SCHULWEIS FAMILY FOUNDATION SCHULWEIS HARVEY TTEE: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SCHULWEIS FAMILY FOUNDATION SCHULWEIS HARVEY TTEE (EIN 13-6930204)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-17
- IRS object ID
- 201901989349100200
- 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 Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-17T07:48:56-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113518842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD 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 | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136930204 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHULWEIS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHU | BusinessNameControlTxt |
| Phone | 2124072170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HARVEY SCHULWEIS 21 DORANN ROAD | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARVEY SCHULWEIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2124072170 | PhoneNum |
| Signature | 2019-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAWN RHODES CPA | PreparerPersonNm |
| PTIN | P01316299 | PTIN |
| Phone | 2125038800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.74.165.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-11 | IPDt |
| IP Tm | 09:52:58 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0FF0EE5070D7EF8A8CCB93F16F2CB9FCBF5E11BA | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $199,705 | 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 |
| Dividends Rev And Expnss | $5,430 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,430 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $75,950 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $208,329 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $135,667 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $81,380 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $141,097 | 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 | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $210 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $210 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,560 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $835 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $725 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $261,761 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $261,761 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $264,321 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $835 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $262,486 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$182,941 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $140,262 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,923 | CashBOYAmt |
| Cash EOY | $9,565 | CashEOYAmt |
| Cash EOYFMV | $9,565 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $53,008 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,804 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,804 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $303,327 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $170,948 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $182,336 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $371,258 | TotalAssetsBOYAmt |
| Total Assets EOY | $188,317 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $199,705 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $310,713 | CapitalStockBOYAmt |
| Capital Stock EOY | $310,713 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $60,545 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$122,396 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $371,258 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $188,317 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $371,258 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $188,317 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $371,258 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$182,941 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $188,317 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $188,317 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BANK OF AMERICA CORP | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2010-06-21 | AcquiredDt |
| Gross Sales Price | $208,329 | GrossSalesPriceAmt |
| Cost Or Other Basis | $72,662 | CostOrOtherBasisAmt |
| Gain Or Loss | $135,667 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $135,667 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $135,667 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $297,438 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $469,157 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.633984 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $371,123 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $280,957 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.320925 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $148,421 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $267,056 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.555767 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,891 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $179,748 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.088407 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $100,097 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $172,347 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.580788 | DistributionYr5Rt |
| Total Distribution | 3.179871 | TotalDistributionRt |
| Average Distribution | 0.635974 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $361,111 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $229,657 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,403 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $231,060 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $262,486 | 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 | $1,403 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,403 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,403 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $32 | EsPenaltyAmt |
| Overpayment | $1,565 | OverpaymentAmt |
| Applied To ES Tax | $1,565 | 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 | HARVEY SCHULWEIS | IndividualWithBooksNm |
| Phone | 2124072170 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 DORANN ROAD | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | 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 |
|---|---|---|---|---|---|---|---|---|
| HARVEY SCHULWEIS | ||||||||
| 21 DORANN RD | PURCHASE | NY | 10504 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| BARBARA MARILYN BENEROFE | ||||||||
| 21 DORANN RD | PURCHASE | NY | 10504 | TRUSTEE | 2.00 | $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 |
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 | $311,226 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,384 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $366,610 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $366,610 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,499 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $361,111 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,056 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,056 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,403 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,403 | TotalTaxAmt |
| Distributable Before Adj | $16,653 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,653 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,653 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $262,486 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $262,486 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,403 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $261,083 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,653 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $91,486 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,932 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $137,166 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $358,665 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $277,436 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $871,685 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $262,486 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,653 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $245,833 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,117,518 | 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 | $91,486 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,026,032 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,932 | ExcessFromYear4Amt |
| Excess From Year3 | $137,166 | ExcessFromYear3Amt |
| Excess From Year2 | $358,665 | ExcessFromYear2Amt |
| Excess From Year1 | $277,436 | ExcessFromYear1Amt |
| Excess From Current Year | $245,833 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1990-03-17 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HARVEY SCHULWEIS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE OF MEDICINE | ||||||
| 1300 MORRIS PARK AVE | BRONX | NY | 10461 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| AMERICAN JEWISH COMMITTEE | ||||||
| 165 EAST 56TH ST | NEW YORK | NY | 10022 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $2,500 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $12,300 |
| AMERICAN PARKINSON DISEASE ASSOCIATION | ||||||
| 135 PARKINSON AVE | STATEN ISLAND | NY | 10305 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $750 |
| AUSCHWITZ JEWISH CENTER FOUNDATION INC | ||||||
| 36 BATTERY PL | NEW YORK | NY | 102801502 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $3,000 |
| BARUCH COLLEGE FUND | ||||||
| 1 BERNARD BARUCH WAY BOX A1603 | NEW YORK | NY | 10010 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 |
| BRONX HS OF SCIENCE ALUMNI FOUNDATION | ||||||
| 75 WEST 205TH STREET | BRONX | NY | 10468 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| CONGREGATION EMANU-EL OF WESTCHESTER | ||||||
| 2125 WESTCHESTER AVENUE | RYE | NY | 10580 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $66,765 |
| ENCOURAGE KIDS FOUNDATION | ||||||
| 1560 BROADWAY SUITE 600 | NEW YORK | NY | 10036 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| FRENCHMAN'S CREEK CHARITIES FOUNDATION | ||||||
| 13495 TOURNAMENT DR | PALM BEACH GARDENS | FL | 33410 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| GREENWICH REFORM SYNAGOGUE | ||||||
| 92 ORCHARD ST | COS COB | CT | 06807 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $4,418 |
| HARRISON EDUCATIONAL FOUNDATION | ||||||
| 50 UNION AVENUE | HARRISON | NY | 10528 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| HILLEL OF BROWARD & PALM BEACH | ||||||
| 777 GLADES ROAD BUILDING LY-3A | BOCA RATON | FL | 33431 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $3,000 |
| HOLOCAUST & HUMAN RIGHTS EDUCATION CENTER | ||||||
| 4 WEST RED OAK LANE SUITE 330 | WHITE PLAINS | NY | 10604 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| IMMACULATE HEART ACADEMY | ||||||
| 500 VAN EMBURGH AVENUE | WASHINGTON | NJ | 07676 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,500 |
| ISRAEL POLICY FORUM | ||||||
| 355 LEXINGTON AVE 14TH FL | NEW YORK | NY | 10017 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 |
| JACOB BURNS FILM CENTER | ||||||
| 364 MANVILLE RD | PLEASANTVILLE | NY | 10570 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $120 |
| JEWISH ASSOCIATION SERVING THE AGING | ||||||
| 247 W 37TH ST | NEW YORK | NY | 10018 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| JUPITER MEDICAL CENTER FOUNDATION | ||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 33458 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| KIDS CANCER FOUNDATION | ||||||
| 246 ROYAL PALM BEACH BLVD | ROYAL PALM BEACH | FL | 33411 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| NATIONAL ALOPECIA AREATA FOUNDATION | ||||||
| 65 MITCHELL BOULEVARD SUITE 200-B | SAN RAFAEL | CA | 94903 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $250 |
| OLD OAKS FOUNDATION | ||||||
| 3100 PURCHASE STREET | PURCHASE | NY | 10577 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| PARK AVENUE SYNAGOGUE | ||||||
| 50 EAST 87TH STREET | NEW YORK | NY | 10128 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $38,808 |
| RIVERDALE COUNTRY SCHOOL | ||||||
| 5250 FIELDSTON ROAD | BRONX | NY | 10471 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $2,000 |
| THE 14TH STREET Y | ||||||
| 344 EAST 14TH STREET | NEW YORK | NY | 10003 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,800 |
| THE ACTORS FUND | ||||||
| 729 7TH AVENUE FLOOR 10 | NEW YORK | NY | 10019 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $500 |
| THE AVON THEATRE FILM CENTER | ||||||
| 272 BEDFORD ST | STAMFORD | CT | 06901 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $500 |
| THE CHILDRENS HEARING INSTITUTE | ||||||
| 363 SEVENTH AVENUE 10TH FL | NEW YORK | NY | 10001 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 |
| THE JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||
| 1 HARVARD CIR 100 | WEST PALM BEACH | FL | 33409 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $23,000 |
| THE JEWISH FOUNDATION FOR THE RIGHTEOUS | ||||||
| 80 MAIN ST SUITE 380 | WEST ORANGE | NJ | 07052 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $50 |
| THE NEW JEWISH HOME | ||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $2,000 |
| THE WASHINGTON INSTITUTE FOR NEAR EAST POLICY | ||||||
| 1111 19TH STREET NW STE 500 | WASHINGTON | DC | 20036 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $12,500 |
| UJA FEDERATION OF JEWISH PHILANTHROPIES OF NY | ||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $15,000 |
| VALLEY BETH SHALOM | ||||||
| 15739 VENTURA BOULEVARD | ENCINO | CA | 91436 | PC | TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $261,761 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,430 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $75,950 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $81,380 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,380 | 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 | ACCOUNTING - MARKS PANETH LLP | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $625 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MARKETABLE SECURITIES - ML | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $170,948 | BookValueAmt |
| EOYFMV | $182,336 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES - MERRILL LYNCH | CategoryTxt |
| Amt | $210 | Amt |
| Net Investment Income | $210 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $1,000 | $0 | $0 |
| NY FILING FEE | $100 | $0 | $100 |