GOLDEN FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GOLDEN FAMILY FOUNDATION (EIN 23-7423802)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-25
- IRS object ID
- 201732989349100408
- 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
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-25T13:03:38-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010756878 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID G MILLER & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 MAIN STREET SUITE A | AddressLine1Txt |
| City | CHATHAM | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07928 | 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 | 237423802 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DAVID G MILLER & ASSOC LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOLD | BusinessNameControlTxt |
| Phone | 9735079782 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 MAIN STREET NO STE A | AddressLine1Txt |
| City | CHATHAM | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07928 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA P GOLDEN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9735079782 | PhoneNum |
| Signature | 2017-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINA TOMEO | PreparerPersonNm |
| PTIN | P00075811 | PTIN |
| Phone | 9735079790 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.99.132.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-25 | IPDt |
| IP Tm | 13:02:40 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CB3E4E7A77F599C2CE03209B52F2E2ECF51875C7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 266A2413FF2DFE954A612AA7B026CEBFF3180DAE | 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 | $7,297,871 | 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 | $848 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $848 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,591 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,591 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $346,546 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $346,931 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $346,546 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,712 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,712 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $393,697 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $393,697 | 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 | $16,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,365 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,365 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,445 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $195 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $150 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,630 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,808 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,190 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,668 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,917,055 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,917,055 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,975,245 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,668 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,917,805 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,581,548 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $350,029 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $133,873 | CashBOYAmt |
| Cash EOY | $206,302 | CashEOYAmt |
| Cash EOYFMV | $206,302 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,625,776 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,043,412 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,043,412 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,047,847 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $71,923 | OtherAssetsBOYAmt |
| Other Assets EOY | $48,157 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $48,157 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,879,419 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,297,871 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,297,871 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $49,772,047 | CapitalStockBOYAmt |
| Capital Stock EOY | $49,772,047 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$29,892,628 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$42,474,176 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,879,419 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,297,871 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,879,419 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,297,871 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,879,419 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,581,548 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,297,871 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,297,871 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CERBERUS GLOBAL RESIDENTIAL MORTGAGE OPP FEEDER FD | P | 2014-01-01 | 2016-10-01 | $342,578 | $342,578 | $342,578 | |
| COMPUTER SCIENCES CORPORATION SECURITIES LITIGATION SETTLEMENT | P | 2016-03-10 | 2016-03-10 | $44 | $44 | $44 | |
| OCA REAL ESTATE | P | 2015-01-01 | 2016-12-31 | $4,309 | $4,309 | $4,309 | |
| OCA REAL ESTATE - SEC 1256 | P | 2015-01-01 | 2016-12-31 | -$231 | -$231 | $231 | |
| OCA REAL ESTATE - SEC 1256 | P | 2016-01-01 | 2016-12-31 | -$154 | -$154 | $154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $346,546 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,512,556 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $33,356,696 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.495030 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,461,385 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $36,965,996 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066585 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,724,390 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $36,558,820 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.074521 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,711,678 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $36,395,839 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047029 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,513,772 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $39,632,045 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038196 | DistributionYr5Rt |
| Total Distribution | 0.721361 | TotalDistributionRt |
| Average Distribution | 0.144272 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,552,139 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,233,834 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,500 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,237,334 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,917,805 | 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 | $3,500 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,500 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,500 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,917 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $38,917 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $35,417 | OverpaymentAmt |
| Applied To ES Tax | $35,417 | 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 |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | DAVID G MILLER ASSOCIATES LLC | IndividualWithBooksNm |
| Phone | 9735079790 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 MAIN STREET STE A | AddressLine1Txt |
| City | CHATHAM | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07928 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | OC | ForeignCountryCd |
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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| SIBYL R GOLDEN | |||||||||
| C/O D MILLER ASSOC LLC127 MAIN ST | STE A | CHATHAM | NJ | 07928 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| PAMELA P GOLDEN | |||||||||
| C/O D MILLER ASSOC LLC127 MAIN ST | STE A | CHATHAM | NJ | 07928 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HELENE KAPLAN | |||||||||
| C/O D MILLER ASSOC LLC127 MAIN ST | STE A | CHATHAM | NJ | 07928 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTIE VAN KEHRBERG | |||||||||
| C/O D MILLER ASSOC LLC127 MAIN ST | STE A | CHATHAM | NJ | 07928 | TREASURER/DIRECTOR | 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) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,098,718 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,583,657 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,682,375 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,682,375 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $130,236 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,552,139 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $427,607 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $427,607 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,500 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,500 | TotalTaxAmt |
| Distributable Before Adj | $424,107 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $424,107 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $424,107 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,917,805 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,917,805 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,500 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,914,305 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $424,107 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $941,734 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $654,547 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,905,731 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,502,012 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,917,805 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $424,107 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,493,698 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $28,995,710 | 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 | $28,995,710 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $941,734 | ExcessFromYear3Amt |
| Excess From Year2 | $654,547 | ExcessFromYear2Amt |
| Excess From Year1 | $14,905,731 | ExcessFromYear1Amt |
| Excess From Current Year | $12,493,698 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| CENTRAL PARK WEST AT 79TH STREET | NEW YORK | NY | 10024 | NONE | PC | FOR THE ORGANIZATION'S CHARITABLE USE | $6,085,350 |
| AMERICAN MUSEUM OF NATURAL HISTORY - OCA REAL ESTATE & OCA MULT MANAGER | |||||||
| CENTRAL PARK WEST AT 79TH STREET | NEW YORK | NY | 10024 | NONE | PC | FOR THE ORGANIZATION'S CHARITABLE USE | $351,237 |
| ARIZONA STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | NONE | PC | FOR THE ORGANIZATION'S CHARITABLE USE | $20,000 |
| AUDUBON NEW YORK | |||||||
| 225 VARICK STREET 7TH FLOOR | NEW YORK | NY | 10014 | NONE | PC | FOR THE ORGANIZATION'S CHARITABLE USE | $3,500 |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | FOR THE ORGANIZATION'S CHARITABLE USE | $25,500 |
| BENNINGTON COLLEGE | |||||||
| ONE COLLEGE DRIVE | BENNIGNTON | VT | 05201 | NONE | PC | FOR THE ORGANIZATION'S CHARITABLE USE | $100,000 |
| BLACK ROCK FOREST CONSORTIUM | |||||||
| 65 RESERVOIR ROAD | CORNWALL | NY | 12518 | NONE | PC | FOR THE ORGANIZATION'S CHARITABLE USE | $2,217,600 |
| BROOKLYN BOTANIC GARDEN | |||||||
| 1000 WASHINGTON AVENUE | BROOKLYN | NY | 11225 | NONE | PC | FOR THE ORGANIZATION'S CHARITABLE USE | $1,000 |
| CHILD AND FAMILY RESOURCES TUCSON AZ | |||||||
| 2800 E BROADWAY BOULEVARD | TUCSON | AZ | 85716 | NONE | PC | FOR THE ORGANIZATION'S CHARITABLE USE | $20,000 |
| HEBREW FREE LOAN SOCIETY | |||||||
| 675 THIRD AVENUE SUITE 1905 | NEW YORK | NY | 10017 | NONE | PC | FOR THE ORGANIZATION'S CHARITABLE USE | $527,368 |
| HUDSON HIGHLANDS NATURE OF MUSEUM | |||||||
| PO BOX 451 | CORNWALL | NY | 12518 | NONE | PC | FOR THE ORGANIZATION'S CHARITABLE USE | $1,500 |
| HUDSONIA | |||||||
| PO BOX 5000 | ANNANDALE | NY | 12504 | NONE | PC | FOR THE ORGANIZATION'S CHARITABLE USE | $500 |
| HUMAN RIGHTS FIRST | |||||||
| 75 BROAD STREET | NEW YORK | NY | 10004 | NONE | PC | FOR THE ORGANIZATION'S CHARITABLE USE | $3,000 |
| JERUSALEM FOUNDATION | |||||||
| 420 LEXINGTON AVENUE SUITE 1645 | NEW YORK | NY | 10170 | NONE | PC | FOR THE ORGANIZATION'S CHARITABLE USE | $100,000 |
| NATIONAL MUSEUM OF THE AMERICAN INDIAN | |||||||
| 1 BOWLING GREEN | NEW YORK | NY | 10004 | NONE | PC | FOR THE ORGANIZATION'S CHARITABLE USE | $50,000 |
| NEW YORK HALL OF SCIENCE | |||||||
| 47-01 111TH STREET | QUEENS | NY | 11368 | NONE | PC | FOR THE ORGANIZATION'S CHARITABLE USE | $3,025,000 |
| NEW YORKERS FOR PARKS | |||||||
| 55 BROAD STREET 23RD FLOOR | NEW YORK | NY | 10004 | NONE | PC | FOR THE ORGANIZATION'S CHARITABLE USE | $151,000 |
| OPEN SPACE INSTITUTE | |||||||
| 1350 BROADWAY SUITE 201 | NEW YORK | NY | 10018 | NONE | PC | FOR THE ORGANIZATION'S CHARITABLE USE | $9,600 |
| PALISADES INTERSTATE PARK COMMISSION | |||||||
| PO BOX 427 | BEAR MOUNTAIN | NJ | 10991 | NONE | PC | FOR THE ORGANIZATION'S CHARITABLE USE | $500 |
| RIVERSIDE PARK CONSERVANCY | |||||||
| 475 RIVERSIDE DRIVE SUITE 455 | NEW YORK | NY | 10115 | NONE | PC | FOR THE ORGANIZATION'S CHARITABLE USE | $100,000 |
| STORM KING ART CENTER | |||||||
| 1 MUSEUM ROAD | NEW WINDSOR | NY | 12553 | NONE | PC | FOR THE ORGANIZATION'S CHARITABLE USE | $24,400 |
| TUCSON'S JANUARY 8TH MEMORIAL FOUNDATION | |||||||
| PO BOX 41502 | TUCSON | AZ | 85717 | NONE | PC | FOR THE ORGANIZATION'S CHARITABLE USE | $50,000 |
| UCSC FOUNDATION | |||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | NONE | PC | FOR THE ORGANIZATION'S CHARITABLE USE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,917,055 | 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 | $848 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,591 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,712 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $346,546 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $393,697 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $393,697 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,600 | Amt |
| Net Investment Income | $8,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CERBERUS RMBS OFFSHORE | AT COST | $0 | $0 |
| OCA R/E OPPORTUNITIES FUND I LP | AT COST | $0 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIP RECEIVABLE | $87 | $0 | $0 |
| PARTNERSHIP RECEIVABLE | $71,735 | $48,157 | $48,157 |
| LITIGATION RECIEVABLE | $101 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $750 | $0 | $750 |
| OCA R/E OPP FUND I LP - INT EXP | $828 | $828 | $0 |
| OCA R/E OPP FUND I LP - PORT EXP | $7,892 | $7,892 | $0 |
| OCA R/E OPP FUND I LP - RENTAL R/E | $15,367 | $15,367 | $0 |
| OCA R/E OPP FUND I LP - CONTRIBUTIONS | $2 | $0 | $0 |
| OCA R/E OPP FUND I LP - NON DEDUCTIBLE | $70 | $0 | $0 |
| OCA R/E OPP FUND I LP - OTHER INC/LOSS | $2,694 | $2,694 | $0 |
| OCA R/E OPP FUND I LP - PORT INC/LOSS | $3,027 | $3,027 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OCA R/E OPP FUND I LP - ORD INC | -$1,356 | -$1,356 | -$1,356 |
| OCA R/E OPP FUND I LP - SEC 1231 | $12,224 | $12,224 | $12,224 |
| OCA R/E OPP FUND I LP - DEBT CANCELLATION | $2,746 | $2,746 | $2,746 |
| JPM FOREIGN TAX REFUND | $98 | $98 | $98 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODY FEES | CategoryTxt |
| Amt | $5,365 | Amt |
| Net Investment Income | $5,365 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OCA R/E OPPORTUNITIES FUND I LP FOREIGN TAX | $195 | $195 | $0 |
| OTHER TAXES PAID | $5,250 | $0 | $0 |