GANZI FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GANZI FAMILY FOUNDATION (EIN 27-1538063)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201743179349100514
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T08:38:59-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271538063 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ganzi Family Foundation UAD 12192009 | BusinessNameLine1Txt |
| Business Name Line2 | C/O Victor F Ganzi | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % J DAMATO C/O MERRILL LYNCH | InCareOfNm |
| Business Name Control | GANZ | BusinessNameControlTxt |
| Phone | 2127520636 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 East 56th Street 14th floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICTOR GANZI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2017-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA DEJANA | PreparerPersonNm |
| PTIN | P00391763 | PTIN |
| Phone | 2129498700 | PhoneNum |
| Preparation | 2017-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.238.150.8 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26368720173175000005 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DBDB71FB91BBE994806DAB2DF048FD064DC72BD7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DBDB71FB91BBE994806DAB2DF048FD064DC72BD7 | 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 | $11,456,463 | 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 | $305,970 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $233,485 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $233,485 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $95,807 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,352,392 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $329,454 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $655,262 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $562,939 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $93,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $46,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $46,550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $108,361 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $108,361 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,867 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,867 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $207,328 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $160,778 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,550 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $727,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $727,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $934,328 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $160,778 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $773,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$279,066 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $402,161 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $620,274 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $438,856 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $438,856 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,569 | AcctRcvblAmt |
| Acct Rcvbl BOY | $16,702 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,569 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,569 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $700,504 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $718,414 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $718,414 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,948,300 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,945,185 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,945,185 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $456,109 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $397,553 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $397,553 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,566,993 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,945,501 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,945,501 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $7,561 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,385 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,385 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,316,443 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,456,463 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,456,463 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $11,316,443 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,456,463 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,316,443 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,456,463 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,316,443 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,456,463 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,316,443 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$279,066 | ExcessRevenueOverExpensesAmt |
| Other Increases | $420,262 | OtherIncreasesAmt |
| Subtotal | $11,457,639 | SubtotalAmt |
| Other Decreases | $1,176 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,456,463 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| US TRUST 7EG13167 - SEE STATEMENT 1 | 2016-06-30 | $786,934 | $821,778 | -$34,844 | -$34,844 |
| US TRUST 7EG13167 - SEE STATEMENT 1 | 2106-12-31 | $2,164,778 | $1,746,953 | $417,825 | $417,825 |
| US TRUST 7EG13184 - SEE STATEMENT 2 | 2016-06-30 | $1,135,052 | $1,180,694 | -$45,642 | -$45,642 |
| US TRUST 7EG13184 - SEE STATEMENT 2 | 2016-12-30 | $265,628 | $273,513 | -$7,885 | -$7,885 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $329,454 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $560,643 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,735,501 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047773 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $603,378 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,832,368 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050994 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $851,201 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,289,801 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.075396 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $496,758 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,595,418 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05177 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $271,203 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,909,572 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03925 | DistributionYr5Rt |
| Total Distribution | 0.265183 | TotalDistributionRt |
| Average Distribution | 0.053037 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,171,194 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $592,487 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,022 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $596,509 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $773,550 | 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 | $4,022 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,022 | SubtotalAmt |
| Tax Based On Investment Income | $4,022 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,506 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $11,506 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,484 | OverpaymentAmt |
| Applied To ES Tax | $7,484 | 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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J DAMATO CO MERRILL LYNCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6092742751 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 MERRILL LYNCH DRIVE 3RD FLOOR | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 10022 | 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|
| Victor F Ganzi | |||||||||
| 126 56th Street 14th floor | New York | NY | 10022 | Trustee | 1.5 | $0 | $0 | $0 | |
| Patricia M Ganzi | |||||||||
| 106 Central Park South | New York | NY | 10019 | Trustee | 0.5 | $0 | $0 | $0 | 28E |
| Danielle G Hauck | |||||||||
| 7100 Clarden Road | Bethesda | MD | 20814 | Trustee | 0.5 | $0 | $0 | $0 | |
| Jonathan M Hauck | |||||||||
| 7100 Clarden Road | Bethesda | MD | 20814 | Trustee | 0.5 | $0 | $0 | $0 | |
| Victoria Ganzi | |||||||||
| 106 Central Park South | New York | NY | 10019 | Trustee | 0.5 | $0 | $0 | $0 | 28E |
| Ronald S Kochman | |||||||||
| 222 Lakeview Avenue | West Palm Beach | FL | 33401 | Trustee | 0.5 | $0 | $0 | $0 | Suite 1500 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| US TRUST Bank of America (MLTC) | |||||
| PO Box 1524 | PENNINGTON | NJ | 05834 | investment services | $107,554 |
| EISNERAMPER LLP | |||||
| 750 THIRD AVENUE | NEW YORK | NY | 10017 | ACCOUNTING SERVICES | $93,100 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | 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 | $4,965,078 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $470,565 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,905,671 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,341,314 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,341,314 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $170,120 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,171,194 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $558,560 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $558,560 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,022 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,022 | TotalTaxAmt |
| Distributable Before Adj | $554,538 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $554,538 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $554,538 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $773,550 | 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 | $773,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,022 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $769,528 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $554,538 | 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 Yr3 | $42,019 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,458 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $76,477 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $773,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $554,538 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $219,012 | RemainingDistriFromCorpusAmt |
| Total Corpus | $295,489 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $295,489 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $42,019 | ExcessFromYear3Amt |
| Excess From Year2 | $34,458 | ExcessFromYear2Amt |
| Excess From Current Year | $219,012 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VICTOR GANZI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| All About Labs Rescue Inc | ||||||||
| 1623 Leander Dr | Little Rock | AR | 72204 | None | PC | GENERAL SUPPORT | $7,000 | |
| American Museum of National History | ||||||||
| 200 Central Park West | New York | NY | 10024 | none | PC | GENERAL SUPPORT | $100,000 | |
| Whitney Museum of American Art | ||||||||
| 945 Madison Ave | New York | NY | 10021 | none | PC | GENERAL SUPPORT | $310,000 | |
| Central Park Conservancy | ||||||||
| 14 East 60th Street | New York | NY | 10022 | none | PC | GENERAL SUPPORT | $50,000 | |
| MADISON SQUARE BOYS & GIRLS CLUB | ||||||||
| 733 3RD AVENUE | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION | ||||||||
| Radnor Station Building 2 Suite 32 | Radnor | PA | 19087 | NONE | PC | GENERAL SUPPORT | $100,000 | 290 King of Prussia Road |
| CHILDREN'S TUMOR FOUNDATION | ||||||||
| 120 Wall Street 16th Floor | New York | NY | 10005 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| CHURCH OF ST IGNATIUS LOYOLA | ||||||||
| 980 Park Avenue | New York | NY | 10028 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| GARY SINISE FOUNDATION | ||||||||
| PO Box 50008 | Studio City | CA | 91614 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| MARTHA'S TABLE | ||||||||
| 2114 14th Street NW | Washington | DC | 20009 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| SO OTHERS MIGHT EAT | ||||||||
| 71 O Street NW | Washington | DC | 20001 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $727,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $233,485 | 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 | $95,807 | 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 | $329,292 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $329,292 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Victor Ganzi | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 E 56th St 14th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $305,970 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 3,000 SHARES OF WALT DISNEY CO. | NoncashPropertyDesc |
| Fair Market Value | $305,970 | FairMarketValueAmt |
| Received | 2016-12-07 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EISNERAMPER, LLP | CategoryTxt |
| Amt | $93,100 | Amt |
| Net Investment Income | $46,550 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $46,550 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH A/C 859-31537 | $0 | $0 |
| MERRILL LYNCH A/C 7EG-13167 | $397,553 | $397,553 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH A/C 859-31537 | $0 | $0 |
| MERRILL LYNCH A/C 7EG-13167 | $4,945,185 | $4,945,185 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $718,414 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $718,414 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERRILL LYNCH A/C 859-31537 | FMV | $0 | $0 |
| MERRILL LYNCH A/C 859-38152 | FMV | $0 | $0 |
| MERRILL LYNCH A/C 7EG-13167 | FMV | $1,491,439 | $1,491,439 |
| MERRILL LYNCH A/C 7EG-13184 | FMV | $3,454,062 | $3,454,062 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| BOY Book Value | $7,561 | BOYBookValueAmt |
| EOY Book Value | $6,385 | EOYBookValueAmt |
| EOYFMV | $6,385 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN ESTIMATED ACCRUED INTEREST | Desc |
| Amt | $1,176 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FED TAX REFUND | Desc |
| Revenue And Expenses Per Books | $20,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AMORTIZATION ADJ | $105,141 |
| NET CHANGE IN UNREALIZED GAIN | $315,121 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $107,554 | $107,554 |
| BANK FEES | $807 | $807 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $5,867 | Amt |
| Net Investment Income | $5,867 | NetInvestmentIncomeAmt |