SUNSHINE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SUNSHINE FOUNDATION (EIN 56-6615926)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-09
- IRS object ID
- 201833139349101113
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-09T16:13:09-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-09 | 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 | 47.23.39.59 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-09 | IPDt |
| IP Tm | 16:13:07 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | 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 | $9,676,734 | 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 | $9,721,648 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $709 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $709 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $709 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,223 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,223 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,223 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $9,727,580 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,932 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,932 | 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 |
| Taxes Rev And Expnss | $11 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $601 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $601 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $612 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $601 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $443,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $443,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $444,112 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $444,101 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,283,468 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,932 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,932 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $209,534 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $96,411 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $96,411 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $91,284 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,487,875 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,580,323 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $300,818 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,584,286 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,676,734 | 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 | $300,818 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,584,286 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $300,818 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,584,286 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $300,818 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,584,286 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $300,818 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,283,468 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,584,286 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,584,286 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $73,456 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $250,741 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.292956 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $72,460 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $287,969 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.251624 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $52,958 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $331,631 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.159690 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,960 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $346,690 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.106608 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $334,223 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.014960 | DistributionYr5Rt |
| Total Distribution | 0.825838 | TotalDistributionRt |
| Average Distribution | 0.165168 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $729,667 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $120,518 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $59 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $120,577 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $444,101 | 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 | $59 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $59 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $59 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $201 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $11 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $212 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $153 | OverpaymentAmt |
| Applied To ES Tax | $153 | 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 | 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 | 0 | 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 |
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 | $580,096 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $160,683 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $740,779 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $740,779 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,112 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $729,667 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,483 | 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 | $444,101 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $444,101 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $59 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $444,042 | 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 | $5,932 | CurrentYearAmt |
| Year1 | $4,438 | Year1Amt |
| Year2 | $4,014 | Year2Amt |
| Year3 | $1,247 | Year3Amt |
| Total | $15,631 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,042 | CurrentYearAmt |
| Year1 | $3,772 | Year1Amt |
| Year2 | $3,412 | Year2Amt |
| Year3 | $1,060 | Year3Amt |
| Total | $13,286 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $444,101 | CurrentYearAmt |
| Year1 | $73,500 | Year1Amt |
| Year2 | $72,500 | Year2Amt |
| Year3 | $53,000 | Year3Amt |
| Total | $643,101 | 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 | $444,101 | CurrentYearAmt |
| Year1 | $73,500 | Year1Amt |
| Year2 | $72,500 | Year2Amt |
| Year3 | $53,000 | Year3Amt |
| Total | $643,101 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,676,734 | CurrentYearAmt |
| Year1 | $375,666 | Year1Amt |
| Year2 | $231,140 | Year2Amt |
| Year3 | $296,242 | Year3Amt |
| Total | $10,579,782 | 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 (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN HUMANE | |||||||
| 1400 16TH STREET NW SUITE 360 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | PROMOTING THE SAFETY AND WELFARE OF ANIMALS | $5,000 | |
| THE SALESIAN SISTERS | |||||||
| 659 BELMONT AVENUE | NORTH HALEDON | NJ | 07508 | PUBLIC CHARITY | ASSISTANCE TO INDIGENT CHILDREN AND PARENTS | $10,000 | |
| BLIND CHILDREN'S LEARNING CENTER | |||||||
| 18542-B VANDERLIP AVENUE | SANTA ANA | CA | 92705 | PUBLIC CHARITY | PREPARING CHILDREN WITH VISUAL IMPAIRMENTS FOR LIVES OF INDEPENDENCE THROUGH EARLY INTERVENTION, EDUCATION AND FAMILY SUPPORT | $10,000 | |
| PREVENT CHILD ABUSE AMERICA | |||||||
| 228 SOUTH WABASH 10TH FL | CHICAGO | IL | 60604 | PUBLIC CHARITY | PREVENTING CHILD ABUSE AND NEGLECT THROUGH PROGRAMS, ADVOCACY, RESEARCH & COMMUNICATION | $5,000 | |
| PARTNERSHIP FOR DRUG-FREE KIDS | |||||||
| 352 PARK AVENUE SOUTH 9TH FLOOR | NEW YORK | NY | 10010 | PUBLIC CHARITY | HELPING FAMILIES BATTLE TEENAGE SUBSTANCE ABUSE | $5,000 | |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH ST NW 12TH FLOOR | WASHINGTON | DC | 20036 | PUBLIC CHARITY | SPORTS EVENTS FOR PEOPLE WITH INTELLECTUAL DISABILITIES | $1,000 | |
| 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 | |
| HOLD THE CHILDREN | |||||||
| 1509 HUNT CLUB BOULEVARD SUITE 1200 | GALLATIN | TN | 37066 | PUBLIC CHARITY | CONSTRUCTION OF THE CHRISTIAN ALLIANCE SCHOOL IN LIMONADE, HAITI | $10,000 | |
| MERCY SHIPS | |||||||
| PO BOX 2020 | GARDEN VALLEY | TX | 75771 | PUBLIC CHARITY | HOSPITAL SHIPS PROVIDING URGENT MEDICAL CARE TO DEVELOPING COUNTRIES | $5,000 | |
| LONG ISLAND CARES | |||||||
| 10 DAVIDS DRIVE | HAUPPAUGE | NY | 11788 | PUBLIC CHARITY | FIGHTING HUNGER ON LONG ISLAND | $25,000 | |
| CITYMEALS-ON-WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | PUBLIC CHARITY | PROVIDES NUTRITIOUS FOOD & HUMAN COMPANY TO HOMEBOUND ELDERLY NEW YORKERS | $25,000 | |
| ISLAND HARVEST | |||||||
| 15 GRUMMAN ROAD WEST SUITE 1450 | BETHPAGE | NY | 11714 | PUBLIC CHARITY | FIGHTING HUNGER ON LONG ISLAND | $25,000 | |
| MEALS ON WHEELS AMERICA | |||||||
| 1550 CRYSTAL DRIVE SUITE 1004 | ARLINGTON | VA | 22202 | PUBLIC CHARITY | DELIVERING HEALTHY MEALS TO HUNGRY SENIOR CITIZENS | $10,000 | |
| ACTION AGAINST HUNGER USA | |||||||
| ONE WHITEHALL STREET FLOOR 2 | NEW YORK | NY | 10004 | PUBLIC CHARITY | FIGHTING HUNGER AND POVERTY IN DEVELOPING COUNTRIES | $5,000 | |
| 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 | $5,000 | |
| THE BLUE CARD INC | |||||||
| 171 MADISON AVENUE SUITE 1405 | NEW YORK | NY | 10016 | PUBLIC CHARITY | ASSISTANCE FOR HOLOCAUST SURVIVORS | $10,000 | |
| JCC ASSOCIATION | |||||||
| 520 EIGHT AVENUE | NEW YORK | NY | 10018 | PUBLIC CHARITY | NETWORK OF JEWISH COMMUNITY CENTERS & SUMMER CAMPS | $10,000 | |
| JEWISH NATIONAL FUND | |||||||
| 78 RANDALL AVENUE | ROCKVILLE CENTRE | NY | 11570 | PUBLIC CHARITY | SUPPORT FOR COMMUNITY BUILDING AND DEVELOPMENT ACROSS ISRAEL | $10,000 | |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 120 WALL STREET 29TH FLOOR | NEW YORK | NY | 10005 | PUBLIC CHARITY | PREVENTING SUICIDE THROUGH RESEARCH, EDUCATION & ADVOCACY | $10,000 | |
| JOYCE HARRIET STAHL SCHOLARSHIP FUND | |||||||
| 80 CROSSWAYS PARK DRIVE WEST | WOODBURY | NY | 11797 | PUBLIC CHARITY | PROVIDE EDUCATIONAL SCHOLARSHIPS TO GRADUATING HIGH SCHOOL STUDENTS | $2,500 | |
| RAPE ABUSE & INCEST NATIONAL NETWORK | |||||||
| 1220 L STREET NW SUITE 505 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | NATION'S LARGEST ANTI-SEXUAL ASSAULT ORGANIZATION | $5,000 | |
| HOPE FOR WARRIORS | |||||||
| 8003 FORBES PLACE SUITE 201 | SPRINGFIELD | VA | 22151 | PUBLIC CHARITY | SUPPORT PROGRAMS FOR SERVICE MEMBERS, VETERANS AND MILITARY FAMILIES | $25,000 | |
| DAV CHARITABLE SERVICE TRUST | |||||||
| 3725 ALEXANDRIA PIKE | COLD SPRING | KY | 41076 | PUBLIC CHARITY | PHYSICAL & PSYCHOLOGICAL REHABILITATION FOR ILL, INJURED & WOUNDED VETERANS | $10,000 | |
| 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 | $5,000 | 350 |
| GREATER HOUSTON COMMUNITY FOUNDATION | |||||||
| 5120 WOODWAY DRIVE SUITE 6000 | HOUSTON | TX | 77056 | PUBLIC CHARITY | HURRICANE HARVEY EMERGENCY RELIEF (TEXAS, AUGUST '17) | $5,000 | |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL STREET | HOUSTON | TX | 77029 | PUBLIC CHARITY | HURRICANE HARVEY EMERGENCY RELIEF (TEXAS, AUGUST '17) | $5,000 | |
| UNITED WAY- GREATER HOUSTON | |||||||
| 50 WAUGH DRIVE | HOUSTON | TX | 77007 | PUBLIC CHARITY | HURRICANE HARVEY EMERGENCY RELIEF (TEXAS, AUGUST '17) | $5,000 | |
| HOUSTON HUMANE SOCIETY | |||||||
| 14700 ALMEDIA ROAD | HOUSTON | TX | 77053 | PUBLIC CHARITY | HURRICANE HARVEY EMERGENCY RELIEF, ANIMALS (TEXAS, AUGUST '17) | $2,500 | |
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||||
| WALL STREET STATION PO BOX 157 | NEW YORK | NY | 10268 | PUBLIC CHARITY | HURRICANE IRMA & HURRICANE MARIA RELIEF EFFORTS | $10,000 | |
| ONE AMERICA APPEAL | |||||||
| PO BOX 14141 | COLLEGE STATION | TX | 77841 | PUBLIC CHARITY | HURRICANE IRMA & HURRICANE MARIA RELIEF EFFORTS (FLORIDA, PUERTO RICO & CARIBBEAN SEPT. '17) | $10,000 | |
| AMERICARES | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | PUBLIC CHARITY | HURRICANE IRMA & HURRICANE MARIA RELIEF EFFORTS (FLORIDA, PUERTO RICO & CARIBBEAN SEPT. '17) | $10,000 | |
| HEART TO HEART INTERNATIONAL | |||||||
| 13250 WEST 98TH STREET | LENEXA | KS | 66215 | PUBLIC CHARITY | HURRICANE IRMA & HURRICANE MARIA RELIEF EFFORTS (FLORIDA, PUERTO RICO & CARIBBEAN SEPT. '17) | $10,000 | |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 12400 WILSHIRE BOULEVARD SUITE 1500 | LOS ANGELES | CA | 90025 | PUBLIC CHARITY | HURRICANE IRMA & HURRICANE MARIA RELIEF EFFORTS (FLORIDA, PUERTO RICO & CARIBBEAN SEPT. '17) | $5,000 | |
| AMERICAN RED CROSS | |||||||
| PO BOX 97089 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | "THOMAS" WILDFIRE RELIEF (SOUTHERN CALIFORNIA, DECEMBER '17) | $5,000 | |
| ALZHEIMER'S FOUNDATION OF AMERICA | |||||||
| 322 EIGHTH AVENUE 7TH FLOOR | NEW YORK | NY | 10001 | PUBLIC CHARITY | ALZHEIMER'S RESEARCH, SCREENING PROGRAM & PATIENT CARE | $5,000 | |
| CURE ALZHEIMER'S FUND | |||||||
| 34 WASHINGTON STREET SUITE 200 | WELLESLEY HILLS | MA | 02481 | PUBLIC CHARITY | ALZHEIMER'S RESEARCH | $5,000 | |
| FISHER CENTER FOR ALZHEIMER'S RESEARCH FOUNDATION | |||||||
| 110 EAST 42ND STREET 16TH FLOOR | NEW YORK | NY | 10017 | PUBLIC CHARITY | ALZHEIMER'S RESEARCH | $5,000 | |
| ORGANIZATION FOR AUTISM RESEARCH | |||||||
| 2000 NORTH 14TH STREET SUITE 240 | ARLINGTON | VA | 22201 | PUBLIC CHARITY | AUTISM RESEARCH | $5,000 | |
| AUTISM SOCIETY OF AMERICA | |||||||
| 4340 EAST WEST HIGHWAY SUITE 350 | BETHESDA | MD | 20814 | PUBLIC CHARITY | IMPROVING THE LIVES OF ALL AFFECTED BY AUTISM | $5,000 | |
| MARCH OF DIMES FOUNDATION | |||||||
| 1275 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | PUBLIC CHARITY | IMPROVING THE HEALTH OF NEWBORN BABIES | $2,500 | |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 60 EAST 56TH STREET 8TH FLOOR | NEW YORK | NY | 10022 | PUBLIC CHARITY | BREAST CANCER RESEARCH | $10,000 | |
| NATIONAL PEDIATRIC CANCER FOUNDATION | |||||||
| 5550 WEST EXECUTIVE DRIVE SUITE 300 | TAMPA | FL | 33609 | PUBLIC CHARITY | PEDIATRIC CANCER RESEARCH | $10,000 | |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | PUBLIC CHARITY | NETWORK OF 22 HOSPITALS SERVING CHILDREN WITH SPECIAL NEEDS | $25,000 | |
| ST JUDE CHILDREN'S HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PUBLIC CHARITY | CHILDREN'S HOSPITAL & RESEARCH CENTER FOR CANCER & OTHER CATASTROPHIC DISEASES & GENETIC DISORDERS | $25,000 | |
| PARKINSON'S FOUNDATION | |||||||
| 200 SE 1ST ST SUITE 800 | MIAMI | FL | 33131 | PUBLIC CHARITY | PARKINSON'S RESEARCH & PATIENT CARE | $10,000 | |
| THE INN | |||||||
| 211 FULTON AVE | HEMPSTEAD | NY | 11550 | PUBLIC CHARITY | FIGHTING HUNGER & HOMELESSNESS ON LONG ISLAND | $10,000 | |
| PEDIATRIC CANCER ACTION NETWORK | |||||||
| 1500 ROSECRANS AVENUE - STE 200 | MANHATTAN BEACH | CA | 90266 | PUBLIC CHARITY | PANCREATIC CANCER RESEARCH, PATIENT SUPPORT, COMMUNITY OUTREACH, ADVOCACY | $5,000 | |
| HOLD THE CHILDREN | |||||||
| 1509 HUNT CLUB BOULEVARD SUITE 1200 | GALLATIN | TN | 37066 | PUBLIC CHARITY | CONSTRUCTION OF THE CHRISTIAN ALLIANCE SCHOOL IN LIMONADE, HAITI | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $443,500 | 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 | $709 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,223 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,932 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,932 | 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 | $9,721,575 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| E-TRADE FINANCIAL | $116,300 | $208,748 |
| MORGAN STANLEY | $9,371,575 | $9,371,575 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| RESEARCH | $428 | $0 | $0 | $428 |
| OFFICE EXPENSES | $73 | $0 | $0 | $73 |
| FILING FEES | $100 | $0 | $0 | $100 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | CategoryTxt |
| Amt | $11 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |