GRODZINS FUND: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GRODZINS FUND (EIN 13-4022751)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-07
- IRS object ID
- 201723119349100702
- 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
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-07T06:25:00-08:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEAF MIELE MANGANELLI FORTUNATO & ENGEL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 PASSAIC AVE | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070042530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134022751 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GRODZINS FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROD | BusinessNameControlTxt |
| Phone | 2122881356 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 EAST 77TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS SLESIN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE R LEAF CPA | PreparerPersonNm |
| PTIN | P00028774 | PTIN |
| Phone | 9738089500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,848,583 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $94,977 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $94,977 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $94,977 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $123,392 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,264,323 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $123,392 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $77,724 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $218,369 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $218,369 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $172,701 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,475 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,473 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,737 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,736 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $738 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $369 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $369 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $9,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,500 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,500 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,903 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,452 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,451 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,064 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,533 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,531 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $203,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $203,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $250,514 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,533 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $226,981 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$32,145 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $194,836 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $172,701 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,728 | CashBOYAmt |
| Cash EOY | $9,148 | CashEOYAmt |
| Cash EOYFMV | $9,148 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $146,384 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $130,817 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $130,817 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $894,587 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $729,406 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $729,579 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,390,560 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,721,603 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,002,415 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,163,033 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $982,173 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $976,624 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,534 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,534 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $3,605,292 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,573,147 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,848,583 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,605,292 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,573,147 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,605,292 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,573,147 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,605,292 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,573,147 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,605,292 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$32,145 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,573,147 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,573,147 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (73 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Agnico Eagle Mines Limited | P | 2016-12-31 | 2016-07-07 | $18,366 | $11,809 | $6,557 | $6,557 |
| AT & T Co | P | 2016-12-31 | 2016-07-07 | $11,331 | $9,007 | $2,324 | $2,324 |
| Exelon Corp | P | 2015-12-31 | 2016-07-07 | $9,156 | $9,118 | $38 | $38 |
| General Dynamics Corp | P | 2015-12-31 | 2016-07-15 | $30,000 | $30,784 | -$784 | -$784 |
| International Business | P | 2015-12-31 | 2016-07-22 | $30,000 | $30,649 | -$649 | -$649 |
| Pfizer Inc | P | 2015-12-31 | 2016-07-22 | $24,836 | $16,766 | $8,070 | $8,070 |
| BNY MELLON | P | 2015-12-31 | 2016-07-28 | $30,000 | $30,501 | -$501 | -$501 |
| Air Products & Chemical | P | 2015-12-31 | 2016-08-02 | $30,000 | $30,593 | -$593 | -$593 |
| AT & T Co | P | 2015-12-31 | 2016-08-15 | $30,000 | $30,652 | -$652 | -$652 |
| Boeing Capital Corp | P | 2015-12-31 | 2016-08-15 | $30,000 | $30,769 | -$769 | -$769 |
| PNC Funding Corp | P | 2015-12-31 | 2016-08-22 | $30,000 | $30,819 | -$819 | -$819 |
| TORONTO-DOMINION BANK | P | 2015-12-31 | 2016-09-09 | $30,000 | $30,063 | -$63 | -$63 |
| Black Hills Corp | P | 2016-12-31 | 2016-09-12 | $8,803 | $7,989 | $814 | $814 |
| Allete Inc | P | 2015-12-31 | 2016-09-09 | $2,919 | $2,438 | $481 | $481 |
| Allete Inc | P | 2015-12-31 | 2016-09-12 | $19,168 | $16,020 | $3,148 | $3,148 |
| Black Hills Corp | P | 2016-12-31 | 2016-09-12 | $9,447 | $8,624 | $823 | $823 |
| Allete Inc | P | 2015-12-31 | 2016-09-13 | $17,167 | $14,467 | $2,700 | $2,700 |
| Allete Inc | P | 2015-12-31 | 2016-09-14 | $16,142 | $13,570 | $2,572 | $2,572 |
| SPECTRA ENERGY CORP | P | 2016-12-31 | 2016-09-14 | $12,991 | $9,635 | $3,356 | $3,356 |
| Mosaic Co | P | 2016-12-31 | 2016-09-15 | $48,916 | $52,212 | -$3,296 | -$3,296 |
| Stryker Corp | P | 2015-12-31 | 2016-09-30 | $30,000 | $30,706 | -$706 | -$706 |
| INTEL CORP | P | 2015-12-31 | 2016-10-01 | $30,000 | $30,686 | -$686 | -$686 |
| GE Capital Bank Co | P | 2015-12-31 | 2016-10-14 | $50,000 | $51,286 | -$1,286 | -$1,286 |
| Harris Corp | P | 2016-12-31 | 2016-10-13 | $28,687 | $25,598 | $3,089 | $3,089 |
| Harris Corp | P | 2016-12-31 | 2016-10-14 | $34,746 | $30,942 | $3,804 | $3,804 |
| BP Capital Markets | P | 2015-12-31 | 2016-11-01 | $35,000 | $36,004 | -$1,004 | -$1,004 |
| Black Hills Corp | P | 2016-12-31 | 2016-10-17 | $16,138 | $14,550 | $1,588 | $1,588 |
| Harris Corp | P | 2016-12-31 | 2016-10-17 | $11,737 | $10,017 | $1,720 | $1,720 |
| Black Hills Corp | P | 2016-12-31 | 2016-10-16 | $26,438 | $23,576 | $2,862 | $2,862 |
| Black Hills Corp | P | 2016-12-31 | 2016-10-19 | $8,890 | $7,828 | $1,062 | $1,062 |
| Teva Pharmaceutical | P | 2015-12-31 | 2016-10-31 | $72,465 | $97,708 | -$25,243 | -$25,243 |
| Centene Corp Del | P | 2016-12-31 | 2016-10-31 | $72,334 | $71,881 | $453 | $453 |
| Allergan PLC | P | 2015-12-31 | 2016-10-31 | $53,470 | $61,954 | -$8,484 | -$8,484 |
| SPECTRA ENERGY CORP | P | 2016-12-31 | 2016-11-02 | $23,703 | $18,154 | $5,549 | $5,549 |
| Pfizer Inc | P | 2015-12-31 | 2016-11-03 | $63,547 | $57,853 | $5,694 | $5,694 |
| Becton Dickinson | P | 2015-12-31 | 2016-11-08 | $30,000 | $30,565 | -$565 | -$565 |
| Teva Pharmaceutical | P | 2015-12-31 | 2016-11-10 | $30,000 | $31,076 | -$1,076 | -$1,076 |
| Goldman Sachs Bank | P | 2015-12-31 | 2016-11-16 | $57,000 | $58,591 | -$1,591 | -$1,591 |
| APPLE INC | P | 2015-12-31 | 2016-11-10 | $17,992 | $1,417 | $16,575 | $16,575 |
| PepsiCo Inc | P | 2015-12-31 | 2016-11-10 | $46,500 | $22,035 | $24,465 | $24,465 |
| Macy's Inc | P | 2016-12-31 | 2016-11-14 | $14,860 | $13,503 | $1,357 | $1,357 |
| Leidos Holdings Inc | P | 2016-12-31 | 2016-11-22 | $29,489 | $24,384 | $5,105 | $5,105 |
| Leidos Holdings Inc | P | 2016-12-31 | 2016-12-07 | $30,319 | $24,848 | $5,471 | $5,471 |
| Agrium Inc | P | 2016-12-31 | 2016-12-09 | $23,341 | $20,674 | $2,667 | $2,667 |
| American Express Centurion | P | 2015-12-31 | 2016-12-13 | $60,000 | $61,275 | -$1,275 | -$1,275 |
| Barclays Bank Deleware | P | 2015-12-31 | 2016-12-28 | $25,000 | $25,532 | -$532 | -$532 |
| Macy's Inc | P | 2016-12-31 | 2016-12-30 | $64,626 | $68,045 | -$3,419 | -$3,419 |
| AT & T Co | P | 2015-12-31 | 2017-01-06 | $23,766 | $19,363 | $4,403 | $4,403 |
| Bristol Myers Squibb | P | 2015-12-31 | 2017-01-27 | $48,559 | $32,227 | $16,332 | $16,332 |
| Motorola Solutions Inc | P | 2015-12-31 | 2017-02-07 | $49,092 | $40,444 | $8,648 | $8,648 |
| Agrium Inc | P | 2016-12-31 | 2017-02-13 | $18,463 | $16,636 | $1,827 | $1,827 |
| Exelon Corp | P | 2016-12-31 | 2017-03-02 | $27,414 | $27,031 | $383 | $383 |
| Enbridge Inc | P | 2016-12-31 | 2017-03-14 | $15 | $12 | $3 | $3 |
| Centene Corp Del | P | 2016-12-31 | 2017-03-20 | $33,989 | $31,314 | $2,675 | $2,675 |
| L3 Technologies | P | 2015-12-31 | 2017-03-24 | $14,616 | $10,762 | $3,854 | $3,854 |
| AT & T Co | P | 2015-12-31 | 2017-03-24 | $12,296 | $9,951 | $2,345 | $2,345 |
| CBS Corp- Class B | P | 2016-12-31 | 2017-03-24 | $19,157 | $17,367 | $1,790 | $1,790 |
| CISCO SYSTEMS INC | P | 2015-12-31 | 2017-03-24 | $18,725 | $15,556 | $3,169 | $3,169 |
| Deere & Co | P | 2016-12-31 | 2017-03-27 | $51,707 | $49,979 | $1,728 | $1,728 |
| Weyerhaeuser Co | P | 2016-12-31 | 2017-04-21 | $34,048 | $30,370 | $3,678 | $3,678 |
| CBS Corp- Class B | P | 2016-12-31 | 2017-04-24 | $62,238 | $57,621 | $4,617 | $4,617 |
| Weyernaeuser Co | P | 2016-12-31 | 2017-04-25 | $37,093 | $33,453 | $3,640 | $3,640 |
| PNC Financial Services | P | 2016-12-31 | 2017-05-18 | $68,740 | $69,708 | -$968 | -$968 |
| EXXON MOBIL CORP | P | 2015-12-31 | 2017-06-09 | $62,382 | $59,767 | $2,615 | $2,615 |
| Simon Property Group | P | 2015-12-31 | 2017-06-26 | $30,000 | $30,431 | -$431 | -$431 |
| Agnico Eagle Mines Limited | P | 2015-12-31 | 2017-02-13 | $16,499 | $11,766 | $4,733 | $4,733 |
| Duke Energy | P | 2015-12-31 | 2016-07-11 | $30,000 | $30,000 | ||
| Georgia Power Company | P | 2015-12-31 | 2016-08-15 | $30,000 | $30,000 | ||
| BP Capital Markets | P | 2015-12-31 | 2016-11-07 | $30,000 | $30,000 | ||
| Duke Energy | P | 2015-12-31 | 2016-12-15 | $35,000 | $35,000 | ||
| M & T Trust | P | 2015-12-31 | 2017-01-30 | $30,000 | $30,000 | ||
| Deutsche Bank | P | 2015-12-31 | 2017-02-13 | $30,000 | $30,000 | ||
| Wyeth | P | 2015-12-31 | 2017-04-03 | $25,000 | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $123,392 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $77,724 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $195,661 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,892,839 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05026 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $213,373 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,220,820 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05055 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $208,956 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,050,730 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05159 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $185,524 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,677,178 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05045 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $202,918 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,703,380 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05479 | DistributionYr5Rt |
| Total Distribution | 0.257645 | TotalDistributionRt |
| Average Distribution | 0.051529 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,835,185 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $197,623 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,948 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $199,571 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $226,981 | 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 | $1,948 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,948 | SubtotalAmt |
| Tax Based On Investment Income | $1,948 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,982 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,982 | TotalPaymentsAndCreditsAmt |
| Overpayment | $34 | OverpaymentAmt |
| Applied To ES Tax | $34 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS SLESIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122881356 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 EAST 77TH STREET NO 3 F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| LOUIS SLESIN | ||||||
| 155 EAST 77TH STREET NO 3 F | NEW YORK | NY | 10075 | President | 5.00 | $0 |
| LESLI RICE | ||||||
| 155 EAST 77TH STREET NO 3 F | NEW YORK | NY | 10075 | Director | 5.00 | $0 |
| MUFFIE MEYER | ||||||
| 390 WEST END AVENUE | NEW YORK | NY | 10024 | Director | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,876,751 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,838 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,893,589 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,893,589 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,404 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,835,185 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $191,759 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $191,759 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,948 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,948 | TotalTaxAmt |
| Distributable Before Adj | $189,811 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $189,811 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $189,811 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $226,981 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $226,981 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,948 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $225,033 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $189,811 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $9,316 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,602 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,327 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $23,245 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $226,981 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $189,811 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $37,170 | RemainingDistriFromCorpusAmt |
| Total Corpus | $60,415 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $60,415 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $9,316 | ExcessFromYear3Amt |
| Excess From Year2 | $9,602 | ExcessFromYear2Amt |
| Excess From Year1 | $4,327 | ExcessFromYear1Amt |
| Excess From Current Year | $37,170 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE SCHEDULE ATTACHED - | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1220 L STREET NW SUITE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SUSTAINING | GrantOrContributionPurposeTxt |
| Amt | $203,450 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $203,450 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,977 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $123,392 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $218,369 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $218,369 | 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 | LEAF MIELE MANGANELLI FORTUNATO & ENGEL | CategoryTxt |
| Amt | $2,950 | Amt |
| Net Investment Income | $1,475 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,475 | DisbursementsCharitablePrpsAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture and Fixtures | CategoryOrItemTxt |
| Cost Or Other Basis | $10,534 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $10,534 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODY FEES | $4,098 | $2,049 | $2,049 |
| FEES AND PERMITS | $400 | $200 | $200 |
| SUPPLIES | $1,950 | $975 | $975 |
| TELEPHONE | $455 | $228 | $227 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BNY MELLON | $4,098 | $2,049 | $0 | $2,049 |
| NEUBERGER & BERMAN | $23,375 | $11,688 | $0 | $11,687 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | foreign taxes | CategoryTxt |
| Amt | $738 | Amt |
| Net Investment Income | $369 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $369 | DisbursementsCharitablePrpsAmt |