SUNSHINE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SUNSHINE FOUNDATION (EIN 56-6615926)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201931359349102968
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T18:12:24-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112973036 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHALIK MORRIS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CROSSWAYS PK DR WEST | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | 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 | 566615926 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNSHINE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O EUGENE SHALIK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUNS | BusinessNameControlTxt |
| Phone | 5163388700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CROSSWAYS PARK DRIVE WEST | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE SHALIK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5163388700 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EUGENE SHALIK | PreparerPersonNm |
| PTIN | P01434208 | PTIN |
| Phone | 5163388700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.23.39.58 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 18:12:20 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8F1C4A200B5B13BDDAFD7B7A225C08E85830FC5D | 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 | $17,258,385 | 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 | $8,317,259 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $209,470 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $209,470 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $209,470 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $120,816 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,816 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $120,816 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $109,449 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,392,678 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $109,449 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $23,055 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $23,055 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $23,055 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $8,780,049 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $462,790 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $353,341 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $482 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $482 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $54,947 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $54,947 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,429 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,482 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,947 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $947,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $947,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,007,929 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,482 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,002,447 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,772,120 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $457,308 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $353,341 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $96,411 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $95,694 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $95,694 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,487,875 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,260,712 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,162,691 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,584,286 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,356,406 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,258,385 | 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 | $9,584,286 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,356,406 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,584,286 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,356,406 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,584,286 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,356,406 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,584,286 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,772,120 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,356,406 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,356,406 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| GARRETT MOTION INC | 2013-02-22 | 2018-10-31 | $3 | $1 | $2 | $2 | |
| MSILIF PRIME PTF TRUST | 2018-04-08 | 2018-09-30 | $61,000 | $61,000 | $0 | $0 | |
| MSILIF PRIME PTF TRUST | 2018-09-30 | 2018-12-31 | $620,839 | $621,787 | -$948 | -$948 | |
| CELGENE CORP | 2014-06-18 | 2018-05-31 | $150,699 | $198,864 | -$48,165 | -$48,165 | |
| CHEVRON CORP | 2006-01-04 | 2018-09-30 | $92,444 | $76,464 | $15,980 | $15,980 | |
| COMCAST CORP | 2006-01-04 | 2018-09-30 | $133,719 | $52,938 | $80,781 | $80,781 | |
| DOWDDUPONT INC | 2014-09-18 | 2018-03-31 | $52,635 | $45,734 | $6,901 | $6,901 | |
| ELI LILLY & CO | 2015-09-24 | 2018-02-28 | $87,597 | $95,620 | -$8,023 | -$8,023 | |
| FACEBOOK INC | 2012-05-17 | 2018-09-30 | $92,835 | $27,189 | $65,646 | $65,646 | |
| GENERAL ELECTRIC CO | 2011-06-23 | 2018-01-31 | $16,999 | $18,442 | -$1,443 | -$1,443 | |
| NUCOR CORP | 2017-03-20 | 2018-09-30 | $58,829 | $60,190 | -$1,361 | -$1,361 | |
| RESIDEO TECHNOLOGIES INC | 2013-02-22 | 2018-11-30 | $9 | $9 | $9 | ||
| ROYAL BK SCOTLAND PLC 6% | 2013-03-13 | 2018-12-31 | $25,000 | $25,000 | $0 | $0 | |
| CAPITAL GAINS DIVIDENDS | $70 | $70 | $70 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $109,449 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$948 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $444,042 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $729,667 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.608554 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $73,456 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $250,741 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.292956 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $72,460 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $287,969 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.251624 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $52,958 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $331,631 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.159690 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,960 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $346,690 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.106608 | DistributionYr5Rt |
| Total Distribution | 1.419432 | TotalDistributionRt |
| Average Distribution | 0.283886 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,968,483 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,829,913 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,573 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,834,486 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,002,447 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,146 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,146 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,146 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $153 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $153 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,993 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | SHALIK MORRIS CO LLP | IndividualWithBooksNm |
| Phone | 5163388700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CROSSWAYS PARK DRIVE WEST | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | 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 |
|---|---|---|---|---|---|---|---|---|
| EUGENE SHALIK | ||||||||
| 400 SE 5TH AVE 704-N | BOCA RATON | FL | 33432 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| JAMES DEVITA | ||||||||
| 4760 A GREENTREE WAY | BOYNTON BEACH | FL | 33436 | TRUSTEE | 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 | 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 | $10,013,183 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $107,104 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,120,287 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,120,287 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,804 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,968,483 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $498,424 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,002,447 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,002,447 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,002,447 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2003-07-10 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $353,341 | CurrentYearAmt |
| Year1 | $5,932 | Year1Amt |
| Year2 | $4,438 | Year2Amt |
| Year3 | $4,014 | Year3Amt |
| Total | $367,725 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $300,340 | CurrentYearAmt |
| Year1 | $5,042 | Year1Amt |
| Year2 | $3,772 | Year2Amt |
| Year3 | $3,412 | Year3Amt |
| Total | $312,566 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,002,447 | CurrentYearAmt |
| Year1 | $444,101 | Year1Amt |
| Year2 | $73,500 | Year2Amt |
| Year3 | $72,500 | Year3Amt |
| Total | $1,592,548 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,002,447 | CurrentYearAmt |
| Year1 | $444,101 | Year1Amt |
| Year2 | $73,500 | Year2Amt |
| Year3 | $72,500 | Year3Amt |
| Total | $1,592,548 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17,258,386 | CurrentYearAmt |
| Year1 | $9,676,734 | Year1Amt |
| Year2 | $375,666 | Year2Amt |
| Year3 | $231,140 | Year3Amt |
| Total | $27,541,926 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACTION AGAINST HUNGER USA | |||||||
| ONE WHITEHALL STREET FLOOR 2 | NEW YORK | NY | 10004 | PUBLIC CHARITY | FIGHTING HUNGER AND POVERTY IN DEVELOPING COUNTRIES | $30,000 | |
| ALZHEIMER'S FOUNDATION OF AMERICA | |||||||
| 322 EIGHTH AVENUE 7TH FLOOR | NEW YORK | NY | 10001 | PUBLIC CHARITY | ALZHEIMER'S RESEARCH, SCREENING PROGRAM & PATIENT CARE | $7,500 | |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | PUBLIC CHARITY | BATTLING CANCER THROUGH PATIENT SUPPORT, RESEARCH AND EDUCATION | $10,000 | |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 120 WALL STREET 29TH FLOOR | NEW YORK | NY | 10005 | PUBLIC CHARITY | PREVENTING SUICIDE THROUGH RESEARCH, EDUCATION & ADVOCACY | $20,000 | |
| AMERICAN HUMANE | |||||||
| 1400 16TH STREET NW SUITE 360 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | PROMOTING THE SAFETY AND WELFARE OF ANIMALS | $10,000 | |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | PUBLIC CHARITY | HUMANITARIAN AID FOR DEVELOPING COUNTRIES FIGHTING POVERTY, HUNGER & DISEASE | $10,000 | |
| AMERICAN RED CROSS | |||||||
| PO BOX 97089 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | "THOMAS" WILDFIRE RELIEF (SOUTHERN CALIFORNIA, DECEMBER '17) | $10,000 | |
| AMERICAN THYROID ASSOCIATION | |||||||
| 6066 LEESBURG PIKE SUITE 550 | FALLS CHURCH | WV | 22041 | PUBLIC CHARITY | PREVENTION, DIAGNOSIS AND TREATMENT OF THYROID DISORDERS AND THYROID CANCER | $5,000 | |
| ANIMAL LEGAL DEFENSE FUND | |||||||
| 525 EAST COTATI AVENUE | COTATI | CA | 94931 | PUBLIC CHARITY | ANIMAL WELFARE THROUGH LEGAL MEANS | $5,000 | |
| ASSOCIATION OF PERFORMING ARTS PROFESSIONALS | |||||||
| 919 18TH ST NW SUITE 650 | WASHINGTON | DC | 20006 | PUBLIC CHARITY | SUPPORT FOR PERFORMING ARTS PROFESSIONALS THROUGH PROGRAMS AND MEMBER SERVICES | $2,500 | |
| BIG BROTHER BIG SISTER NYC | |||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | PUBLIC CHARITY | MENTORSHIP PROGRAMS FOR CHILDREN AND YOUNG ADULTS | $15,000 | |
| BLADDER CANCER ADVOCACY | |||||||
| 4915 SAINT ELMO AVENUE SUITE 202 | BETHESDA | MD | 20814 | PUBLIC CHARITY | SUPPORT FOR PATIENTS, CAREGIVERS AND THE MEDICAL COMMUNITY FIGHTING BLADDER CANCER | $5,000 | |
| BONNIE J ADDARIO LUNG CANCER FOUNDATION | |||||||
| 1100 INDUSTRIAL ROAD SUITE ONE | SAN CARLOS | CA | 94070 | PUBLIC CHARITY | ENHANCING THE LIVES OF PATIENTS AND FAMILIES AFFECTED BY LUNG CANCER | $5,000 | |
| CANCER RESEARCH INSTITUTE | |||||||
| 29 BROADWAY FLOOR 4 | NEW YORK | NY | 10006 | PUBLIC CHARITY | CANCER RESEARCH FUNDING | $5,000 | |
| CITYMEALS-ON-WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | PUBLIC CHARITY | PROVIDES NUTRITIOUS FOOD & HUMAN COMPANY TO HOMEBOUND ELDERLY NEW YORKERS | $25,000 | |
| COALITION FOR THE HOMELESS | |||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | PUBLIC CHARITY | SERVING THOUSANDS OF HOMELESS PEOPLE DAILY WITH FOOD, SHELTER, MEDICINE & JOB TRAINING | $40,000 | |
| COLORECTAL CANCER ALLIANCE | |||||||
| 1025 VERMONT AVENUE NW SUITE 1066 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | COLORECTAL CANCER PATIENT SUPPORT, RESEARCH, PUBLIC EDUCATION AND ADVOCACY | $5,000 | |
| CONQUER CANCER | |||||||
| 2318 MILL ROAD SUITE 800 | ALEXANDRIA | VA | 22314 | PUBLIC CHARITY | ADVANCES IN THE PREVENTION, TREATMENT, AND CURES OF ALL TYPES OF CANCER | $10,000 | |
| CURE ALZHEIMER'S FUND | |||||||
| 34 WASHINGTON STREET SUITE 200 | WELLESLEY HILLS | MA | 02481 | PUBLIC CHARITY | ALZHEIMER'S RESEARCH | $7,500 | |
| CYSTIC FIBROSIS RESEARCH | |||||||
| 1731 EMBARCADERO ROAD SUITE 210 | PALO ALTO | CA | 94303 | PUBLIC CHARITY | CYSTIC FIBROSIS TREATMENT RESEARCH | $5,000 | |
| DAV CHARITABLE SERVICE TRUST | |||||||
| 3725 ALEXANDRIA PIKE | COLD SPRING | KY | 41076 | PUBLIC CHARITY | PHYSICAL & PSYCHOLOGICAL REHABILITATION FOR ILL, INJURED & WOUNDED VETERANS | $10,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | PUBLIC CHARITY | INTERNATIONAL HUMANITARIAN MEDICAL AID | $20,000 | |
| FARM SANCTUARY | |||||||
| 3100 AIKENS ROAD | WATKINS GLEN | NY | 14891 | PUBLIC CHARITY | FIGHTING ANIMAL CRUELTY AND ABUSE IN FACTORY FARMING | $5,000 | |
| FEEDING WESTCHESTER | |||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | PUBLIC CHARITY | HUNGER RELIEF PROGRAMS IN WESTCHESTER, NY (FOOD PANTRIES, SOUP KITCHENS, SHELTERS) | $25,000 | |
| FISHER CENTER FOR ALZHEIMER'S RESEARCH FOUNDATION | |||||||
| 110 EAST 42ND STREET 16TH FLOOR | NEW YORK | NY | 10017 | PUBLIC CHARITY | ALZHEIMER'S RESEARCH | $7,500 | |
| FOLDS OF HONOR | |||||||
| DEPARTMENT 13 | TULSA | OK | 74182 | PUBLIC CHARITY | PROVIDING EDUCATIONAL SCHOLARSHIPS TO SPOUSES AND CHILDREN OF AMERICA'S FALLEN AND DISABLED VETERANS | $10,000 | |
| FOSTER & ADOPTIVE CARE COALITION | |||||||
| 1750 SOUTH BRENTWOOD BOULEVARD | SAINT LOUIS | MO | 63114 | PUBLIC CHARITY | RECRUITMENT OF FOSTER AND ADOPTIVE FAMILIES | $10,000 | SUITE 210 |
| HIRE HEROES | |||||||
| 1360 UNION HILL ROAD BUILDING 2 | ALPHARETTA | GA | 30004 | PUBLIC CHARITY | EMPOWERING U.S. MILITARY MEMBERS, VETERANS, AND SPOUSES TO SUCCEED IN THE CIVILIAN WORKFORCE | $10,000 | SUITE A |
| HOLD THE CHILDREN | |||||||
| 1509 HUNT CLUB BOULEVARD SUITE 1200 | GALLATIN | TN | 37066 | PUBLIC CHARITY | CONSTRUCTION OF THE CHRISTIAN ALLIANCE SCHOOL IN LIMONADE, HAITI | $20,000 | |
| HOPE FOR WARRIORS | |||||||
| 8003 FORBES PLACE SUITE 201 | SPRINGFIELD | VA | 22151 | PUBLIC CHARITY | SUPPORT PROGRAMS FOR SERVICE MEMBERS, VETERANS AND MILITARY FAMILIES | $20,000 | |
| HOPE LOVES COMPANY | |||||||
| PO BOX 931 | PENNINGTON | NJ | 08534 | PUBLIC CHARITY | SUMMER CAMP AND OTHER SUPPORT FOR FAMILY MEMBERS OF PEOPLE AFFECTED BY ALS | $20,000 | |
| ISLAND HARVEST | |||||||
| 15 GRUMMAN ROAD WEST SUITE 1450 | BETHPAGE | NY | 11714 | PUBLIC CHARITY | FIGHTING HUNGER ON LONG ISLAND | $60,000 | |
| JAKES RESCUE RANCH | |||||||
| 1500 OLD COUNTRY ROAD | PLAINVIEW | NY | 11803 | PUBLIC CHARITY | DOG RESCUE AND ADOPTIONS | $1,000 | |
| JCC ASSOCIATION | |||||||
| 520 EIGHT AVENUE | NEW YORK | NY | 10018 | PUBLIC CHARITY | NETWORK OF JEWISH COMMUNITY CENTERS & SUMMER CAMPS | $25,000 | |
| JOYCE HARRIET STAHL SCHOLARSHIP FUND | |||||||
| 80 CROSSWAYS PARK DRIVE WEST | WOODBURY | NY | 11797 | PUBLIC CHARITY | PROVIDE EDUCATIONAL SCHOLARSHIPS TO GRADUATING HIGH SCHOOL STUDENTS | $5,000 | |
| KENYA EDUCATION FUND | |||||||
| 360 E 72ND STREET C-3405 | NEW YORK | NY | 10012 | PUBLIC CHARITY | SUPPORT FOR DISADVANTAGED STUDENTS IN KENYA AND THEIR SCHOOLS | $10,000 | |
| KIDNEY CANCER ASSOCIATION | |||||||
| 1608 S ASHLAND AV 38269 | CHICAGO | IL | 60608 | PUBLIC CHARITY | KIDNEY CANCER EDUCATION, RESEARCH AND ADVOCACY | $5,000 | |
| LEUKEMIA RESEARCH FOUNDATION | |||||||
| 191 WAUKEGAN ROAD SUITE 105 | NORTHFIELD | IL | 60093 | PUBLIC CHARITY | FIGHTING ALL BLOOD CANCERS THROUGH RESEARCH AND PATIENT SUPPORT | $5,000 | |
| LICADD (LONG ISLAND COUNCIL ON ALCOHOLISM) | |||||||
| 1025 OLD COUNTRY ROAD SUITE 221 | WESTBURY | NY | 11590 | PUBLIC CHARITY | LONG ISLAND ADDICTION TREATMENT AND EDUCATION | $10,000 | |
| LONG ISLAND CARES | |||||||
| 10 DAVIDS DRIVE | HAUPPAUGE | NY | 11788 | PUBLIC CHARITY | FIGHTING HUNGER ON LONG ISLAND | $20,000 | |
| LUSTGARTEN FOUNDATION | |||||||
| 415 CROSSWAYS PARK DRIVE SUITE D | WOODBURY | NY | 11797 | PUBLIC CHARITY | PANCREATIC CANCER RESEARCH AND TREATMENT | $20,000 | |
| MARCH OF DIMES FOUNDATION | |||||||
| 1275 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | PUBLIC CHARITY | IMPROVING THE HEALTH OF NEWBORN BABIES | $7,500 | |
| MEALS ON WHEELS AMERICA | |||||||
| 1550 CRYSTAL DRIVE SUITE 1004 | ARLINGTON | VA | 22202 | PUBLIC CHARITY | DELIVERING HEALTHY MEALS TO HUNGRY SENIOR CITIZENS | $25,000 | |
| MID ISLAND JCC | |||||||
| 45 MANETTO HILL ROAD | PLAINVIEW | NY | 11803 | PUBLIC CHARITY | JEWISH COMMUNITY CENTER | $5,000 | |
| MINNESOTA OVARIAN CANCER ALLIANCE | |||||||
| 4604 CHICAGO AVENUE SOUTH | MINNEAPOLIS | MN | 55407 | PUBLIC CHARITY | OVARIAN CANCER RESEARCH, EDUCATION PROGRAMS, COMMUNITY SUPPORT, SCHOLARSHIPS FOR ONCOLOGY NURSES | $5,000 | |
| MOVEMBER FOUNDATION | |||||||
| PO BOX 1595 | CULVER CITY | CA | 90232 | PUBLIC CHARITY | SUPPORT FOR MENS HEALTH ISSUES INCLUDING TESTICULAR AND PROSTATE CANCER, MENTAL HEALTH | $2,500 | |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | |||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | PUBLIC CHARITY | ACCELERATING THE DEVELOPMENT OF NEXT-GENERATION BONE CANCER TREATMENTS | $5,000 | |
| MUSICARES | |||||||
| 3030 OLYMPIC BOULEVARD | SANTA MONICA | CA | 90404 | PUBLIC CHARITY | FINANCIAL, MEDICAL AND PERSONAL EMERGENY SUPPORT FOR MUSIC INDUSTRY PROFESSIONALS | $2,500 | |
| NATIONAL ALLIANCE TO END HOMELESSNESS | |||||||
| 1518 K STREET NW 2ND FLOOR | WASHINGTON | DC | 20005 | PUBLIC CHARITY | FIGHTING HOMELESSNESS THROUGH RESEARCH , EDUCATION AND POLICY WORK | $15,000 | |
| NATIONAL BREAST CANCER FOUNDATION | |||||||
| 2600 NETWORK BOULEVARD SUITE 300 | FRISCO | TX | 75034 | PUBLIC CHARITY | SUPPORT FOR WOMEN AFFECTED BY BREAST CANCER THROUGH EARLY DETECTION, EDUCATION AND SUPPORT SERVICES | $5,000 | |
| NATIONAL MENTORING PARTNERSHIP | |||||||
| 201 SOUTH STREET SUITE 615 | BOSTON | MA | 02111 | PUBLIC CHARITY | MENTORSHIP PROGRAM FOR CHILDREN AND TEENS IN NEED | $15,000 | |
| NATIONAL STROKE ASSOCIATION | |||||||
| 9707 EAST EASTER LANE BUILDING B | CENTENNIAL | CO | 80112 | PUBLIC CHARITY | SUPPORT FOR STROKE SURVIVORS | $5,000 | |
| NATIONAL VETERANS FOUNDATION | |||||||
| 5777 WEST CENTURY BOULEVARD SUITE | LOS ANGELES | CA | 90045 | PUBLIC CHARITY | SERVING CRISIS MANAGEMENT, INFORMATION, & REFERRAL NEEDS OF US VETERANS & THEIR FAMILIES | $10,000 | 350 |
| NEW DIRECTIONS FOR VETERANS | |||||||
| 11303 WILSHIRE BOULEVARD VA | LOS ANGELES | CA | 90073 | PUBLIC CHARITY | SUPPORT FOR VETERANS INCLUDING SUBSTANCE ABUSE TREATMENT, COUNSELING, JOB TRAINING | $10,000 | BUILDING 316 |
| OVARIAN CANCER RESEARCH ALLIANCE | |||||||
| 14 PENNSYLVANIA PLAZA SUITE 2110 | NEW YORK | NY | 10122 | PUBLIC CHARITY | OVARIAN CANCER RESEARCH AND TREATMENT | $10,000 | |
| PARKINSON'S FOUNDATION | |||||||
| 200 SE 1ST ST SUITE 800 | MIAMI | FL | 33131 | PUBLIC CHARITY | PARKINSON'S RESEARCH & PATIENT CARE | $20,000 | |
| PARTNERSHIP FOR DRUG-FREE KIDS | |||||||
| 352 PARK AVENUE SOUTH 9TH FLOOR | NEW YORK | NY | 10010 | PUBLIC CHARITY | HELPING FAMILIES BATTLE TEENAGE SUBSTANCE ABUSE | $10,000 | |
| PEDIATRIC CANCER RESEARCH FOUNDATION | |||||||
| 17932 SKY PARK CIRCLE SUITE E | IRVINE | CA | 92614 | PUBLIC CHARITY | IMPROVING THE CARE, QUALITY OF LIFE AND SURVIVAL RATES OF PEDIATRIC CANCER PATIENTS | $10,000 | |
| PREVENT CHILD ABUSE AMERICA | |||||||
| 228 SOUTH WABASH 10TH FLOOR | CHICAGO | IL | 60604 | PUBLIC CHARITY | PREVENTING CHILD ABUSE AND NEGLECT THROUGH PROGRAMS, ADVOCACY, RESEARCH & COMMUNICATION | $10,000 | |
| SALESIAN SISTERS | |||||||
| 659 BELMONT AVENUE | NORTH HALEDON | NJ | 07508 | PUBLIC CHARITY | YOUTH SUPPORT SERVICES | $10,000 | |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | PUBLIC CHARITY | NETWORK OF 22 HOSPITALS SERVING CHILDREN WITH SPECIAL NEEDS | $50,000 | |
| SIMON WIESENTHAL FOUNDATION | |||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 90035 | PUBLIC CHARITY | CONFRONTING ANTI-SEMITISM, HATRED AND TERRORISM | $15,000 | |
| SKIN CANCER FOUNDATION | |||||||
| 149 MADISON AVENUE SUITE 901 | NEW YORK | NY | 10016 | PUBLIC CHARITY | SKIN CANCER RESEARCH AND TREATMENT | $5,000 | |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH ST NW 12TH FLOOR | WASHINGTON | DC | 20036 | PUBLIC CHARITY | SPORTS EVENTS FOR PEOPLE WITH INTELLECTUAL DISABILITIES | $4,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PUBLIC CHARITY | CHILDREN'S HOSPITAL & RESEARCH CENTER FOR CANCER & OTHER CATASTROPHIC DISEASES & GENETIC DISORDERS | $25,000 | |
| THE 92ND STREET Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | PUBLIC CHARITY | COMMUNITY AND CULTURAL CENTER | $5,000 | |
| THE BLUE CARD INC | |||||||
| 171 MADISON AVENUE SUITE 1405 | NEW YORK | NY | 10016 | PUBLIC CHARITY | ASSISTANCE FOR HOLOCAUST SURVIVORS | $30,000 | |
| VISIONS | |||||||
| 500 GREENWICH ST SUITE 302 | NEW YORK | NY | 10013 | PUBLIC CHARITY | ASSISTANCE FOR THE BILND AND VISUALLY IMPAIRED | $20,000 | |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PUBLIC CHARITY | WILDLIFE CONSERVATION | $5,000 | |
| WIN INC | |||||||
| 115 WEST 31ST ST 7TH FLOOR | NEW YORK | NY | 10001 | PUBLIC CHARITY | HELPING HOMELESS WOMEN AND THEIR CHILDREN REBUILD THEIR LIVES | $20,000 | |
| ZERO THE END OF PROSTATE CANCER | |||||||
| 515 KING STREET SUITE 420 | ALEXANDRIA | VA | 22314 | PUBLIC CHARITY | PROSTATE CANCER RESEARCH, TREATMENT AND EDUCATION | $5,000 | |
| ASPCA | |||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | PUBLIC CHARITY | ANIMAL WELFARE THROUGH SHELTER, HOSPITALS MOBILE CLINCS, EDUCATION | $20,000 | |
| FEED MY STARVING CHILDREN | |||||||
| 401 93RD AVENUE NW | COON RAPIDS | MN | 55433 | PUBLIC CHARITY | PROVIDING NUTRITIOUS MEALS TO CHILDREN WORLDWIDE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $947,500 | 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 | $209,470 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,816 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,055 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $109,449 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $462,790 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $462,790 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEARL B KALIKOW IRREVOCABLE TRUST UTA 07162003 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CROSSWAYS PARK DRIVE WEST | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117972000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,317,259 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| E-TRADE FINANCIAL | $134,419 | $166,620 |
| MORGAN STANLEY | $17,126,293 | $16,996,071 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| RESEARCH | $54,697 | $0 | $0 | $54,697 |
| FILING FEES | $250 | $0 | $0 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $17,620 | $17,620 | $17,620 |
| PARTNERSHIP DISTRIBUTIONS | $5,435 | $5,435 | $5,435 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $482 | Amt |
| Net Investment Income | $482 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |