STRATEGY STUDIO / PUBLIC DATA EXPLORER

EFRAIM GRINBERG FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
EFRAIM GRINBERG FAMILY FOUNDATION (EIN 20-1944382)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-13
IRS object ID
201941339349101189
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-13T09:39:40-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY VIRCHOW KRAUSE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PENN PLAZA SUITE 3000AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10119ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201944382EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE EFRAIM GRINBERG FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEFRABusinessNameControlTxt
Phone2128488640PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 CENTRAL PARK WEST NO 16FAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10023ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEFRAIM GRINBERGPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2128488640PhoneNum
Signature2019-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSAN TEICHER CPA CFPPreparerPersonNm
PTINP00226488PTIN
Phone2126976900PhoneNum
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address216.255.126.197IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-09IPDt
IP Tm16:41:53IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdB930E98756CD99C7FC143CCB396B57AC46E361E6AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,386,815FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$16InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$16InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$38,383DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38,383DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$38,399TotalRevAndExpnssAmt
Total Net Invst Incm$38,399TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$1,383TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,383TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$65,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$65,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$66,383TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$65,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$27,984ExcessRevenueOverExpensesAmt
Net Investment Income$38,399NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$68,899CashBOYAmt
Cash EOY$40,915CashEOYAmt
Cash EOYFMV$40,915CashEOYFMVAmt
Corporate Stock BOY$1,154,300CorporateStockBOYAmt
Corporate Stock EOY$1,154,300CorporateStockEOYAmt
Corporate Stock EOYFMV$1,345,900CorporateStockEOYFMVAmt
Total Assets BOY$1,223,199TotalAssetsBOYAmt
Total Assets EOY$1,195,215TotalAssetsEOYAmt
Total Assets EOYFMV$1,386,815TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,223,199RetainedEarningBOYAmt
Retained Earning EOY$1,195,215RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,223,199TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,195,215TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,223,199TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,195,215TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,223,199TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$27,984ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,195,215SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,195,215TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$72,136AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,157,584NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.062316DistributionYr1Rt
Adjusted Qlfy Distri Yr2$123,969AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,110,228NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.111661DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,525AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,185,916NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.002129DistributionYr3Rt
Adjusted Qlfy Distri Yr4$29,435AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,661,230NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.017719DistributionYr4Rt
Adjusted Qlfy Distri Yr5$25AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,338,497NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000019DistributionYr5Rt
Total Distribution0.193844TotalDistributionRt
Average Distribution0.038769AverageDistributionRt
Net Vl Noncharitable Assets$1,755,654NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$68,065AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$384NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$68,449AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$65,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$768InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$768SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$768TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$680EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$680TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$88TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBAKER TILLY VIRCHOW KRAUSE LLPIndividualWithBooksNm
Phone2126976900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PENN PLAZA- SUITE 3000AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10119ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
EFRAIM GRINBERG
101 CENTRAL PARK WEST APT 16FNEW YORKNY10023PRESIDENT1.00$0$0$0
ANDREW W REGAN
C/O SHEARMAN STERLING LLP 599NEW YORKNY10022DIRECTOR & SECRETARY0.00$0$0$0LEXINGTON AVE
SHARON TRULOCK
C/O SHEARMAN STERLING LLP 599NEW YORKNY10022ASSISTANT SECRETARY0.00$0$0$0LEXINGTON AVE
SUSAN TEICHER
C/O BAKER TILLY ONE PENN PLAZANEW YORKNY10119TREASURER0.00$0$0$0SUITE 3000
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,730,248AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$52,142AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,782,390TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,782,390AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,736CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,755,654NetVlNoncharitableAssetsAmt
Minimum Investment Return$87,783MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$87,783MinimumInvestmentReturnAmt
Tax Based On Investment Income$768TaxBasedOnInvestmentIncomeAmt
Total Tax$768TotalTaxAmt
Distributable Before Adj$87,015DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$87,015DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$87,015DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$65,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$65,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$65,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$87,015DistributableAsAdjustedAmt
Undistributed Income PY$38,931UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$65,000QualifyingDistributionsAmt
Applied To Year1$38,931AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$26,069AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$60,946UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEFRAIM GRINBERGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S DRUG DISCOVERY FOUNDATION
57 WEST 57TH STREET- SUITE 904NEW YORKNY10019NONE501(3)(C)CHARITABLE$2,500
BEGINNING WITH CHILDREN FOUNDATION
217 HAVENMEYER STREET- 2ND FLOORBROOKLYNNY11211NONE501(3)(C)CHARITABLE$2,500
BREAST CANCER RESEARCH FOUNDATION
28 W 44TH STREET- SUITE 609NEW YORKNY10036NONE501(3)(C)CHARITABLE$10,500
HOSPITAL FOR SPECIAL SURGERY
535 E 70TH STREETNEW YORKNY10021NONE501(3)(C)CHARITABLE$2,500
JAZZ FOUNDATION OF AMERICA
247 WEST 37TH STREET- SUITE 201NEW YORKNY10018NONE501(3)(C)CHARITABLE$18,000
MANHATTAN CHILDRENS CENTER
111 WEST 92ND STREETNEW YORKNY10025NONE501(3)(C)CHARITABLE$2,500
NATIONAL CARES MENTORING MOVEMENT
5 PENN PLAZA- 23RD FLOORNEW YORKNY10001NONE501(3)(C)CHARITABLE$2,000
SEEDS OF PEACE
370 LEXINGTON AVENUE- SUITE 1201NEW YORKNY10017NONE501(3)(C)CHARITABLE$2,500
SELF HELP
520 8TH AVENUENEW YORKNY10018NONE501(3)(C)CHARITABLE$1,000
THE HISTORY MAKERS
1900 S MICHIGAN AVENUECHICAGOIL60616NONE501(3)(C)CHARITABLE$5,000
UJA FEDERATION
6900 JERICHO TURNPIKE 302SYOSSETNY11791NONE501(3)(C)CHARITABLE$6,000
UNIVERSITY OF PENNSYLVANIA
2929 WALNUT STREET- SUITE 3000PHILADELPHIAPA19104NONE501(3)(C)CHARITABLE$5,000
WOMEN IN NEED FOUNDATION
115 WEST 31ST STREET-7TH FLOORNEW YORKNY10001NONE501(3)(C)CHARITABLE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$65,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,383ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$38,399ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$38,399TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTHE EFRAIM GRINBERG FAMILY FOUNDATION MAKES AN ELECTION UNDER SUBPARAGRAPH (2) OF SECTION 53.4942(A)-3(D) TO HAVE ITS QUALIFIED DISTRIBUTION OF $65,000 IN 2018 APPLIED FIRST AGAINST ITS UNDISTRIBUTED INCOME OF $38,931 FOR 2017 AND LAST AGAINST ITS UNDISTRIBUTED INCOME OF $87,203 FOR 2018.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MOVADO GROUP INC. CLASS A$550,750$469,500
MOVADO GROUP INC COMMON$603,550$876,400

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DELAWARE FRANCHISE TAX$70$0$0
FEDERAL EXCISE TAXES$1,313$0$0