HOWARD AND MARYAM NEWMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD AND MARYAM NEWMAN FAMILY FOUNDATION INC (EIN 20-1999992)
- Tax period
- 2015-12-01 to 2016-11-30
- Filed
- 2017-03-24
- IRS object ID
- 201730839349100603
- Schema version
- 2015v3.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-24T11:32:07-05:00 | ReturnTs |
| Tax Period End | 2016-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berdon LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 Madison Ave | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201999992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOWARD AND MARYAM NEWMAN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARYAM NEWMAN | InCareOfNm |
| Business Name Control | HOWA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 PINE BROOK ROAD | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10506 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARYAM NEWMAN | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2017-03-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUDE COARD | PreparerPersonNm |
| PTIN | P00197433 | PTIN |
| Phone | 2128320400 | PhoneNum |
| Preparation | 2017-03-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $11,069,221 | 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 |
| Dividends Rev And Expnss | $206,504 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $206,504 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,114,986 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,214,730 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,114,986 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,321,490 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,321,490 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $12,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $750 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $750 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,506 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,506 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $722 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $722 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,978 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,506 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,472 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,174,197 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,174,197 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,214,175 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,506 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,181,669 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $107,315 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,319,984 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $858,269 | CashBOYAmt |
| Cash EOY | $665,434 | CashEOYAmt |
| Cash EOYFMV | $665,434 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,204,648 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,504,798 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,403,787 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,062,917 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,170,232 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,069,221 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,062,917 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,170,232 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,062,917 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,170,232 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,062,917 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,170,232 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,062,917 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $107,315 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,170,232 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,170,232 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| 50,000 SHS CREDIT SUISSE GROUP AG | D | 2015-12-31 | $1,106,605 | $1,106,605 | $1,106,605 | ||
| 4,325 SHS MORGAN STANLEY CAP VIII | D | 2016-08-03 | $108,125 | $8,381 | $8,381 | 2007-10-09 | $99,744 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,114,986 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $727,493 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,992,167 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.072806 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $589,540 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,235,521 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063834 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,078,269 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,200,264 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.131492 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $952,493 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,478,798 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.127359 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $900,336 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,643,660 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.135518 | DistributionYr5Rt |
| Total Distribution | 0.531009 | TotalDistributionRt |
| Average Distribution | 0.106202 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,738,295 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,140,428 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,200 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,153,628 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,181,669 | 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 | $13,200 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,200 | SubtotalAmt |
| Tax Based On Investment Income | $13,200 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,184 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $22,184 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,984 | OverpaymentAmt |
| Applied To ES Tax | $8,984 | 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 | NOT APPLICABLE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARYAM NEWMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128320400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 PINE BROOK ROAD | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10506 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| HOWARD H NEWMAN | ||||||||
| 346 PINE BROOK ROAD | BEDFORD | NY | 10506 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| ZEENA M MEURER | ||||||||
| 80 CENTRAL PARK WEST | NEW YORK | NY | 10023 | VICE PRESIDENT | 0.5 | $0 | $0 | $0 |
| ELIZABETH V NEWMAN | ||||||||
| 1225 PARK AVENUE | NEW YORK | NY | 10028 | SECRETARY | 0.5 | $0 | $0 | $0 |
| MARYAM R NEWMAN | ||||||||
| 346 PINE BROOK ROAD | BEDFORD | NY | 10506 | TREASURER | 0.5 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | 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 | $9,752,114 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,149,708 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,901,822 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,901,822 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $163,527 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,738,295 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $536,915 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $536,915 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,200 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,200 | TotalTaxAmt |
| Distributable Before Adj | $523,715 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $523,715 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $523,715 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,181,669 | 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 | $1,181,669 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13,200 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,168,469 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $523,715 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $205,256 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $970,195 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,083,390 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $133,729 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $258,103 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,650,673 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,181,669 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $523,715 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $657,954 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,308,627 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $205,256 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,103,371 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $970,195 | ExcessFromYear4Amt |
| Excess From Year3 | $1,083,390 | ExcessFromYear3Amt |
| Excess From Year2 | $133,729 | ExcessFromYear2Amt |
| Excess From Year1 | $258,103 | ExcessFromYear1Amt |
| Excess From Current Year | $657,954 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HOWARD NEWMAN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED STATEMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED STATEMENT | AddressLine1Txt |
| Address Line2 | VARIOUS | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO SUPPORT HIGHER EDUCATION, MEDICAL INSTITUTIONS, THE ARTS, AND LOCAL EXEMPT ORGANIZATIONS, ETC. | GrantOrContributionPurposeTxt |
| Amt | $1,174,197 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,174,197 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,819 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $200,685 | 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 | $1,114,986 | 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 | $1,321,490 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,321,490 | 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 | ACCOUNTING FEE | CategoryTxt |
| Amt | $12,000 | Amt |
| Disbursements Charitable Prps | $6,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY CAP VIII | $0 | $0 |
| STANDARD AND POORS DEPOSIT RCT | $1,157,118 | $1,974,326 |
| ISHARES RUSSELL 1000 GROWTH | $583,401 | $1,100,031 |
| ISHARES RUSSELL 1000 VALUE | $962,291 | $1,654,475 |
| ISHARES MSCI EAFE | $1,285,497 | $1,277,762 |
| ISHARES RUSSELL 2000 VALUE | $949,586 | $1,654,601 |
| ISHARES MSCI EMERGING MKTS | $1,306,761 | $1,020,501 |
| BANK OF NY MELLON | $860,250 | $1,185,500 |
| ISHARES RUSSELL 1000 GROWTH | $100,010 | $188,573 |
| ISHARES MSCI EAFE IX FD | $99,939 | $99,338 |
| ISHARES MSCI EMERGING MKTS | $99,940 | $78,047 |
| SPDR S&P 500 ETF TRUST | $100,005 | $170,633 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FILING FEE | $150 | $150 |
| REGISTRATION FEES | $572 | $572 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERNAL REVENUE SERVICE | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $750 | Amt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $1,506 | $1,506 |
| FEDERAL TAXES | $25,000 |