GEISSER FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GEISSER FAMILY FOUNDATION (EIN 06-1507919)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201833199349100648
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- General Explanation Attachment
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T09:09:38-06:00 | 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 & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 BROADHOLLOW RD STE 401 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | 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 | 061507919 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEISSER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O A GEISSER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEIS | BusinessNameControlTxt |
| Phone | 2127570606 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1192 PARK AVENUE NO 15C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA GEISSER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2127570606 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL FELLER | PreparerPersonNm |
| PTIN | P00536207 | PTIN |
| Phone | 6319305000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 144.121.121.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 10:00:42 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A37CD22502FC1F4546CED6DAA2BBDC99EB0EE7E2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 83C630BBB001E0D1265449A6CD7BF5738CDB7EEA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,567,645 | 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 | $294,577 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,342 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,342 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $106,565 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $728,962 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $398,367 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $416,484 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $413,709 | 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 |
| Taxes Rev And Expnss | $2,400 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $375 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $375 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,775 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $375 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $77,775 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $338,709 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $413,709 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,120,295 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,567,645 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,567,645 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $1,120,295 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,567,645 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,567,645 | 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 | $1,120,295 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,567,645 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,120,295 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,567,645 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,120,295 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,567,645 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,120,295 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $338,709 | ExcessRevenueOverExpensesAmt |
| Other Increases | $108,641 | OtherIncreasesAmt |
| Subtotal | $1,567,645 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,567,645 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES - IROBOT | D | $290,878 | $290,878 | $290,878 | |
| PUBLICALLY TRADED SECURITIES - LAZARD | P | $360,340 | $29,745 | $29,745 | $330,595 |
| CAPITAL GAINS DIVIDENDS | P | $77,744 | $77,744 | $77,744 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $398,367 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $102,685 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $878,424 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.116897 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $51,814 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $54,410 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $316,407 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $79,288 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $550,853 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.143937 | DistributionYr5Rt |
| Total Distribution | 0.260834 | TotalDistributionRt |
| Average Distribution | 0.052167 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,415,770 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $73,856 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,137 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $77,993 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $75,375 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,274 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,274 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,274 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $5,888 | 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 | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREA GEISSER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125089450 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1192 PARK AVENUE APT 15C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREA GEISSER | ||||||||
| 1192 PARK AVENUE APT 15C | NEW YORK | NY | 10128 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MARY ELLEN GEISSER | ||||||||
| 1192 PARK AVENUE APT 15C | NEW YORK | NY | 10128 | TRUSTEE | 2.00 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,437,330 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,437,330 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,437,330 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,560 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,415,770 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,789 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,789 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,274 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,274 | TotalTaxAmt |
| Distributable Before Adj | $62,515 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,515 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,515 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,375 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $75,375 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $75,375 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,515 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $53,169 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $318,483 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $56,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $52,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $63,394 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $543,546 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,375 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,515 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,860 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $556,406 | 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 | $53,169 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $503,237 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $318,483 | ExcessFromYear4Amt |
| Excess From Year3 | $56,000 | ExcessFromYear3Amt |
| Excess From Year2 | $52,500 | ExcessFromYear2Amt |
| Excess From Year1 | $63,394 | ExcessFromYear1Amt |
| Excess From Current Year | $12,860 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREA GEISSER | ContributingManagerNm |
| Contributing Manager | MARY ELLEN GEISSER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 122 EAST 66 STREET FOUNDATION | ||||||
| 122 E 66TH STREET | NEW YORK | NY | 10065 | PC | TO FURTHER THE CAUSE OF CHARITABLE ORGANIZATION WITH PROVEN PUBLIC PURPOSE. | $1,000 |
| CORNWALL CONSERVATION TRUST INC | ||||||
| PO BOX 74 | WEST CORNWALL | CT | 06796 | PC | TO FURTHER THE CAUSE OF CHARITABLE ORGANIZATION WITH PROVEN PUBLIC PURPOSE. | $500 |
| CORNWALL FOUNDATION | ||||||
| PO BOX 116 | WEST CORNWALL | CT | 06796 | PC | CONTRIBUTION FOR EDUCATION | $5,000 |
| CORNWALL LIBRARY | ||||||
| 30 PINE STREET | CORNWALL | CT | 06753 | PC | TO FURTHER THE CAUSE OF CHARITABLE ORGANIZATION WITH PROVEN PUBLIC PURPOSE. | $7,000 |
| KUCETEKELA FOUNDATION | ||||||
| 1220 PARK AVENUE SUITE 1B | NEW YORK | NY | 10128 | PC | CONTRIBUTION FOR EDUCATION | $1,000 |
| LAMBDA LEGAL | ||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | PC | TO FURTHER THE CAUSE OF CHARITABLE ORGANIZATION WITH PROVEN PUBLIC PURPOSE. | $2,000 |
| LUNG CANCER ALLIANCE | ||||||
| 1700 K STREET NW | WASHINGTON | DC | 20006 | PC | TO FURTHER THE CAUSE OF CHARITABLE ORGANIZATION WITH PROVEN PUBLIC PURPOSE. | $17,000 |
| MARIA I NEW CHILDREN'S HORMONE FOUNDATION | ||||||
| C/O TUCKER LATIFI 160 E 84 STREET | NEW YORK | NY | 10028 | PC | CONTRIBUTION FOR MEDICAL RESEARCH | $20,000 |
| MEDECINS SANS FRONTIERES | ||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | PC | TO FURTHER THE CAUSE OF CHARITABLE ORGANIZATION WITH PROVEN PUBLIC PURPOSE. | $3,000 |
| NEW YORK WOMEN FOUNDATION | ||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | PC | TO FURTHER THE CAUSE OF CHARITABLE ORGANIZATION WITH PROVEN PUBLIC PURPOSE. | $2,000 |
| PLANNED PARENTHOOD OF NYC | ||||||
| 26 BLEEKER STREET | NEW YORK | NY | 10012 | PC | TO FURTHER THE CAUSE OF CHARITABLE ORGANIZATION WITH PROVEN PUBLIC PURPOSE. | $2,000 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PC | TO FURTHER THE CAUSE OF CHARITABLE ORGANIZATION WITH PROVEN PUBLIC PURPOSE. | $2,500 |
| SPENCE CHAPIN | ||||||
| 410 E 92 STREET | NEW YORK | NY | 10128 | PC | CONTRIBUTION FOR MEDICAL RESEARCH | $4,000 |
| ST MARK CATHOLIC ACADEMY | ||||||
| 2602 EAST 19TH STREET | NEW YORK | NY | 11235 | PC | TO FURTHER THE CAUSE OF CHARITABLE ORGANIZATION WITH PROVEN PUBLIC PURPOSE. | $1,000 |
| WINSTON PREP | ||||||
| 126 W 17 STREET | NEW YORK | NY | 10011 | PC | CONTRIBUTION FOR EDUCATION | $5,000 |
| BROOKLYN BAIL FUND | ||||||
| 195 MONTAGUE STREET | BROOKLYN | NY | 11201 | PC | TO FURTHER THE CAUSE OF CHARITABLE ORGANIZATION WITH PROVEN PUBLIC PURPOSE. | $1,000 |
| TRANSPORTATION ALTERNATIVES | ||||||
| 111 JOHN STREET SUITE 260 | NEW YORK | NY | 10038 | PC | TO FURTHER THE CAUSE OF CHARITABLE ORGANIZATION WITH PROVEN PUBLIC PURPOSE. | $500 |
| SPREAD THE VOTE | ||||||
| 7423 W MANCHESTER AVENUE | LOS ANGELES | CA | 90045 | PC | TO FURTHER THE CAUSE OF CHARITABLE ORGANIZATION WITH PROVEN PUBLIC PURPOSE. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,000 | 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 | $15,342 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $106,565 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $121,907 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $121,907 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | INVESTMENT GROWTH TO FUND CHARITABLE DISTRIBUTIONS | RelationshipStatementTxt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ANDREA & MARYELLEN GEISSER | |||||||
| 1 | 1192 PARK AVENUE APT 15C | NEW YORK | NY | 10128 | $291,802 | Yes (X) | |
| ANDREA & MARYELLEN GEISSER | |||||||
| 2 | 1192 PARK AVENUE APT 15C | NEW YORK | NY | 10128 | $2,775 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 3397 SHARES OF IROBOT | NoncashPropertyDesc |
| Fair Market Value | $291,802 | FairMarketValueAmt |
| Received | 2017-05-05 | ReceivedDt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SAVINGS AND TEMP. CASH INVESTMENTS: | IdentifierTxt |
| Form And Line Reference | FORM 990-PF PART II LINE 2 | FormAndLineReferenceDesc |
| Medium Explanation | BOOKS ARE MAINTAINED AT FAIR MARKET VALUE, BELOW IS THE DETAIL AT COST.SAVINGS 3,121LAZARD EMERGING MARKETS PORTFOLIO INSTL 115,417LAZARD INTL STRATEGIC EQUITY PORT INSTL 225,207LAZARD US EQUITY PORT IN 891,779LAZARD SMALL CAP PORTFOLIO 244,453 _________TOTAL SAVINGS AND TEMP. CASH INVESTMENTS AT COST 1,479,977 | MediumExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NY FILING FEES | $250 | $0 | $250 |
| MA FILING FEES | $125 | $0 | $125 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $108,641 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |