SANFORD J GROSSMAN CHARITABLE TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SANFORD J GROSSMAN CHARITABLE TR (EIN 33-6316059)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-23
- IRS object ID
- 201711439349100001
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-23T07:06:13-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223754856 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNTRACHT EARLY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 COLUMBIA TURNPIKE SUITE 202 | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | 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 | 336316059 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANFORD J GROSSMAN CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O QUANTITATIVE FINANCIAL STRATEGIES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROS | BusinessNameControlTxt |
| Phone | 9703060151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 MARKET STREET NO 301 | AddressLine1Txt |
| City | BASALT | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81621 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANFORD J GROSSMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2039835600 | PhoneNum |
| Signature | 2017-05-19 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID S UNTRACHT | PreparerPersonNm |
| PTIN | P00161568 | PTIN |
| Phone | 9734086700 | PhoneNum |
| Preparation | 2017-05-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.51.35.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-19 | IPDt |
| IP Tm | 10:12:20 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 80358F3FAB3EBAF9FE283330E22141A664F1230F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3F5DAA1FF1649CB518647FA12765FB99F8658613 | 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 | $4,088,540 | 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 | $2,912,014 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $121,801 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $121,801 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,532 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $450,001 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,532 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,051,347 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,333 | 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 | $2,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $29,145 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $28,242 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $39,213 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $39,213 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,887 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,887 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $72,845 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,129 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,813 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $702,852 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $702,852 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $775,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,129 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $744,665 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,275,650 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $109,204 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,189 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,890 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,890 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,938,290 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,074,650 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,074,650 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,952,479 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,088,540 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,088,540 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $5,376 | LoansFromOfficersBOYAmt |
| Total Liabilities BOY | $5,376 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,947,103 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,088,540 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,947,103 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,088,540 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,952,479 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,088,540 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,947,103 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,275,650 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,222,753 | SubtotalAmt |
| Other Decreases | $134,213 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,088,540 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL - 6,724.620 SHS | P | 2016-01-01 | 2016-12-31 | $71,351 | $71,858 | -$507 | -$507 |
| VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL - 10,048.931 SHS | P | 2012-08-31 | 2016-12-31 | $106,519 | $107,992 | -$1,473 | -$1,473 |
| VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL - 25,672.702 SHS | P | 2009-04-15 | 2016-12-27 | $272,131 | $252,619 | $19,512 | $19,512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,532 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $353,998 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,176,120 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.162674 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $305,938 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,495,757 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.122583 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $308,908 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,767,389 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.111624 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,102,519 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,704,864 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.297587 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $70,943 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,525,242 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.020124 | DistributionYr5Rt |
| Total Distribution | 0.714592 | TotalDistributionRt |
| Average Distribution | 0.142918 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,009,541 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $573,036 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,092 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $574,128 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $744,665 | 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 | $1,092 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,092 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,092 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,684 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,184 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,092 | OverpaymentAmt |
| Applied To ES Tax | $1,092 | 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 | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | 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 | QUANTITATIVE FINANCIAL STRATEGIES | IndividualWithBooksNm |
| Phone | 9703060151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 MARKET ST SUITE 301 | AddressLine1Txt |
| City | BASALT | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81621 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANFORD J GROSSMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O QUANTITATIVE FINANCIAL | AddressLine1Txt |
| Address Line2 | STRATEGIES 350 MARKET ST STE 301 | AddressLine2Txt |
| City | BASALT | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81621 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,659 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,050,941 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,070,600 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,070,600 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,059 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,009,541 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $200,477 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $200,477 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,092 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,092 | TotalTaxAmt |
| Distributable Before Adj | $199,385 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $199,385 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $199,385 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $744,665 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $744,665 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,092 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $743,573 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $199,385 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $920,046 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $172,855 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $182,026 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $245,998 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,520,925 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $744,665 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $199,385 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $545,280 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,066,205 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,066,205 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $920,046 | ExcessFromYear4Amt |
| Excess From Year3 | $172,855 | ExcessFromYear3Amt |
| Excess From Year2 | $182,026 | ExcessFromYear2Amt |
| Excess From Year1 | $245,998 | ExcessFromYear1Amt |
| Excess From Current Year | $545,280 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SANFORD J GROSSMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANDERSON RANCH ARTS CENTER | |||||||
| 5263 OWL CREEK RD | SNOWMASS VILLAGE | CO | 81615 | NONE | PUBLIC | GENERAL UNRESTRICTED | $2,500 |
| ASPEN MUSIC FESTIVAL & SCHOOL | |||||||
| 2 MUSIC SCHOOL ROAD | ASPEN | CO | 81611 | NONE | PUBLIC | GENERAL UNRESTRICTED | $17,500 |
| CARNEGIE HALL SOCIETY | |||||||
| 881 SEVENTH AVE | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL UNRESTRICTED | $5,000 |
| CHAMBER MUSIC SOCIETY OF LINCOLN CENTER | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL UNRESTRICTED | $25,000 |
| COLUMBIA UNIVERSITY | |||||||
| 535 W 116TH STREET | NEW YORK | NY | 10027 | NONE | PUBLIC | GENERAL UNRESTRICTED | $390,000 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL UNRESTRICTED | $2,700 |
| NEW MUSIC CHICAGO | |||||||
| 73 W MONROE STREET | CHICAGO | IL | 60603 | NONE | PUBLIC | GENERAL UNRESTRICTED | $10,000 |
| MUSEUM OF MODERN ART | |||||||
| 11 W 53RD STREET | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL UNRESTRICTED | $139 |
| MOUNT SINAI HOSPITAL | |||||||
| E 101ST STREET | NEW YORK | NY | 10029 | NONE | PUBLIC | GENERAL UNRESTRICTED | $250,013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $702,852 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121,801 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,532 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $139,333 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139,333 | 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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANFORD J GROSSMAN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O QUANTITATIVE FINANCIAL SERVICES | AddressLine1Txt |
| City | BASALT | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81621 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,912,014 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 35,165 SHS SYNGENTA | NoncashPropertyDesc |
| Fair Market Value | $2,912,014 | FairMarketValueAmt |
| Received | 2016-03-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,600 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD SHORT-TERM INVESTMENT GRADE FUND | FMV | $1,540,702 | $1,540,702 |
| SYNGENTA | FMV | $2,533,948 | $2,533,948 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CHANGE IN UNREALIZED ON INVESTMENTS | Desc |
| Amt | $134,213 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANKING FEES | Desc |
| Revenue And Expenses Per Books | $1,887 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,887 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $903 | $0 | $0 |
| FOREIGN TAXES | $28,242 | $28,242 | $0 |