SEELIG CHARITABLE FOUNDATION TR: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SEELIG CHARITABLE FOUNDATION TR (EIN 11-6506325)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-12
- IRS object ID
- 201603179349100005
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-12T12:11:42-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133277328 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALOMON & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 336 ATLANTIC AVENUE | AddressLine1Txt |
| City | EAST ROCKAWAY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11518 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 116506325 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEELIG CHARITABLE FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEEL | BusinessNameControlTxt |
| Phone | 5163360738 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 EAST 53RD STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRETT PELTON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5163757747 | PhoneNum |
| Signature | 2016-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00546955 | PTIN |
| Phone | 5165371040 | PhoneNum |
| Preparation | 2016-11-12 | PreparationDt |
| 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 | $2,832,685 | 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 |
| Dividends Rev And Expnss | $56,227 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,227 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$36,337 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,292,789 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,233 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,233 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $37,123 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,460 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $32,061 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,856 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,856 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,323 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,323 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,598 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,598 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,988 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,927 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $209,472 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $209,472 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $274,460 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,927 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $209,472 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$237,337 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,533 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $519,650 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $314,069 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $314,069 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,423,197 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,423,197 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,506,336 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $44,036 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,280 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,280 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,986,883 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,749,546 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,832,685 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,263,910 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,263,910 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,277,027 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,514,364 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,986,883 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,749,546 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,986,883 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,749,546 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,986,883 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$237,337 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,749,546 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,749,546 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY 658 | P | $189,884 | $228,937 | -$39,053 | -$39,053 |
| MORGAN STANLEY 658 | P | $545,560 | $550,803 | -$5,243 | -$5,243 |
| MORGAN STANLEY 858 | P | $1,291,562 | $1,354,656 | -$63,094 | -$63,094 |
| MORGAN STANLEY 858 | P | $804,488 | $679,555 | $124,933 | $124,933 |
| MORGAN STANLEY 028 | P | $461,295 | $515,175 | -$53,880 | -$53,880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$36,337 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $214,118 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,117,962 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051996 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $201,047 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,685,563 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054550 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $207,991 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,442,100 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060426 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $258,780 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,476,429 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074438 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $232,254 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,332,399 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069696 | DistributionYr5Rt |
| Total Distribution | 0.311106 | TotalDistributionRt |
| Average Distribution | 0.062221 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,754,410 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $233,603 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $405 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $234,008 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $209,472 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $811 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $811 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $811 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,545 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,545 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $5,733 | OverpaymentAmt |
| Applied To ES Tax | $5,733 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5163360738 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 EAST 53RD STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| BRETT PELTON | ||||||||
| 211 EAST 53RD STREET 11C | NEW YORK | NY | 10022 | TRUSTEE | 3.00 | $10,687 | $0 | $0 |
| HENRY KLOSOWSKI | ||||||||
| 10 WOODLAND AVENUE | SYOSSET | NY | 11791 | TRUSTEE | 3.00 | $10,687 | $0 | $0 |
| BARI PELTON | ||||||||
| 211 EAST 53RD STREET 11C | NEW YORK | NY | 10022 | TRUSTEE | 3.00 | $10,687 | $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 | $3,453,046 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $358,538 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,811,584 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,811,584 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,174 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,754,410 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $187,721 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $187,721 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $811 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $811 | TotalTaxAmt |
| Distributable Before Adj | $186,910 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $186,910 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $186,910 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $209,472 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $209,472 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $209,472 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $186,910 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $22,605 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,625 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $36,230 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $209,472 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $186,910 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,562 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $58,792 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $58,792 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $22,605 | ExcessFromYear2Amt |
| Excess From Year1 | $13,625 | ExcessFromYear1Amt |
| Excess From Current Year | $22,562 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION | ||||||||||||
| 42 BROADWAY STE 1724 | NEW YORK | NY | 10004 | N/A | 501(C)(3) | GENERAL SUPPORT | $2,800 | |||||
| ALZHEIMERS ASSOCIATION | ||||||||||||
| 360 LEXINGTON AVE | NEW YORK | NY | 10017 | N/A | 501(C)(3) | GENERAL SUPPORT | $14,461 | |||||
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||||||
| 711 3RD AVENUE | NEW YORK | NY | 10017 | N/A | 501(C)(3) | GENERAL SUPPORT | $3,600 | |||||
| ANTI DEFAMATION LEAGUE | ||||||||||||
| 605 3RD AVENUE | NEW YORK | NY | 10158 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,100 | |||||
| ASPCA | ||||||||||||
| 42 EAST 92ND STREET | NEW YORK | NY | 10128 | N/A | 501(C)(3) | GENERAL SUPPORT | $360 | |||||
| ASSOCIATION OF INDIANS OF AMERICA | ||||||||||||
| 26 PLEASANT ANE | OYSTER BAY | NY | 11771 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 | |||||
| B FOUNDATION | ||||||||||||
| 101 ROCKLAND CIRCLE | WILMINGTON | DE | 19803 | N/A | 501(C)(3) | GENERAL SUPPORT | $100 | |||||
| AISH HATORAH | ||||||||||||
| N/A | 501(C)(3) | GENERAL SUPPORT | $360 | ONE WESTERN WALL PLAZA - POB 14149 | OLD CITY | JERUSALEM | IS | 97500 | ||||
| HOST COMMITTEE | ||||||||||||
| 135 W 26TH ST STE 2 | NEW YORK | NY | 10001 | N/A | 501(C)(3) | GENERAL SUPPORT | $120 | |||||
| BRIGHT PINK | ||||||||||||
| 670 N CLARK STREET | CHICAGO | IL | 60654 | N/A | 501(C)(3) | GENERAL SUPPORT | $225 | |||||
| BOSTON MEDICAL CENTER | ||||||||||||
| ONE BOSTON MEDICAL CENTER PLACE | BOSTON | MA | 02118 | N/A | 501(C)(3) | GENERAL SUPPORT | $19,250 | |||||
| CHABAD OF ROSLYN | ||||||||||||
| 75 POWERHOUSE ROAD | ROSLYN HEIGHTS | NY | 11577 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,800 | |||||
| CHAI LIFELINE | ||||||||||||
| 151 W 30TH STREET | NEW YORK | NY | 10001 | N/A | 501(C)(3) | GENERAL SUPPORT | $29,105 | |||||
| CHARIT WAIT | ||||||||||||
| 200 VARICK STREET 201 | NEW YORK | NY | 10014 | N/A | 501(C)(3) | GENERAL SUPPORT | $45 | |||||
| CHMOL | ||||||||||||
| 5225 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | N/A | 501(C)(3) | GENERAL SUPPORT | $2,000 | |||||
| CONSUMER REPORTS FOUNDATION | ||||||||||||
| 101 TRUMAN AVE | YONKERS | NY | 10703 | N/A | 501(C)(3) | GENERAL SUPPORT | $720 | |||||
| CAROL BALDWIN BREAST CANCER RESEARCH FUND | ||||||||||||
| 14 TECHNOLOGY DRIVE SUITE 2 | SETAUKET | NY | 11733 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,975 | |||||
| CAROLS CRUSADE FOR CURE | ||||||||||||
| 7 RED GROUND RD | OLD WESTBURY | NY | 11568 | N/A | 501(C)(3) | GENERAL SUPPORT | $236 | |||||
| CWA HOCKEY CLUB INCORPORATED | ||||||||||||
| 97 MORNING GLORY ROAD | LEVITTOWN | NY | 11756 | N/A | 501(C)(3) | GENERAL SUPPORT | $2,800 | |||||
| JEWISH CHILDREN'S MUSEUM | ||||||||||||
| 792 EASTERN PARKWAY | BROOKLYN | NY | 11213 | N/A | 501(C)(3) | GENERAL SUPPORT | $3,508 | |||||
| CHILDREN'S MIRACLE NETWORK HOSPITALS | ||||||||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | N/A | 501(C)(3) | GENERAL SUPPORT | $100 | |||||
| CUPIDS CHARITIES | ||||||||||||
| 3457 RINGSBY ROAD CT 205 | DENVER | CO | 80216 | N/A | 501(C)(3) | GENERAL SUPPORT | $60 | |||||
| NEWSDAY CHARITIES | ||||||||||||
| 25257 NETWORK PACE | CHICAGO | IL | 60673 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 | |||||
| HIRSHBERG FOUNDATION FOR PANCREATIC CANCER RESEARCH | ||||||||||||
| 2990 S SEPULVEDA BLVD 300C | LOS ANGELES | CA | 90064 | N/A | 501(C)(3) | GENERAL SUPPORT | $403 | |||||
| EPIC LONG ISLAND | ||||||||||||
| 500 HEMPSTEAD TURNPIKE | EAST MEADOW | NY | 11554 | N/A | 501(C)(3) | GENERAL SUPPORT | $12,137 | |||||
| NATIONAL BRAIN TUMOR SOCIETY | ||||||||||||
| 55 CHAPEL STREET | NEWTON | MA | 02458 | N/A | 501(C)(3) | GENERAL SUPPORT | $250 | |||||
| RONALD MCDONALD HOUSE | ||||||||||||
| 267-07 76TH AVENUE | QUEENSE | NY | 11040 | N/A | 501(C)(3) | GENERAL SUPPORT | $544 | |||||
| FEED ISRAEL FOUNDATION | ||||||||||||
| 5229 NEW UTRECHT AVENUE SUITE 400 | BROOKLYN | NY | 11219 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 | |||||
| KEHILAS MORESHES YAAKOV | ||||||||||||
| 1749 OCEAN AVE | BROOKLYN | NY | 11210 | N/A | 501(C)(3) | GENERAL SUPPORT | $144 | |||||
| KEREN YEHOSHUA VYISROE | ||||||||||||
| 805A ROOSEVELT CT | FAR ROCKAWAY | NY | 11691 | N/A | 501(C)(3) | GENERAL SUPPORT | $900 | |||||
| LONG ISLAND CARES INC | ||||||||||||
| 10 DAVIDS DRIVE HARRY CHAPIN WAY | HAUPPAUGE | NY | 11788 | N/A | 501(C)(3) | GENERAL SUPPORT | $400 | |||||
| NYRR TEAM FOR KIDS | ||||||||||||
| 322 COLUMBUS AVENUE | NEW YORK | NY | 10023 | N/A | 501(C)(3) | GENERAL SUPPORT | $300 | |||||
| MICHAELS MISSION | ||||||||||||
| 422 E 72ND STREET 9D | NEW YORK | NY | 10021 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,800 | |||||
| MSKCC CYCLE FREDS TEAM | ||||||||||||
| 633 3RD AVE 4TH FLOOR | NEW YORK | NY | 10017 | N/A | 501(C)(3) | GENERAL SUPPORT | $580 | |||||
| OLD WESTBURY HEBREW CONGREGATION | ||||||||||||
| 21 OLD WESTBURY RD | OLD WESTBURY | NY | 11568 | N/A | 501(C)(3) | GENERAL SUPPORT | $9,450 | |||||
| REFUAH YESHUAH | ||||||||||||
| 5229 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | N/A | 501(C)(3) | GENERAL SUPPORT | $2,000 | |||||
| PIZZA IDF | ||||||||||||
| N/A | 501(C)(3) | GENERAL SUPPORT | $597 | DN MIZRAH BINYAMIN | KOCHAV YAACHOV | IS | 90622 | |||||
| SOROPTIMIST | ||||||||||||
| 1709 SPRUCE ST | PHILADELPHIA | PA | 19103 | N/A | 501(C)(3) | GENERAL SUPPORT | $200 | |||||
| SID JACOBSON JCC | ||||||||||||
| 300 FOREST DR | EAST HILLS | NY | 11548 | N/A | 501(C)(3) | GENERAL SUPPORT | $11,335 | |||||
| LONE SURVIVOR FOUNDATION | ||||||||||||
| 2636 SOUTH LOOP WEST | HOUSTON | TX | 77054 | N/A | 501(C)(3) | GENERAL SUPPORT | $325 | |||||
| SUNRISE DAY CAMP | ||||||||||||
| 15 NEIL CT | OCEANSIDE | NY | 11572 | N/A | 501(C)(3) | GENERAL SUPPORT | $28,985 | |||||
| THE SCOTT RIGSBY FOUNDATION | ||||||||||||
| 1205 JOHNSON FERRY ROAD | MARIETTA | GA | 30068 | N/A | 501(C)(3) | GENERAL SUPPORT | $500 | |||||
| THE OVARIAN CANCER RESEARCH CENTER | ||||||||||||
| 14 PENSYLVANIA PLAZA STE 1710 | NEW YORK | NY | 10122 | N/A | 501(C)(3) | GENERAL SUPPORT | $15,900 | |||||
| UJA FEDERATION | ||||||||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | N/A | 501(C)(3) | GENERAL SUPPORT | $27,311 | |||||
| ZAKA | ||||||||||||
| 11 BROADWAY 1070 | NEW YORK | NY | 10004 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 | |||||
| THE GARDEN OF DREAMS FOUNDATION | ||||||||||||
| 2 PENN PLAZA 14TH FLOOR | NEW YORK | NY | 10121 | N/A | 501(C)(3) | GENERAL SUPPORT | $406 | |||||
| WOUNDED WARRIOR PROJECT | ||||||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | N/A | 501(C)(3) | GENERAL SUPPORT | $180 | |||||
| WALK4FRIENDSHIP | ||||||||||||
| 26 WICKATUNK ROAD | MANALAPAN | NJ | 07726 | N/A | 501(C)(3) | GENERAL SUPPORT | $1,000 | |||||
| GIVE SMART US INC | ||||||||||||
| 2839 PACES FERRY RD SE 1250 | ATLANTA | GA | 30339 | N/A | 501(C)(3) | GENERAL SUPPORT | $5,100 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $209,472 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,227 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$36,337 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PARTNERSHIP LOSS | 14 | $17,233 |
| ROYALTY INCOME | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,123 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,123 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,150 | Amt |
| Net Investment Income | $3,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT IN MORGAN STANLEY 858 | $1,566,599 | $1,347,450 |
| INVESTMENT IN MORGAN STANLEY 658 | $856,598 | $1,158,886 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS - DCP MIDSTREAM PARTNERSHIP | AT COST | $0 | $0 |
| INVESTMENTS - NUSTAR PARTNERSHIP | AT COST | $12,280 | $12,280 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $2,598 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,598 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP LOSS | Desc |
| Revenue And Expenses Per Books | $17,233 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17,233 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,233 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $20,856 | Amt |
| Net Investment Income | $20,856 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $6,000 | $6,000 | $0 |
| NYS | $250 | $250 | $0 |
| FOREIGN TAX | $73 | $73 | $0 |