CHERNOW FUND INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CHERNOW FUND INC (EIN 13-6127968)
- Tax period
- 2016-11-01 to 2017-10-31
- Filed
- 2017-12-04
- IRS object ID
- 201703389349100300
- 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
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-12-04T08:34:48-08:00 | ReturnTs |
| Tax Period End | 2017-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY HABER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 PALM COURT | AddressLine1Txt |
| City | LARKSPUR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94939 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136127968 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Chernow Fund Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHER | BusinessNameControlTxt |
| Phone | 9148341900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 197 | AddressLine1Txt |
| City | Larchmont | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105380197 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD STREIM | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 9148341900 | PhoneNum |
| Signature | 2017-11-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GORDON S OPPENHEIMER | PreparerPersonNm |
| Phone | 4159272865 | PhoneNum |
| Preparation | 2017-12-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.80.13.185 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-12-04 | IPDt |
| IP Tm | 08:34:41 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 88D64479665597E829A55C62CB48D21A2E01CC54 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BB235C90BF7CFE1729F8D0F1A6AC5F8B9BCF05C9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,448,191 | 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 | $60 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,216 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,216 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $110,272 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,276 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $131,548 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $12,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,975 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $22,228 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,228 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,071 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $1,071 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $298 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $298 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,572 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,203 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,369 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,360 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,360 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,932 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,203 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,729 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,656 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,345 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,211 | CashBOYAmt |
| Cash EOY | $40,380 | CashEOYAmt |
| Cash EOYFMV | $40,380 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,004 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,793 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,793 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $701,217 | CorporateStockBOYAmt |
| Corporate Stock EOY | $764,924 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,398,818 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $248 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,200 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,200 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $744,680 | TotalAssetsBOYAmt |
| Total Assets EOY | $814,297 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,448,191 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $744,680 | CapitalStockBOYAmt |
| Capital Stock EOY | $814,297 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $744,680 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $814,297 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $744,680 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $814,297 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $744,680 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,656 | ExcessRevenueOverExpensesAmt |
| Other Increases | $110,272 | OtherIncreasesAmt |
| Subtotal | $814,296 | SubtotalAmt |
| Other Decreases | -$1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $814,297 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | See attached schedule | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2007-04-09 | AcquiredDt |
| Sold | 2017-10-10 | SoldDt |
| Gross Sales Price | $237,213 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $126,941 | CostOrOtherBasisAmt |
| Gain Or Loss | $110,272 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $110,272 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,272 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,093 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,156,851 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.027742 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $22,814 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,080,475 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.021115 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $55,814 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,140,176 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048952 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $26,050 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $974,277 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.026738 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $66,825 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $856,681 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.078005 | DistributionYr5Rt |
| Total Distribution | 0.202552 | TotalDistributionRt |
| Average Distribution | 0.040510 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,311,069 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $53,111 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $963 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $54,074 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,729 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,927 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,927 | SubtotalAmt |
| Tax Based On Investment Income | $1,927 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,200 | OriginalReturnTaxPaidAmt |
| Tax Due | $727 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | GORDON S OPPENHEIMER ESQ | IndividualWithBooksNm |
| Phone | 9148341900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Howell Avenue | AddressLine1Txt |
| City | Larchmont | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105383249 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| LYNN STREIM | ||||||||
| Box 197 | Larchmont | NY | 10538 | Pres. | 3.00 | $0 | $0 | $0 |
| EDWARD STREIM | ||||||||
| Box 197 | Larchmont | NY | 10538 | Vice-Pres | 3.00 | $0 | $0 | $0 |
| GORDON S OPPENHEIMER | ||||||||
| Box 197 | Larchmont | NY | 10538 | Treas. | 8.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,287,859 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,176 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,331,035 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,331,035 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,966 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,311,069 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,553 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,553 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,927 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,927 | TotalTaxAmt |
| Distributable Before Adj | $63,626 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $63,626 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $63,626 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,729 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $26,729 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $26,729 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,626 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $24,651 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $24,651 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,729 | QualifyingDistributionsAmt |
| Applied To Current Year | $26,729 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $24,651 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $24,651 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $12,246 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GORDON S OPPENHEIMER ESQ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 197 | AddressLine1Txt |
| City | Larchmont | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105380197 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9148341900 | RecipientPhoneNum |
| Form And Info And Materials | NO PARTICULAR FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Heart Association | ||||||
| 7272 Greenville Ave | Dallas | TX | 75231 | T/E | General Charitable | $250 |
| American Jewish Committee | ||||||
| 165 East 56th Street | New York | NY | 10022 | T/E | General Charitable | $1,000 |
| Anti-Defamation League | ||||||
| 605 Third Avenue | New York | NY | 10158 | T/E | General Charitable | $1,000 |
| CCFA | ||||||
| 386 Park Avenue South 14th Fl | New York | NY | 10016 | T/E | General Charitable | $500 |
| Chabad at Emory | ||||||
| 1526 N Decatur Road | Atlanta | GA | 30307 | T/E | General Charitable | $500 |
| City of Hope | ||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | T/E | General Charitable | $1,500 |
| Columbia Business School | ||||||
| 475 Riverside Drive | New York | NY | 10115 | T/E | General Charitable | $2,000 |
| Crohn's & Colitis Foundtn | ||||||
| 386 Park Avenue South | New York | NY | 10016 | T/E | General Charitable | $1,500 |
| FL Sheriff's Association | ||||||
| 2617 Mahan Drive | Tallahassee | FL | 32308 | T/E | General Charitable | $1,000 |
| Friends of Columbia Greenway | ||||||
| PO Box 595 | Westfield | MA | 01086 | T/E | General Charitable | $1,250 |
| Glaucoma Research Foundation | ||||||
| 251 Post Street Suite 600 | San Francisco | CA | 94108 | T/E | General Charitable | $1,000 |
| Hadassah | ||||||
| 50 W 58th St 4th Floor | New York | NY | 10019 | T/E | General Charitable | $250 |
| Hobart College | ||||||
| 300 Pulteney Street | Geneva | NY | 14456 | T/E | General Charitable | $2,500 |
| Holocaust Memorial & Tolerance Center | ||||||
| 100 Crescent Beach Rd | Glen Cove | NY | 11542 | T/E | General Charitable | $500 |
| Koby Mandell Fund | ||||||
| 366 Pearsall Avenue | Cedarhurst | NY | 11516 | T/E | General Charitable | $500 |
| Maccabi USA | ||||||
| 1926 Arch Street 4R | Philadelphia | PA | 19103 | T/E | General Charitable | $860 |
| Foundation for New Education Initiatives | ||||||
| 1450 NE 2nd Ave S | Miami | FL | 33132 | T/E | General Charitable | $250 |
| Woodcliff Lake Education Fndtn | ||||||
| 134 Woodcliff Ave | Woodcliff Lake | NJ | 07677 | T/E | General Charitable | $250 |
| Palm Beach Opera | ||||||
| 1800 S Australian Ave 301 | West Palm Beach | FL | 33406 | T/E | General Charitable | $4,250 |
| Tucker Music Foundation | ||||||
| 1790 Broadway Suite 715 | New York | NY | 10019 | T/E | General Charitable | $500 |
| Robert Tanner Memorial Schlrshp | ||||||
| c/o Hobert College | Geneva | NY | 14456 | T/E | General Charitable | $250 |
| Simon Wiesenthal Center | ||||||
| 1399 Roxbury Drive | Los Angeles | CA | 90035 | T/E | General Charitable | $1,000 |
| FL Hemophilia Association | ||||||
| 915 Middle River Drive 421 | Fort Lauderdale | FL | 33304 | T/E | General Charitable | $500 |
| Special Olympics Florida | ||||||
| 1915 Don Wickham Drive | Clermont | FL | 34711 | T/E | General Charitable | $100 |
| St Mary's Hospital for Children | ||||||
| 29-01 216th Street | Bayside | NY | 11360 | T/E | General Charitable | $500 |
| The INN | ||||||
| 211 Fulton Avenue | Hempstead | NY | 11550 | T/E | General Charitable | $500 |
| Wagner Society of NY | ||||||
| PO Box 230949 | New York | NY | 10023 | T/E | General Charitable | $150 |
| WPBT Fund | ||||||
| PO Box 610002 | Miami | FL | 33261 | T/E | General Charitable | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,360 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,216 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,276 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,276 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Gordon S. Oppenheimer, Esq. Legal and Accounting | CategoryTxt |
| Amt | $12,975 | Amt |
| Net Investment Income | $12,975 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Tax Prepayments | Desc |
| BOY Book Value | $248 | BOYBookValueAmt |
| EOY Book Value | $1,200 | EOYBookValueAmt |
| EOYFMV | $1,200 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Tax Prepayments | Desc |
| BOY Book Value | $248 | BOYBookValueAmt |
| EOY Book Value | $1,200 | EOYBookValueAmt |
| EOYFMV | $1,200 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Tax Prepayments | Desc |
| BOY Book Value | $248 | BOYBookValueAmt |
| EOY Book Value | $1,200 | EOYBookValueAmt |
| EOYFMV | $1,200 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding adjustment | Desc |
| Amt | -$1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Filing Fee | $250 | $250 |
| Filing Notice | $48 | $48 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Gain on securities | Desc |
| Amt | $110,272 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Neuberger & Berman Investment Advisory Fees | CategoryTxt |
| Amt | $22,228 | Amt |
| Net Investment Income | $22,228 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | CategoryTxt |
| Amt | $1,071 | Amt |
| Disbursements Charitable Prps | $1,071 | DisbursementsCharitablePrpsAmt |