GEISSER FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GEISSER FAMILY FOUNDATION (EIN 06-1507919)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201941339349102284
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T13:52:36-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 BROADHOLLOW RD STE 401 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | 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 | 061507919 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEISSER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O A GEISSER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEIS | BusinessNameControlTxt |
| Phone | 2127570606 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1192 PARK AVENUE NO 15C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA GEISSER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2127570606 | PhoneNum |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL FELLER | PreparerPersonNm |
| PTIN | P00536207 | PTIN |
| Phone | 6319305000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 144.121.121.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-10 | IPDt |
| IP Tm | 11:34:26 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7710B16F39F48DD5BB24F645A84772C85C9C98DC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 508514AC455A1B2CFE27C1FC1C6877329B9CF5FA | 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 | $1,442,913 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $108,636 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18,770 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,770 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $126,641 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $246,402 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $211,295 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $254,047 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $230,065 | 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 |
| Taxes Rev And Expnss | $8,280 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $320 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $320 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,600 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $320 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $87,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $87,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $96,100 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $87,820 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $157,947 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $230,065 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,567,645 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,681 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,681 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,405,232 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,405,232 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,567,645 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,442,913 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,442,913 | 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 | $1,567,645 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,442,913 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,567,645 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,442,913 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,567,645 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,442,913 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,567,645 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $157,947 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,725,592 | SubtotalAmt |
| Other Decreases | $282,679 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,442,913 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES - LAZARD | D | $121,911 | $35,107 | $86,804 | $86,804 |
| CAPITAL GAINS DIVIDENDS | P | $124,491 | $124,491 | $124,491 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $211,295 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $75,375 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,415,770 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053240 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $102,685 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $878,424 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.116897 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $51,814 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $54,410 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $316,407 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.170137 | TotalDistributionRt |
| Average Distribution | 0.034027 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,547,071 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $52,642 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,301 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $54,943 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $87,820 | 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 | $2,301 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,301 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,301 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,280 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,280 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $39 | EsPenaltyAmt |
| Overpayment | $5,940 | OverpaymentAmt |
| Applied To ES Tax | $5,940 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREA GEISSER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125089450 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1192 PARK AVENUE APT 15C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREA GEISSER | ||||||||
| 1192 PARK AVENUE APT 15C | NEW YORK | NY | 10128 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MARY ELLEN GEISSER | ||||||||
| 1192 PARK AVENUE APT 15C | NEW YORK | NY | 10128 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,557,455 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,175 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,570,630 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,570,630 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,559 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,547,071 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,354 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,354 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,301 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,301 | TotalTaxAmt |
| Distributable Before Adj | $75,053 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $75,053 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $75,053 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $87,820 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $87,820 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,301 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $85,519 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,053 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $318,483 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $56,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $52,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $63,394 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,860 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $503,237 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $87,820 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $75,053 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,767 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $516,004 | 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 | $318,483 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $197,521 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $56,000 | ExcessFromYear4Amt |
| Excess From Year3 | $52,500 | ExcessFromYear3Amt |
| Excess From Year2 | $63,394 | ExcessFromYear2Amt |
| Excess From Year1 | $12,860 | ExcessFromYear1Amt |
| Excess From Current Year | $12,767 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREA GEISSER | ContributingManagerNm |
| Contributing Manager | MARY ELLEN GEISSER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 122 EAST 66 STREET FOUNDATION | ||||||
| 122 E 66TH STREET | NEW YORK | NY | 10065 | PC | TO FURTHER THE CAUSE OF CHARITABLE ORGANIZATION WITH PROVEN PUBLIC PURPOSE. | $1,000 |
| BROOKLYN BAIL FUND | ||||||
| 195 MONTAGUE STREET | BROOKLYN | NY | 11201 | PC | TO FURTHER THE CAUSE OF CHARITABLE ORGANIZATION WITH PROVEN PUBLIC PURPOSE. | $2,000 |
| CORNWALL FOUNDATION | ||||||
| PO BOX 116 | WEST CORNWALL | CT | 06796 | PC | CONTRIBUTION FOR EDUCATION. | $5,000 |
| CORNWALL LIBRARY | ||||||
| 30 PINE STREET | CORNWALL | CT | 06753 | PC | TO FURTHER THE CAUSE OF CHARITABLE ORGANIZATION WITH PROVEN PUBLIC PURPOSE. | $7,000 |
| KUCETEKELA FOUNDATION | ||||||
| 1220 PARK AVENUE SUITE 1B | NEW YORK | NY | 10128 | PC | CONTRIBUTION FOR EDUCATION. | $1,000 |
| LAMBDA LEGAL | ||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | PC | TO FURTHER THE CAUSE OF CHARITABLE ORGANIZATION WITH PROVEN PUBLIC PURPOSE. | $3,000 |
| LUNG CANCER ALLIANCE | ||||||
| 1700 K STREET NW | WASHINGTON | DC | 20006 | PC | TO FURTHER THE CAUSE OF CHARITABLE ORGANIZATION WITH PROVEN PUBLIC PURPOSE. | $15,000 |
| MARIA I NEW CHILDREN'S HORMONE FOUNDATION | ||||||
| C/O TUCKER LATIFI 160 E 84 STREET | NEW YORK | NY | 10028 | PC | CONTRIBUTION FOR MEDICAL RESEARCH. | $25,000 |
| MEDECINS SANS FRONTIERES | ||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | PC | TO FURTHER THE CAUSE OF CHARITABLE ORGANIZATION WITH PROVEN PUBLIC PURPOSE. | $5,000 |
| NEW YORK WOMEN FOUNDATION | ||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | PC | TO FURTHER THE CAUSE OF CHARITABLE ORGANIZATION WITH PROVEN PUBLIC PURPOSE. | $2,000 |
| PLANNED PARENTHOOD OF NYC | ||||||
| 26 BLEEKER STREET | NEW YORK | NY | 10012 | PC | TO FURTHER THE CAUSE OF CHARITABLE ORGANIZATION WITH PROVEN PUBLIC PURPOSE. | $3,000 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PC | TO FURTHER THE CAUSE OF CHARITABLE ORGANIZATION WITH PROVEN PUBLIC PURPOSE. | $5,000 |
| SPENCE CHAPIN | ||||||
| 410 E 92 STREET | NEW YORK | NY | 10128 | PC | CONTRIBUTION FOR MEDICAL RESEARCH. | $4,000 |
| SPREAD THE VOTE | ||||||
| 7423 W MANCHESTER AVENUE | LOS ANGELES | CA | 90045 | PC | TO FURTHER THE CAUSE OF CHARITABLE ORGANIZATION WITH PROVEN PUBLIC PURPOSE. | $2,000 |
| ST MARK CATHOLIC ACADEMY | ||||||
| 2602 E 19TH STREET | NEW YORK | NY | 11235 | PC | TO FURTHER THE CAUSE OF CHARITABLE ORGANIZATION WITH PROVEN PUBLIC PURPOSE. | $1,000 |
| TRANSPORTATION ALTERNATIVES | ||||||
| 111 JOHN STREET SUITE 260 | NEW YORK | NY | 10038 | PC | TO FURTHER THE CAUSE OF CHARITABLE ORGANIZATION WITH PROVEN PUBLIC PURPOSE. | $1,000 |
| WINSTON PREP | ||||||
| 126 W 17 STREET | NEW YORK | NY | 10011 | PC | CONTRIBUTION FOR EDUCATION. | $5,000 |
| NPR | ||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | PC | TO FURTHER THE CAUSE OF CHARITABLE ORGANIZATION WITH PROVEN PUBLIC PURPOSE. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $87,500 | 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 | $18,770 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $126,641 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $145,411 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $145,411 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ANDREA & MARYELLEN GEISSER | |||||||
| 1 | 1192 PARK AVENUE APT 15C | NEW YORK | NY | 10128 | $100,036 | Yes (X) | |
| ANDREA & MARYELLEN GEISSER | |||||||
| 2 | 1192 PARK AVENUE APT 15C | NEW YORK | NY | 10128 | $8,600 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SHARES OF VARIOUS STOCKS | NoncashPropertyDesc |
| Fair Market Value | $100,036 | FairMarketValueAmt |
| Received | 2018-10-26 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LAZARD U.S. EQUITY CONCENTRATED PORTFOLIO | FMV | $857,864 | $857,864 |
| LAZARD INTERNATIONAL STRATEGIC EQUITY PORTFOLIO | FMV | $234,815 | $234,815 |
| LAZARD SMALL-CAP PORTFOLIO | FMV | $206,399 | $206,399 |
| LAZARD EMERGING MARKETS PORTFOLIO | FMV | $106,154 | $106,154 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $282,679 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NY FILING FEES | $250 | $0 | $250 |
| MA FILING FEES | $70 | $0 | $70 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $8,280 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |