MICHAEL CHERNOW TRUST FBO CHARITY CCC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL CHERNOW TRUST FBO CHARITY CCC (EIN 13-6758226)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-10-15
- IRS object ID
- 201602899349100600
- Schema version
- 2015v2.1
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-15T06:23:28-07:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY HABER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 PALM COURT | AddressLine1Txt |
| City | LARKSPUR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94939 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136758226 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael Chernow Trust fbo Charity CCC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 9148341900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 197 | AddressLine1Txt |
| City | Larchmont | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105380197 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN P KRASNER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9148341900 | PhoneNum |
| Signature | 2016-09-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GORDON S OPPENHEIMER | PreparerPersonNm |
| Phone | 4159272865 | PhoneNum |
| Preparation | 2016-10-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,493,984 | 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 | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $82,393 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $82,393 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $228,493 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $82,407 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $310,900 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,975 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,190 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,785 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $57,665 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,066 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $34,599 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $68,595 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,595 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,703 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,685 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,160 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,160 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $300 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $300 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $156,398 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,869 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $59,529 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $519,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $519,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $675,398 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,869 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $578,529 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$592,991 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $214,031 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $90 | CashBOYAmt |
| Cash EOY | $1,090 | CashEOYAmt |
| Cash EOYFMV | $1,090 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,974 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,796 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,796 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $8,700 | AcctRcvblAmt |
| Acct Rcvbl EOY | $8,700 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $8,700 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,113,795 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,747,076 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,473,598 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $6,100 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,800 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,800 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,131,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,767,462 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,493,984 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,131,959 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,767,462 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,131,959 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,767,462 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,131,959 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,767,462 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,131,959 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$592,991 | ExcessRevenueOverExpensesAmt |
| Other Increases | $228,494 | OtherIncreasesAmt |
| Subtotal | $2,767,462 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,767,462 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | See attached schedule | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2006-08-01 | AcquiredDt |
| Sold | 2016-05-24 | SoldDt |
| Gross Sales Price | $1,403,324 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $1,174,831 | CostOrOtherBasisAmt |
| Gain Or Loss | $228,493 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $228,493 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $228,493 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $538,381 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,151,397 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.104512 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $677,697 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,274,041 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.128497 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $529,790 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,576,953 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.115752 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $564,076 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,566,191 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.123533 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $562,230 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,677,483 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.120199 | DistributionYr5Rt |
| Total Distribution | 0.592493 | TotalDistributionRt |
| Average Distribution | 0.118499 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,649,000 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $550,902 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,140 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $553,042 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $578,529 | 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 | $2,140 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,140 | SubtotalAmt |
| Tax Based On Investment Income | $2,140 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,800 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$8,800 | OriginalReturnOverpaymentAmt |
| Overpayment | $6,660 | OverpaymentAmt |
| Applied To ES Tax | $2,400 | AppliedToESTaxAmt |
| Refund | $4,260 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gordon S Oppenheimer Esq | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9148341900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Howell Avenue | AddressLine1Txt |
| City | Larchmont | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105383249 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARTIN P KRASNER | ||||||||
| Box 197 | Larchmont | NY | 10538 | Trustee | 5.00 | $2,595 | $0 | $0 |
| EDWARD STREIM | ||||||||
| Box 197 | Larchmont | NY | 10538 | Trustee | 10.00 | $5,190 | $0 | $8,160 |
| LYNN STREIM | ||||||||
| Box 197 | Larchmont | NY | 10538 | Trustee | 10.00 | $5,190 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,697,589 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,208 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,719,797 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,719,797 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,797 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,649,000 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $232,450 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $232,450 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,140 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,140 | TotalTaxAmt |
| Distributable Before Adj | $230,310 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $230,310 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $230,310 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $578,529 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $578,529 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,140 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $576,389 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $230,310 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $336,836 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $340,448 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $306,544 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $426,053 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $289,496 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,699,377 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $578,529 | QualifyingDistributionsAmt |
| Applied To Current Year | $230,310 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $348,219 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,047,596 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $336,836 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,710,760 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $340,448 | ExcessFromYear4Amt |
| Excess From Year3 | $306,544 | ExcessFromYear3Amt |
| Excess From Year2 | $426,053 | ExcessFromYear2Amt |
| Excess From Year1 | $289,496 | ExcessFromYear1Amt |
| Excess From Current Year | $348,219 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GORDON S OPPENHEIMER ESQ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 197 | AddressLine1Txt |
| City | Larchmont | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105380197 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9148341900 | RecipientPhoneNum |
| Form And Info And Materials | NO REQUIRED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Boca Raton Regional Hospital | ||||||
| 800 Meadows Rd | Boca Raton | FL | 33486 | T/E | Gen'l Charitable | $25,000 |
| Boston Symphony Orchestra | ||||||
| 301 Massachusetts Avenue | Boston | MA | 02115 | T/E | Gen'l Charitable | $8,000 |
| Brattleboro Area Jewish Center | ||||||
| 151 Greenleaf St | Brattleboro | VT | 05301 | T/E | Gen'l Charitable | $2,500 |
| Carnegie Hall Foundation | ||||||
| 881 Seventh Avenue | New York | NY | 10019 | T/E | Gen'l Charitable | $5,000 |
| City of Hope | ||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | T/E | Gen'l Charitable | $30,000 |
| Columbia Business School | ||||||
| 3022 Broadway | New York | NY | 10027 | T/E | Gen'l Charitable | $2,000 |
| Dystonia Foundation | ||||||
| 1 East Wacker Dr 2810 | Chicago | IL | 60601 | T/E | Gen'l Charitable | $2,000 |
| Elizabeth Taylor AIDS Fndtn | ||||||
| 269 S Beverly Dr 147 | Beverly Hills | CA | 90212 | T/E | Gen'l Charitable | $1,000 |
| Fashion Footwear Fndtn | ||||||
| 274 Madison Ave Suite 1701 | New York | NY | 10016 | T/E | Gen'l Charitable | $1,000 |
| FD Now | ||||||
| 1170 Green Knolls Drive | Buffalo Grove | IL | 60089 | T/E | Gen'l Charitable | $2,500 |
| Florida Hemophilia Association | ||||||
| 915 Middle River Dr | Fort Lauderdale | FL | 33304 | T/E | Gen'l Charitable | $1,000 |
| Florida Sheriffs Association | ||||||
| 2617 Mahan Drive | Tallahassee | FL | 32308 | T/E | Gen'l Charitable | $500 |
| Massachusetts Eye & Ear Fndtn | ||||||
| 243 Charles Street | Boston | MA | 02114 | T/E | Gen'l Charitable | $25,000 |
| Hadassah Hospital | ||||||
| 50 W 58th Street | New York | NY | 10019 | T/E | Gen'l Charitable | $50,000 |
| Henry Kaufman Campgrounds | ||||||
| 667 Blauvelt Rd | Pearl River | NY | 10965 | T/E | Gen'l Charitable | $2,500 |
| Hobart College | ||||||
| 300 Pulteney Street | Geneva | NY | 14456 | T/E | Gen'l Charitable | $2,500 |
| Housing Works | ||||||
| 57 Willoughby St 2nd Floor | Brooklyn | NY | 11201 | T/E | Gen'l Charitable | $2,000 |
| Kravis Center | ||||||
| 701 Okeechobee Blvd | West Palm Beach | FL | 33401 | T/E | Gen'l Charitable | $19,000 |
| Manhattan School of Music | ||||||
| 120 Claremont Ave | New York | NY | 10027 | T/E | Gen'l Charitable | $2,000 |
| Metropolitan Opera Association | ||||||
| Lincoln Center | New York | NY | 10023 | T/E | Gen'l Charitable | $35,000 |
| North Shore Animal League | ||||||
| 16 Lewyt St | Port Washington | NY | 11050 | T/E | Gen'l Charitable | $1,000 |
| Northwell Medical Center | ||||||
| 123 Community Drive | Great Neck | NY | 11021 | T/E | Gen'l Charitable | $50,000 |
| NYU-HJD Orthopedics | ||||||
| 301 E 17th St | New York | NY | 10010 | T/E | Gen'l Charitable | $10,000 |
| Ovarian Cancer Research | ||||||
| 225 W 34th St 1400 | New York | NY | 10122 | T/E | Gen'l Charitable | $1,500 |
| Palm Beach Opera | ||||||
| 1800 S Australian Ave 301 | West Palm Beach | FL | 33409 | T/E | Gen'l Charitable | $24,000 |
| PDK Foundation | ||||||
| 8330 Ward Parkway Suite 510 | Kansas City | MO | 64114 | T/E | Gen'l Charitable | $15,000 |
| Play for PINK | ||||||
| 175 E 74th St 17B | New York | NY | 10021 | T/E | Gen'l Charitable | $1,500 |
| Race to Erase | ||||||
| 1875 Century Park E | Los Angeles | CA | 90067 | T/E | Gen'l Charitable | $20,000 |
| Richard Tucker Music Foundation | ||||||
| 1790 Broadway Suite 715 | New York | NY | 10019 | T/E | Gen'l Charitable | $2,500 |
| Sid Jacobson Y | ||||||
| 300 Forest Drive | East Hills | NY | 11548 | T/E | Gen'l Charitable | $7,500 |
| So Nassau Community Hsptl | ||||||
| 1 Heathly Way | Oceanside | NY | 11572 | T/E | Gen'l Charitable | $13,000 |
| St Jude Children's Research | ||||||
| 220 E 42nd St | New York | NY | 10017 | T/E | Gen'l Charitable | $5,000 |
| Temple Beth-El of Great Neck | ||||||
| 5 Old Mill Road | Great Neck | NY | 11023 | T/E | Gen'l Charitable | $23,000 |
| Temple Emanuel of Great Neck | ||||||
| 150 Hicks Lane | Great Neck | NY | 11024 | T/E | Gen'l Charitable | $20,000 |
| The INN | ||||||
| 211 Fulton Ave | Hempstead | NY | 11550 | T/E | Gen'l Charitable | $1,000 |
| The Macula Foundation | ||||||
| 210 East 64th Street | New York | NY | 10065 | T/E | Gen'l Charitable | $15,000 |
| The Salk Institute | ||||||
| 10010 Torrey Pines Rd | La Jolla | CA | 92037 | T/E | Gen'l Charitable | $75,000 |
| The Winstar Institute | ||||||
| 3601 Spruce St | Philadelphia | PA | 19104 | T/E | Gen'l Charitable | $20,000 |
| NYS Honorary Firechiefs - ret'd ck | ||||||
| 388 2nd Ave 437 | New York | NY | 10010 | T/E | Gen'l Charitable | -$1,000 |
| Carnegie Hall Fndtn - ret'd ck | ||||||
| 881 Seventh Avenue | New York | NY | 10019 | T/E | Gen'l Charitable | -$1,500 |
| Canavan Fndtn - ret'd ck | ||||||
| 450 West End Avenue 6A | New York | NY | 10024 | T/E | Gen'l Charitable | -$1,000 |
| Hadassah Medical Relief - ret'd ck | ||||||
| 50 West 58th Street | New York | NY | 10019 | T/E | Gen'l Charitable | -$1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $519,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,393 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $228,493 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $310,900 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $310,900 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Gordon S. Oppenheimer, Esq Accounting & Legal | CategoryTxt |
| Amt | $57,665 | Amt |
| Net Investment Income | $23,066 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $34,599 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| NYS-annual filing | $250 | $250 |
| Required notice | $50 | $50 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Capital Gain on Securities | $228,493 |
| Rounding Adjustment | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Neuberger Berman Investment Advice | CategoryTxt |
| Amt | $68,595 | Amt |
| Net Investment Income | $68,595 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Excise Tax | $8,685 | $8,685 | |
| Foreign Tax W/H | $18 | $18 |