EMIL AND TOBY MESHBERG FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EMIL AND TOBY MESHBERG FAMILY FOUNDATION INC (EIN 46-1610108)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201811359349103666
- Schema version
- 2017v2.2
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T15:24:09-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 NORTH AVENUE | AddressLine1Txt |
| City | NORWALK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068513827 | 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 | 461610108 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMIL AND TOBY MESHBERG FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMIL | BusinessNameControlTxt |
| Phone | 2032227608 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 SASCO HILL ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMIL MUSHBERG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2032094000 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GILBERT WATKINS | PreparerPersonNm |
| PTIN | P01386287 | PTIN |
| Phone | 2038474068 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $4,246,949 | 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 | $432,900 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $448 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $448 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $77,211 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,211 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $255,680 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,136,522 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,016,333 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $766,239 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,093,992 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 |
| Accounting Fees Rev And Expnss | $3,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,774 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,774 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,725 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,725 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $147,309 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $147,309 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $196,034 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,725 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $147,309 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $570,205 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,045,267 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $132,783 | CashBOYAmt |
| Cash EOY | $270,413 | CashEOYAmt |
| Cash EOYFMV | $270,413 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,077 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,897,806 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,637,065 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,976,536 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,034,666 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,907,478 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,246,949 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,034,666 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,907,478 | 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 | $3,034,666 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,907,478 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,034,666 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,907,478 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,034,666 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $570,205 | ExcessRevenueOverExpensesAmt |
| Other Increases | $302,607 | OtherIncreasesAmt |
| Subtotal | $3,907,478 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,907,478 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLIC SECURITIES | P | $2,234,180 | $2,060,547 | $173,633 | $173,633 |
| PUBLIC SECURITIES | P | $1,150,000 | $1,050,711 | $99,289 | $99,289 |
| APTARGROUP | D | $433,314 | $4,854 | $428,460 | $428,460 |
| APTARGROUP | D | $318,958 | $4,077 | $314,881 | $314,881 |
| CAPITAL GAINS DIVIDENDS | P | $70 | $70 | $70 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,016,333 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $132,565 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,921,995 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045368 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $253,630 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,156,502 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080352 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $95,153 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,366,807 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.028262 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,854 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,865,231 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.012789 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $37,118 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.166771 | TotalDistributionRt |
| Average Distribution | 0.033354 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,554,057 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $118,542 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,453 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $128,995 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $147,309 | 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 | $10,453 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,453 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,453 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,589 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,589 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,864 | TaxDueAmt |
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 | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | EMIL AND TOBY MESHBERG FAMILY FOUND | IndividualWithBooksNm |
| Phone | 2032594219 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 SASCO HILL ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EMIL MESHBERG | ||||||||
| 665 SASCO HILL ROAD | FAIRFIELD | CT | 06824 | PRESIDENT/TREASURER/DIRECT | 1.00 | $0 | $0 | $0 |
| TOBY MESHBERG | ||||||||
| 665 SASCO HILL ROAD | FAIRFIELD | CT | 06824 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JUSTIN MESHBERG | ||||||||
| 147 KANE STREET | BROOKLYN | NY | 11231 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ADAM MESHBERG | ||||||||
| 69 GOLD STREET | BROOKLYN | NY | 11201 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID MESHBERG | ||||||||
| 343 GOLD STREET APT 3805 | BROOKLYN | NY | 11201 | DIRECTOR | 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 |
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 | $3,304,237 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $303,943 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,608,180 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,608,180 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,123 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,554,057 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $177,703 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $177,703 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,453 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,453 | TotalTaxAmt |
| Distributable Before Adj | $167,250 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $167,250 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $167,250 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $147,309 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $147,309 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,453 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $136,856 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $167,250 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $24,161 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $147,309 | QualifyingDistributionsAmt |
| Applied To Year1 | $24,161 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $123,148 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $44,102 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EMIL MESHBERG | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EMIL AND TOBY MESHBERG FAMILY FOUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 SASCO HILL ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2032094000 | RecipientPhoneNum |
| Recipient Email Address | EMIL@MESHBERG.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | AT THE PRESENT TIME, THE FOUNDATION IS MAKING GIFTS TO 501(C)3 ORGANIZATIONS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO ESTABLISHED DEADLINES AT THE PRESENT TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS ON GRANTS OR GIFTS TO 501(C)3 ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICA-ISRAEL CULTURAL | |||||||
| 1140 BROADWAY | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $400 |
| BRIDGEPORT HOSPITAL | |||||||
| 267 GRANT ST | BRIDGEPORT | CT | 06610 | NONE | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $30,750 |
| BROOKLYN COMMUNITY HOUSING AND SERVICES INC | |||||||
| 105 CARLTON AVENUE | BROOKLYN | NY | 11205 | NONE | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $5,000 |
| CANCER RESEARCH INSTITUTE | |||||||
| 55 BROADWAY SUITE 1802 | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $10,000 |
| FAIRFIELD UNIVERSITY | |||||||
| 1073 N BENSON ROAD | FAIRFIELD | CT | 06824 | NONE | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $5,000 |
| JEWISH HOME FOR THE ELDERLY OF FAIRFIELD COUNTY INC DBA JEWISH SENIOR SERVI | |||||||
| 175 JEFFERSON STREET | FAIRFIELD | CT | 06825 | NONE | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $50,250 |
| LUSTER PRODUCTS BLACK HERITAGE FOUNDATION | |||||||
| 1104 W 43RD STREET | CHICAGO | IL | 60609 | NONE | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $5,000 |
| NATIONAL ALLIANCE FOR RESEARCH ON SCHIZOPHRENIA AND DEPRESSION | |||||||
| 90 PARK AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $1,000 |
| RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS INC | |||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $8,334 |
| SILVER HILL HOSPITAL | |||||||
| 208 VALLEY RD | NEW CANAAN | CT | 06840 | NONE | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $2,400 |
| SKIDMORE COLLEGE | |||||||
| 815 NORTH BROADWAY | SARATOGA SPRINGS | NY | 12866 | NONE | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $250 |
| THE NEAR AND FAR AID ASSOCIATION | |||||||
| PO BOX 717 | SOUTHPORT | CT | 06890 | NONE | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $5,000 |
| UNITED JEWISH APPEAL FEDERATION OF WESTPORT WESTON NORWALK | |||||||
| 431 POST ROAD EAST | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $20,000 |
| CT WOMEN'S HALL OF FAME | |||||||
| 320 FITCH ST | NEW HAVEN | CT | 06515 | NONE | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $675 |
| LEHIGH UNIVERSITY | |||||||
| 306 S NEW ST | BETHLEHEM | PA | 18015 | NONE | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $1,000 |
| ST PAUL THE GREAT PARISH | |||||||
| 107 E MAIN ST | TORRINGTON | CT | 06790 | NONE | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $1,000 |
| TEMPLE B'NAI ISRAEL | |||||||
| 2710 PARK AVENUE | BRIDGEPORT | CT | 06604 | NONE | PUBLIC CHARITY | TO BE USED FOR THE GENERAL PURPOSE OF THE INDICATED ORGANIZATION | $1,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $147,309 | 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 | $448 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,211 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $255,680 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $333,339 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $333,339 | 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 | EMIL MESHBERG | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 SASCO HILL ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $432,900 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 5,000 SHS APTARGROUP INC. | NoncashPropertyDesc |
| Fair Market Value | $432,900 | FairMarketValueAmt |
| Received | 2017-12-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,950 | Amt |
| Net Investment Income | $3,950 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (22 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES MSCI CDA EFT | AT COST | $77,707 | $83,111 |
| ISHARES MSCI SWITZERLAND | AT COST | $66,009 | $68,634 |
| ISHARES MSCI SWEDEN | AT COST | $22,614 | $22,340 |
| ISHARES MSCI PACIFIC | AT COST | $175,058 | $180,923 |
| ISHARES IBOXX | AT COST | $54,769 | $54,945 |
| ISHARES TIPS | AT COST | $29,318 | $29,319 |
| ISHARES 3-7 YEAR | AT COST | $22,217 | $21,867 |
| ISHARES MBS ETF | AT COST | $62,548 | $62,142 |
| ISHARES IBOXX$ HIGH YIEL | AT COST | $18,413 | $18,237 |
| ISHARES MSCI EUROZONE | AT COST | $262,537 | $262,102 |
| ISHARES MSCI JAPAN | AT COST | $108,256 | $118,661 |
| ISHARES MSCI U K ETF | AT COST | $199,650 | $211,445 |
| ISHARES INC CORE | AT COST | $334,649 | $408,599 |
| POWERSHARES EM SOVEREIGN | AT COST | $33,177 | $32,967 |
| POWERSHARES PREFERRED | AT COST | $9,144 | $9,035 |
| VANECK VECTORS | AT COST | $18,571 | $18,278 |
| VANGUARD SMALL CAP VALUE | AT COST | $165,803 | $179,784 |
| VANGUARD SMALL CAP | AT COST | $98,314 | $108,091 |
| VANGUARD VALUE ETF | AT COST | $1,126,741 | $1,255,746 |
| VANGUARD GROWTH ETF | AT COST | $633,417 | $713,799 |
| VANGUARD INTERMEDIATE | AT COST | $74,012 | $72,848 |
| VANGUARD SHORT TERM BOND | AT COST | $44,141 | $43,663 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR DONATED SECURITIES | Desc |
| Amt | $302,607 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT | $22,274 | $22,274 | $0 | $0 |
| INVESTMENT ADVISORY | $22,500 | $22,500 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMIL MESHBERG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 SASCO HILL ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |