THE SIDNEY M EDELSTEIN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE SIDNEY M EDELSTEIN FOUNDATION (EIN 13-3347784)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-08
- IRS object ID
- 201743129349101114
- Schema version
- 2016v3.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-08T14:58:06-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133347784 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SIDNEY & MILDRED EDELSTEIN | BusinessNameLine1Txt |
| Business Name Line2 | foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIDN | BusinessNameControlTxt |
| Phone | 6468344110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o J GROSSMAN - 57 TROY DRIVE | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | jeffrey grossman | PersonNm |
| Person Title | director | PersonTitleTxt |
| Phone | 6468344110 | PhoneNum |
| Signature | 2017-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD COHEN | PreparerPersonNm |
| PTIN | P00029687 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Preparation | 2017-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,063,419 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $388 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $388 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $149,156 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $149,156 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$245,218 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,927,822 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $103 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $103 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$95,571 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $149,647 | 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 |
| Other Prof Fees Rev And Expnss | $39,003 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,003 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,592 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,592 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,845 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,595 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $578,130 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $578,130 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $622,975 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,595 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $578,380 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$718,546 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $109,052 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $187,596 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $105,624 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $105,624 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,516,827 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,830,625 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,936,343 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $250,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $253,225 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,048,680 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,850,452 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,768,227 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,753,103 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,036,701 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,063,419 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,753,103 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,036,701 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,753,103 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,036,701 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,753,103 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,036,701 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,753,103 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$718,546 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,144 | OtherIncreasesAmt |
| Subtotal | $5,036,701 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,036,701 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| publicly traded securities | $3,815,607 | $4,045,540 | -$229,933 | -$229,933 | |
| eton park overseas fund | $108,170 | $127,500 | -$19,330 | -$19,330 | |
| Capital Gains Dividends | $4,045 | $4,045 | $4,045 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$245,218 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $661,514 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,978,972 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.110640 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $586,761 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,452,067 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.090942 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $559,110 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,366,935 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.087815 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $488,199 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,264,698 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.077929 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $445,328 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,500,830 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068503 | DistributionYr5Rt |
| Total Distribution | 0.435829 | TotalDistributionRt |
| Average Distribution | 0.087166 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,256,488 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $458,187 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,091 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $459,278 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $578,380 | 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 | $1,091 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,091 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,091 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $1,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $32 | EsPenaltyAmt |
| Overpayment | $377 | OverpaymentAmt |
| Applied To ES Tax | $377 | 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 |
| 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 |
| Individual With Books | J GROSSMAN | IndividualWithBooksNm |
| Phone | 9733766711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 TROY DRIVE | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD FINKELSTEIN CO BERKOWITZ LI | ||||||||
| 75 livingston avenue | roseland | NJ | 07068 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| HARVEY REICH | ||||||||
| 15766 loch maree lane | delray beach | FL | 33446 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ROY JACOBS CO ROBINSON BROG | ||||||||
| 875 THIRD AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JEFFREY GROSSMAN | ||||||||
| 57 troy drive | short hills | NJ | 07078 | DIRECTOR | 0.25 | $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 | $4,790,051 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $224,419 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $322,066 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,336,536 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,336,536 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,048 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,256,488 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $262,824 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $262,824 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,091 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,091 | TotalTaxAmt |
| Distributable Before Adj | $261,733 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $261,733 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $261,733 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $578,380 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $578,380 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,091 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $577,289 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $261,733 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $127,130 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $180,066 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $249,043 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $274,136 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $371,037 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,201,412 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $578,380 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $261,733 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $316,647 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,518,059 | 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 | $127,130 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,390,929 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $180,066 | ExcessFromYear4Amt |
| Excess From Year3 | $249,043 | ExcessFromYear3Amt |
| Excess From Year2 | $274,136 | ExcessFromYear2Amt |
| Excess From Year1 | $371,037 | ExcessFromYear1Amt |
| Excess From Current Year | $316,647 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN COMMITTEE FOR SHENKAR COLLEGE | ||||||
| 307 SEVENTH AVENUE SUITE 1805 | NEW YORK | NY | 10001 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $88,000 |
| American Friends of Hebrew University | ||||||
| one battery park plaza - 25th floor | new yORK | NY | 10004 | PC | An unrestricted grant to further the organizations exempt purpose | $450,000 |
| Daniels Music Foundation | ||||||
| 1641 3rd Avenue 21-A | New York | NY | 10128 | PC | An unrestricted grant to further the organizations exempt purpose | $1,500 |
| lifetown inc | ||||||
| 10 microlab road | livingston | NJ | 07039 | pc | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| port washington education foundation | ||||||
| 52 campus drive | port washington | NY | 11050 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $30,130 |
| the marfan foundation | ||||||
| 22 Manhasset Ave | Port Washington | NY | 10050 | PC | AN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $1,000 |
| Friends of the Israel Defense Forces | ||||||
| 60 east 42nd street | new yoRK | NY | 10165 | pc | an unrestricted grant to further the oranization's exempt purpose | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $578,130 | 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 | $388 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $149,156 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$245,218 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Litigation Settlement | 14 | $103 |
| through european opportunities series | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$95,571 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$95,571 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | corporate bonds | BondNm |
| EOY Book Value | $250,000 | EOYBookValueAmt |
| EOYFMV | $253,225 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | publicly traded securities | StockNm |
| EOY Book Value | $1,830,625 | EOYBookValueAmt |
| EOYFMV | $1,936,343 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| publicly traded mutual funds | FMV | $2,467,952 | $2,446,161 |
| eaton park overseas fund lp | FMV | $382,500 | $322,066 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | nys filing fee | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Litigation Settlement | Desc |
| Revenue And Expenses Per Books | $103 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $103 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $103 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTION | Desc |
| Amt | $2,144 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | jpmorgan | CategoryTxt |
| Amt | $39,003 | Amt |
| Net Investment Income | $39,003 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $1,592 | $1,592 | $0 |
| federal tax | $4,000 | $0 | $0 |