STEVEN B SCHONFELD FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: STEVEN B SCHONFELD FOUNDATION (EIN 13-4166757)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-04-14
IRS object ID: 201501049349100220
Schema version: 2014v5.0
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
Schedule B
Investments Other Schedule2
Other Expenses Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-04-14T16:33:57-05:00	ReturnTs
Tax Period End	2014-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	132620561	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CORNICK GARBER & SANDLER LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	825 THIRD AVENUE	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10022	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2014-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	134166757	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE STEVEN B SCHONFELD FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	STEV	BusinessNameControlTxt
Phone	5168220202	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	TWO JERICHO PLAZA 3RD FL WING B	AddressLine1Txt
City	JERICHO	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11753	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	STEVEN B SCHONFELD	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	5168220202	PhoneNum
Signature	2015-03-25	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHELE ROSENBERG	PreparerPersonNm
PTIN	P01346138	PTIN
Phone	2125573900	PhoneNum
Preparation	2015-03-18	PreparationDt

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,090,506	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	$425,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$17	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$17	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$7,639	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$7,639	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$49,400	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$49,400	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$49,400	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$482,056	TotalRevAndExpnssAmt
Total Net Invst Incm	$57,056	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
Taxes Rev And Expnss	$1,213	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$943	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$150	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$793	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$2,156	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$150	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$793	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$429,525	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$429,525	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$431,681	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$150	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$430,318	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$50,375	ExcessRevenueOverExpensesAmt
Net Investment Income	$56,906	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$14,120	CashBOYAmt
Cash EOY	$7,589	CashEOYAmt
Cash EOYFMV	$7,589	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$54,091	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$61,319	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$61,319	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$675,960	OtherInvestmentsBOYAmt
Other Investments EOY	$725,638	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,021,598	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$744,171	TotalAssetsBOYAmt
Total Assets EOY	$794,546	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,090,506	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	$744,171	RetainedEarningBOYAmt
Retained Earning EOY	$794,546	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$744,171	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$794,546	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$744,171	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$794,546	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$744,171	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$50,375	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$794,546	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$794,546	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	CAPITAL GAINS DIVIDENDS	PropertyDesc
How Acquired	P	HowAcquiredCd
Gross Sales Price	$49,400	GrossSalesPriceAmt
Gain Or Loss	$49,400	GainOrLossAmt
Gains Minus Excess Or Losses	$49,400	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$49,400	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$175,212	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$881,328	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.198805	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$340,781	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$738,724	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.461310	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$134,915	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$703,865	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.191677	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$237,431	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$611,055	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.388559	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$1,089,014	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$500,947	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	2.173911	DistributionYr5Rt
Total Distribution	3.414262	TotalDistributionRt
Average Distribution	0.682852	AverageDistributionRt
Net Vl Noncharitable Assets	$1,050,362	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$717,242	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$569	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$717,811	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$430,318	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,138	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,138	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,138	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$760	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$760	TotalPaymentsAndCreditsAmt
Tax Due	$378	TaxDueAmt

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	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Org Report Or Register State	DE	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (1)	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	STEVEN B SCHONFELD FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5168220202	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2 JERICHO PLAZA 3RD FLOOR - WING B	AddressLine1Txt
City	JERICHO	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11753	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 (5 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
STEVEN B SCHONFELD
2 JERICHO PLAZA	JERICHO	NY	11753	PRESIDENT	2.00	$0	$0	$0
ANDREW FISHMAN
2 JERICHO PLAZA	JERICHO	NY	11753	VICE PRESIDENT	1.00	$0	$0	$0
RYAN TOLKIN
2 JERICHO PLAZA	JERICHO	NY	11753	VICE PRESIDENT	1.00	$0	$0	$0
MARK PECKMAN
2 JERICHO PLAZA	JERICHO	NY	11753	SECRETARY & GENERAL COUNSEL	1.00	$0	$0	$0
JOSEPH AVANTARIO
2 JERICHO PLAZA	JERICHO	NY	11753	TREASURER	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

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	$978,113	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$88,244	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,066,357	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,066,357	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$15,995	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,050,362	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$52,518	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$52,518	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,138	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,138	TotalTaxAmt
Distributable Before Adj	$51,380	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$51,380	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$51,380	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$430,318	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$430,318	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$430,318	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$51,380	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$1,064,091	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$207,131	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$100,207	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$304,125	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$131,879	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,807,433	TotalExcessDistributionCyovAmt
Qualifying Distributions	$430,318	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$51,380	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$378,938	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$2,186,371	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	$1,064,091	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,122,280	ExcessDistriCyovToNextYrAmt
Excess From Year4	$207,131	ExcessFromYear4Amt
Excess From Year3	$100,207	ExcessFromYear3Amt
Excess From Year2	$304,125	ExcessFromYear2Amt
Excess From Year1	$131,879	ExcessFromYear1Amt
Excess From Current Year	$378,938	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	STEVEN B SCHONFELD	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN CANCER SOCIETY
132 WEST 32ND STREET	NEW YORK	NY	10001	NONE	501(C)(3)	CHARITABLE	$3,000
AMERICAN LUNG ASSOCIATION
1301 PENNSYLVANIA AVENUE NW	WASHINGTON	DC	20004	NONE	501(C)(3)	CHARITABLE	$75
AUTISM SPEAKS
1060 STATE ROAD 2ND FLOOR	PRINCETON	NJ	08540	NONE	501(C)(3)	CHARITABLE	$200
CHILDREN'S MEDICAL FUND OF NEW YORK
3000 MARCUS AVENUE SUITE LI09	NEW HYDE PARK	NY	11042	NONE	501(C)(3)	CHARITABLE	$47,000
CROHN'S & COLITIS FOUNDATION OF AMERICA
585 STEWART AVENUE SUITE 304	GARDEN CITY	NY	11530	NONE	501(C)(3)	CHARITABLE	$1,000
DOWN SYNDROME CONNECTION OF LONG ISLAND
PO BOX 2402	HALESITE	NY	11743	NONE	501(C)(3)	CHARITABLE	$250
EAST END HOSPICE
PO BOX 1048	WESTHAMPTON BEACH	NY	11978	NONE	501(C)(3)	CHARITABLE	$500
GIST CANCER RESEARCH FUND
55 SAW MILL RIVER ROAD	NEW CITY	NY	10956	NONE	501(C)(3)	CHARITABLE	$1,000
GLEN OAKS CLUB PHILANTHROPIC FUND
PO BOX 249	OLD WESTBURY	NY	11568	NONE	EXEMPT	CHARITABLE	$500
HELP FUNDING INC
5 HANOVER SQUARE	NEW YORK	NY	10004	NONE	501(C)(3)	CHARITABLE	$112,000
JERICHO ATHLETIC ASSOCIATION
PO BOX 152	JERICHO	NY	11753	NONE	EXEMPT	CHARITABLE	$2,500
JEWISH CONGREGATION OF BROOKVILLE
430 NORTH BROADWAY	JERICHO	NY	11753	NONE	501(C)(3)	CHARITABLE	$5,000
LONG ISLAND METROPOLITAN LACROSSE FOUNDATION
706 WILLIAMS STREET	BALDWIN	NY	11550	NONE	501(C)(3)	CHARITABLE	$500
LONG ISLAND UNIVERSITY
700 NORTHERN BLVD	BROOKVILLE	NY	11548	NONE	501(C)(3)	CHARITABLE	$500
MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
PO BOX 4777 GRAND CENTRAL STATION	NEW YORK	NY	10163	NONE	501(C)(3)	CHARITABLE	$50
NORTH SHORE - LIJ
300 COMMUNITY DRIVE	MANHASSET	NY	11030	NONE	501(C)(3)	CHARITABLE	$75,000
OLD WESTBURY PBA CHAPTER - NASSAU POLICE CONFERENCE
PO BOX 417	OLD WESTBURY	NY	11568	NONE	501(C)(3)	CHARITABLE	$10,000
SID JACOBSON JEWISH COMMUNITY CENTER
300 FOREST DRIVE	EAST HILLS	NY	11548	NONE	501(C)(3)	CHARITABLE	$10,000
ST FRANCIS HOSPITAL FOUNDATION
100 PORT WASHINGTON BLVD	ROSLYN	NY	11576	NONE	501(C)(3)	CHARITABLE	$100,000
ST MARY'S CHILDREN'S HOSPITAL
5 DAKOTA DRIVE SUITE 200	NEW HYDE PARK	NY	11042	NONE	501(C)(3)	CHARITABLE	$1,000
SUNRISE DAY CAMP
15 NEIL COURT	OCEANSIDE	NY	11572	NONE	501(C)(3)	CHARITABLE	$200
THE NEEDLERS FOUNDATION
1410 BROADWAY	NEW YORK	NY	10018	NONE	501(C)(3)	CHARITABLE	$8,000
UJA - FEDERATION OF NEW YORK
6900 JERICHO TURNPIKE SUITE 302	SYOSSET	NY	11791	NONE	501(C)(3)	CHARITABLE	$50,000
WEST SIDE MONTESSORI
74 DEXTER STREET	PROVIDENCE	RI	02909	NONE	501(C)(3)	CHARITABLE	$1,000
WILLIAMS SYNDROME ASSOCIATION
570 KIRTS BLVD SUITE 223	TROY	MI	48084	NONE	501(C)(3)	CHARITABLE	$250

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$429,525	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	$17	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$7,639	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$49,400	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$57,056	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$57,056	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	STEVEN B SCHONFELD	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	2 JERICHO PLAZA	AddressLine1Txt
City	JERICHO	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11753	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$425,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
STANDARD & POORS DEP RCPT	AT COST	$219,240	$411,080
FIDELITY ADVISOR INT'L SM CAP	AT COST	$122,574	$122,832
FIDELITY ADVISOR MID CAP	AT COST	$154,390	$221,232
FIDELITY ADVISOR SM CAP	AT COST	$229,434	$266,454

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ACCOUNT FEE	$150	$150	$0
CORPORATE FILING FEES	$793	$0	$793

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	STEVEN B SCHONFELD	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2 JERICHO PLAZA	AddressLine1Txt
City	JERICHO	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11753	ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL EXCISE TAX	CategoryTxt
Amt	$1,213	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt