HOWARD AND MARYAM NEWMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2016
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- Organization
- HOWARD AND MARYAM NEWMAN FAMILY FOUNDATION INC (EIN 20-1999992)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-10-15
- IRS object ID
- 201822889349100602
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-15T08:38:20-05:00 | ReturnTs |
| Tax Period End | 2017-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berdon LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 Madison Ave | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201999992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOWARD AND MARYAM NEWMAN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARYAM NEWMAN | InCareOfNm |
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 2128320400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 PINE BROOK ROAD | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10506 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD NEWMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128320400 | PhoneNum |
| Signature | 2018-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH REINHARDT | PreparerPersonNm |
| PTIN | P00197433 | PTIN |
| Phone | 2128320400 | PhoneNum |
| Preparation | 2018-10-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.51.44.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26377420182885000128 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-10-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 885CDEA28B27417F3BDECF232177001390997E03 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 52B4836E7C4586E9510669F1FFD3CE13E851FA35 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,615,413 | 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 | $1,383,563 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $204,024 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $204,024 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,025,282 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,613,396 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,135,979 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,612,869 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,340,003 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $179 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $178 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $179 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $178 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $996,443 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $996,443 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $996,622 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $178 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $996,443 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,616,247 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,339,825 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $665,434 | CashBOYAmt |
| Cash EOY | $897,253 | CashEOYAmt |
| Cash EOYFMV | $897,253 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,504,798 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,889,226 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,718,160 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,170,232 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,786,479 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,615,413 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,170,232 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,786,479 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,170,232 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,786,479 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,170,232 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,786,479 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,170,232 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,616,247 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,786,479 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,786,479 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MERRILL LYNCH - ST (SEE ATTACHED) | P | 2017-11-30 | $1,296,378 | $1,314,171 | -$17,793 | -$17,793 |
| MERRILL LYNCH - LT (SEE ATTACHED) | P | 2017-11-30 | $3,305,756 | $1,163,246 | $2,142,510 | $2,142,510 |
| MERRILL LYNCH - WASH SALE ADJUSTMENT(SEE ATTACHED) | P | 2017-11-30 | $11,262 | $11,262 | $11,262 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,135,979 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,168,469 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,738,295 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.108813 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $727,493 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,992,167 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.072806 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $589,540 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,235,521 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063834 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,078,269 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,200,264 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.131492 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $952,493 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,478,798 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.127359 | DistributionYr5Rt |
| Total Distribution | 0.504304 | TotalDistributionRt |
| Average Distribution | 0.100861 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,485,040 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,259,254 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $23,398 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,282,652 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $996,443 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $46,797 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $46,797 | SubtotalAmt |
| Tax Based On Investment Income | $46,797 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,984 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $50,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $58,984 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $79 | EsPenaltyAmt |
| Overpayment | $12,108 | OverpaymentAmt |
| Applied To ES Tax | $12,108 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NOT APPLICABLE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARYAM NEWMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128320400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 PINE BROOK ROAD | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| HOWARD H NEWMAN | |||||||||
| 346 PINE BROOK ROAD | BEDFORD | NY | 10506 | PRESIDENT | 1.0 | $0 | $0 | $0 | |
| ZEENA M MEURER | |||||||||
| 80 CENTRAL PARK WEST | NEW YORK | NY | 10023 | VICE PRESIDENT | 0.5 | $0 | $0 | $0 | APT 12A |
| ELIZABETH V NEWMAN | |||||||||
| 1225 PARK AVENUE | NEW YORK | NY | 10028 | SECRETARY | 0.5 | $0 | $0 | $0 | |
| MARYAM R NEWMAN | |||||||||
| 346 PINE BROOK ROAD | BEDFORD | NY | 10506 | TREASURER | 0.5 | $0 | $0 | $0 | |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,602,381 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,072,787 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,675,168 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,675,168 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $190,128 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,485,040 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $624,252 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $624,252 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $46,797 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $46,797 | TotalTaxAmt |
| Distributable Before Adj | $577,455 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $577,455 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $577,455 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $996,443 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $996,443 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $996,443 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $577,455 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $970,195 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,083,390 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $133,729 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $258,103 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $657,954 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,103,371 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $996,443 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $577,455 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $418,988 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,522,359 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $970,195 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,552,164 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,083,390 | ExcessFromYear4Amt |
| Excess From Year3 | $133,729 | ExcessFromYear3Amt |
| Excess From Year2 | $258,103 | ExcessFromYear2Amt |
| Excess From Year1 | $657,954 | ExcessFromYear1Amt |
| Excess From Current Year | $418,988 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HOWARD NEWMAN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED STATEMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED STATEMENT | AddressLine1Txt |
| Address Line2 | VARIOUS | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO SUPPORT HIGHER EDUCATION, MEDICAL INSTITUTIONS, THE ARTS, AND LOCAL EXEMPT ORGANIZATIONS, ETC. | GrantOrContributionPurposeTxt |
| Amt | $996,443 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $996,443 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,296 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $202,728 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,025,282 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,229,306 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,229,306 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c | Yes (X) | Organization501cInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HOWARD NEWMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 PINE BROOK ROAD | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105061618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,383,563 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 75,000 sh. CREDIT SUISSE $1,110,698 2,000 sh. RENAISSANCERE HLDGS $272,865 | NoncashPropertyDesc |
| Fair Market Value | $1,386,563 | FairMarketValueAmt |
| Received | 2016-12-27 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STANDARD AND POORS DEPOSIT RCT | $0 | |
| ISHARES RUSSELL 1000 GROWTH | $583,401 | $1,415,534 |
| ISHARES RUSSELL 1000 VALUE | $962,291 | $1,851,971 |
| ISHARES MSCI EAFE | $1,285,497 | $1,577,459 |
| ISHARES RUSSELL 2000 VALUE | $949,586 | $1,931,688 |
| ISHARES MSCI EMERGING MKTS | $1,306,761 | $1,325,214 |
| BANK OF NY MELLON | $860,250 | $1,368,500 |
| ISHARES RUSSELL 1000 GROWTH | $100,010 | $242,659 |
| ISHARES MSCI EAFE IX FD | $99,939 | $122,638 |
| ISHARES MSCI EMERGING MKTS | $99,940 | $101,351 |
| SPDR S&P 500 ETF TRUST | $1,214,624 | $1,289,804 |
| MATERIALS SELECT SECTOR | $35,137 | $36,749 |
| HEALTH CARE SELECT SPDR | $172,973 | $175,788 |
| SELECT SPDR CONSMRS STPL | $111,988 | $109,410 |
| CONSUMER DISCRETIONARY | $148,050 | $155,800 |
| SECTOR SPDR ENERGY | $73,020 | $74,075 |
| SPDR US FINANCIAL SECTOR | $166,982 | $194,676 |
| SECTOR SPDR INDUSTRIAL | $125,194 | $132,777 |
| SELECT SECTOR SPDR TR | $282,399 | $306,751 |
| SECTOR SPDR UTILITIES | $38,319 | $40,016 |
| RENAISSANCERE HLDGS LTD | $272,865 | $265,300 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $179 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $178 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERNAL REVENUE SERVICE | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt |
|---|
| FOREIGN TAXES |
| FEDERAL TAXES |