FISZEL FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FISZEL FAMILY FOUNDATION (EIN 47-5548149)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201901359349101820
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T10:51:02-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 475548149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FISZEL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FISZ | BusinessNameControlTxt |
| Phone | 6468831114 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 MADISON AVENUE 17TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID FISZEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6468831114 | PhoneNum |
| Signature | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA PERCELLA | PreparerPersonNm |
| PTIN | P00965741 | PTIN |
| Phone | 6462135100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 204.237.176.59 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 09:34:28 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 14408212A635E8F42A904D17529EDD5146E6480F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 76FF2A6BB2396675DA7FC3BECCB7F23E28595D91 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,974,305 | 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 | $1,125,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,762 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,762 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,127,762 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,762 | 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 |
| Legal Fees Rev And Expnss | $15,763 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,882 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| 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 | $22,513 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,132 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $265,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $265,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $287,963 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $273,582 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $839,799 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,762 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,511 | CashBOYAmt |
| Cash EOY | $11,861 | CashEOYAmt |
| Cash EOYFMV | $11,861 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $707,518 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,567 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,567 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,000,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,500,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,911,877 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,725,029 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,562,428 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,974,305 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,400 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,400 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,722,629 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,562,428 | 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 | $4,722,629 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,562,428 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,725,029 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,562,428 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,722,629 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $839,799 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,562,428 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,562,428 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $186,728 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,246,459 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035591 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,149 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,520,095 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000475 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,688,889 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.036066 | TotalDistributionRt |
| Average Distribution | 0.012022 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,758,008 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $81,245 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $28 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $81,273 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $273,582 | 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 | $28 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $614 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $614 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $586 | OverpaymentAmt |
| Applied To ES Tax | $586 | 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 |
| 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 | TARA NIKOLLA | IndividualWithBooksNm |
| Phone | 6468831114 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 MADISON AVE 17TH FLOOR | 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 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DAVID J FISZEL | ||||||||
| C/O 645 MADISON AVE 17TH FLOOR | NEW YORK | NY | 10022 | TRUSTEE - AS NEEDED | 0.00 | $0 | $0 | $0 |
| SARAH FISZEL | ||||||||
| C/O 645 MADISON AVE 17TH FLOOR | NEW YORK | NY | 10022 | TRUSTEE - AS NEEDED | 0.00 | $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 | PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECTCHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORTBY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPTUNDER INTERNAL REVENUE CODE SECTION 501(C)(3). | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $663,965 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,196,957 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,860,922 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,860,922 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $102,914 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,758,008 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $337,900 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $337,900 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28 | TotalTaxAmt |
| Distributable Before Adj | $337,872 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $337,872 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $337,872 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $273,582 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $273,582 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $28 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $273,554 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $337,872 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $258,526 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $273,582 | QualifyingDistributionsAmt |
| Applied To Year1 | $258,526 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,056 | 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 | $0 | Taxable2Amt |
| Undistributed Income CY | $322,816 | 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) |
|---|---|---|
| Contributing Manager | DAVID J FISZEL | ContributingManagerNm |
| Contributing Manager | SARAH FISZEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 92ND STREET Y | ||||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | N/A | 501(C)(3) | GENERAL | $25,000 | |
| ALLEN STEVENSON SCHOOL | ||||||||
| 132 E 78TH ST | NEW YORK | NY | 10075 | N/A | 501(C)(3) | GENERAL | $25,000 | |
| BCURED | ||||||||
| PO BOX 1071 | GREENWICH | CT | 06836 | N/A | 501(C)(3) | GENERAL | $500 | |
| BELEV ECHAD | ||||||||
| 206 E 95TH ST APT 1A | NEW YORK | NY | 10128 | N/A | 501(C)(3) | GENERAL | $1,000 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | N/A | 501(C)(3) | GENERAL | $1,000 | |
| CHILDREN'S BRAIN TUMOR FOUNDATION | ||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | N/A | 501(C)(3) | GENERAL | $2,000 | |
| CHINA SUMMIT FOUNDATION | ||||||||
| 321 W 37TH STREET | NEW YORK | NY | 10018 | N/A | 501(C)(3) | GENERAL | $200 | |
| CITYMEALS ON WHEELS | ||||||||
| 355 LEXINGTON AVE 3RD FL | NEW YORK | NY | 10017 | N/A | 501(C)(3) | GENERAL | $2,500 | |
| DAVID LYNCH FOUNDATION | ||||||||
| 1000 NORTH FOURTH STREET | FAIRFIELD | IA | 52557 | N/A | 501(C)(3) | GENERAL | $1,000 | |
| DEGREGORIO FAMILY FOUNDATION | ||||||||
| C/O LYNN DEGREGORIO PO BOX 236 | PLEASANTVILLE | OR | 10570 | N/A | 501(C)(3) | GENERAL | $1,000 | |
| DUBIN BREAST CENTER | ||||||||
| OFFICE OF DEVELOPMENT ONE GUSTAVE L | NEW YORK | NY | 10029 | N/A | 501(C)(3) | GENERAL | $2,000 | LEVY PLACE BOX 1049 |
| JDRF | ||||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | N/A | 501(C)(3) | GENERAL | $500 | |
| JEWISH BUSINESS NETWORK | ||||||||
| 121 WEST 19TH STREET | NEW YORK | NY | 10011 | N/A | 501(C)(3) | GENERAL | $18,000 | |
| JP MORGAN CHARITABLE GIVING FUND | ||||||||
| 165 TOWNSHIP LINE ROAD SUITE 1200 | JENKINTOWN | PA | 19046 | N/A | DONOR ADVISED FUND | GENERAL | $45,000 | |
| KIPP NEW YORK INC | ||||||||
| 470 7TH AVENUE 10TH FLOOR | NEW YORK | NY | 10018 | N/A | 501(C)(3) | GENERAL | $2,500 | |
| LUNGEVITY | ||||||||
| 228 S WABASH AVENUE SUITE 700 | CHICAGO | IL | 60604 | N/A | 501(C)(3) | GENERAL | $500 | |
| MEMORIAL SLOAN KETTERING | ||||||||
| P O BOX 27106 GIFT ADMINISTRATION | NEW YORK | NY | 10087 | N/A | 501(C)(3) | GENERAL | $2,500 | DONOR SERVICES |
| NEW YORK PRESBYTERIAN FUND | ||||||||
| 525 E 68TH ST | NEW YORK | NY | 10065 | N/A | 501(C)(3) | GENERAL | $1,500 | |
| NYC CONGENITAL HEART WALK | ||||||||
| 3300 HENRY AVE SUITE 112 | PHILADELPHIA | PA | 19129 | N/A | 501(C)(3) | GENERAL | $500 | |
| NYU LANGONE | ||||||||
| ONE PARK AVENUE 3RD FLOOR | NEW YORK | NY | 10016 | N/A | 501(C)(3) | GENERAL | $50,000 | |
| NYU LANGONE HEALTH | ||||||||
| ONE PARK AVENUE 3RD FLOOR | NEW YORK | NY | 10016 | N/A | 501(C)(3) | GENERAL | $10,000 | |
| ROBIN HOOD | ||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | N/A | 501(C)(3) | GENERAL | $2,500 | |
| STUYVESANT HS ALUMNI ASSOCIATION | ||||||||
| PO BOX 3531 | NEW YORK | NY | 10008 | N/A | 501(C)(3) | GENERAL | $2,500 | |
| TEACH FOR AMERICA | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | N/A | 501(C)(3) | GENERAL | $1,250 | |
| TEMPLE ISRAEL | ||||||||
| 112 E 75TH ST | NEW YORK | NY | 10021 | N/A | 501(C)(3) | GENERAL | $10,000 | |
| THE ALLEN STEVENSON SCHOOL | ||||||||
| 132 EAST 78TH STREET | NEW YORK | NY | 10075 | N/A | 501(C)(3) | GENERAL | $25,000 | |
| THE HONEYBEE CONSERVANCY | ||||||||
| 1732 1ST AVE 28748 | NEW YORK | NY | 10128 | N/A | 501(C)(3) | GENERAL | $1,000 | |
| THE NIGHTINGALE-BAMFORD SCHOOL | ||||||||
| 20 E 92ND ST | NEW YORK | NY | 10128 | N/A | 501(C)(3) | GENERAL | $25,000 | |
| THE PERLMAN MUSIC PROGRAM | ||||||||
| 19 WEST 69TH STREET SUITE 1101 | NEW YORK | NY | 10023 | N/A | 501(C)(3) | GENERAL | $1,000 | |
| UJA FEDERATION OF NEW YORK | ||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $265,450 | 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 | $2,762 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,762 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,762 | 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 | 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 | DAVID FISZEL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 MADISON AVENUE 17TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,125,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $6,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HONEYCOMB OFFSHORE FUND | AT COST | $4,000,000 | $5,277,611 |
| D1 CAPITAL PARTNERS OFFSHORE | AT COST | $1,500,000 | $1,634,266 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $15,763 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,882 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEES | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS ACCOUNTS PAYABLE | Desc |
| BOY Book Value | $2,400 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |