STUART S APPLEBAUM GIVING FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- STUART S APPLEBAUM GIVING FOUNDATION INC (EIN 37-1420725)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201501329349101420
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T08:05:01-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132623599 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Executive Monetary Management LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 East 42nd Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 371420725 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUART S APPLEBAUM GIVING FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STUA | BusinessNameControlTxt |
| Phone | 2123487405 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O S APPLEBAUM 145 E 92ND STREET | AddressLine1Txt |
| Address Line2 | No 6E | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART S APPLEBAUM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123487405 | PhoneNum |
| Signature | 2015-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Susan Steinsapir | PreparerPersonNm |
| PTIN | P00182426 | PTIN |
| Phone | 2124765555 | PhoneNum |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $642,065 | 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 | $270,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $554 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $554 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $188 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $188 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,456 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $202,605 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $267,286 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $742 | 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 |
| Legal Fees Rev And Expnss | $1,361 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $28 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $317 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,406 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $232,231 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $232,231 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $237,637 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $232,231 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,649 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $742 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,990 | CashBOYAmt |
| Cash EOY | $69,146 | CashEOYAmt |
| Cash EOYFMV | $69,146 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $558,011 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $570,296 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $570,296 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,623 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,415 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,623 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,623 | AcctRcvblEOYFMVAmt |
| Total Assets BOY | $612,416 | TotalAssetsBOYAmt |
| Total Assets EOY | $642,065 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $642,065 | 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 | $612,416 | RetainedEarningBOYAmt |
| Retained Earning EOY | $642,065 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $612,416 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $642,065 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $612,416 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $642,065 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $612,416 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,649 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $642,065 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $642,065 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 241.152 SHS FRANKLIN INVS SECS TR ADJUSTABLE US GOVT SECS CL C | P | 2013-02-01 | 2014-01-06 | $2,100 | $2,132 | -$32 | -$32 |
| 23,020.100 SHS FRANKLIN INVS SECS TR ADJUSTABLE US GOVT SECS CL C | P | 2011-06-01 | 2014-01-06 | $200,505 | $203,929 | -$3,424 | -$3,424 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,456 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $379,542 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $600,871 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.631653 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $310,409 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $661,540 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.469222 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $254,298 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $772,432 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.329217 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $218,232 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $725,292 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.300888 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $277,272 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $812,873 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.341101 | DistributionYr5Rt |
| Total Distribution | 2.072081 | TotalDistributionRt |
| Average Distribution | 0.414416 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $542,554 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $224,843 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $224,850 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $232,231 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $7 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $7 | 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 | 0 | 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 | 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 | STUART S APPLEBAUM | IndividualWithBooksNm |
| Phone | 2123487405 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 E 92ND STREET APT 6E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STUART S APPLEBAUM | ||||||||
| 145 E 92ND STREET APT 6E | NEW YORK | NY | 10128 | PRES, VP, SECR, TREAS | 5.00 | $0 | $0 | $0 |
| IRWYN APPLEBAUM | ||||||||
| 7 BRUNDIGE DRIVE | GOLDENS BRIDGE | NY | 10526 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| WENDI S LANGER | ||||||||
| 167 PERRY ST APT 3K | NEW YORK | NY | 10014 | DIRECTOR | 0.00 | $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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | 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 | $2,836 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $547,980 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $550,816 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $550,816 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,262 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $542,554 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,128 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,128 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7 | TotalTaxAmt |
| Distributable Before Adj | $27,121 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,121 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,121 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $232,231 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $232,231 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $232,224 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,121 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $236,716 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $182,033 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $215,730 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $277,424 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $349,554 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,261,457 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $232,231 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,121 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $205,110 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,466,567 | 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 | $236,716 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,229,851 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $182,033 | ExcessFromYear4Amt |
| Excess From Year3 | $215,730 | ExcessFromYear3Amt |
| Excess From Year2 | $277,424 | ExcessFromYear2Amt |
| Excess From Year1 | $349,554 | ExcessFromYear1Amt |
| Excess From Current Year | $205,110 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STUART S APPLEBAUM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | N/A | PUBLIC | GENERAL | $10,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 360 LEXINGTON AVENUE | NEW YORK | NY | 10017 | N/A | PUBLIC | GENERAL | $13,000 |
| AMERICAN BOOKSELLERS FOUNDATION FOR FREE EXPRESSION | |||||||
| 19 FULTON STREET SUITE 407 | NEW YORK | NY | 10038 | N/A | PUBLIC | GENERAL | $2,692 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 352 SEVENTH AVENUE SUITE 400 | NEW YORK | NY | 10001 | N/A | PUBLIC | GENERAL | $2,200 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | N/A | PUBLIC | GENERAL | $2,518 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | N/A | PUBLIC | GENERAL | $3,000 |
| BRIDGES ACADEMY | |||||||
| 3921 LAUREL CANYON BLVD | STUDIO CITY | CA | 91604 | N/A | PUBLIC | GENERAL | $2,200 |
| CAMP TA-KUM-TA | |||||||
| PO BOX 459 | SOUTH HERO | VT | 05486 | N/A | PUBLIC | GENERAL | $800 |
| CANCER CARE | |||||||
| 275 SEVENTH AVENUE | NEW YORK | NY | 10001 | N/A | PUBLIC | GENERAL | $2,500 |
| CIRCLE OF LOVE MINISTRY WORLDWIDE | |||||||
| 20 REITH STREET | COPIAGUE | NY | 11726 | N/A | PUBLIC | GENERAL | $1,200 |
| DOROT | |||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | N/A | PUBLIC | GENERAL | $2,200 |
| FILM FORUM | |||||||
| 209 WEST HOUSTON STREET | NEW YORK | NY | 10014 | N/A | PUBLIC | GENERAL | $5,000 |
| FILM SOCIETY OF LINCOLN CENTER | |||||||
| 165 WEST 65TH STREET | NEW YORK | NY | 10023 | N/A | PUBLIC | GENERAL | $12,850 |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | N/A | PUBLIC | GENERAL | $2,500 |
| FOOD PANTRY FARM INC | |||||||
| PO BOX 181 | EAST HAMPTON | NY | 11937 | N/A | PUBLIC | GENERAL | $1,500 |
| GODDARD RIVERSIDE COMMUNITY CENTER | |||||||
| 593 COLUMBUS AVENUE | NEW YORK | NY | 10024 | N/A | PUBLIC | GENERAL | $2,500 |
| JBI INTERNATIONAL | |||||||
| 110 EAST 30TH STREET | NEW YORK | NY | 10016 | N/A | PUBLIC | GENERAL | $2,200 |
| LIGHTHOUSE GUILD | |||||||
| 111 EAST 59TH STREET | NEW YORK | NY | 10022 | N/A | PUBLIC | GENERAL | $3,000 |
| LITERACY PARTNERS INC | |||||||
| 30 EAST 33RD STREET | NEW YORK | NY | 10016 | N/A | PUBLIC | GENERAL | $3,200 |
| MEMORIAL SLOAN-KETTERING CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PUBLIC | GENERAL | $2,500 |
| MESA VERDE FOUNDATION | |||||||
| 823 SO PERRY STREET SUITE 120 | DENVER | CO | 80104 | N/A | PUBLIC | GENERAL | $2,500 |
| MET COUNCIL | |||||||
| 120 BROADWAY 7TH FL | NEW YORK | NY | 10271 | N/A | PUBLIC | GENERAL | $3,700 |
| MUSEUM OF THE MOVING IMAGE | |||||||
| 36-01 35 AVENUE | ASTORIA | NY | 11106 | N/A | PUBLIC | GENERAL | $4,550 |
| NATIONAL COALITION AGAINST CENSORSHIP | |||||||
| 19 FULTON STREET SUITE 407 | NEW YORK | NY | 10038 | N/A | PUBLIC | GENERAL | $2,000 |
| NEIGHBORHOOD CATS | |||||||
| 2576 BROADWAY NO 555 | NEW YORK | NY | 10025 | N/A | PUBLIC | GENERAL | $1,500 |
| NEW VISIONS FOR PUBLIC SCHOOLS | |||||||
| 320 WEST 13TH STREET 6TH FLR | NEW YORK | NY | 10014 | N/A | PUBLIC | GENERAL | $1,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | N/A | PUBLIC | GENERAL | $5,000 |
| NEWARK PUBLIC RADIO INC | |||||||
| 54 PARK PLACE | NEWARK | NJ | 07101 | N/A | PUBLIC | GENERAL | $3,500 |
| NYU LANGONE MEDICAL CENTER | |||||||
| 25 WEST 4TH STREET 4TH FL | NEW YORK | NY | 10012 | N/A | PUBLIC | GENERAL | $25,000 |
| PEN AMERICAN CENTER | |||||||
| 588 BROADWAY | NEW YORK | NY | 10012 | N/A | PUBLIC | GENERAL | $3,200 |
| RUTH CULVER COMMUNITY LIBRARY | |||||||
| 540 WATER STREET | PRAIRIE DU SAC | WI | 53578 | N/A | PUBLIC | GENERAL | $2,000 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 90035 | N/A | PUBLIC | GENERAL | $2,218 |
| STANLEY M ISAACS NEIGHBORHOOD CENTER | |||||||
| 415 EAST 93RD STREET | NEW YORK | NY | 10128 | N/A | PUBLIC | GENERAL | $2,000 |
| STORYVILLE CENTER FOR THE SPOKEN WORD | |||||||
| 481 BROADWAY THIRD FLR | NEW YORK | NY | 10013 | N/A | PUBLIC | GENERAL | $985 |
| SYMPHONY SPACE | |||||||
| 2537 BROADWAY | NEW YORK | NY | 10025 | N/A | PUBLIC | GENERAL | $2,500 |
| THE ANNE FRANK CENTER | |||||||
| 44 PARK PLACE | NEW YORK | NY | 10007 | N/A | PUBLIC | GENERAL | $1,718 |
| THE BRIDGE SCHOOL | |||||||
| 545 EUCALYPTUS AVENUE | HILLSBOROUGH | CA | 94010 | N/A | PUBLIC | GENERAL | $1,000 |
| THE FRESH AIR FUND | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | N/A | PUBLIC | GENERAL | $2,200 |
| THE GET IN TOUCH FOUNDATION | |||||||
| PO BOX 2144 | MILFORD | CT | 06460 | N/A | PUBLIC | GENERAL | $1,000 |
| THE INSTITUTE FOR FAMILY HEALTH | |||||||
| 16 EAST 16TH STREET | NEW YORK | NY | 10003 | N/A | PUBLIC | GENERAL | $2,200 |
| THE MARCH OF DIMES FOUNDATION | |||||||
| 1275 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | N/A | PUBLIC | GENERAL | $1,200 |
| THE SCHOOL ART LEAGUEFCNY | |||||||
| 121 AVENUE OF THE AMERICAS 6TH FLR | NEW YORK | NY | 10013 | N/A | PUBLIC | GENERAL | $1,500 |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | N/A | PUBLIC | GENERAL | $45,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3805 LOCUST WALK | PHILADELPHIA | PA | 19104 | N/A | PUBLIC | KELLY WRITERS HOUSE | $24,000 |
| WBGOORG | |||||||
| 54 PARK PLACE | NEWARK | NJ | 07102 | N/A | PUBLIC | GENERAL | $4,200 |
| WFUV - FORDHAM UNIVERSITY | |||||||
| FORDHAM UNIVERSITY | BRONX | NY | 10458 | N/A | PUBLIC | GENERAL | $6,500 |
| WNET | |||||||
| 825 EIGHTH AVE 14TH FL | NEW YORK | NY | 10019 | N/A | PUBLIC | GENERAL | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $232,231 | 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 | $554 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $188 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$3,456 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$2,714 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$2,714 | 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 | STUART S APPLEBAUM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 EAST 92ND STREET APT 6E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $270,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXECUTIVE MONETARY MANAGEMENT | CategoryTxt |
| Amt | $3,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANDERSON, KILL & OLICK | CategoryTxt |
| Legal Fees | $1,361 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPLIANCE FEES | $140 | $0 | $0 |
| BANK CHARGES | $77 | $0 | $0 |
| FILING FEES | $100 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $28 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |