14 16:20:31Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$4,256,634	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$553	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$553	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$147,352	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$147,352	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$46,815	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$2,686,376	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$46,815	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$413	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$0	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$195,133	TotalRevAndExpnssAmt
Total Net Invst Incm	$194,720	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$4,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,000	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$2,000	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$37,665	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$37,665	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$3,711	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,034	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$250	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$250	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$45,626	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$40,699	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,250	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$538,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$538,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$584,126	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$40,699	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$540,750	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$388,993	ExcessRevenueOverExpensesAmt
Net Investment Income	$154,021	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$165,635	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$502,496	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$502,496	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$1,728,836	CorporateStockBOYAmt
Corporate Stock EOY	$1,374,854	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,522,415	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$0	CorporateBondsBOYAmt
Corporate Bonds EOY	$250,000	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$239,842	CorporateBondsEOYFMVAmt
Other Investments BOY	$2,674,142	OtherInvestmentsBOYAmt
Other Investments EOY	$2,052,270	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,991,881	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$4,568,613	TotalAssetsBOYAmt
Total Assets EOY	$4,179,620	TotalAssetsEOYAmt
Total Assets EOYFMV	$4,256,634	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$4,568,613	CapitalStockBOYAmt
Capital Stock EOY	$4,179,620	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$0	RetainedEarningBOYAmt
Retained Earning EOY	$0	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,568,613	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$4,179,620	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,568,613	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$4,179,620	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,568,613	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$388,993	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$4,179,620	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$4,179,620	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	$2,686,376	GrossSalesPriceAmt
Cost Or Other Basis	$2,639,561	CostOrOtherBasisAmt
Gain Or Loss	$46,815	GainOrLossAmt
Gains Minus Excess Or Losses	$46,815	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$46,815	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$613,872	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$4,900,887	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.125257	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$577,289	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$5,256,488	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.109824	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$661,514	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$5,978,972	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.110640	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$586,761	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$6,452,067	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.090942	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$559,110	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$6,366,935	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.087815	DistributionYr5Rt
Total Distribution	0.524478	TotalDistributionRt
Average Distribution	0.104896	AverageDistributionRt
Net Vl Noncharitable Assets	$4,747,636	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$498,008	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$1,540	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$499,548	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$540,750	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$1,540	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,540	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,540	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,600	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$1,600	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$60	OverpaymentAmt
Applied To ES Tax	$60	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	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	J GROSSMAN	IndividualWithBooksNm
Phone	9733766711	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	57 TROY DRIVE	AddressLine1Txt
City	SHORT HILLS	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07078	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 (4 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
RICHARD FINKELSTEIN CO BERKOWITZ LI
75 LIVINGSTON AVENUE	ROSELAND	NJ	07068	DIRECTOR	0.25	$0	$0	$0
HARVEY REICH
15766 LOCH MAREE LANE	DELRAY BEACH	FL	33446	DIRECTOR	0.25	$0	$0	$0
ROY JACOBS
607 FOUR SEASONS LANE	MONTVALE	NJ	07645	DIRECTOR	0.25	$0	$0	$0
JEFFREY GROSSMAN
57 TROY DRIVE	SHORT HILLS	NJ	07078	DIRECTOR	0.25	$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	$4,582,698	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$235,929	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$1,308	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$4,819,935	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$4,819,935	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$72,299	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$4,747,636	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$237,382	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$237,382	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,540	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,540	TotalTaxAmt
Distributable Before Adj	$235,842	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$235,842	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$235,842	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$540,750	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$540,750	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$1,540	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$539,210	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$235,842	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$249,043	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$274,136	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$371,037	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$316,647	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$371,584	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,582,447	TotalExcessDistributionCyovAmt
Qualifying Distributions	$540,750	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$235,842	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$304,908	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,887,355	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	$249,043	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,638,312	ExcessDistriCyovToNextYrAmt
Excess From Year4	$274,136	ExcessFromYear4Amt
Excess From Year3	$371,037	ExcessFromYear3Amt
Excess From Year2	$316,647	ExcessFromYear2Amt
Excess From Year1	$371,584	ExcessFromYear1Amt
Excess From Current Year	$304,908	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN FRIENDS OF HEBREW UNIVERSITY
ONE BATTERY PARK PLAZA - 25TH FLOOR	NEW YORK	NY	10004	PC	AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE	$475,000
DANIELS MUSIC FOUNDATION
1641 3RD AVENUE 21-A	NEW YORK	NY	10128	PC	AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE	$2,500
ISRAEL GUIDE DOG CENTER FOR THE BLIND
968 EASTON ROAD - SUITE H	WARRINGTON	PA	18976	PC	AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE	$25,000
LIFETOWN INC
10 MICROLAB ROAD	LIVINGSTON	NJ	07039	PC	AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE	$5,000
PORT WASHINGTON EDUCATION FOUNDATION
52 CAMPUS DRIVE	PORT WASHINGTON	NY	11050	PC	AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE	$25,000
THE HOLOCAUST MUSEUM & CENTER FOR TOLERANCE & EDUCATION
145 COLLEGE RD	SUFFERN	NY	10901	PC	AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE	$5,000
THE MARFAN FOUNDATION
22 MANHASSET AVE	PORT WASHINGTON	NY	10050	PC	AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$538,500	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$553	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$147,352	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$46,815	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	NON-DIVIDEND DISTRIBUTIONS	Desc
Exclusion	14	ExclusionCd
Exclusion	$413	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$195,133	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$195,133	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	COHNREZNICK LLP	CategoryTxt
Amt	$4,000	Amt
Net Investment Income	$2,000	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$2,000	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS	BondNm
EOY Book Value	$250,000	EOYBookValueAmt
EOYFMV	$239,842	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	PUBLICLY TRADED SECURITIES	StockNm
EOY Book Value	$1,374,854	EOYBookValueAmt
EOYFMV	$1,522,415	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
PUBLICLY TRADED MUTUAL FUNDS	FMV	$2,051,351	$1,990,573
EATON PARK OVERSEAS FUND LP	FMV	$919	$1,308

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	NYS FILING FEE	Desc
Revenue And Expenses Per Books	$250	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$250	DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	NON-DIVIDEND DISTRIBUTIONS	Desc
Revenue And Expenses Per Books	$413	RevenueAndExpensesPerBooksAmt
Adjusted Net Income	$413	AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	JPMORGAN	CategoryTxt
Amt	$37,665	Amt
Net Investment Income	$37,665	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID	$1,034	$1,034	$0
FEDERAL TAX	$2,677	$0	$0