LILLIAN GOLDMAN CHAR TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LILLIAN GOLDMAN CHAR TR (EIN 13-7048279)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349102550
- Schema version
- 2024v5.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T10:15:31-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137048279 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LILLIAN GOLDMAN CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LILL | BusinessNameControlTxt |
| Phone | 2125133200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HOLLAND KNIGHT 787 7TH AVE 31ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD A GOLDSMITH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2125133384 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW DEANER | PreparerPersonNm |
| PTIN | P01435044 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,902,194 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $243,930 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $243,930 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $861,949 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,420,905 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $861,949 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,965 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$4,209 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,112,856 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,101,682 | 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 | $204,349 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $20,435 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $183,914 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $88,824 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $88,824 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,168 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,168 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,245 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,495 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $318,586 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $133,922 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $184,664 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $917,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $917,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,235,586 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $133,922 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,101,664 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$122,730 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $967,760 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $751,700 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $909,042 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $909,042 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,038,968 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $720,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $727,179 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,866,230 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,641,650 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,451,187 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,503,934 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,215,052 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,174,786 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $58,308 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $640,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $640,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,219,140 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,125,744 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,902,194 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $27,981 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,981 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,219,140 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,097,763 | 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 | $10,219,140 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,097,763 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,219,140 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,125,744 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,219,140 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$122,730 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,353 | OtherIncreasesAmt |
| Subtotal | $10,097,763 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,097,763 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $4,161,388 | $3,558,956 | $602,432 | $602,432 | |
| PASSTHROUGH K-1 CAPITAL GAIN | $128,715 | $128,715 | $128,715 | P | |
| CAPITAL GAINS DIVIDENDS | $130,802 | $130,802 | $130,802 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $861,949 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,452 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,452 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,452 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,526 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $16,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,526 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,074 | OverpaymentAmt |
| Applied To ES Tax | $14,074 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | HOLLAND KNIGHT LLP | IndividualWithBooksNm |
| Phone | 2125133200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 787 7TH AVE 31ST FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| AMY GOLDMAN FOWLER | ||||||||
| 164 MOUNTAIN VIEW ROAD | RHINEBECK | NY | 12572 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| DONALD A GOLDSMITH ESQ | ||||||||
| 787 SEVENTH AVENUE 31ST FLOOR | NEW YORK | NY | 10019 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| SARA GOLDMAN ARNO | ||||||||
| 164 MOUNTAIN VIEW ROAD | RHINEBECK | NY | 12572 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| ROBIN KEMPER | ||||||||
| 1115 5TH AVENUE APT 9B | NEW YORK | NY | 10128 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| STEPHANIE GOLDMAN | ||||||||
| 331 WESTWIND COURT | NORWOOD | NJ | 07648 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| KEVIN CORNISH | ||||||||
| 455 WEST 19TH STREET - PH1 | NEW YORK | NY | 10011 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLAND & KNIGHT LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 787 SEVENTH AVENUE 31ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL & MANAGEMENT SERVICES | ServiceTypeTxt |
| Compensation | $204,349 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | 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 | $12,071,437 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $595,274 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $878,472 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,545,183 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,545,183 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $203,178 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,342,005 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $667,100 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $667,100 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,452 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,452 | TotalTaxAmt |
| Distributable Before Adj | $653,648 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $653,648 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $653,648 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,101,664 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,101,664 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $653,648 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $278,801 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $278,801 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,101,664 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $653,648 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $448,016 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $726,817 | 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 | $278,801 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $448,016 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $448,016 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF NATAL INC | ||||||
| 1120 AVE OF THE AMERICAS 4TH FLOOR | NEW YORK | NY | 10036 | PC | CHARITABLE | $10,000 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | PC | CHARITABLE | $50,000 |
| BELLEVUE LITERARY REVIEW INC | ||||||
| 149 EAST 23RD ST PO 1516 | NEW YORK | NY | 10010 | PC | CHARITABLE | $5,000 |
| BOWDOIN COLLEGE | ||||||
| 255 MAINE STREET | BRUNSWICK | ME | 04011 | PC | EDUCATIONAL | $20,000 |
| DRAKE UNIVERSITY - AGRICULTURAL LAW CENTER | ||||||
| 2507 UNIVERSITY AVENUE | DES MOINES | IA | 50311 | PC | CHARITABLE | $50,000 |
| ENGLISH SPEAKING UNION OF THE UNITED STATES | ||||||
| 144 EAST 39TH STREET | NEW YORK | NY | 10016 | PC | EDUCATIONAL | $5,000 |
| JUDGE DAVID L BAZELON CENTER FOR MENTAL HEALTH LAW | ||||||
| 1090 VERMONT AVENUE NW SUITE 220 | WASHINGTON | DC | 20005 | PC | CHARITABLE | $10,000 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | ||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | CHARITABLE | $10,000 |
| TEMPLE EMANU-EL | ||||||
| ONE EAST 65TH STREET | NEW YORK | NY | 10065 | PC | CHARITABLE | $40,000 |
| THE CENTER FOR JEWISH HISTORY | ||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | PC | RELIGIOUS | $200,000 |
| THE VOTER PARTICIPATION CENTER | ||||||
| 1707 L STREET NW SUITE 300 | WASHINGTON | DC | 20036 | PC | CHARITABLE | $100,000 |
| THEATER BREAKING THROUGH BARRIERS CORP | ||||||
| 400 WEST 43RD STREET 43R | NEW YORK | NY | 10036 | PC | CHARITABLE | $10,000 |
| VOICES FROM THE HEART OF MEDICINE INC | ||||||
| 28 ALBERT PLACE | NEW ROCHELLE | NY | 10801 | PC | CHARITABLE | $5,000 |
| WNET | ||||||
| 825 EIGHTH AVENUE 14TH FLOOR | NEW YORK | NY | 10019 | PC | CHARITABLE | $100,000 |
| DELAWARE ART MUSEUM INC | ||||||
| 2301 KENTMERE PARKWAY | WILMINGTON | DE | 19806 | PC | CHARITABLE | $25,000 |
| GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE | ||||||
| 268 BUSH STREET 555 | SAN FRANCISCO | CA | 94104 | PC | CHARITABLE | $100,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | PC | CHARITABLE | $25,000 |
| JEWBELONG INC | ||||||
| 37 WEST 20TH ST 307 | NEW YORK | NY | 10011 | PC | CHARITABLE | $10,000 |
| SOLOMON R GUGGENHEIM FOUNDATION | ||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | PC | CHARITABLE | $10,000 |
| ULTIMATE SACRIFICE FOUNDATION INC | ||||||
| 195 QUASPECK BOULEVARD | VALLEY COTTAGE | NY | 10989 | PC | CHARITABLE | $12,000 |
| UNITED JEWISH APPEAL | ||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | CHARITABLE | $30,000 |
| CELIAC DISEASE CENTER AT COLUMBIA UNIVERSITY IRVING MEDICAL CENTER | ||||||
| 180 FORT WASHINGTON AVENUE | NEW YORK | NY | 10032 | PC | CHARITABLE | $10,000 |
| SMITHSONIAN INSTITUTION | ||||||
| 1000 JEFFERSON DRIVE SW | WASHINGTON | DC | 20560 | PC | CHARITABLE | $50,000 |
| THE JEWISH MUSEUM | ||||||
| 1109 5TH AVE AT 92ND ST | NEW YORK | NY | 10128 | PC | CHARITABLE | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $917,000 | 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 | $12 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $243,930 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $861,949 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH K-1 INCOME | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $11,174 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$4,209 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $11,174 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,101,682 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,112,856 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OTHER FIXED INCOME | $386,173 | $353,954 |
| CORPORATE BONDS | $828,879 | $820,832 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $6,641,650 | EOYBookValueAmt |
| EOYFMV | $9,451,187 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $720,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $727,179 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER SHARES; ISRAEL BONDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $640,000 | BookValueAmt |
| EOYFMV | $640,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL GOVERNANCE, COUNSEL AND MANAGEMENT SERVICES | CategoryTxt |
| Legal Fees | $204,349 | LegalFeesAmt |
| Net Investment Income | $20,435 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $183,914 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PASSTHROUGH K-1 EXPENSES | $14,495 | $14,495 | $0 |
| STATE FILING FEES | $750 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH K-1 INCOME | Desc |
| Revenue And Expenses Per Books | $6,965 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$4,209 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,965 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCES | Desc |
| Amt | $1,353 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOWSIDE CAPITAL FUND III, L.P. | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $27,981 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $88,824 | Amt |
| Net Investment Income | $88,824 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $10,168 | Amt |
| Net Investment Income | $10,168 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |