MICHAEL CHERNOW TRUST FBO CHARITY CCC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: MICHAEL CHERNOW TRUST FBO CHARITY CCC (EIN 13-6758226)
Tax period: 2016-07-01 to 2017-06-30
Filed: 2017-10-13
IRS object ID: 201712869349100411
Schema version: 2016v3.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-10-13T13:23:34-07:00	ReturnTs
Tax Period End	2017-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GARY HABER CPA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	12 PALM COURT	AddressLine1Txt
City	LARKSPUR	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94939	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2016-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	136758226	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Michael Chernow Trust fbo Charity CCC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MICH	BusinessNameControlTxt
Phone	9148341900	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 197	AddressLine1Txt
City	Larchmont	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	105380197	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARTIN P KRASNER	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	9148341900	PhoneNum
Signature	2017-09-06	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	GORDON S OPPENHEIMER	PreparerPersonNm
Phone	4159272865	PhoneNum
Preparation	2017-10-13	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	24.189.91.150	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2017-10-13	IPDt
IP Tm	13:23:30	IPTm
IP Timezone	PD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	88D64479665597E829A55C62CB48D21A2E01CC54	AtSubmissionCreationDeviceId
At Submission Filing Device Id	BB235C90BF7CFE1729F8D0F1A6AC5F8B9BCF05C9	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	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	$5,020,974	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$66	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$66	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$72,631	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$72,631	DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm	$432,704	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$72,697	TotalRevAndExpnssAmt
Total Net Invst Incm	$505,401	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$12,360	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$4,944	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$7,416	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$56,412	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$22,565	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$33,847	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$67,136	OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss	$2,140	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$2,140	TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$18,934	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$18,934	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$300	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$300	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$157,282	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$27,509	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$62,637	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$403,100	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$403,100	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$560,382	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$27,509	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$465,737	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$487,685	ExcessRevenueOverExpensesAmt
Net Investment Income	$477,892	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$1,090	CashBOYAmt
Cash EOY	$90	CashEOYAmt
Cash EOYFMV	$90	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$1,796	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$5,507	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$5,507	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY	$8,700	AcctRcvblBOYAmt
Corporate Stock BOY	$2,747,076	CorporateStockBOYAmt
Corporate Stock EOY	$2,704,483	CorporateStockEOYAmt
Corporate Stock EOYFMV	$5,012,977	CorporateStockEOYFMVAmt
Other Assets BOY	$8,800	OtherAssetsBOYAmt
Other Assets EOY	$2,400	OtherAssetsEOYAmt
Other Assets EOYFMV	$2,400	OtherAssetsEOYFMVAmt
Total Assets BOY	$2,767,462	TotalAssetsBOYAmt
Total Assets EOY	$2,712,480	TotalAssetsEOYAmt
Total Assets EOYFMV	$5,020,974	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$2,767,462	CapitalStockBOYAmt
Capital Stock EOY	$2,712,480	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,767,462	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,712,480	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,767,462	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,712,480	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,767,462	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$487,685	ExcessRevenueOverExpensesAmt
Other Increases	$432,703	OtherIncreasesAmt
Subtotal	$2,712,480	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$2,712,480	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	See attached schedule	PropertyDesc
How Acquired	P	HowAcquiredCd
Acquired	2005-06-28	AcquiredDt
Sold	2017-06-27	SoldDt
Gross Sales Price	$1,165,383	GrossSalesPriceAmt
Depreciation	$0	DepreciationAmt
Cost Or Other Basis	$732,679	CostOrOtherBasisAmt
Gain Or Loss	$432,704	GainOrLossAmt
FMV As Of123169	$0	FMVAsOf123169Amt
Adjusted Basis As Of123169	$0	AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss	$0	ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses	$432,704	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$432,704	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$576,389	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$4,649,000	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.123981	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$538,381	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$5,151,397	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.104512	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$677,697	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$5,274,041	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.128497	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$529,790	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$4,576,953	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.115752	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$564,076	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$4,566,191	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.123533	DistributionYr5Rt
Total Distribution	0.596275	TotalDistributionRt
Average Distribution	0.119255	AverageDistributionRt
Net Vl Noncharitable Assets	$4,682,182	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$558,374	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$4,779	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$563,153	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$465,737	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$9,558	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$9,558	SubtotalAmt
Tax Based On Investment Income	$9,558	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,400	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$2,400	TotalPaymentsAndCreditsAmt
Original Return Tax Paid	$2,400	OriginalReturnTaxPaidAmt
Tax Due	$7,158	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Gordon S Oppenheimer Esq	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9148341900	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	50 Howell Avenue	AddressLine1Txt
City	Larchmont	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	105383249	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
MARTIN P KRASNER
Box 197	Larchmont	NY	10538	Trustee	5.00	$2,472	$0	$0
EDWARD STREIM
Box 197	Larchmont	NY	10538	Trustee	10.00	$4,944	$0	$18,934
LYNN STREIM
Box 197	Larchmont	NY	10538	Trustee	10.00	$4,944	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$4,735,821	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$17,663	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$4,753,484	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$4,753,484	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$71,302	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$4,682,182	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$234,109	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$234,109	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$9,558	TaxBasedOnInvestmentIncomeAmt
Total Tax	$9,558	TotalTaxAmt
Distributable Before Adj	$224,551	DistributableBeforeAdjAmt
Distributable Before Ded	$224,551	DistributableBeforeDedAmt
Distributable As Adjusted	$224,551	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$465,737	ExpensesAndContributionsAmt
Qualifying Distributions	$465,737	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$465,737	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$224,551	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$340,448	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$306,544	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$426,053	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$289,496	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$348,219	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,710,760	TotalExcessDistributionCyovAmt
Qualifying Distributions	$465,737	QualifyingDistributionsAmt
Applied To Current Year	$224,551	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$241,186	RemainingDistriFromCorpusAmt
Total Corpus	$1,951,946	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$340,448	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,611,498	ExcessDistriCyovToNextYrAmt
Excess From Year4	$306,544	ExcessFromYear4Amt
Excess From Year3	$426,053	ExcessFromYear3Amt
Excess From Year2	$289,496	ExcessFromYear2Amt
Excess From Year1	$348,219	ExcessFromYear1Amt
Excess From Current Year	$241,186	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	GORDON S OPPENHEIMER ESQ	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 197	AddressLine1Txt
City	Larchmont	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	105380197	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	9148341900	RecipientPhoneNum
Form And Info And Materials	NO REQUIRED FORM	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
American Ballet Theatre
890 Broadway	New York	NY	10003	T/E	Gen'l Charitable	$2,000
Am Friends of Netzach Yehoshua
130 Elm Street	Woodmere	NY	11598	T/E	Gen'l Charitable	$2,000
Boca Raton Regional Hospital
800 Meadows Rd	Boca Raton	FL	33486	T/E	Gen'l Charitable	$28,000
Carnegie Hall Foundation
881 Seventh Avenue	New York	NY	10019	T/E	Gen'l Charitable	$5,000
City of Hope
1500 East Duarte Road	Duarte	CA	91010	T/E	Gen'l Charitable	$15,000
Crohn's and Colitis Foundtn
386 Park Avenue South	New York	NY	10016	T/E	Gen'l Charitable	$2,500
Dystonia Foundation
1 East Wacker Dr 2810	Chicago	IL	60601	T/E	Gen'l Charitable	$5,000
Elizabeth Taylor AIDS Fndtn
269 S Beverly Dr 147	Beverly Hills	CA	90212	T/E	Gen'l Charitable	$1,000
Emory University
201 Dowman Dr	Atlanta	GA	30322	T/E	Gen'l Charitable	$17,500
FD Now
1170 Green Knolls Drive	Buffalo Grove	IL	60089	T/E	Gen'l Charitable	$2,000
Friends of the IDF
60 East 42nd Street	New York	NY	10165	T/E	Gen'l Charitable	$2,600
Glimmerglass Opera Foundation
Box 191	Cooperstown	NY	13326	T/E	Gen'l Charitable	$1,000
Hadassah Hospital
50 W 58th Street	New York	NY	10019	T/E	Gen'l Charitable	$25,000
Kravis Center
701 Okeechobee Blvd	West Palm Beach	FL	33401	T/E	Gen'l Charitable	$23,500
Metropolitan Opera Association
Lincoln Center	New York	NY	10023	T/E	Gen'l Charitable	$43,000
Palm Beach Opera
1800 S Australian Ave 301	West Palm Beach	FL	33409	T/E	Gen'l Charitable	$27,500
PDK Foundation
8330 Ward Parkway Suite 510	Kansas City	MO	64114	T/E	Gen'l Charitable	$15,000
Play for PINK
175 E 74th St 17B	New York	NY	10021	T/E	Gen'l Charitable	$1,000
Richard Tucker Music Foundation
1790 Broadway Suite 715	New York	NY	10019	T/E	Gen'l Charitable	$1,500
Ronald McDonald House
405 E 73rd St	New York	NY	10021	T/E	Gen'l Charitable	$1,000
Save the Children
501 Kings Highway East Suite 400	Fairfield	CT	06825	T/E	Gen'l Charitable	$7,000
Save the Music Fndtn
1515 Broadway	New York	NY	10036	T/E	Gen'l Charitable	$1,500
So Nassau Community Hsptl
1 Heathly Way	Oceanside	NY	11572	T/E	Gen'l Charitable	$12,500
St Jude Children's Research
220 E 42nd St	New York	NY	10017	T/E	Gen'l Charitable	$5,000
Temple Beth-El of Great Neck
5 Old Mill Road	Great Neck	NY	11023	T/E	Gen'l Charitable	$20,000
Temple Emanuel of Great Neck
150 Hicks Lane	Great Neck	NY	11024	T/E	Gen'l Charitable	$18,000
The Macula Foundation
210 East 64th Street	New York	NY	10065	T/E	Gen'l Charitable	$15,000
The Salk Institute
10010 Torrey Pines Rd	La Jolla	CA	92037	T/E	Gen'l Charitable	$75,000
The Winstar Institute
3601 Spruce St	Philadelphia	PA	19104	T/E	Gen'l Charitable	$20,000
Wistar Institute
3601 Spruce St	Philadelphia	PA	19104	T/E	Gen'l Charitable	$10,000
Woodcliff Lakes Basketball
4 Hunter Ridge	Woodcliff Lake	NJ	07677	T/E	Gen'l Charitable	$2,000
Boston Symphony - void ck
301 Massachusetts Avenue	Boston	MA	02115	T/E	Gen'l Charitable	-$4,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$403,100	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$66	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$72,631	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$432,704	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$505,401	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$505,401	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	Gordon S. Oppenheimer, Esq Accounting & Legal	CategoryTxt
Amt	$56,412	Amt
Net Investment Income	$22,565	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$33,847	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS-annual filing	$250	$250
Required notice	$50	$50

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
Capital Gain on Securities	$432,704
Rounding Adjustment	-$1

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	Neuberger Berman Investment Advice	CategoryTxt
Amt	$67,136	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Excise Tax	$2,140	$2,140
Foreign Tax W/H