GROSSMAN FAMILY PHILANTHROPIC FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GROSSMAN FAMILY PHILANTHROPIC FOUNDATION (EIN 20-5147463)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201701329349100520
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T08:28:13-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 CANAL STREET 4TH FLOOR | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06902 | 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 | 205147463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GROSSMAN FAMILY PHILANTHROPIC | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROS | BusinessNameControlTxt |
| Phone | 2127727042 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 FIFTH AVENUE NO 6K | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD GROSSMAN | PersonNm |
| Person Title | DIRECTOR/ CHAIR | PersonTitleTxt |
| Phone | 2127727042 | PhoneNum |
| Signature | 2017-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES L ARATA | PreparerPersonNm |
| PTIN | P00934880 | PTIN |
| Phone | 2033273112 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.189 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-04-27 | IPDt |
| IP Tm | 17:21:31 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CD6EE4205F82D3AC3814257D70E4558567DB7965 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 94F6A1B7A8D03323CF07C8BF8F5234123FB6D44A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,387,299 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,368 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,368 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $200,246 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $200,246 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$10,975 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $190,639 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $201,614 | 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 |
| Accounting Fees Rev And Expnss | $2,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,525 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,162 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $532 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $48,590 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,916 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $428 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,277 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,448 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,953 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $325,587 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $325,587 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $380,864 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,448 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $328,540 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$190,225 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $185,166 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,719,844 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,356,795 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,356,795 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $5,137,335 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,291,137 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,030,504 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,857,179 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,647,932 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,387,299 | 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 | $8,857,179 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,647,932 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,857,179 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,647,932 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,857,179 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,647,932 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,857,179 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$190,225 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,666,954 | SubtotalAmt |
| Other Decreases | $19,022 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,647,932 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| K-1 LAZARUS ISRAEL OPPS FUND | P | 2016-12-31 | -$1,401 | -$1,401 |
| K-1 LAZARUS ISRAEL OPPS FUND | P | 2016-12-31 | -$9,574 | -$9,574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$10,975 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $362,442 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,694,345 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041687 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $399,021 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,969,510 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044486 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $406,708 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,206,876 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044174 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $403,918 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,547,087 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042308 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $131,323 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,722,740 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.076229 | DistributionYr5Rt |
| Total Distribution | 0.248884 | TotalDistributionRt |
| Average Distribution | 0.049777 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,288,613 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $412,582 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,852 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $414,434 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $328,540 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,703 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,703 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,703 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,760 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,760 | TotalPaymentsAndCreditsAmt |
| Overpayment | $57 | OverpaymentAmt |
| Applied To ES Tax | $57 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| 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 |
| Individual With Books | RONALD GROSSMAN | IndividualWithBooksNm |
| Phone | 2127727042 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RONALD GROSSMAN | ||||||||
| 860 FIFTH AVE APT 6K | NEW YORK | NY | 10065 | DIRECTOR/CHAIR | 8.00 | $0 | $0 | $0 |
| MARILYNN P GROSSMAN | ||||||||
| 860 FIFTH AVE APT 6K | NEW YORK | NY | 10065 | DIRECTOR/SECRETARY | 1.00 | $0 | $0 | $0 |
| BRUCE D GROSSMAN | ||||||||
| 24 WRIGHTS MILL RD | ARMONK | NY | 10504 | DIRECTOR/VICE CHAIR | 1.00 | $0 | $0 | $0 |
| DIANNE M GROSSMAN | ||||||||
| 24 WRIGHTS MILL RD | ARMONK | NY | 10504 | DIRECTOR/TREASURER | 1.00 | $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 | $4,273,156 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,548,309 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $593,371 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,414,836 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,414,836 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $126,223 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,288,613 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $414,431 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $414,431 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,703 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,703 | TotalTaxAmt |
| Distributable Before Adj | $410,728 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $410,728 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $410,728 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $328,540 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $328,540 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $328,540 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $410,728 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $45,249 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $45,249 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $328,540 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $328,540 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $45,249 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $45,249 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $36,939 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD GROSSMAN | ContributingManagerNm |
| Contributing Manager | MARILYNN P GROSSMAN | ContributingManagerNm |
| Contributing Manager | BRUCE D GROSSMAN | ContributingManagerNm |
| Contributing Manager | DIANNE M GROSSMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| 911 MEMORIAL | |||||
| ONE LIBERTY PLAZA 20TH FLOOR | NEW YORK | NY | 10006 | FOR CHARITABLE PURPOSES | $2,500 |
| ADOPT A PLATOON | |||||
| PO BOX 234 | LOZANO | TX | 78568 | FOR CHARITABLE PURPOSES | $250 |
| ALZHEIMER'S ASSOCIATION | |||||
| 225 NORTH MICHIGAN AVENUE FLOOR 17 | CHICAGO | IL | 60601 | FOR CHARITABLE PURPOSES | $500 |
| AMERICA SHARES | |||||
| 15 WEST 26TH STREET | NEW YORK | NY | 10016 | FOR CHARITABLE PURPOSES | $2,030 |
| AMERICAN HEART ASSOCIATION | |||||
| PO BOX 18851 | PHOENIX | AZ | 85062 | FOR CHARITABLE PURPOSES | $2,500 |
| AMERICAN JEWISH COMMITTEE | |||||
| 165 EAST 56 ST | NEW YORK | NY | 10022 | FOR CHARITABLE PURPOSES | $500 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||
| 711 3RD AVE 900 | NEW YORK | NY | 10022 | FOR CHARITABLE PURPOSES | $5,000 |
| ANTI-DEFAMATION LEAGUE | |||||
| 605 3RD AVENUE | NEW YORK | NY | 10158 | FOR CHARITABLE PURPOSES | $10,000 |
| BIRTHRIGHT ISRAEL | |||||
| 33 EAST 33RD STREET | NEW YORK | NY | 10016 | FOR CHARITABLE PURPOSES | $3,000 |
| BYRAM HILLS EDUCATION FOUNDATION | |||||
| PO BOX 872 | ARMONK | NY | 10504 | FOR CHARITABLE PURPOSES | $45,248 |
| CAMERA | |||||
| PO BOX 35040 | BOSTON | MA | 02135 | FOR CHARITABLE PURPOSES | $2,500 |
| COALITION TO SALUTE AMERICA'S HEROES | |||||
| 552 FORT EVANS RD NE 300 | LEESBURG | VA | 20176 | FOR CHARITABLE PURPOSES | $250 |
| CONGREGATION B'NAI YISRAEL ARMONK | |||||
| 21 BANKSVILLE ROAD BOX 7 | ARMONK | NY | 10504 | FOR CHARITABLE PURPOSES | $2,500 |
| CYSTIC FIBROSIS FOUNDATION | |||||
| 6931 ARLINGTON RD | BETHESDA | MD | 20814 | FOR CHARITABLE PURPOSES | $250 |
| FOR THE TROOPS | |||||
| PO BOX 96873 | WASHINGTON | DC | 20098 | FOR CHARITABLE PURPOSES | $250 |
| HEROBOX | |||||
| 237 SENOIA | PEACHTREE CITY | GA | 30269 | FOR CHARITABLE PURPOSES | $250 |
| HILLEL | |||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | FOR CHARITABLE PURPOSES | $1,000 |
| HOSPICE OF PALM BEACH COUNTY | |||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | FOR CHARITABLE PURPOSES | $1,000 |
| IMPACT 100 | |||||
| PO BOX 607 | PALATINE | IL | 60078 | FOR CHARITABLE PURPOSES | $2,000 |
| ISRAEL TENNIS CENTER | |||||
| 57 W 38TH ST SUITE 605 | NEW YORK | NY | 10018 | FOR CHARITABLE PURPOSES | $1,000 |
| JEWISH CHILDCARE ASSOCIATION | |||||
| 120 WALL STREET | NEW YORK | NY | 10005 | FOR CHARITABLE PURPOSES | $29,600 |
| JEWISH NATIONAL FUND | |||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | FOR CHARITABLE PURPOSES | $360 |
| MERCY HOSPITAL | |||||
| 301 ST PAUL PLACE | BALTIMORE | MD | 21202 | FOR CHARITABLE PURPOSES | $25,000 |
| MORRY'S SUMMER CAMP PROJECT | |||||
| 350 EXECUTIVE BLVD 125 | ELMSFORD | NY | 10523 | FOR CHARITABLE PURPOSES | $500 |
| NETWORK FOR GOOD | |||||
| 1140 CONNECTICUT AVE NW 700 | WASHINGTON | DC | 20036 | FOR CHARITABLE PURPOSES | $549 |
| NORTHERN WESTCHESTER HOSPITAL | |||||
| 400 EAST MAIN STREET | MOUNT KISCO | NY | 10549 | FOR CHARITABLE PURPOSES | $10,000 |
| OPERATION FINALLY HOME | |||||
| PO BOX 1218 | MERRIFIELD | VA | 22116 | FOR CHARITABLE PURPOSES | $2,500 |
| PARALYZED VETS OF AMERICA | |||||
| 801 18TH ST NW | WASHINGTON | DC | 20006 | FOR CHARITABLE PURPOSES | $250 |
| PLAY FOR PINK | |||||
| 175 EAST 74TH STREET | NEW YORK | NY | 10021 | FOR CHARITABLE PURPOSES | $1,000 |
| SAVE A CHILD'S HEART | |||||
| PO BOX 59172 | POTOMAC | MD | 20859 | FOR CHARITABLE PURPOSES | $1,000 |
| SOUTHAMPTON VILLAGE POLICE BENEVOLENT ASSOCATION | |||||
| PO BOX 759 | SOUTHAMPTON | NY | 11969 | FOR CHARITABLE PURPOSES | $500 |
| ST JUDES CHILDREN'S RESEARCH HOSPITAL | |||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | FOR CHARITABLE PURPOSES | $10,000 |
| STEP - SUPPORT THE ENLISTED PROJECT | |||||
| PO BOX 26747 | SAN DIEGO | CA | 92196 | FOR CHARITABLE PURPOSES | $15,000 |
| STREET SQUASH HARLEM | |||||
| 40 WEST 116TH STREET | NEW YORK | NY | 10026 | FOR CHARITABLE PURPOSES | $10,000 |
| SUNRISE DAY CAMP | |||||
| 75 COLONIAL SPRINGS RD | WYANDANCH | NY | 11798 | FOR CHARITABLE PURPOSES | $1,250 |
| THE JEWISH FOUNDATION OF THE RIGHTEOUS | |||||
| 305 SEVENTH AVENUE 19TH FLOOR | NEW YORK | NY | 10001 | FOR CHARITABLE PURPOSES | $1,000 |
| THE LUSTGARTEN FOUNDATION | |||||
| 1111 STEWART AVENUE | BETHPAGE | NY | 11714 | FOR CHARITABLE PURPOSES | $1,000 |
| TROOPS DIRECT | |||||
| PO BOX 9140 | PUEBLO | CO | 81008 | FOR CHARITABLE PURPOSES | $500 |
| TROOPS NEED YOU | |||||
| PO BOX 2812 | RESTON | VA | 20195 | FOR CHARITABLE PURPOSES | $250 |
| TUFTS UNIVERSITY UNIVERSITY DEVELOPMENT | |||||
| 80 GEORGE STREET | MEDFORD | MA | 02155 | FOR CHARITABLE PURPOSES | $100,000 |
| USO | |||||
| PO BOX 96322 | WASHINGTON | DC | 20090 | FOR CHARITABLE PURPOSES | $300 |
| UJA FEDERATION OF NY | |||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | FOR CHARITABLE PURPOSES | $3,000 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||
| 595 ELM PLACE | HIGHLAND PARK | IL | 60035 | FOR CHARITABLE PURPOSES | $2,000 |
| WEILL CORNELL HOSPITAL | |||||
| 1300 YORK AVENUE BOX 314 | NEW YORK | NY | 10005 | FOR CHARITABLE PURPOSES | $2,000 |
| WOUNDED WARRIOR FAMILY SUPPORT | |||||
| 920 S 107TH AVE SUITE 250 | OMAHA | NE | 68114 | FOR CHARITABLE PURPOSES | $500 |
| WOUNDED WARRIOR PROJECT | |||||
| 1120 G STREET NW SUITE 700 | WASHINGTON | DC | 20005 | FOR CHARITABLE PURPOSES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $325,587 | 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 | $1,368 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $200,246 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$10,975 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $190,639 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $190,639 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,525 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,525 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JP MORGAN - US FIXED INCOME | AT COST | $4,718,450 | $4,457,817 |
| LAZARUS ISRAEL FUND | AT COST | $572,687 | $572,687 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| K-1 LAZARUS OPPS FUND - AMORTIZATION | $89 |
| K-1 LAZARUS OPPS FUND - UNREALIZED | $18,933 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | $32,151 | $0 | $0 |
| DELAWARE STATUTORY REPRESENTATION | $178 | $0 | $178 |
| NEW YORK STATUTORY REPORT FEE | $250 | $0 | $250 |
| CREDIT CARD FEE | $95 | $0 | $0 |
| K-1 LAZARUS OPPS FUND | $15,916 | $15,916 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $3,462 | $0 | $0 |
| DELAWARE FRANCHISE TAX | $168 | $0 | $0 |
| K-1 LAZARUS OPPS FUND - FOREIGN TAX | $532 | $532 | $0 |