THE KALTMAN FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE KALTMAN FAMILY FOUNDATION (EIN 11-2773179)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-02-15
- IRS object ID
- 201610469349100111
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-15T12:35:06-06:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100362602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112773179 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KALTMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KALT | BusinessNameControlTxt |
| Phone | 5163337788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 COACHMANS CT | AddressLine1Txt |
| City | OLD WESTBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115681324 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC KALTMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5163337788 | PhoneNum |
| Signature | 2016-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANCY BLUME | PreparerPersonNm |
| PTIN | P00185943 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $833,321 | 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 | $28 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,634 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,634 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,041 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $513,981 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$3,093 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$177 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $23,528 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,485 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,823 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,823 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $283 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,406 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,923 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,567 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,567 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,973 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,923 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,767 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,445 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,562 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $86,910 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $78,164 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $78,164 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $300,085 | CorporateStockBOYAmt |
| Corporate Stock EOY | $508,760 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $505,360 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $25,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,167 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $385,773 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $217,017 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $224,630 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $43,618 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $841,386 | TotalAssetsBOYAmt |
| Total Assets EOY | $828,941 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $833,321 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $841,386 | RetainedEarningBOYAmt |
| Retained Earning EOY | $828,941 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $841,386 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $828,941 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $841,386 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $828,941 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $841,386 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,445 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $828,941 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $828,941 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH - 8MY-02043 | P | $181,320 | $175,000 | $6,320 | $6,320 |
| MERRILL LYNCH - 8MY-02044 | P | $167,286 | $176,886 | -$9,600 | -$9,600 |
| MERRILL LYNCH - 8MY-02044 | P | $150,648 | $149,989 | $659 | $659 |
| LINN ENERGY LLC | P | $10,612 | $20,790 | -$10,178 | -$10,178 |
| ENERGY TRANSFERS PARTNERS LP | P | $1,643 | $1,643 | ||
| CAPITAL GAINS DIVIDENDS | P | $4,115 | $4,115 | $4,115 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,041 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $42,840 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $885,416 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048384 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $88,324 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $923,164 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.095675 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $57,259 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $917,297 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062421 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $59,346 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $936,377 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063378 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $33,062 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $934,590 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035376 | DistributionYr5Rt |
| Total Distribution | 0.305234 | TotalDistributionRt |
| Average Distribution | 0.061047 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $874,542 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $53,388 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $286 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $53,674 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $30,767 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $571 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $571 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $571 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $680 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $680 | TotalPaymentsAndCreditsAmt |
| Overpayment | $109 | OverpaymentAmt |
| Applied To ES Tax | $109 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | ERIC KALTMAN | IndividualWithBooksNm |
| Phone | 5163337788 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 COACHMANS CT | AddressLine1Txt |
| City | OLD WESTBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115681324 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ERIC KALTMAN | ||||||||
| 8 COACHMANS COURT | OLD WESTBURY | NY | 11568 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARNEE KALTMAN | ||||||||
| 8 COACHMANS COURT | OLD WESTBURY | NY | 11568 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $809,046 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $78,814 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $887,860 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $887,860 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,318 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $874,542 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,727 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,727 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $571 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $571 | TotalTaxAmt |
| Distributable Before Adj | $43,156 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,156 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,156 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,767 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,767 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $30,767 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,156 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $13,614 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,442 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $43,460 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $69,516 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,767 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,767 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $12,389 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $12,389 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $57,127 | 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 | $57,127 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,225 | ExcessFromYear4Amt |
| Excess From Year3 | $12,442 | ExcessFromYear3Amt |
| Excess From Year2 | $43,460 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ERIC KALTMAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ERIC KALTMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 COACHMANS CT | AddressLine1Txt |
| City | OLD WESTBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11568 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5163337788 | RecipientPhoneNum |
| Form And Info And Materials | LETTER REQUEST SETTING FORTH PURPOSE IN DETAIL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | QUALIFIED EXEMPT CHARITABLE ORGANIZATIONS INCLUDING THE SCIENCE OF HORTICULTURE, THE PROMOTION OF MEDICAL RESEARCH AMD THE APPRECIATION OF CLASSICAL MUSIC... | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALOHA TO AGING INC | |||||||
| 4608 LOWER ROSWELL RD | MARIETTA | GA | 30068 | NONE | PC | EXEMPT PURPOSE | $500 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| CENTRAL PARK WEST 79TH ST | NEW YORK | NY | 10024 | NONE | PC | EXEMPT PURPOSE | $500 |
| CARNEGIE HALL SOCIETY INC | |||||||
| 881 7TH AVE | NEW YORK | NY | 10019 | NONE | PC | EXEMPT PURPOSE | $2,500 |
| CITY MEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PC | EXEMPT PURPOSE | $1,437 |
| CLARK BOTANIC GARDEN | |||||||
| 193 I U WILLETS ROAD | ALBERTSON | NY | 11507 | NONE | PC | EXEMPT PURPOSE | $100 |
| COUNTRY MUSIC FOUNDATION | |||||||
| 222 FIFTH AVENUE SOUTH | NASHVILLE | TN | 37203 | NONE | PC | EXEMPT PURPOSE | $2,000 |
| JEWISH CTR KEW GARDENS HILL | |||||||
| 71-25 MAIN STREET | FLUSHING | NY | 11367 | NONE | PC | EXEMPT PURPOSE | $400 |
| LINCOLN CENTER FOR PERFORMANCE ARTS | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | EXEMPT PURPOSE | $3,000 |
| LONG ISLAND CARES INC | |||||||
| 144-61 38TH AVENUE | FLUSHING | NY | 11354 | NONE | PC | EXEMPT PURPOSE | $200 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | NONE | PC | EXEMPT PURPOSE | $600 |
| OLD WESTBURY PBA | |||||||
| 1 STOREHILL ROAD | OLD WESTBURY | NY | 11568 | NONE | PC | EXEMPT PURPOSE | $200 |
| NOTHWESTERN UNIVERSITY | |||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | NONE | PC | EXEMPT PURPOSE | $1,000 |
| OLD WESTBURY GARDENS | |||||||
| 71 OLD WESTBURY RD | OLD WESTBURY | NY | 11590 | NONE | PC | EXEMPT PURPOSE | $100 |
| OLD WESTBURY HORSEMEN'S FDN | |||||||
| 203 STORE HILL ROAD | OLD WESTBURY | NY | 11568 | NONE | PC | EXEMPT PURPOSE | $155 |
| SOLOMON R GUGGENHEIM FOUNDATION | |||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PC | EXEMPT PURPOSE | $500 |
| ST FRANCIS HOSPITAL FOUNDATION INC | |||||||
| PO BOX 7000 | COLUMBUS | GA | 31908 | NONE | PC | EXEMPT PURPOSE | $10,000 |
| ST JUDES RESEARCH HOSPITAL | |||||||
| 4619 NORTH RAVENSWOOD AVENUE 302 | CHICAGO | IL | 60640 | NONE | PC | EXEMPT PURPOSE | $200 |
| TJ MARTELL FOUNDATION | |||||||
| 260 MADISON AVE 8TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | EXEMPT PURPOSE | $3,000 |
| TEMPLE SINAI | |||||||
| 425 ROSLYN ROAD | ROSLYN HEIGHTS | NY | 11577 | NONE | PC | EXEMPT PURPOSE | $460 |
| THE JEWISH MUSEUM | |||||||
| 1109 5TH AVE AT 92ND ST | NEW YORK | NY | 10128 | NONE | PC | EXEMPT PURPOSE | $500 |
| THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | |||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | NONE | PC | EXEMPT PURPOSE | $500 |
| WESTBURY FIRE DEPARTMENT | |||||||
| 355 MAPLE AVE | WESTBURY | NY | 11590 | NONE | PC | EXEMPT PURPOSE | $200 |
| WFUV FORDHAM UNIVERSITY | |||||||
| 441 EAST FORDHAM ROAD | BRONX | NY | 10458 | NONE | PC | EXEMPT PURPOSE | $240 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | NONE | PC | EXEMPT PURPOSE | $275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,567 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,634 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$7,041 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| THRU ENTERPRISE PRODUCTS PARTNERS, LP | 900099 | -$1,471 | 14 | -$40 |
| THRU ENERGY TRANSFER PARTNERS, LP | 900099 | $93 | 14 | -$264 |
| THRU LINN ENERGY, LLC | 900099 | -$1,538 | 14 | $127 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$2,916 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,444 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,528 | 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 | MCGLADREY LLP | CategoryTxt |
| Amt | $4,200 | Amt |
| Net Investment Income | $2,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,100 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS AG JERSEY BRANCH 08/04/20 | BondNm |
| EOY Book Value | $25,000 | EOYBookValueAmt |
| EOYFMV | $25,167 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA CORP | $50,000 | $51,520 |
| BANK OF AMERICA CORP | $25,000 | $25,420 |
| CAPITAL ONE FINANCIAL CO | $25,000 | $26,500 |
| CAPITAL ONE FINANCIAL CO | $25,000 | $25,190 |
| CHARLES SCHWAB CORP | $50,000 | $50,340 |
| DIGITAL REALTY TRUST INC | $25,000 | $24,740 |
| JP MORGAN CHASE & CO | $25,000 | $25,120 |
| JP MORGAN CHASE & CO | $25,000 | $24,960 |
| QWEST CORPORATION | $12,500 | $12,475 |
| STATE STREET CORPORATION | $25,000 | $25,250 |
| WELL FARGO COMPANY | $25,000 | $25,160 |
| NORTEL NETWORKS CORP. | $85 | $0 |
| NEW RESIDENTIAL INVT | $56,175 | $45,850 |
| SPLK STEPS ISSUER RBC | $15,000 | $13,065 |
| DIGITAL REALTY TRUST INC | $25,000 | $26,690 |
| GOLDMAN SACHS GROUP INC | $50,000 | $52,340 |
| WELL FARGO COMPANY | $50,000 | $50,740 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TEKLA WORLD HEALTHCARE | AT COST | $30,000 | $21,570 |
| CALAMOS DYNAMIC | AT COST | $25,000 | $18,180 |
| ENERGY TRANSFER PARTNERS LP LP | AT COST | $24,137 | $34,910 |
| ENTERPRISE PRODUCTS PARTNER LP MLP | AT COST | $9,208 | $27,390 |
| THIRD AVENUE REAL ESTATE VALUE FD | AT COST | $25,525 | $25,599 |
| JANUS BALANCED FUND | AT COST | $77,147 | $73,405 |
| SKYBRIDGE DIVIDEND VALUE | AT COST | $26,000 | $23,576 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKER | Desc |
| BOY Book Value | $43,618 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS DEPT. OF LAW | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| THRU ENTERPRISE PRODUCTS PARTNERS, LP | -$1,511 | -$40 | -$1,511 |
| THRU ENERGY TRANSFER PARTNERS, LP | -$171 | -$264 | -$171 |
| THRU LINN ENERGY, LLC | -$1,411 | $127 | -$1,411 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $2,823 | Amt |
| Net Investment Income | $2,823 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $33 | $0 | $0 |
| NYS CORP TAX | $250 | $0 | $0 |