LEONARD & ROBERT WEINTRAUB FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD & ROBERT WEINTRAUB FAMILY FOUNDATION INC (EIN 81-2904679)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202523149349102142
- Schema version
- 2024v5.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T12:58:01+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 South Wood Avenue Suite 125 | AddressLine1Txt |
| City | Iselin | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 812904679 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Leonard & Robert Weintraub Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 9177500477 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1632 First Ave 140 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michelle Kamen | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9177500477 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Olga Lubomirsky | PreparerPersonNm |
| PTIN | P01402630 | PTIN |
| Phone | 7325492800 | PhoneNum |
| Preparation | 2025-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $60,939,158 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $1,915,548 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,914,381 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,473,989 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,581,159 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,473,988 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,389,537 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,388,369 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $198,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $198,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $244,550 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $244,550 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $87,094 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,968 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $13,126 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $6,263 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,263 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,775 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,775 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $555,682 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $268,018 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $232,664 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,202,836 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,202,836 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,758,518 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $268,018 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,435,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $631,019 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,120,351 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $138,411 | CashBOYAmt |
| Cash EOY | $1,306,980 | CashEOYAmt |
| Cash EOYFMV | $1,306,980 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $51,982,635 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $51,429,555 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $59,573,184 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $83,407 | OtherAssetsBOYAmt |
| Other Assets EOY | $58,994 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $58,994 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $52,204,453 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,795,529 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $60,939,158 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $52,204,453 | RetainedEarningBOYAmt |
| Retained Earning EOY | $52,795,529 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,204,453 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,795,529 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,204,453 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,795,529 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,204,453 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $631,019 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $52,835,472 | SubtotalAmt |
| Other Decreases | $39,943 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $52,795,529 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MS 0296 LT | P | $1,046,500 | $1,000,000 | $46,500 | $0 | $46,500 |
| MS 9020 ST | P | $3,936,174 | $3,901,430 | $34,744 | $0 | $34,744 |
| MS 9020 LT | P | $11,408,019 | $9,205,741 | $2,202,278 | $0 | $2,202,278 |
| Capital Gain Dividends | P | $190,466 | $190,466 | $0 | $190,466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,473,988 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $57,273 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $57,273 | SubtotalAmt |
| Tax Based On Investment Income | $57,273 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52,771 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $60,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $112,771 | TotalPaymentsAndCreditsAmt |
| Overpayment | $55,498 | OverpaymentAmt |
| Applied To ES Tax | $55,498 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | false | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | MICHELLE KAMEN | IndividualWithBooksNm |
| Phone | 9177500477 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 EAST 87TH ST APT 5F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|
| MICHELLE KAMEN | |||||||
| 1632 FIRST AVE SUITE 140 | NEW YORK | NY | 10028 | PRESIDENT/DIRECTOR | 30.00 | $150,000 | $0 |
| ANDREW FRIEDMAN | |||||||
| 1632 FIRST AVE SUITE 140 | NEW YORK | NY | 10028 | SECRETARY/DIRECTOR | 4.00 | $24,000 | $0 |
| DAVID SANDS | |||||||
| 1632 FIRST AVE SUITE 140 | NEW YORK | NY | 10028 | TREASURER/DIRECTOR | 2.00 | $0 | $0 |
| JESSICA SANDS | |||||||
| 1632 FIRST AVE SUITE 140 | NEW YORK | NY | 10028 | DIRECTOR | 4.00 | $24,000 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | none | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $59,972,222 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,061,714 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $58,944 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,092,880 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $61,092,880 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $916,393 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,176,487 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,008,824 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,008,824 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $57,273 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $57,273 | TotalTaxAmt |
| Distributable Before Adj | $2,951,551 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,951,551 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,951,551 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,435,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,435,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,951,551 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,246,841 | UndistributedIncomePYAmt |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,435,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,246,841 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,188,659 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,762,892 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | none | ContributingManagerNm |
| Shareholder Manager | none | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| american friends service committee | ||||||||||||
| 1501 cherry street | philadelphia | PA | 19102 | None | PC | to further the organization's activities. | $75,000 | |||||
| American society for the Protection of Nature in Israel | ||||||||||||
| 28 arrandale avenue | great neck | NY | 11024 | None | PC | to further the organization's activities. | $100,000 | |||||
| ANIMAL CARE CENTERS OF NYC | ||||||||||||
| 326 EAST 110TH STREET | NEW york | NY | 10029 | None | PC | to further the organization's activities. | $50,000 | |||||
| animal medical center | ||||||||||||
| 510 east 62nd street | new york | NY | 10065 | None | PC | to further the organization's activities. | $100,000 | |||||
| Artists for Humanity | ||||||||||||
| 100 W 2nd st | Boston | MA | 02127 | None | PC | to further the organization's activities. | $25,000 | |||||
| aspca | ||||||||||||
| 424 east 92nd st | new york | NY | 10128 | None | PC | to further the organization's activities. | $83,334 | |||||
| association to benefit children | ||||||||||||
| 419 east 86th st | new york | NY | 10028 | None | PC | to further the organization's activities. | $100,000 | |||||
| Avenues for Justice | ||||||||||||
| 100 Centre Street Room 1541 | new york | NY | 10013 | None | PC | to further the organization's activities. | $85,200 | |||||
| best friends animal society | ||||||||||||
| 307 west broadway | new york | NY | 10013 | None | PC | to further the organization's activities. | $100,000 | |||||
| Bideawee | ||||||||||||
| 410 E 38th St | new york | NY | 10016 | None | PC | to further the organization's activities. | $102,500 | |||||
| Billion Oyster | ||||||||||||
| 10 SOUTH STREET SLIP 7 | new york | NY | 10004 | None | PC | to further the organization's activities. | $5,188 | |||||
| BRIGID ALLIANCE | ||||||||||||
| PO BOX 58 | NEW YORK | NY | 10024 | None | PC | to further the organization's activities. | $100,000 | |||||
| Broadway Community | ||||||||||||
| 601 w 114th st | new york | NY | 10025 | None | PC | to further the organization's activities. | $25,000 | |||||
| Buddys Rescue | ||||||||||||
| 415 N French Road | Amherst | NY | 14228 | None | PC | to further the organization's activities. | $36,000 | |||||
| chamah-Israel | ||||||||||||
| 420 lexington ave 300 | new york | NY | 10170 | None | PC | to further the organization's activities. | $55,000 | |||||
| childrens aid society | ||||||||||||
| 117 west 124th street 3rd floor | new york | NY | 10027 | None | PC | to further the organization's activities. | $100,000 | |||||
| CITY HARVEST | ||||||||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | None | PC | to further the organization's activities. | $100,000 | |||||
| Clean air fund | ||||||||||||
| None | PC | to further the organization's activities. | $5,250 | 20 st thomas street | London | SE1 | UK | 9RS | ||||
| DOCTORS WITHOUT BORDERS | ||||||||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | None | PC | to further the organization's activities. | $25,000 | |||||
| equal justice works | ||||||||||||
| 1730 M STREET NW SUITE 800 | WASHINGTON DC | DC | 20036 | None | PC | to further the organization's activities. | $73,000 | |||||
| FDMG Music School | ||||||||||||
| 2130 Broadway suite 1904 | new york | NY | 10023 | None | PC | to further the organization's activities. | $100,000 | |||||
| FLATBUSH CATS | ||||||||||||
| 2319 NOSTRAND AVENUE 100015 | BROOKlyn | NY | 11210 | None | PC | to further the organization's activities. | $75,000 | |||||
| food bank for new york city | ||||||||||||
| 39 BROADWAY | NEW york | NY | 10006 | None | PC | to further the organization's activities. | $115,000 | |||||
| FOSTERING CONNECTION | ||||||||||||
| 121 6TH AVE | NEW york | NY | 10013 | None | PC | to further the organization's activities. | $25,000 | |||||
| Friends of the Children | ||||||||||||
| 204A West 115th Street | new york | NY | 10026 | None | PC | to further the organization's activities. | $100,000 | |||||
| Girls on the Run | ||||||||||||
| 77 SANDS STREET 6TH FLOOR | brooklyn | NY | 11201 | None | PC | to further the organization's activities. | $40,000 | |||||
| GOSO | ||||||||||||
| 201 east 124th st | new york | NY | 10035 | None | PC | to further the organization's activities. | $50,000 | |||||
| Greater Good Charities | ||||||||||||
| 1700 7TH Avenue Ste 116 | Seattle | WA | 98101 | None | PC | to further the organization's activities. | $5,227 | |||||
| Hamilton Madison house | ||||||||||||
| 253 South Street 2nd Fl | new york | NY | 10002 | None | PC | to further the organization's activities. | $50,000 | |||||
| Harlem Stage | ||||||||||||
| 150 Convent Avenue | new york | NY | 10031 | None | PC | to further the organization's activities. | $60,278 | |||||
| Her Justice | ||||||||||||
| 100 Broadway 10th Floor | new york | NY | 10005 | None | PC | to further the organization's activities. | $100,000 | |||||
| Hochiko Pet | ||||||||||||
| 11654 Plaza America Dr 350 | Reston | VA | 20190 | None | PC | to further the organization's activities. | $50,000 | |||||
| Hole in the Wall Camp | ||||||||||||
| 565 ASHFORD CENTER ROAD | ASHFORD | CT | 06278 | None | PC | to further the organization's activities. | $75,000 | |||||
| Housingworks | ||||||||||||
| 81 Willoughby Street | Brooklyn | NY | 11201 | None | PC | to further the organization's activities. | $5,000 | |||||
| Humane Society | ||||||||||||
| 306 E 59th Street | New York | NY | 10022 | None | PC | to further the organization's activities. | $5,000 | |||||
| iact | ||||||||||||
| 1732 aviation blvd | redondo beach | CA | 90278 | None | PC | to further the organization's activities. | $75,000 | |||||
| israel guide dog center | ||||||||||||
| 968 easton road suite H | warrington | PA | 18976 | None | PC | to further the organization's activities. | $35,000 | |||||
| Legal Action Center | ||||||||||||
| 225 Varick Street | New york | NY | 10014 | None | PC | to further the organization's activities. | $75,000 | |||||
| MANDALA CAFE | ||||||||||||
| 47 FT WASHINGTON AVENUE SUITE 32 | NEW YORK | NY | 10032 | None | PC | to further the organization's activities. | $25,000 | |||||
| new york presbyterian | ||||||||||||
| 850 third avenue 12th floor | new york | NY | 10022 | None | PC | to further the organization's activities. | $125,000 | |||||
| New York Public Library | ||||||||||||
| 476 5th avenue | new york | NY | 10018 | None | PC | to further the organization's activities. | $5,250 | |||||
| north shore animal league | ||||||||||||
| 16 lewyt street | port washington | NY | 11050 | None | PC | to further the organization's activities. | $50,000 | |||||
| Ohr Torah Stone-Israel | ||||||||||||
| 49 W 45th Street Suite 701 | new york | NY | 10036 | None | PC | to further the organization's activities. | $25,000 | |||||
| Park Ave Synagogue | ||||||||||||
| 50 E 87th street | new york | NY | 10128 | None | PC | to further the organization's activities. | $100,000 | |||||
| Paw Program | ||||||||||||
| 134 W 29th street | new york | NY | 10001 | None | PC | to further the organization's activities. | $25,000 | |||||
| puppies behind bars | ||||||||||||
| 263 w 38th street 4E | new york | NY | 10018 | None | PC | to further the organization's activities. | $10,000 | |||||
| renegrade | ||||||||||||
| 2738 Combs Drive | Nashville | TN | 37207 | None | PC | to further the organization's activities. | $5,102 | |||||
| SANDY HOOK PROMISE | ||||||||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | None | PC | to further the organization's activities. | $50,000 | |||||
| Save the Children | ||||||||||||
| 501 Kings Highway East Ste 400 | Fairfield | CT | 06825 | None | PC | to further the organization's activities. | $5,222 | |||||
| SclerodermaColumbia Univ | ||||||||||||
| 533 W 218th St | new york | NY | 10034 | None | PC | to further the organization's activities. | $60,000 | |||||
| smile train | ||||||||||||
| 633 third avenue 9th floor | new york | NY | 10017 | None | PC | to further the organization's activities. | $10,563 | |||||
| Summer Search | ||||||||||||
| 1412 Broadway suite 700 | NEw york | NY | 10018 | None | PC | to further the organization's activities. | $50,000 | |||||
| unicef | ||||||||||||
| 125 maiden lane 11th floor | new york | NY | 10038 | None | PC | to further the organization's activities. | $10,453 | |||||
| UNRWA | ||||||||||||
| PO Box 18697 | WASHINGTON DC | DC | 20036 | None | PC | to further the organization's activities. | $5,269 | |||||
| VLJ | ||||||||||||
| PO Box 32040 | Newark | NJ | 07102 | None | PC | to further the organization's activities. | $50,000 | |||||
| Wild Bird Fund | ||||||||||||
| 565 columbus Avenue | new york | NY | 10024 | None | PC | to further the organization's activities. | $5,000 | |||||
| World central kitchen | ||||||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON DC | DC | 20001 | None | PC | to further the organization's activities. | $100,000 | |||||
| yeshiva university | ||||||||||||
| 500 w 185th st | new york | NY | 10033 | None | PC | to further the organization's activities. | $50,000 | |||||
| young peoples chorus | ||||||||||||
| 37 w 65th st - 2nd floor | new york | NY | 10023 | None | PC | to further the organization's activities. | $50,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,202,836 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,915,278 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,473,989 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,389,267 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,389,267 | 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 Fees | CategoryTxt |
| Amt | $9,000 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,500 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| MS 0296 LT | P | $1,046,500 | $1,000,000 | $46,500 |
| MS 9020 ST | P | $3,936,174 | $3,901,430 | $34,744 |
| MS 9020 LT | P | $11,408,019 | $9,205,740 | $2,202,279 |
| Capital Gain Dividends | P | $190,466 | $190,466 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY 9020 | AT COST | $45,207,292 | $53,182,589 |
| MORGAN STANLEY 0296 | AT COST | $6,222,263 | $6,390,595 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND AND INTEREST RECEIVABLE | Desc |
| BOY Book Value | $83,407 | BOYBookValueAmt |
| EOY Book Value | $58,994 | EOYBookValueAmt |
| EOYFMV | $58,994 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book to Tax adjustments - No Tax Effect | Desc |
| Amt | $39,943 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ANNUAL CREDIT CARD FEES | $640 | $640 |
| OFFICE EXPENSE | $1,994 | $1,994 |
| INSURANCE EXPENSE | $6,641 | $6,641 |
| FILING FEES | $1,500 | $1,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $244,550 | Amt |
| Net Investment Income | $244,550 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Estate of Robert Weintraub | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Michelle Kamen 250 East 87th St | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $18,968 | $18,968 | |
| PAYROLL TAXES AND OTHER FEES | $13,126 | $13,126 | |
| Excise Tax | $55,000 |