THE SAMBERG FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE SAMBERG FAMILY FOUNDATION (EIN 06-6439895)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-09-19
- IRS object ID
- 201932629349100408
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-19T13:42:41-05:00 | ReturnTs |
| Tax Period End | 2018-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066439895 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAMBERG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ARTHUR SAMBERG | InCareOfNm |
| Business Name Control | SAMB | BusinessNameControlTxt |
| Phone | 9144017040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 BEDFORD ROAD | AddressLine1Txt |
| City | KATONAH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10536 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR SAMBERG | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 9144017040 | PhoneNum |
| Signature | 2019-09-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CURTIS YOUNG | PreparerPersonNm |
| PTIN | P01533495 | PTIN |
| Phone | 2125990100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.220.136.124 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26376320192625000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-09-19 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A87539D75D44546F9E81755E19BD8DC508F41D5E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7D14034AF515942D2ABE7F7E27EA16D2649DB046 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $30,299,513 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $196,751 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $196,751 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $254,778 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $254,778 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,448,922 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,448,922 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,448,922 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$127,047 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,488 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,773,404 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,908,939 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $115,000 | 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 | $115,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,296 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,296 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,030 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,015 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $18,015 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $412,979 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $388,126 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,596 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $25,065 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $25,065 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,661 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,661 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $120,108 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $104,283 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,825 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $733,735 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $514,424 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $196,862 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,156,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,156,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,889,735 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $514,424 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,352,862 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,116,331 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,394,515 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,688,866 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,786,105 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,786,105 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,059,591 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,092,048 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,864,472 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $25,361,285 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $22,711,059 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,499,347 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $95,672 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $39,604 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $56,068 | LandBOYAmt |
| Land EOY | $56,068 | LandEOYAmt |
| Land EOYFMV | $56,068 | LandEOYFMVAmt |
| Other Assets BOY | $1,093,521 | OtherAssetsBOYAmt |
| Other Assets EOY | $93,521 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $93,521 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $46,259,331 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,738,801 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,299,513 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,751 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,719 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $23,131,754 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $22,478,345 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $23,139,505 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,486,064 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $88,988,408 | CapitalStockBOYAmt |
| Capital Stock EOY | $88,988,408 | CapitalStockEOYAmt |
| Retained Earning BOY | -$65,868,582 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$75,735,671 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,119,826 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,252,737 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,259,331 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,738,801 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,119,826 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,116,331 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,003,495 | SubtotalAmt |
| Other Decreases | $1,750,758 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,252,737 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| TOTAL SHORT-TERM CAPITAL GAIN DIV. | $16,183 | $16,183 | $16,183 |
| TOTAL LONG-TERM INVESTMENT CAPITAL | $3,432,739 | $3,432,739 | $3,432,739 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,448,922 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,933,900 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $35,372,924 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.252563 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,496,699 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $48,964,907 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.153104 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,433,753 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $56,711,747 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.113447 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,557,008 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $62,312,640 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.105228 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,636,302 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $64,513,147 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.102867 | DistributionYr5Rt |
| Total Distribution | 0.727209 | TotalDistributionRt |
| Average Distribution | 0.145442 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $31,396,203 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,566,327 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $33,945 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,600,272 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,352,862 | 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 | $33,945 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $33,945 | SubtotalAmt |
| Tax Based On Investment Income | $33,945 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $8,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $37,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $146 | EsPenaltyAmt |
| Overpayment | $3,409 | OverpaymentAmt |
| Applied To ES Tax | $3,409 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR SAMBERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9144017040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 BEDFORD ROAD | AddressLine1Txt |
| City | KATONAH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10536 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| ARTHUR SAMBERG | ||||||||
| 77 bedford road | katonah | NY | 10536 | TRUSTEE | 5.0 | $0 | $0 | $0 |
| REBECCA SAMBERG | ||||||||
| 77 bedford road | katonah | NY | 10536 | TRUSTEE | 5.0 | $0 | $0 | $0 |
| LAURA SAMBERG FAINO | ||||||||
| 77 bedford road | katonah | NY | 10536 | director | 25.0 | $115,000 | $0 | $0 |
| JEFFREY S SAMBERG | ||||||||
| 77 BEDFORD ROAD | KATONAH | NY | 10536 | TRUSTEE | 5.0 | $0 | $0 | $0 |
| JOSEPH D SAMBERG | ||||||||
| 77 BEDFORD ROAD | KATONAH | NY | 10536 | TRUSTEE | 5.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $29,179,894 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,694,424 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,874,318 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,874,318 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $478,115 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,396,203 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,569,810 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,569,810 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,945 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,945 | TotalTaxAmt |
| Distributable Before Adj | $1,535,865 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,535,865 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,535,865 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,352,862 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $11,352,862 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $33,945 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,318,917 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,535,865 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,415,075 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,456,328 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,626,548 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,078,502 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,215,960 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,792,413 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,352,862 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,535,865 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,816,997 | RemainingDistriFromCorpusAmt |
| Total Corpus | $32,609,410 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,415,075 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $29,194,335 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,456,328 | ExcessFromYear4Amt |
| Excess From Year3 | $3,626,548 | ExcessFromYear3Amt |
| Excess From Year2 | $5,078,502 | ExcessFromYear2Amt |
| Excess From Year1 | $7,215,960 | ExcessFromYear1Amt |
| Excess From Current Year | $9,816,997 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARTHUR SAMBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| birthright israel foundation | |||||||
| 33 east 33rd street 7th floor | NEW YORK | NY | 10016 | NO RELATIONSHIP | PC | TO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS. | $500,000 |
| COLLEGE SUMMIT | |||||||
| 1763 COLUMBIA ROAD NW 2ND FL | WASHINGTON | DC | 20009 | NO RELATIONSHIP | PC | TO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS. | $100,000 |
| DREAM | |||||||
| 333 EAST 100TH STREET GROUND FLOOR | NEW YORK | NY | 10029 | NO RELATIONSHIP | PC | TO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS. | $200,000 |
| edna mcconnell clark foundation | |||||||
| 415 madison avenue 10th floor | NEW YORK | NY | 10017 | NO RELATIONSHIP | PF | TO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS. | $6,656,000 |
| HARLEM CHILDREN'S ZONE | |||||||
| 35 EAST 125tH STREET | NEW YORK | NY | 10035 | NO RELATIONSHIP | PC | TO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS. | $2,000,000 |
| HEALTH LEADS | |||||||
| 111 HUNTINGTON AVE 23RD FL | BOSTON | MA | 02199 | NO RELATIONSHIP | PC | TO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS. | $1,000,000 |
| PEER HEALTH EXCHANGE | |||||||
| 545 SANSOME STE 900 | SAN FRANCISCO | CA | 94111 | NO RELATIONSHIP | PC | TO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS. | $100,000 |
| UJA- FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH ST | NEW YORK | NY | 10022 | NO RELATIONSHIP | PC | TO AID THE DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT FUNCTIONS. | $600,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,156,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $196,751 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $254,778 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,448,922 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$135,535 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $8,488 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$135,535 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,908,939 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,773,404 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $36,030 | Amt |
| Net Investment Income | $22,015 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,015 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $11,092,048 | EOYBookValueAmt |
| EOYFMV | $10,864,472 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Book Value | $22,711,059 | BookValueAmt |
| EOYFMV | $17,499,347 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PLANNED DISTRIBUTIONS FROM LP | Desc |
| BOY Book Value | $1,093,521 | BOYBookValueAmt |
| EOY Book Value | $93,521 | EOYBookValueAmt |
| EOYFMV | $93,521 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INCOME FROM INVESTMENTS NOT RECORDED | $1,750,758 |
| PER BOOKS | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE EXPENSE | $5,478 | $0 | $0 | $5,478 |
| TELEPHONE/INTERNET | $2,376 | $0 | $0 | $2,376 |
| MEMBERSHIP & SUBSCRIPTIONS | $2,000 | $0 | $0 | $2,000 |
| PAYROLL SERVICES | $1,654 | $0 | $0 | $1,654 |
| FILING FEES | $1,498 | $0 | $0 | $1,498 |
| OFFICE EXPENSE | $638 | $0 | $0 | $638 |
| OTHER LP EXPENSES | $104,283 | $104,283 | $0 | $0 |
| MISCELLANEOUS EXPENSES | $2,181 | $0 | $0 | $2,181 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM LP INVESTMENTS | Desc |
| Revenue And Expenses Per Books | -$127,047 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,488 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION PAYABLE | Desc |
| BOY Book Value | $23,131,754 | BOYBookValueAmt |
| EOY Book Value | $22,478,345 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAX PAID | $24,853 | $0 | $0 | $0 |
| FOREIGN TAX PAID | $388,126 | $388,126 | $0 | $0 |