CHERNOW FUND INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CHERNOW FUND INC (EIN 13-6127968)
- Tax period
- 2015-11-01 to 2016-10-31
- Filed
- 2016-12-17
- IRS object ID
- 201603529349100000
- 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 Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-12-17T15:48:46-08:00 | ReturnTs |
| Tax Period End | 2016-10-31 | 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 | 2015-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136127968 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Chernow Fund Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHER | 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 | EDWARD STREIM | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 9148341900 | PhoneNum |
| Signature | 2016-11-29 | 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 | 2016-12-17 | 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 | $1,182,204 | 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 | $18 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,556 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,556 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $57,087 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,574 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,661 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $13,199 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,199 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $11,894 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,894 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $251 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $247 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $296 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $296 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,640 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,097 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $543 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,190 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,097 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,093 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,616 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,564 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,487 | CashBOYAmt |
| Cash EOY | $36,211 | CashEOYAmt |
| Cash EOYFMV | $36,211 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,824 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,004 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,004 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $692,769 | CorporateStockBOYAmt |
| Corporate Stock EOY | $701,217 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,138,741 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,130 | OtherAssetsBOYAmt |
| Other Assets EOY | $248 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $248 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $723,210 | TotalAssetsBOYAmt |
| Total Assets EOY | $744,680 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,182,204 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $723,210 | CapitalStockBOYAmt |
| Capital Stock EOY | $744,680 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $723,210 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $744,680 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $723,210 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $744,680 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $723,210 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,616 | ExcessRevenueOverExpensesAmt |
| Other Increases | $57,087 | OtherIncreasesAmt |
| Subtotal | $744,681 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $744,680 | 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 list | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2004-08-11 | AcquiredDt |
| Sold | 2016-10-19 | SoldDt |
| Gross Sales Price | $206,307 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $149,220 | CostOrOtherBasisAmt |
| Gain Or Loss | $57,087 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $57,087 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,087 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $22,814 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,080,475 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.021115 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $55,814 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,140,176 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048952 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,050 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $974,277 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.026738 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $66,825 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $856,681 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.078005 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $81,597 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $931,559 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.087592 | DistributionYr5Rt |
| Total Distribution | 0.262402 | TotalDistributionRt |
| Average Distribution | 0.052480 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,156,851 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $60,712 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $536 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $61,248 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $32,093 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,071 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,071 | SubtotalAmt |
| Tax Based On Investment Income | $1,071 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $248 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $248 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $248 | OriginalReturnTaxPaidAmt |
| Tax Due | $823 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 |
| Individual With Books | GORDON S OPPENHEIMER ESQ | IndividualWithBooksNm |
| 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| LYNN STREIM | ||||||||
| Box 197 | Larchmont | NY | 10538 | Pres. | 3.00 | $0 | $0 | $0 |
| EDWARD STREIM | ||||||||
| Box 197 | Larchmont | NY | 10538 | Vice-Pres | 3.00 | $0 | $0 | $0 |
| GORDON S OPPENHEIMER | ||||||||
| Box 197 | Larchmont | NY | 10538 | Treas. | 8.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,135,455 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,013 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,174,468 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,174,468 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,617 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,156,851 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,843 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,843 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,071 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,071 | TotalTaxAmt |
| Distributable Before Adj | $56,772 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $56,772 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $56,772 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,093 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $32,093 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $32,093 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,772 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $34,967 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,651 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $59,618 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,093 | QualifyingDistributionsAmt |
| Applied To Current Year | $32,093 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $24,679 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $24,679 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,939 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $10,288 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,651 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,651 | ExcessFromYear4Amt |
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 PARTICULAR FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Heart Association | ||||||
| 7272 Greenville Ave | Dallas | TX | 75231 | T/E | General Charitable | $500 |
| Andrew Dryer Memorial Fund | ||||||
| c/o SCHAPIRO 15 East 91 St Apt 3D | New York | NY | 10128 | T/E | General Charitable | $500 |
| Canavan Foundation | ||||||
| 450 West End Avenue 6A | New York | NY | 10024 | T/E | General Charitable | $1,000 |
| CCFA | ||||||
| 386 Park Avenue South 14th Fl | New York | NY | 10016 | T/E | General Charitable | $500 |
| Golden Spiral Yoga | ||||||
| c/o Marshall Stone MD 240 Fern Driv | Boca Raton | FL | 33432 | T/E | General Charitable | $500 |
| Great Neck Hadassah | ||||||
| 98 Cuttermill Rd | Great Neck | NY | 11021 | T/E | General Charitable | $300 |
| KidsSafe Foundation | ||||||
| 20287 State Road 7 300 | Boca Raton | FL | 33076 | T/E | General Charitable | $1,000 |
| Oxalosis & Hyperoxaluria Fndn | ||||||
| 201 E 19th St Ste 12E | New York | NY | 10003 | T/E | General Charitable | $500 |
| Parkinson Disease Foundation | ||||||
| 1359 Broadway Ste 1509 | New York | NY | 10018 | T/E | General Charitable | $500 |
| Scott Rigsby Foundation | ||||||
| 1205 Johnson Ferry Road Ste 136 201 | Marietta | GA | 30068 | T/E | General Charitable | $200 |
| Simon Weisenthal Center | ||||||
| 1399 Roxbury Drive | Los Angeles | CA | 90035 | T/E | General Charitable | $500 |
| Temple Beth El of Great Neck | ||||||
| 5 Old Mill Rd | Great Neck | NY | 11023 | T/E | General Charitable | $25,000 |
| Temple Sinai of Palm Beach | ||||||
| 2475 W Atlantic Ave | Delray Beach | FL | 33445 | T/E | General Charitable | $500 |
| US Olympic Committee | ||||||
| 1 Olympic Plaza | Colorado Springs | CO | 80909 | T/E | General Charitable | $100 |
| US Ski Team | ||||||
| PO Box 1001 Victory Lane | Park City | UT | 84060 | T/E | General Charitable | $200 |
| Williamstown Theatre Festival | ||||||
| 229 West 42nd St Ste 801 | New York | NY | 10036 | T/E | General Charitable | $300 |
| Woodcliff Lake Education Fndtn | ||||||
| 134 Woodcliff Ave | Woodcliff Lake | NJ | 07677 | T/E | General Charitable | $300 |
| NYS Honorary Fire Chiefs - void ck | ||||||
| 388 2nd Ave 437 | New York | NY | 10010 | T/E | General Charitable | -$600 |
| THANC Foundation - void ck | ||||||
| 10 Union Square E 5B | New York | NY | 10003 | T/E | General Charitable | -$250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,550 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,556 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $57,087 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $78,661 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,661 | 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. Legal and Accounting | CategoryTxt |
| Amt | $13,199 | Amt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Tax Prepayments | Desc |
| BOY Book Value | $1,130 | BOYBookValueAmt |
| EOY Book Value | $248 | EOYBookValueAmt |
| EOYFMV | $248 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Tax Prepayments | Desc |
| BOY Book Value | $1,130 | BOYBookValueAmt |
| EOY Book Value | $248 | EOYBookValueAmt |
| EOYFMV | $248 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Tax Prepayments | Desc |
| BOY Book Value | $1,130 | BOYBookValueAmt |
| EOY Book Value | $248 | EOYBookValueAmt |
| EOYFMV | $248 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding adjustment | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Filing Fee | $250 | $250 |
| Filing Notice | $46 | $46 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Gain on securities | Desc |
| Amt | $57,087 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Neuberger & Berman Investment Advisory Fees | CategoryTxt |
| Amt | $11,894 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax W/H | $4 | $4 | |
| Excise Tax | $247 | $247 |