STEVEN B SCHONFELD FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- STEVEN B SCHONFELD FOUNDATION (EIN 13-4166757)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-18
- IRS object ID
- 201741089349100024
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-18T21:46:01-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132620561 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNICK GARBER & SANDLER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | 134166757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEVEN B SCHONFELD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEV | BusinessNameControlTxt |
| Phone | 5168220202 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO JERICHO PLAZA 3RD FL WING B | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN B SCHONFELD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5168220202 | PhoneNum |
| Signature | 2017-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michele Rosenberg | PreparerPersonNm |
| PTIN | P01346138 | PTIN |
| Phone | 2125573900 | PhoneNum |
| Preparation | 2017-04-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.170.79.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-04-04 | IPDt |
| IP Tm | 12:23:01 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7348921E07C7DE0C2DAAA358FADB138D5326E54E | 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 | $462,206 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $41 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,539 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,539 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $173,476 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $681,017 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $173,476 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $277,056 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $177,056 | 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 |
| Taxes Rev And Expnss | $1,570 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $837 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $210 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $627 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,407 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $210 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $627 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $386,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $386,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $388,957 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $210 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $387,177 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$111,901 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $176,846 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,925 | CashBOYAmt |
| Cash EOY | $161,178 | CashEOYAmt |
| Cash EOYFMV | $161,178 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,964 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $301,028 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $301,028 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $505,218 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $574,107 | TotalAssetsBOYAmt |
| Total Assets EOY | $462,206 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $462,206 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $574,107 | RetainedEarningBOYAmt |
| Retained Earning EOY | $462,206 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $574,107 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $462,206 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $574,107 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $462,206 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $574,107 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$111,901 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $462,206 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $462,206 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | 2004-05-20 | 2016-03-21 | $320,336 | $171,555 | $148,781 | $148,781 | |
| FIDELITY ADVISOR INTERNATIONAL SMALL CAP FD | 2015-12-07 | 2016-03-21 | $2,312 | $2,298 | $14 | $14 | |
| FIDELITY ADVISOR INTERNATIONAL SMALL CAP FD | 2004-05-26 | 2016-03-21 | $61,908 | $63,476 | -$1,568 | -$1,568 | |
| FIDELITY ADVISOR MID CAP FD | 2004-05-26 | 2016-03-21 | $125,915 | $96,133 | $29,782 | $29,782 | |
| FIDELITY ADVISOR SMALL CAP FD | 2015-12-21 | 2016-03-21 | $15,138 | $15,364 | -$226 | -$226 | |
| FIDELITY ADVISOR SMALL CAP FD | 2004-05-26 | 2016-03-21 | $150,840 | $156,499 | -$5,659 | -$5,659 | |
| FIDELITY ADVISOR MID CAP FD | 2015-12-21 | 2016-03-21 | $2,244 | $2,216 | $28 | $28 | |
| Capital Gains Dividends | $2,324 | $2,324 | $2,324 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $173,476 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $354,466 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $929,058 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.381533 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $430,318 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,050,362 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.409685 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $175,212 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $881,328 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.198805 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $340,781 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $738,724 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.461310 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $134,915 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $703,865 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.191677 | DistributionYr5Rt |
| Total Distribution | 1.643010 | TotalDistributionRt |
| Average Distribution | 0.328602 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $576,749 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $189,521 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,768 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $191,289 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $387,177 | 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 | $1,768 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,768 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,768 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,400 | TotalPaymentsAndCreditsAmt |
| Tax Due | $368 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN B SCHONFELD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5168220202 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 JERICHO PLAZA 3RD FLOOR - WING B | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN B SCHONFELD | ||||||||
| 2 JERICHO PLAZA | JERICHO | NY | 11753 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| ANDREW FISHMAN | ||||||||
| 2 JERICHO PLAZA | JERICHO | NY | 11753 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| RYAN TOLKIN | ||||||||
| 2 JERICHO PLAZA | JERICHO | NY | 11753 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARK PECKMAN | ||||||||
| 2 JERICHO PLAZA | JERICHO | NY | 11753 | SECRETARY & GENERAL COUNSE | 1.00 | $0 | $0 | $0 |
| FRANK MASTROIANNI | ||||||||
| 2 JERICHO PLAZA | JERICHO | NY | 11753 | CONTROLLER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $135,130 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $450,402 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $585,532 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $585,532 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,783 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $576,749 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,837 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,837 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,768 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,768 | TotalTaxAmt |
| Distributable Before Adj | $27,069 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,069 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,069 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $387,177 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $387,177 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,768 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $385,409 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,069 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $100,207 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $304,125 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $131,879 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $378,938 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $310,753 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,225,902 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $387,177 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,069 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $360,108 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,586,010 | 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 | $100,207 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,485,803 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $304,125 | ExcessFromYear4Amt |
| Excess From Year3 | $131,879 | ExcessFromYear3Amt |
| Excess From Year2 | $378,938 | ExcessFromYear2Amt |
| Excess From Year1 | $310,753 | ExcessFromYear1Amt |
| Excess From Current Year | $360,108 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN B SCHONFELD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN STREET DANCE THEATER COMPANY | |||||||
| 188-22 UNION TURNPIKE | FLUSHING | NY | 11366 | NONE | EXEMPT | TO GIVE CHILDREN A CULTURED BACKROUND, HELP THEM FIND LIFETIME FRIENDS AND EXPERIENCE SEEKING THEATRICAL PERFORMANCES | $500 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 120 SOUTH LASALLE STREET SUITE 1150 | CHICAGO | IL | 60603 | NONE | 501(C)(3) | To stop the defamation of the Jewish people, and to secure justice and fair treatment to all | $5,000 |
| BAYSTATE VISTING NURSE ASSOCIATION & HOSPICE | |||||||
| 280 CHESTNUT STREET 6TH FLOOR | SPRINGFIELD | MA | 01199 | NONE | 501(C)(3) | TO IMPROVE THE HEALTH OF THE PEOPLE IN OUR COMMUNITIES EVERY DAY WITH QUALITY AND COMPASSION | $250 |
| CHILDREN'S MEDICAL FUND OF NEW YORK | |||||||
| 3000 MARCUS AVENUE SUITE LI09 | NEW HYDE PARK | NY | 11042 | NONE | 501(C)(3) | To provide ongoing funding for programs that are vital to the needs of seriously ill children and their families | $40,000 |
| COHEN'S CHILDREN MEDICAL CENTER | |||||||
| 2069-01 76TH AVENUE | NEW HYDE PARK | NY | 11040 | NONE | 501(C)(3) | Cohen Children's Medical Center is dedicated exclusively to the care of children and committed to providing the most sophisticated, state-of-the-art care in all major clinical areas. Family centered care is the core of our mission. | $2,000 |
| GLEN OAKS CLUB PHILANTHROPIC FUND | |||||||
| PO BOX 249 | OLD WESTBURY | NY | 11568 | NONE | EXEMPT | CHARITABLE | $500 |
| GRENVILLE BAKER BOYS & GIRLS CLUB | |||||||
| 135 FOREST AVENUE | LOCUST VALLEY | NY | 11560 | NONE | 501(C)(3) | To inspire and enable all young people to realize their potential as productive, responsible, and caring citizens and community leaders of tomorrow. | $500 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)(3) | To improve the quality of life for countless patients worldwide and to keep them moving, working, and living full productive lives | $5,000 |
| ISLAND HARVEST | |||||||
| 199 SECOND STREET | MINEOLA | NY | 11501 | NONE | 501(C)(3) | To end hunger and reduce food waste on Long Island by providing food and services for people who are hungry, and a voice for people who are in need. | $1,000 |
| JERICHO ATHLETIC ASSOCIATION | |||||||
| PO BOX 152 | JERICHO | NY | 11753 | NONE | EXEMPT | TO PROVIDE THE CHILDREN OF THE JERICHO COMMUNITY WITH THE LEARNING EXPERIENCE OF A BEST IN CLASS SPORTS PROGRAM | $500 |
| JERICHO UNION FREE SCHOOL DISTRICT | |||||||
| 99 Cedar Swamp Road | JERICHO | NY | 11753 | NONE | EXEMPT | To nurture the individual capabilities and unique talents of all members of the educational community and prepare them for the rapid technological changes of the information age. | $20,000 |
| MOVEMBER FOUNDATION | |||||||
| 8559 HIGUERA STREET | CULVER CITY | CA | 90232 | NONE | 501(C)(3) | TO RAISE AWARENESS FOR MEN'S HEALTH & HELP MEN LIVE LONGER, HEALTHIER & HAPPIER LIVES BY COMBATING PROSTATE CANCER, TESTICULAR CANCER, POOR MENTAL HEALTH & PHYSICAL INACTIVITY | $2,500 |
| NASSAU COUNTY BAR ASSOCIATION - WE CARE FUND | |||||||
| 15TH WEST STREETS | MINEOLA | NY | 11501 | NONE | 501(C)(3) | charitable grants to improve the quality of life for children, the elderly and others in need throughout Nassau County | $5,000 |
| NATIONAL MS SOCIETY | |||||||
| 733 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | NONE | 501(C)(3) | To help people affected by MS to live their best lives as we stop MS in its tracks, restore what has been lost and end MS forever. | $300 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | NONE | 501(C)(3) | Northwell Health Foundation is committed to discovery and research, high-quality patient care, training future generations of health care leaders and raising the standard of health care. | $264,500 |
| OLD WESTBURY PBA CHAPTER - NASSAU POLICE CONFERENCE | |||||||
| PO BOX 417 | OLD WESTBURY | NY | 11568 | NONE | 501(C)(3) | TO PROVIDE ASSISTANCE AND SUPPORT TO POLICE OFFICERS AND THEIR FAMILIES | $10,000 |
| SID JACOBSON JEWISH COMMUNITY CENTER | |||||||
| 300 FOREST DRIVE | EAST HILLS | NY | 11548 | NONE | 501(C)(3) | TO PROVIDE A COMPREHENSIVE PROGRAM BASED ON JEWISH VALUES, TRADITIONS, HERITAGE AND CULTURE AND COMMITTED TO ENRICHING THE LIVES OF THE INDIVIDUALS AND FAMILIES IN THE COMMUNITY. | $10,000 |
| THE BONE MARROW FOUNDATION | |||||||
| 515 MADISON AVENUE SUITE 1130 | NEW YORK | NY | 10022 | NONE | 501(C)(3) | The Bone Marrow Foundation supports patients, their families and caregivers every step of the way during a bone marrow, stem cell or cord blood transplant. | $3,000 |
| THE GREEN VALE SCHOOL | |||||||
| 250 VALENTINES LANE | GLEN HEAD | NY | 11545 | NONE | 501(C)(3) | To spport education that instills confidence and competence, while promoting respect and responsibility as cornerstones for a lifetime of learning and global citizenship | $15,000 |
| THE INN | |||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | 501(C)(3) | TO COMBAT HUNGER AND HOMELESSNESS ON LONG ISLAND BY PROVIDING FOOD, SHELTER, HOUSING AND SUPPORTIVE SERVICES | $500 |
| THE SMILE TRAIN | |||||||
| 41 MADISON AVENUE 28TH FLOOR | NEW YORK | NY | 10010 | NONE | 501(C)(3) | TO PROVIDE FREE CLEFT SURGERY AND COMPREHENSIVE CLEFT CARE TO CHILDREN IN DEVELOPING COUNTRIES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $386,550 | 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 | $41 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,539 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $173,476 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $177,056 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $177,056 | 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 Person | STEVEN B SCHONFELD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 JERICHO PLAZA 3RD FLOOR WING B | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STANDARD & POORS DEP RCPT | AT COST | $0 | $0 |
| FIDELITY ADVISOR INT'L SM CAP | AT COST | $0 | $0 |
| FIDELITY ADVISOR MID CAP | AT COST | $0 | $0 |
| FIDELITY ADVISOR SM CAP | AT COST | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ACCOUNT FEE | $150 | $150 | $0 |
| CORPORATE FILING FEES | $527 | $0 | $527 |
| NYS FILING FEE | $100 | $0 | $100 |
| BANK SERVICE CHARGES | $60 | $60 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,570 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |