THE KALTMAN FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE KALTMAN FAMILY FOUNDATION (EIN 11-2773179)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-05-10
- IRS object ID
- 201821309349100632
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-10T08:27:55-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100362602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112773179 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KALTMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KALT | BusinessNameControlTxt |
| Phone | 5163337788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 COACHMANS CT | AddressLine1Txt |
| City | OLD WESTBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115681324 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC KALTMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5163337788 | PhoneNum |
| Signature | 2018-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH RICCHEZZA | PreparerPersonNm |
| PTIN | P00173895 | PTIN |
| Phone | 2123721000 | PhoneNum |
| 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 | $832,288 | 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 | $92 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $92 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $40,720 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,720 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,539 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $465,027 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,539 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,946 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $150 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $46,405 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,501 | 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 |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,577 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,577 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,427 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,604 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,827 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,052 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,052 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $104,656 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,827 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $97,402 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$58,251 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,674 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $46,363 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,293 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,293 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $618,760 | CorporateStockBOYAmt |
| Corporate Stock EOY | $556,260 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $576,435 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $183,039 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $207,352 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $230,560 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $848,162 | TotalAssetsBOYAmt |
| Total Assets EOY | $788,905 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $832,288 | 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 | $848,162 | RetainedEarningBOYAmt |
| Retained Earning EOY | $788,905 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $848,162 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $788,905 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $848,162 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $788,905 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $848,162 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$58,251 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $789,911 | SubtotalAmt |
| Other Decreases | $1,006 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $788,905 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $341,212 | $337,519 | $3,693 | $3,693 |
| PUBLICLY TRADED SECURITIES | P | $122,129 | $119,869 | $2,260 | $2,260 |
| CAPITAL GAIN FROM ENERGY TRANSFER PARTNERS | P | $725 | $642 | $642 | |
| CAPITAL GAIN FROM ENTERPRISE PRODUCTS PARTNERS LP | P | -$17 | -$17 | ||
| CAPITAL GAINS DIVIDENDS | P | $961 | $961 | $961 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,539 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $46,390 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $846,268 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054817 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,767 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $874,542 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035181 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $42,840 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $885,416 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048384 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $88,324 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $923,164 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.095675 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $57,259 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $917,297 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062421 | DistributionYr5Rt |
| Total Distribution | 0.296478 | TotalDistributionRt |
| Average Distribution | 0.059296 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $840,836 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $49,858 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $437 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,295 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $97,402 | 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 | $437 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $437 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $437 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $963 | OverpaymentAmt |
| Applied To ES Tax | $963 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | ERIC KALTMAN | IndividualWithBooksNm |
| Phone | 5163337788 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 COACHMANS CT | AddressLine1Txt |
| City | OLD WESTBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115681324 | 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 |
|---|---|---|---|---|---|---|---|---|
| ERIC KALTMAN | ||||||||
| 8 COACHMANS COURT | OLD WESTBURY | NY | 11568 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARNEE KALTMAN | ||||||||
| 8 COACHMANS COURT | OLD WESTBURY | NY | 11568 | TRUSTEE | 1.00 | $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 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $714,895 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,746 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $853,641 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $853,641 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,805 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $840,836 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,042 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,042 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $437 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $437 | TotalTaxAmt |
| Distributable Before Adj | $41,605 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,605 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,605 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $97,402 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $97,402 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $437 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $96,965 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,605 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,442 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $43,460 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $5,454 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $61,356 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $97,402 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,605 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $55,797 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $117,153 | 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 | $12,442 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $104,711 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $43,460 | ExcessFromYear4Amt |
| Excess From Year1 | $5,454 | ExcessFromYear1Amt |
| Excess From Current Year | $55,797 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ERIC KALTMAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ERIC KALTMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 COACHMANS CT | AddressLine1Txt |
| City | OLD WESTBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11568 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5163337788 | RecipientPhoneNum |
| Form And Info And Materials | LETTER REQUEST SETTING FORTH PURPOSE IN DETAIL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | QUALIFIED EXEMPT CHARITABLE ORGANIZATIONS INCLUDING THE SCIENCE OF HORTICULTURE, THE PROMOTION OF MEDICAL RESEARCH AMD THE APPRECIATION OF CLASSICAL MUSIC... | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAM STREET NW SUITE 600 | ATLANTA | GA | 30303 | NONE | PC | EXEMPT PURPOSE | $5,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| CENTRAL PARK WEST 79TH ST | NEW YORK | NY | 10024 | NONE | PC | EXEMPT PURPOSE | $500 |
| ALOHA TO AGING INC | |||||||
| 468 LOWER ROSWELL RD | MARIETTA | GA | 30068 | NONE | PC | EXEMPT PURPOSE | $1,250 |
| BROOKLYN TECH ALUMNI FOUNDATION | |||||||
| 29 FORT GREENE PL | BROOKLYN | NY | 11217 | NONE | PC | EXEMPT PURPOSE | $2,000 |
| CARNEGIE HALL SOCIETY INC | |||||||
| 881 7TH AVE | NEW YORK | NY | 10019 | NONE | PC | EXEMPT PURPOSE | $2,500 |
| CLARK BOTANIC GARDEN | |||||||
| 193 I U WILLETS ROAD | ALBERTSON | NY | 11507 | NONE | PC | EXEMPT PURPOSE | $100 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02115 | NONE | PC | EXEMPT PURPOSE | $1,000 |
| EMORY UNIVERSITY | |||||||
| 1762 CLIFTON RD SUITE 1400 | ATLANTA | GA | 30322 | NONE | PC | EXEMPT PURPOSE | $1,000 |
| FAMILY CONNECTIONS INC | |||||||
| 202 2ND AVE S STE 201 | GREAT FALLS | MT | 59405 | NONE | PC | EXEMPT PURPOSE | $5,000 |
| THE FEINSTEIN INSTITUTE FOR MEDICAL RESEARCH | |||||||
| 972 BRUSH HOLLOW ROAD 5TH FLOOR | WESTBURY | NY | 11590 | NONE | PC | EXEMPT PURPOSE | $2,000 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL STREET | HOUSTON | TX | 77029 | NONE | PC | EXEMPT PURPOSE | $2,000 |
| HONORABLE ORDER OF KENTUCKY COLONELS INC | |||||||
| 1717 ALLIANT AVE STE 14 | LOUISVILLE | KY | 40299 | NONE | PC | EXEMPT PURPOSE | $100 |
| JAZZ AT LINCOLN CENTER INC | |||||||
| 3 COLUMBUS CIRCLE 12TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | EXEMPT PURPOSE | $2,500 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | |||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | NONE | PC | EXEMPT PURPOSE | $5,000 |
| JEWISH CTR KEW GARDENS HILL | |||||||
| 71-25 MAIN STREET | FLUSHING | NY | 11367 | NONE | PC | EXEMPT PURPOSE | $600 |
| LINCOLN CENTER FOR PERFORMANCE ARTS | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | EXEMPT PURPOSE | $3,000 |
| LONG ISLAND CARES INC | |||||||
| 10 DAVIDS DRIVE | HAUPPAUGE | NY | 117882039 | NONE | PC | EXEMPT PURPOSE | $1,500 |
| MEDLIFE | |||||||
| 101 E BROADWAY | BANGOR | ME | 04401 | NONE | PC | EXEMPT PURPOSE | $1,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | NONE | PC | EXEMPT PURPOSE | $600 |
| MUSEUM OF MODERN ART | |||||||
| 11 W 53RD ST | NEW YORK | NY | 10019 | NONE | PC | EXEMPT PURPOSE | $7,200 |
| NASSAU COUNTY POLICE ACTIVITY LEAGUE INC | |||||||
| 167 BROADWAY ROUTE 107 | HICKSVILLE | NY | 11801 | NONE | PC | EXEMPT PURPOSE | $200 |
| NEWSDAY CHARITIES | |||||||
| 235 PINELAWN RD | MELVILLE | NY | 11747 | NONE | PC | EXEMPT PURPOSE | $300 |
| NEW YORK UNIVERSITY SCHOOL OF BUSINESS LEONARD N STERN | |||||||
| WEST 4TH STREET | NEW YORK | NY | 10012 | NONE | PC | EXEMPT PURPOSE | $10,000 |
| OLD WESTBURY GARDENS | |||||||
| 71 OLD WESTBURY RD | OLD WESTBURY | NY | 11590 | NONE | PC | EXEMPT PURPOSE | $275 |
| PENN STATE DANCE MARATHON ALUMNI INTEREST GROUP | |||||||
| PO BOX 924 | STATE COLLEGE | PA | 16804 | NONE | PC | EXEMPT PURPOSE | $500 |
| SOLOMON R GUGGENHEIM FOUNDATION | |||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PC | EXEMPT PURPOSE | $600 |
| THE ST FRANCIS HOSPITAL FOUNDATION INC | |||||||
| 100 PORT WASHINGTON BLVD | ROSLYN | NY | 11576 | NONE | PC | EXEMPT PURPOSE | $20,000 |
| SUNRISE DAY CAMPS ASSOCIATION INC | |||||||
| 15 NEIL CT | OCEANSIDE | NY | 11572 | NONE | PC | EXEMPT PURPOSE | $500 |
| TEMPLE SINAI OF ROSLYN | |||||||
| 425 ROSLYN ROAD | ROSLYN HEIGHTS | NY | 11577 | NONE | PC | EXEMPT PURPOSE | $6,072 |
| THE JEWISH MUSEUM | |||||||
| 1109 5TH AVE AT 92ND ST | NEW YORK | NY | 10128 | NONE | PC | EXEMPT PURPOSE | $500 |
| UJA-FED PROPERTIES INC | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | PC | EXEMPT PURPOSE | $10,720 |
| WESTBURY FIRE DEPARTMENT | |||||||
| 355 MAPLE AVE | WESTBURY | NY | 11590 | NONE | PC | EXEMPT PURPOSE | $200 |
| WFUV FORDHAM UNIVERSITY | |||||||
| 441 EAST FORDHAM ROAD | BRONX | NY | 10458 | NONE | PC | EXEMPT PURPOSE | $240 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | NONE | PC | EXEMPT PURPOSE | $500 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | NONE | PC | EXEMPT PURPOSE | $295 |
| WNET | |||||||
| 825 EIGTH AVENUE 14TH FL | NEW YORK | NY | 10019 | NONE | PC | EXEMPT PURPOSE | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,052 | 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 | $92 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,720 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,539 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| THRU ENTERPRISE PRODUCTS PARTNERS, LP | 900099 | -$802 | 14 | $6 |
| THRU ENERGY TRANSFER PARTNERS, LP | 900099 | -$1,294 | 14 | $144 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$2,096 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $48,501 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,405 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RSM US LLP | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN HOMES 4 RENT | $75,000 | $77,280 |
| AXIS CAPITAL HOLDINGS LTD | $25,000 | $25,370 |
| BANK OF AMERICA CORP | $25,000 | $26,590 |
| CITICORP INC | $25,000 | $27,180 |
| DIGITAL REALTY TRUST INC | $25,000 | $25,080 |
| EBAY INC | $50,000 | $54,060 |
| GOLDMAN SACHS GROUP INC | $25,000 | $27,500 |
| LEGG MASON INC | $25,000 | $25,030 |
| PUBLIC STORAGE | $75,000 | $75,900 |
| QWEST CORPORATION | $75,000 | $76,470 |
| SENIOR HOUSING CORPORATION | $25,000 | $27,120 |
| VALIDUS HOLDINGS LTD | $50,000 | $50,300 |
| NORTEL NETWORKS CORP. | $85 | $0 |
| NEW RESIDENTIAL INVT | $56,175 | $58,555 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TEKLA WORLD HEALTHCARE | AT COST | $53,340 | $43,680 |
| CALAMOS DYNAMIC | AT COST | $23,993 | $20,620 |
| ENERGY TRANSFER PARTNERS LP MLP | AT COST | $14,587 | $23,320 |
| ENTERPRISE PRODUCTS PARTNER LP MLP | AT COST | $4,665 | $28,677 |
| JANUS BALANCED FUND | AT COST | $33,325 | $35,327 |
| NUVEEN PFD AND INCOME | AT COST | $50,000 | $50,980 |
| SKYBRIDGE DIVIDEND VALUE | AT COST | $27,442 | $27,956 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES COST BASIS ADJUSTMENT | Desc |
| Amt | $1,006 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS DEPT. OF LAW | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| THRU ENTERPRISE PRODUCTS PARTNERS, LP | -$796 | $6 | -$796 |
| THRU ENERGY TRANSFER PARTNERS, LP | -$1,150 | $144 | -$1,150 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $2,427 | $2,427 | $0 |
| BANK FEES | $150 | $150 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $2,177 | $0 | $0 |
| NYS CORP TAX | $250 | $0 | $0 |