HOWARD AND MARYAM NEWMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD AND MARYAM NEWMAN FAMILY FOUNDATION INC (EIN 20-1999992)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-10-11
- IRS object ID
- 201942849349100819
- Schema version
- 2017v2.3
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-11T13:34:27-05:00 | ReturnTs |
| Tax Period End | 2018-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130485070 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERDON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 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 | 2017-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201999992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOWARD AND MARYAM NEWMAN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 2128320400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 PINE BROOK ROAD | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10506 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD NEWMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128320400 | PhoneNum |
| Signature | 2019-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH REINHARDT | PreparerPersonNm |
| PTIN | P00197433 | PTIN |
| Phone | 2128320400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.51.44.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-09 | IPDt |
| IP Tm | 13:32:49 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3FF069E07AF1D86974683529CDD251887E5306CA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $13,327,546 | 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 | $1,049,705 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $372 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $372 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $263,064 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $263,436 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$330 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $797,715 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $405,459 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,312,811 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $669,267 | 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 |
| Taxes Rev And Expnss | $50,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $344 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $184 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,344 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $184 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,358,585 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,358,585 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,408,929 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $184 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,358,585 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$96,118 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $669,083 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $897,253 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $549,475 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $549,475 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,889,226 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,140,886 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,778,071 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,786,479 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,690,361 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,327,546 | 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 | $9,786,479 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,690,361 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,786,479 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,690,361 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,786,479 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,690,361 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,786,479 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$96,118 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,690,361 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,690,361 | 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 | $797,715 | GrossSalesPriceAmt |
| Cost Or Other Basis | $392,256 | CostOrOtherBasisAmt |
| Gain Or Loss | $405,459 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $405,459 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $405,459 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $996,443 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,485,040 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.079811 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,168,469 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,738,295 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.108813 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $727,493 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,992,167 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.072806 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $589,540 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,235,521 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063834 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,078,269 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,200,264 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.131492 | DistributionYr5Rt |
| Total Distribution | 0.456756 | TotalDistributionRt |
| Average Distribution | 0.091351 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,037,981 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,282,384 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,691 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,289,075 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,358,585 | 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 | $6,691 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,691 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,691 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,108 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,608 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $269 | EsPenaltyAmt |
| Overpayment | $12,648 | OverpaymentAmt |
| Applied To ES Tax | $12,648 | 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 | NOT APPLICABLE | WebsiteAddressTxt |
| Individual With Books | MARYAM NEWMAN | IndividualWithBooksNm |
| Phone | 2128320400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 PINE BROOK ROAD | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10506 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| HOWARD H NEWMAN | ||||||||
| 346 PINE BROOK ROAD | BEDFORD | NY | 10506 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ZEENA M MEURER | ||||||||
| 80 CENTRAL PARK WEST APT 12A | NEW YORK | NY | 10023 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| ELIZABETH V NEWMAN | ||||||||
| 1225 PARK AVENUE | NEW YORK | NY | 10028 | SECRETARY | 0.50 | $0 | $0 | $0 |
| MARYAM R NEWMAN | ||||||||
| 346 PINE BROOK ROAD | BEDFORD | NY | 10506 | TREASURER | 0.50 | $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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $13,108,415 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,143,342 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,251,757 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,251,757 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $213,776 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,037,981 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $701,899 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $701,899 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,691 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,691 | TotalTaxAmt |
| Distributable Before Adj | $695,208 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $695,208 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $695,208 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,358,585 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,358,585 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,691 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,351,894 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $695,208 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,083,390 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $133,729 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $258,103 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $657,954 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $418,988 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,552,164 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,358,585 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $695,208 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $663,377 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,215,541 | 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 | $1,083,390 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,132,151 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $133,729 | ExcessFromYear4Amt |
| Excess From Year3 | $258,103 | ExcessFromYear3Amt |
| Excess From Year2 | $657,954 | ExcessFromYear2Amt |
| Excess From Year1 | $418,988 | ExcessFromYear1Amt |
| Excess From Current Year | $663,377 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HOWARD H NEWMAN | ContributingManagerNm |
| Contributing Manager | MARYAM R NEWMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||
| CENTRAL PARK WEST 79TH ST | NEW YORK NY | NY | 10024 | PC | TO DISCOVER AND INTERPRET THE NATURAL WORLD, HUMAN CULTURES, AND THE UNIVERSE THROUGH SCIENTIFIC RESEARCH AND EDUCATION | $200 |
| GLOBAL CAMPUS AFRICA | ||||||
| 11911 FREEDOM DR STE 850 | RESTON | VA | 20190 | PC | DONATION TO MAKE POSITIVE IMPACTS ON THEIR COMMUNITIES AND PROMOTE HEALTHY AND EMPOWERED LIVES | $1,000 |
| MOMA | ||||||
| 11 W 53RD ST | NEW YORK | NY | 10019 | PC | TO SUPPORT THE MISSION OF HELPING PEOPLE UNDERSTAND AND ENJOY THE ART OF OUR TIME. | $140 |
| NORTHERN WESTCHESTER HOSPITAL | ||||||
| 400 E MAIN ST | MT KISCO | NY | 10549 | PC | TO PROVIDE THE HIGHEST QUALITY DIAGNOSTIC AND TREATEMENT SERVICES FOR COMMUNITY, AND TO IMPROVE HEALTH OF INDIVIDUALS IN THE COMMUNITY BY PROMOTING WELLNESS AND HEALING. | $1,000 |
| CATHOLIC CHARITIES | ||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | PC | TO PROVIDE SERVICE TO PEOPLE IN NEED, TO PROMOTE JUSTIC IN SOCIAL STRUCTURES. | $1,000 |
| NEIGHBORHOOD LINK | ||||||
| 27 COLUMBUS AVE | MT KISCO | NY | 10549 | PC | TO SUPPORT THE MISSION OF STRENGTHEN THE WHOLE COMMUNITY THROUGH THE HEALTHY INTEGRATION OF IMMIGRANTS | $1,000 |
| LANDMARK WEST | ||||||
| 45 W 67TH ST 1 | NEW YORK | NY | 10023 | PC | TO SUPPORT LANDMARK WEST'S WORK TO DEFEND THE NEIGHBORHOOD'S SPECIAL CHARACTER AND SENSE OF PLACE | $300 |
| KATONAH MUSEUM OF ART | ||||||
| 134 JAY ST | KATONAH | NY | 10536 | PC | TO SUPPORT THE CHANGING EXHIBITIONS THAT CROSS A SPECTRUM OF ARTISTIC DISCIPLINES, CULTURES, AND HISTORICAL PERIODS | $5,000 |
| CITY HARVEST | ||||||
| 6 E 32ND ST | NEW YORK | NY | 10016 | PC | DONATION TO HELP FEED THE HUNGER AND TO HELP STOP FOOD WASTE. | $10,000 |
| THE SALVATION ARMY | ||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | PC | TO HELP THE ORGANIZATION MEET HUMAN NEED WHEREVER, WHENEVER, AND HOWEVER WE CAN. | $1,000 |
| CAHOUET CENTER FOR COMPREHENSIVE PARKINSON'S CARE - AHN | ||||||
| 4818 LIBERTY AVENUE | PITTSBURGH | PA | 15224 | PC | DONATIONS TO PROVIDE BETTER ACCESS AND CLINICAL AND SUPPORT SERVICES TO PATIENTS WITH PARKINSON'S DISEASE AND THEIR FAMILIES. | $1,000 |
| NAMI | ||||||
| 505 8TH AVE 1103 | NEW YORK | NY | 10018 | PC | TO HELP BUILD BETTER LIVES FOR THE MILLIONS OF AMERICANS AFFECTED BY MENTAL ILLNESS | $1,000 |
| FOOD BANK FOR NYC | ||||||
| 263 W 86TH ST | NEW YORK | NY | 10024 | PC | TO SUPPORT THE CITY'S MAJOR HUNGER-RELIEF ORGANIZATION WORKING TO END HUNGER THROUGHOUT THE FIVE BOROUGHS FOR MORE THAN 30 YEARS | $1,000 |
| COALITION FOR THE HOMELESS | ||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | PC | PROVIDES ADVOCACY, YOUTH SERVICES, HOUSING, MOBILE SOUP KITCHEN, CRISIS INTERVENTION, VOICE MAIL AND JOB TRAINING IN NEW YORK. | $1,000 |
| METROPOLITAN MUSEUM OF ART | ||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | PC | TO HELP ESTABLISH AND MAINTAIN THE CITY'S MUSEUM AND LIBRARY OF ART | $600 |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | PC | DONATIONS TO COLLECT, PRESERVE, INTERPRET AND EXHIBIT AMERICAN ART AND SUPPORT ARTISTS. | $252 |
| CATHOLIC CHARITIES | ||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | PC | TO MEET THE NEEDS OF THE POOR AND VULNERABLE THROUGHOUT THE ARCHDIOCESE OF NEW YORK. | $1,000 |
| NY BOTANICAL GARDEN | ||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | PC | DONATION TO HELP SUPPORT AND TO PRESERVE THE BOTANICAL GARDEN OF NEW YORK. | $110 |
| AMNESTY INTERNATIONAL | ||||||
| 777 UNITED NATIONS PLAZA 601 | NEW YORK | NY | 10017 | PC | TO UNDERTAKE RESEARCH AND ACTION TO END ABUSES OF THE RIGHTS TO PHYSICAL AND MENTAL INTGRITY, AND PROMOTE ALL HUMAN RIGHTS. | $1,000 |
| WESTCHESTER LAND TRUST | ||||||
| 403 HARRIS RD | BEDFORD HILLS | NY | 10507 | PC | TO HELP PROTECT THE OPEN SPACE AND PROMOTE RESPONSIBLE LAND USE THROUGHOUT WESTCHESTER COUNTY. | $5,000 |
| CONGREGATION EMANU EL | ||||||
| 1 E 65TH ST | NEW YORK | NY | 10065 | PC | TO HELP ADVANCE CONGREGATION EMANUEL'S MEMBERS' LIFELONG INVOLVEMENT IN JUDAISM, ENGAGING THEM IN COMMUNAL PRAYER (AVODAH), THE STUDY OF SACRED TEXTS (TORAH), AND THE PERFORMANCE OF COMPASSIONATE DEEDS (G'MILUT HASADIM). | $3,985 |
| NY BOTANICAL GARDEN | ||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | PC | DONATION TO HELP SUPPORT AND TO PRESERVE THE BOTANICAL GARDEN OF NEW YORK. | $88 |
| LANDMARK WEST | ||||||
| 45 W 67TH ST 1 | NEW YORK | NY | 10023 | PC | TO SUPPORT LANDMARK WEST'S WORK TO DEFEND THE NEIGHBORHOOD'S SPECIAL CHARACTER AND SENSE OF PLACE | $250 |
| THE JEWISH MUSEUM | ||||||
| 1109 5TH AVE E 92ND ST | NEW YORK | NY | 10128 | PC | TO HELP THE MUSEUM TO SHARE THE ARTISTIC AND CULTURAL HERITAGE OF THE JEWISH PEOPLE | $125 |
| PLANNED PARENTHOOD | ||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | PC | TO ADVOCATE SAFE POLICIES TO IMPROVE THE SEXUAL AND REPRODUCTIVE HEALTH ACROSS THE GLOBE. | $1,000 |
| KATONAH MUSEUM OF ART | ||||||
| 134 JAY ST | KATONAH | NY | 10536 | PC | TO SUPPORT THE CHANGING EXHIBITIONS THAT CROSS A SPECTRUM OF ARTISTIC DISCIPLINES, CULTURES, AND HISTORICAL PERIODS | $1,000 |
| ASPEN INSTITUTE | ||||||
| 477 MADISON AVE | NEW YORK | NY | 10022 | PC | TO SUPPORT AND INVIGORATE THE ARTS IN AMERICA | $5,000 |
| TOMORROW CHILDREN FUND | ||||||
| 30 PROSPECT AVE | HACKENSACK | NJ | 07601 | PC | TO RELIEVE FAMILIES' EMOTIONAL AND FINANCIAL STRESS BY OFFERING WARM ENVIRONMENT AND ACTIITIES, EVENTS, AND OUTING. | $1,000 |
| CITY MEALS ON WHEELS | ||||||
| 3RD FLOOR 355 LEXINGTON AVE | NEW YORK | NY | 10017 | PC | TO HELP PROVIDE A CONTINUOUS LIFELINE OF NUTRITIOUS FOOD AND HUMAN COMPANY TO HOMEBOUND ELDERLY NEW YORKERS IN NEED. | $1,000 |
| CENTRAL PARK CONSERVANCY | ||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | PC | TO HELP THE MANAGEMENT, RESTORATION, AND ENHANCEMENT OF CENTRAL PARK. | $1,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PC | TO PROVIDE MEDICAL CARE TO VICTIMS OF POLITICAL VIOLENCE AND NATURAL DISASTERS. | $50,000 |
| CARAMOOR CENTER FOR MUSIC & ARTS | ||||||
| 149 GIRDLE RIDGE RD | KATONAH | NY | 10536 | PC | TO MENTOR YOUNG PROFESSIONAL MUSICIANS AND PROVIDE EDUCATIONAL PROGRAMS FOR YOUNG CHILDREN CENTERED AROUND MUSIC. | $1,500 |
| US CAMPAIGN FOR PALESTINIAN RIGHTS | ||||||
| PO BOX 21539 | WASHINGTON | DC | 20009 | PC | TO END U.S. SUPPORT FOR ISRAEL'S OCCUPATION OF THE PALESTINIAN WEST BANK, GAZA AND EAST JERUSALEM. WE SUPPORT A U.S. POLICY THAT UPHOLDS FREEDOM, JUSTICE AND EQUALITY. | $1,000 |
| CONGREGATION EMANU EL | ||||||
| 1 E 65TH ST | NEW YORK | NY | 10065 | PC | TO HELP ADVANCE CONGREGATION EMANUEL'S MEMBERS' LIFELONG INVOLVEMENT IN JUDAISM, ENGAGING THEM IN COMMUNAL PRAYER (AVODAH), THE STUDY OF SACRED TEXTS (TORAH), AND THE PERFORMANCE OF COMPASSIONATE DEEDS (G'MILUT HASADIM). | $3,500 |
| TOMORROW CHILDREN FUND | ||||||
| 30 PROSPECT AVE | HACKENSACK | NJ | 07601 | PC | TO RELIEVE FAMILIES' EMOTIONAL AND FINANCIAL STRESS BY OFFERING WARM ENVIRONMENT AND ACTIITIES, EVENTS, AND OUTING. | $1,000 |
| PEGGY R WATKINS GLOBAL SCHOLARS FUND AT NORTH CAROLINA A&T STATE UNIVERSITY | ||||||
| CRAIG HALL 401 | GREENSBORO | NC | 27411 | PC | DONATIONS TO CONTRIBUTE TO THE FUNERAL, VISITATION SERVIVES AND MUSICAL CELEBRATION IN THE MEMORY OF PEGGY FAYE WATKINS | $1,000 |
| AMERICAN JEWISH HISTORICAL SOCIETY | ||||||
| 15 W 16TH ST | NEW YORK | NY | 10011 | PC | TO FOSTER AWARENESS OF AMERICAN JEWISH HERITAGE AND TO SERVE AS A SCHOLARLY RESOURCE FOR PRESERVATION RELATED TO AMERICAN JEWISH HISTORY. | $5,000 |
| AMERICAN CIVIL LIBERTIES UNION | ||||||
| 125 BROAD ST | NEW YORK | NY | 10004 | PC | DONATIONS TO DEFEND INDIVIUDALS RIGHTS AND LIBERTIES UNDER THE CONSTITUTION AND LAWS OF THE UNITED STATES. | $1,000 |
| MIANUS RIVER GORGE PRESERVE | ||||||
| 167 MIANUS RIVER RD | BEDFORD | NY | 10506 | PC | TO PRESERVE, PROTECT, AND PROMOTE NATURAL HERITAGE OF THE MIANUS RIVER THROUGH LAND ACQUISITION, SCIENTIFIC RESEARCH AND PUBLIC EDUCATION. | $10,000 |
| SALK INSTITUTE FOR BIOLOGICAL RESEARCH | ||||||
| 10010 N TORREY PINES RD | LA JOLLA | CA | 90237 | PC | TO HELP SALK EXPLORE THE VERY FOUNDATIONS OF LIFE, SEEKING NEW UNDERSTANDINGS IN NEUROSCIENCE, GENETICS, IMMUNOLOGY, PLANT BIOLOGY AND MORE. | $1,237,535 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,358,585 | 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 | $372 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $263,064 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$330 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $263,106 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $263,106 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HOWARD NEWMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 PINE BROOK ROAD | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105061618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,049,705 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 24,462 SH MEDTRONIC800 SHARES MICROSOFT251,660 RENAISSANCERE HLDGS250 AMGEN INC300 ADP | $423,699 | 2017-12-22 |
| 1 | 75 BROADRIDGE FIN'L SOLUTIONS100 SH CDK GLOBAL INC500 SH WALT DISNEY4880 SH INTEL500 SH J&J | $171,040 | 2017-12-22 |
| 1 | 493 SH KONINKL500 SH HOME DEPOT4880 SH OF MSCI EAFE | $454,705 | 2017-12-22 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES RUSSELL 1000 GROWTH | $583,401 | $1,516,364 |
| ISHARES RUSSELL 1000 VALUE | $962,291 | $1,858,744 |
| ISHARES MSCI EAFE | $1,285,497 | $1,412,311 |
| ISHARES RUSSELL 2000 VALUE | $949,586 | $1,918,738 |
| ISHARES MSCI EMERGING MKTS | $1,306,761 | $1,180,905 |
| BANK OF NY MELLON | $860,250 | $1,282,750 |
| ISHARES RUSSELL 1000 GROWTH | $100,010 | $259,944 |
| ISHARES MSCI EAFE IX FD | $99,939 | $109,799 |
| ISHARES MSCI EMERGING MKTS | $99,940 | $90,315 |
| SPDR S&P 500 ETF TRUST | $1,214,624 | $1,341,589 |
| MATERIALS SELECT SECTOR | $35,137 | $33,694 |
| HEALTH CARE SELECT SPDR | $172,973 | $201,902 |
| SELECT SPDR CONSMRS STPL | $111,988 | $109,820 |
| CONSUMER DISCRETIONARY | $148,050 | $174,080 |
| SECTOR SPDR ENERGY | $73,020 | $70,870 |
| SPDR US FINANCIAL SECTOR | $166,982 | $190,786 |
| SECTOR SPDR INDUSTRIAL | $125,194 | $129,266 |
| SELECT SECTOR SPDR TR | $282,399 | $326,452 |
| SECTOR SPDR UTILITIES | $38,319 | $39,302 |
| RENAISSANCERE HLDGS LTD | $524,525 | $530,440 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $184 | $184 | $0 |
| FILING FEE | $160 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $50,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |