GARY AND HOLLY FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: GARY AND HOLLY FAMILY FOUNDATION (EIN 30-0596451)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-11-25
IRS object ID: 201933299349100403
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
Investments Corp Stock Schedule
Other Assets Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-11-25T13:31:16-06:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	133933987	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	STEPHEN M SMITH & CO LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	509 MADISON AVENUE	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	100225501	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	300596451	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GARY AND HOLLY KAPLAN FAMILY FOUNDATION	BusinessNameLine1Txt
Business Name Line2	C/O DAVID I FAUST	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	GARY	BusinessNameControlTxt
Phone	2129353131	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	GALLET - 845 THIRD AVE NO 5TH FL	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10022	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	GARY KAPLAN	PersonNm
Person Title	VICE PRESIDENT/DIRECTOR	PersonTitleTxt
Phone	2129353131	PhoneNum
Signature	2019-11-25	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	STEPHEN M SMITH CO LLC	PreparerPersonNm
PTIN	P01236636	PTIN
Phone	2127508161	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	72.43.188.130	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-11-25	IPDt
IP Tm	12:00:28	IPTm
IP Timezone	ES	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	2B667CCC78AA8280473F81FDDD77A58906CC190D	AtSubmissionCreationDeviceId
At Submission Filing Device Id	2B667CCC78AA8280473F81FDDD77A58906CC190D	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-04-17 16:48:07Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,750,079	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

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	$3	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$3	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$77,585	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$77,585	DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$77,588	TotalRevAndExpnssAmt
Total Net Invst Incm	$77,588	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
Tot Opr Expenses Rev And Expnss	$0	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$64,925	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$64,925	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$64,925	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$64,925	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$12,663	ExcessRevenueOverExpensesAmt
Net Investment Income	$77,588	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$245,988	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$271,442	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$271,442	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$1,492,573	CorporateStockBOYAmt
Corporate Stock EOY	$1,479,782	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,479,782	CorporateStockEOYFMVAmt
Other Assets BOY	-$1,145	OtherAssetsBOYAmt
Other Assets EOY	-$1,145	OtherAssetsEOYAmt
Other Assets EOYFMV	-$1,145	OtherAssetsEOYFMVAmt
Total Assets BOY	$1,737,416	TotalAssetsBOYAmt
Total Assets EOY	$1,750,079	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,750,079	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$1,737,416	RetainedEarningBOYAmt
Retained Earning EOY	$1,750,079	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,737,416	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,750,079	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,737,416	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,750,079	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,737,416	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$12,663	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$1,750,079	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,750,079	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$55,823	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$1,550,060	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.036013	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$55,399	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$1,677,758	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.033020	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$56,200	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$1,718,348	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.032706	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$49,012	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$1,742,488	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.028128	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$50,132	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$1,787,689	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.028043	DistributionYr5Rt
Total Distribution	0.157910	TotalDistributionRt
Average Distribution	0.031582	AverageDistributionRt
Net Vl Noncharitable Assets	$1,723,827	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$54,442	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$776	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$55,218	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$64,925	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	$776	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$776	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$776	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$0	TotalPaymentsAndCreditsAmt
Es Penalty	$32	EsPenaltyAmt
Tax Due	$808	TaxDueAmt

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	0	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	MO	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	0	ComplyWithPublicInspRqrInd
Website Address	NONE	WebsiteAddressTxt
Individual With Books	STEPHEN M SMITH CO LLC	IndividualWithBooksNm
Phone	2127508161	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	509 MADISON AVENUE	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10022	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	Yes (1)	UndistributedIncomePYInd
Undistributed Income PY1	2017	UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not App	Yes (1)	UndistrIncmSect4942a2NotAppInd
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 (3 entries)

Address Line1ForeignAddress/AddressLine1Txt	Address Line2ForeignAddress/AddressLine2Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd
GARY KAPLAN
BARRIO CORAZON DE JESUS 15KM SUR DE	LA ESCUELA	SAN ANTONIO	SAN JOSE	CS	V.P., TREASURER, DIRECTOR	35.00	$0	$0	$0
HOLLY KAPLAN
					PRESIDENT, DIRECTOR	5.00	$0	$0	$0	C/O 509 MADISON AVE RM 404	NEW YORK	NY	10022
DAVID I FAUST ESQ
					SECRETARY, DIRECTOR	2.00	$0	$0	$0	GALLET DREYER BERKELY 845 THIRD AVE	NEW YORK	NY	10022

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	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$1,750,078	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,750,078	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,750,078	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$26,251	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,723,827	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$86,191	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$86,191	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$776	TaxBasedOnInvestmentIncomeAmt
Total Tax	$776	TotalTaxAmt
Distributable Before Adj	$85,415	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$85,415	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$85,415	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$64,925	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$64,925	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$776	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$64,149	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$85,415	DistributableAsAdjustedAmt
Undistributed Income PY	$76,428	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$64,925	QualifyingDistributionsAmt
Applied To Year1	$64,925	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$0	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$11,503	Taxable2Amt
Undistributed Income CY	$85,415	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	Province Or StateRecipientForeignAddress/ProvinceOrStateNm	CountryRecipientForeignAddress/CountryCd	Foreign PostalRecipientForeignAddress/ForeignPostalCd	Recipient RelationshipRecipientRelationshipTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd
FUNDACION HUMANITARIA
APARTADO 458	SANTA ANN	COSTA RICA	CS	6150	UNRELATED	TO HELP THE UNDERPRIVILEGED	$16,450
VARIOUS HOMELESS SHELTORS
					UNRELATED	TO HELP THE UNDERPRIVILEGED	$48,475	VARIOUS	ST LOUIS	MO	63104

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$64,925	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)
Related Or Exempt Function Incm	$3	RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$77,585	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$0	ExclusionAmt
Related Or Exempt Function Incm	$77,588	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$77,588	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Field	Value	IRS element (for citing)
Line Number	1	LineNumberTxt
Relationship Statement	PROVIDING FUNDING TO CHARITABLE ORGANIZATIONS	RelationshipStatementTxt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	FIRST MANHATTAN BANK	StockNm
EOY Book Value	$1,479,782	EOYBookValueAmt
EOYFMV	$1,479,782	EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
FEDERAL TAX WITHHELD	$49	$49	$49
FOREIGN TAXES PAID	-$1,194	-$1,194	-$1,194