GOLDSTONE FUND INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GOLDSTONE FUND INC (EIN 13-6028782)
- Tax period
- 2014-06-01 to 2015-05-31
- Filed
- 2016-02-13
- IRS object ID
- 201640449349100504
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-13T12:59:21-06:00 | ReturnTs |
| Tax Period End | 2015-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TANTON AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 WEST 57TH STREET 5TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100193411 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136028782 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOLDSTONE FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JANET L MULLIGAN | InCareOfNm |
| Business Name Control | GOLD | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TANTON CO LLP 37 W 57TH ST 5 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR GOLDSTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2015-10-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANET MULLIGAN CPA | PreparerPersonNm |
| PTIN | P00850378 | PTIN |
| Phone | 2125831100 | PhoneNum |
| Preparation | 2015-11-25 | PreparationDt |
| 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 | $7,491,541 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $120,295 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,295 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $581,231 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,495,415 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $581,231 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $701,526 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $701,526 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $8,200 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,200 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,313 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,937 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $39,662 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,662 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $74,740 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $74,740 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $127,852 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,715 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,137 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $289,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $289,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $416,852 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,715 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $301,137 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $284,674 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $620,811 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,211,124 | CashBOYAmt |
| Cash EOY | $489,318 | CashEOYAmt |
| Cash EOYFMV | $489,318 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,892,592 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,872,596 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,000,718 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,505 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,505 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,505 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,105,221 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,363,419 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,491,541 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $46,975 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable EOY | $20,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $46,975 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $5,058,246 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $5,342,919 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,058,246 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,342,919 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,105,221 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,363,419 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,058,246 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $284,674 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,342,920 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,342,919 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE ATTACHMENT | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,495,415 | GrossSalesPriceAmt |
| Cost Or Other Basis | $914,184 | CostOrOtherBasisAmt |
| Gain Or Loss | $581,231 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $581,231 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $581,231 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $300,612 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,847,252 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043903 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $273,632 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,177,597 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044294 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $309,961 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,006,745 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051602 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $279,941 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,062,034 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046179 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $290,234 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,593,689 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051886 | DistributionYr5Rt |
| Total Distribution | 0.237864 | TotalDistributionRt |
| Average Distribution | 0.047573 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,306,312 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $347,583 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,208 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $353,791 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $301,137 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,416 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,416 | SubtotalAmt |
| Tax Based On Investment Income | $12,416 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,680 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $14,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $20,180 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $115 | EsPenaltyAmt |
| Overpayment | $7,649 | OverpaymentAmt |
| Applied To ES Tax | $7,649 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANET L MULLIGAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125831100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 W 57TH ST 5TH FL NEW YORK | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
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 |
| Relying Current Ntc Dsstr Asst | Yes (X) | RelyingCurrentNtcDsstrAsstInd |
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| ARTHUR H GOLDSTONE | ||||||
| C/O TANTON CO LLP | NEW YORK | NY | 10019 | PRESIDENT | 0.5 | $0 |
| JANET L MULLIGAN | ||||||
| C/O TANTON CO LLP | NEW YORK | NY | 10019 | TREASURER/SECRETARY | 0.5 | $0 |
| JANE G RITTMASTER | ||||||
| 911 PARK AVENUE | NEW YORK | NY | 10021 | VICE PRESIDENT | 0.5 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,594,693 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $822,883 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,417,576 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,417,576 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $111,264 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,306,312 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $365,316 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $365,316 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,416 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,416 | TotalTaxAmt |
| Distributable Before Adj | $352,900 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $352,900 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $352,900 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $301,137 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $301,137 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $301,137 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $352,900 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $296,762 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $301,137 | QualifyingDistributionsAmt |
| Applied To Year1 | $296,762 | AppliedToYear1Amt |
| Applied To Current Year | $4,375 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $348,525 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LINCOLN CENTER FOR THE PERFORMING ARTS | ||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GENERAL PURPOSE | $3,000 |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | GENERAL PURPOSE | $1,000 | |
| THE CHILDRENS AID SOCIETY | ||||||
| 150 EAST 45TH STREET | NEW YORK | NY | 10017 | PC | GENERAL PURPOSE | $1,000 |
| FSH SOCIETY | ||||||
| 450 BEDFORD STREET | LEXINGTON | MA | 02420 | PC | GENERAL PURPOSE | $10,000 |
| CARNEGIE HALL SOCIETY | ||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | PC | GENERAL PURPOSE | $10,000 |
| MOUNT SINAI HEALTH SYSTEM | ||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | PC | GENERAL PURPOSE | $7,500 |
| JEWISH GUILD HEALTHCARE | ||||||
| 15 WEST 5TH STREET | NEW YORK | NY | 10023 | PC | GENERAL PURPOSE | $4,500 |
| RICHARD TUCKER MUSIC FOUNDATION | ||||||
| 1790 BROADWAY | NEW YORK | NY | 10019 | PC | GENERAL PURPOSE | $3,000 |
| GREENWICH HOSPITAL | ||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | PC | GENERAL PURPOSE | $1,500 |
| AMERICAN CANCER SOCIETY | ||||||
| 132 WEST 32ND STREET | NEW YORK | NY | 10001 | PC | GENERAL PURPOSE | $500 |
| WESTCHESTER ADULT JEWISH EDUCATIION | ||||||
| 701 WESTCHESTER AVENUE WHITE PLAIN | NEW YORL | NY | 10504 | GENERAL PURPOSE | $500 | |
| MOUNT SINAI ADOLESCENT HEALTH CENTER | ||||||
| 312 EAST 94TH STREET | NEW YORK | NY | 10028 | PC | GENERAL PURPOSE | $1,000 |
| SCARSDALE ADULT SCHOOL | ||||||
| PO BOX 205 | SCARSDALE | NY | 10583 | GENERAL PURPOSE | $2,500 | |
| NEW ALTERNATIVES FOR CHILDREN | ||||||
| 37 WEST 26TH STREET | NEW YORK | NY | 10010 | PC | GENERAL PURPOSE | $1,000 |
| FUND FOR PARK AVENUE | ||||||
| 445 PARK AVENUE | NEW YORK | NY | 10022 | PC | GENERAL PURPOSE | $1,000 |
| CITIZENS COMMITTEE FOR CHILDREN OF NEW YORK | ||||||
| 14 WALL STREET | NEW YORK | NY | 10005 | PC | GENERAL PURPOSE | $1,000 |
| CONGREGATION EMANU EL | ||||||
| 1 EAST 65TH STREET | NEW YORK | NY | 10065 | PC | GENERAL PURPOSE | $7,000 |
| LEUKEMIA FIGHTERS | ||||||
| 525 EAST 68TH STREET | NEW YORK | NY | 10065 | PC | GENERAL PURPOSE | $1,000 |
| HORACE MANN SCHOOL | ||||||
| 231 WEST 246TH STREET | BRONX | NY | 10471 | PC | GENERAL PURPOSE | $20,000 |
| BLYTHEDALE CHILDRENS HOSPITAL | ||||||
| 95 BRADHURST STREET | VALHALLA | NY | 10595 | PC | GENERAL PURPOSE | $20,000 |
| BLYTHEDALE CHILDREN'S HOSPITAL | ||||||
| 95 BRADHURST STREET | VALHALLA | NY | 10595 | PC | GENERAL PURPOSE | $5,000 |
| JEWISH GUILD HEALTHCARE | ||||||
| 15 WEST 5TH STREET | NEW YORK | NY | 10023 | PC | GENERAL PURPOSE | $10,000 |
| MOUNT SINAI AUXILIARY BOARD | ||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | PC | GENERAL PURPOSE | $5,000 |
| NATIONAL ALOPECIA AREATA FOUNDATION | ||||||
| 65 MITCHELL BOULEVARD | SAN RAFAEL | CA | 94903 | GENERAL PURPOSE | $500 | |
| THE DOE FUND | ||||||
| 232 EAST 84TH STREET | NEW YORK | NY | 10028 | PC | GENERAL PURPOSE | $500 |
| BACHMANN STRAUSS DYSTONIA & PARKINSON FOUNDATION | ||||||
| 551 FIFTH AVENUE | NEW YORK | NY | 10176 | PC | GENERAL PURPOSE | $500 |
| THE MAIN IDEA | ||||||
| 2180 EAST PROSPECT AVENUE | MAMARONECK | NY | 10543 | PC | GENERAL FUND | $1,000 |
| SCARSDALE VOLUNTEER AMBULANCE CORPS | ||||||
| 5 WEAVER STREET | SCARSDALE | NY | 10583 | PC | GENERAL PURPOSE | $1,000 |
| BLYTHEDALE CHILDRENS HOSPITAL | ||||||
| 95 BRADHURST STREET | VALHALLA | NY | 10595 | PC | GENERAL PURPOSE | $5,000 |
| COLUMBIA UNIVERSITY DEPT OF OPTHAMOLOGY | ||||||
| 116TH STREET AT BROADWAY | NEW YORK | NY | 10027 | GENERAL PURPOSE | $5,000 | |
| MOUNT SINAI MEDICAL CENTER | ||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | PC | GENERAL PURPOSE | $5,000 |
| MOUNT SINAI MEDICAL CENTER | ||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | PC | GERNERAL PURPOSE | $2,500 |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | PC | GENERAL PURPOSE | $1,000 |
| FUND FOR PARK AVENUE | ||||||
| 445 PARK AVENUE | NEW YORK | NY | 10022 | PC | GENERAL PURPOSE | $500 |
| CITIZENS COMMITTEE FOR CHILDREN OF NEW YORK | ||||||
| 14 WALL STREET | NEW YORK | NY | 10005 | PC | GENERAL PURPOSE | $500 |
| BACHMANN STRAUSS DYSTONIA & PARKINSON FOUNDATION | ||||||
| 551 FIFTH AVENUE | NEW YORK | NY | 10176 | PC | GENERAL PURPOSE | $1,000 |
| CENTRAL PARK CONSERVANCY | ||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | PC | GENERAL PURPOSSE | $1,000 |
| WJCS - PATHWAYS TO CARE | ||||||
| 845 NORTH BROADWAY | WHITE PLAINS | NY | 10603 | PC | GENERAL PUROPSE | $2,500 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | GENERAL PURPOSE | $2,000 | |
| METROPOLITAN MUSEUM OF ART | ||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PC | GENERAL PURPOSE | $1,500 |
| JEWISH WOMENS FOUNDATION OF NEW YORK | ||||||
| 130 EAST 69TH STREET | NEW YORK | NY | 10022 | PC | GENERAL PURPOSE | $1,000 |
| FRESH AIR FUND | ||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | PC | GENEAL PURPOSE | $1,000 |
| CITY OF HOPE | ||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | GENERAL PURPOSE | $1,000 | |
| CAMP TREETOPS | ||||||
| 4382 CASCADE ROAD | LAKE PLACID | NY | 12946 | PC | GENERAL PURPOSE | $500 |
| AUDUBON SOCIETY OF RHODE ISLAND | ||||||
| 12 SANDERSON ROAD | SMITHFIELD | RI | 02917 | GENERAL PURPOSE | $2,500 | |
| FRIENDS OF THE BROWNELL LIBRARY | ||||||
| 6 LINCOLN STREET | ESSEX JUNCTION | VT | 05452 | PC | GENERAL PURPOSE | $1,500 |
| NATURE CONSERVANCY OF RHODE ISLAND | ||||||
| 159 WATERMAN STREET | PROVIDENCE | RI | 02906 | GENERAL PURPOSE | $30,000 | |
| CORNELL UNIVERSITY | ||||||
| CORNELL UNIVERSITY | ITHACA | NY | 14859 | GENERAL PURPOSE | $5,000 | |
| ST BERNARDS SCHOOL | ||||||
| 4 EAST 98TH STREET | NEW YORK | NY | 10029 | GENERAL PURPOSE | $70,000 | |
| LYMPHOMA RESEARCH FOUNDATON | ||||||
| 115 BROADWAY | NEW YORK | NY | 10006 | GENERAL PURPOSE | $15,000 | |
| LITTLE COMPTON AGRICULTURAL CONSERVANCY TRUST | ||||||
| PO BOX 9061 | PROVIDENCE | RI | 02940 | PC | GENERAL PURPOSE | $5,000 |
| SAKONNET PRESERVATON ASSOCIATION | ||||||
| 7 S OF COMMONS ROAD | LITTLE COMPTON | RI | 02837 | PC | GENERAL PURPOSE | $5,000 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | ||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GENERAL PURPOSE | $3,000 |
| HORACE MANN SCHOOL | ||||||
| 231 WEST 246TH STREET | BRONX | NY | 10471 | PC | GENERAL PURPOSE | $2,500 |
| MOUNT PLEASANT BLYTHEDALE FOUNDATION | ||||||
| 95 BRADHURST STREET | VALHALLA | NY | 10595 | GENERAL PURPOSE | $1,500 | |
| WINDWARD SCHOOL | ||||||
| 13 WINDWARD AVENUE | WHITE PLAINS | NY | 10605 | GENERAL PURPOSE | $1,000 | |
| FSH SOCIETY | ||||||
| 450 BEDFORD STREET | LEXINGTON | MA | 02420 | GENERAL PURPOSE | $4,000 | |
| LITTLE COMPTON AGRICULTURAL CONSERVANCY TRUST | ||||||
| PO BOX 9061 | PROVIDENCE | RI | 02940 | UNCASHED CHECK | -$8,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $289,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,295 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $581,231 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $701,526 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $701,526 | 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 | TANTON & CO. | CategoryTxt |
| Amt | $5,250 | Amt |
| Net Investment Income | $1,313 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,937 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS THRU SCHWAB | StockNm |
| EOY Book Value | $4,872,596 | EOYBookValueAmt |
| EOYFMV | $7,000,718 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FULLBRIGHT & JAWORSKI LLP | CategoryTxt |
| Legal Fees | $8,200 | LegalFeesAmt |
| Disbursements Charitable Prps | $8,200 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM OFFICERS | Desc |
| BOY Book Value | $1,505 | BOYBookValueAmt |
| EOY Book Value | $1,505 | EOYBookValueAmt |
| EOYFMV | $1,505 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $74,205 | $74,205 |
| FILING FEES | $250 | $250 |
| MISCELLANEOUS FEES | $285 | $285 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHELD | $4,662 | $4,662 |
| FEDERAL TAX | $35,000 |