BONNIE ENGLEBARDT LAUTENBERT FAMILY CHARITABLE TRUST: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BONNIE ENGLEBARDT LAUTENBERT FAMILY CHARITABLE TRUST (EIN 36-7391092)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201503159349101205
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-11T14:44:56-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202840805 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDSTEIN LIEBERMAN & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 INTERNATIONAL BLVDSTE 700 | AddressLine1Txt |
| City | MAHWAH | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07495 | 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 | 367391092 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONNIE S ENGLEBARDT FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENGL | BusinessNameControlTxt |
| Phone | 2128241100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 521 FIFTH AVE NO 1804 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10175 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONNIE ENGLEBARDT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128241100 | PhoneNum |
| Signature | 2015-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS HALL | PreparerPersonNm |
| PTIN | P01541223 | PTIN |
| Phone | 2015125700 | 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 | $609,723 | 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 |
| Dividends Rev And Expnss | $12,312 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,312 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $67,754 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $242,019 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $67,754 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $80,066 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $80,066 | 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 | $2,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,025 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $320 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $220 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,845 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,245 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $233,156 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $233,156 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $237,001 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,245 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $233,256 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$156,935 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,821 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $17,808 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,808 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $29,376 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $26,361 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $29,376 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $29,376 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $737,395 | CorporateStockBOYAmt |
| Corporate Stock EOY | $562,539 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $562,539 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $188 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $763,944 | TotalAssetsBOYAmt |
| Total Assets EOY | $609,723 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $609,723 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,695 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $2,695 | 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 | $1,010,558 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,010,558 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$249,309 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$400,835 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $761,249 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $609,723 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $763,944 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $609,723 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $761,249 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$156,935 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,409 | OtherIncreasesAmt |
| Subtotal | $609,723 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $609,723 | 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 |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED STATEMENTS | P | 2014-01-01 | 2014-12-31 | $217,095 | $143,831 | $73,264 | $73,264 |
| SEE ATTACHED STATEMENTS | P | 2014-01-01 | 2014-12-31 | $24,924 | $30,434 | -$5,510 | -$5,510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $67,754 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $221,066 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $747,095 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.295901 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $222,087 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $766,788 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.289633 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $278,197 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $942,247 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.295248 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $214,093 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $685,638 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.312254 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $134,827 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $339,890 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.396678 | DistributionYr5Rt |
| Total Distribution | 1.589714 | TotalDistributionRt |
| Average Distribution | 0.317943 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $629,861 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $200,260 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $778 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $201,038 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $233,256 | 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 | $778 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $778 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $778 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $373 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,200 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,573 | TotalPaymentsAndCreditsAmt |
| Overpayment | $795 | OverpaymentAmt |
| Applied To ES Tax | $795 | 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 | 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 |
| 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 | ENTERPRISE ASSET MANAGEMENT | IndividualWithBooksNm |
| Phone | 2128241100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 521 FIFTH AVE SUITE 1804 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10175 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONNIE S ENGLEBARDT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 521 FIFTH AVE SUITE 1804 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10175 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $621,721 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,732 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $639,453 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $639,453 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,592 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $629,861 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,493 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,493 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $778 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $778 | TotalTaxAmt |
| Distributable Before Adj | $30,715 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,715 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,715 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $233,256 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $233,256 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $778 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $232,478 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,715 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $117,832 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $179,985 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $231,371 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $184,189 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $184,894 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $898,271 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $233,256 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,715 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $202,541 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,100,812 | 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 | $117,832 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $982,980 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $179,985 | ExcessFromYear4Amt |
| Excess From Year3 | $231,371 | ExcessFromYear3Amt |
| Excess From Year2 | $184,189 | ExcessFromYear2Amt |
| Excess From Year1 | $184,894 | ExcessFromYear1Amt |
| Excess From Current Year | $202,541 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BONNIE S ENGLEBARDT | 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 | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| 92ND STREET YM-YWHA | |||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | DONATION | $5,500 |
| ALBERT EINSTEIN COLLEGE OF MEDICINE OF YESHIVA UNIVERSITY | |||||
| 500 WEST 185TH STREETBH725 | NEW YORK | NY | 10033 | DONATION | $1,725 |
| ALVIN AILEY AMERICAN DANCE THEATER | |||||
| 405 WEST 55TH STREET | NEW YORK | NY | 10019 | DONATION | $500 |
| ALZHEIMER'S DISEASE RESEARCH | |||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | DONATION | $51,375 |
| AMERICAN FRIENDS OF BEIT HATFUTSOT | |||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | DONATION | $1,720 |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | |||||
| 500 FIFTH AVENUE | NEW YORK | NY | 10110 | DONATION | $25,250 |
| AMERICAN SOCIETY FOR YAD VASHEM | |||||
| 500 5TH AVE42ND FLOOR | NEW YORK | NY | 10110 | DONATION | $500 |
| BRAIN & BEHAVIORAL RESEARCH | |||||
| 90 PARK AVENUE | NEW YORK | NY | 10016 | DONATION | $1,000 |
| BREAST CANCER RESEARCH FOUNDATION | |||||
| 60 EAST 56TH STREET | NEW YORK | NY | 10022 | DONATION | $5,000 |
| CARNEGIE HALL SOCIETY | |||||
| 881 SEVENTH AVE | NEW YORK | NY | 10019 | DONATION | $1,638 |
| CHILD MIND INSTITUTE | |||||
| 445 PARK AVENUE | NEW YORK | NY | 10022 | DONATION | $1,265 |
| CITY OF HOPE | |||||
| 1500 E DUARTE ROAD | DUARTE | CA | 91010 | DONATION | $1,000 |
| CITY PARKS FOUNDATION | |||||
| 830 FIFTH AVE | NEW YORK | NY | 10065 | DONATION | $2,250 |
| CROHNS AND COLITIS FOUNDATION | |||||
| 386 PARK AVENUE 17TH FLOOR | NEW YORK | NY | 10016 | DONATION | $5,000 |
| GROUP FOR THE EAST END | |||||
| PO BOX 569 | BRIDGEHAMPTON | NY | 11932 | DONATION | $100 |
| GUILD HALL | |||||
| 158 MAIN ST | EAST HAMPTON | NY | 11937 | DONATION | $6,830 |
| HENRY STREET SETTLEMENT | |||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | DONATION | $700 |
| HOPE FOR DEPRESSION RESEARCH FOUNDATION | |||||
| 667 MADISON AVENUE | NEW YORK | NY | 10021 | DONATION | $250 |
| INTERNATIONAL CENTER OF PHOTOGRAPHY | |||||
| 1114 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | DONATION | $350 |
| JEWISH FEDERATION OF PALM BEACH | |||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33417 | DONATION | $6,000 |
| JEWISH MUSEUM | |||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | DONATION | $1,000 |
| JEWISH WOMEN'S FOUNDATION | |||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | DONATION | $500 |
| KAPLAN JCC | |||||
| 411 EAST CLINTON AVENUE | TENAFLY | NJ | 07670 | DONATION | $600 |
| LUNG CANCER RESEARCH FOUNDATION | |||||
| 225 WEST 106TH STREET | NEW YORK | NY | 10001 | DONATION | $4,450 |
| MADD | |||||
| PO BOX 4002846 | DES MOINES | IA | 50340 | DONATION | $150 |
| METROPOLITAN MUSEUM OF ART | |||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | DONATION | $1,200 |
| MICHAEL J FOX FDN FOR PARKINSON'S RESEARCH | |||||
| PO BOX 780 | NEW YORK | NY | 10008 | DONATION | $2,500 |
| MUSEUM OF CONTEMPORARY ART | |||||
| 220 E CHICAGO AVE | CHICAGO | IL | 60611 | DONATION | $1,000 |
| MUSEUM OF JEWISH HERITAGE | |||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | DONATION | $250 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||
| 733 3RD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | DONATION | $1,000 |
| NEW DRAMATISTS | |||||
| 424 WEST 44TH STREET | NEW YORK | NY | 10036 | DONATION | $300 |
| NEW YORK PRESBYTERIAN HOSPITAL | |||||
| 654 WEST 170TH STREET | NEW YORK | NY | 10032 | DONATION | $2,000 |
| NEW YORK PUBLIC LIBRARY | |||||
| 476 5TH AVENUE | NEW YORK | NY | 10018 | DONATION | $250 |
| NEW YORK UNIVERSITY | |||||
| 726 BROADWAY 2ND FLOOR | NEW YORK | NY | 10003 | DONATION | $1,000 |
| NORTHSIDE CENTER FOR CHILD DEVELOPMENT | |||||
| 10 PARK AVE SUITE 2E | NEW YORK | NY | 10016 | DONATION | $500 |
| NYC BALLET | |||||
| 20 LINCOLN CENTER | NEW YORK | NY | 10023 | DONATION | $1,927 |
| PALM BEACH COUNTRY CLUB FOUNDATION | |||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 33480 | DONATION | $1,000 |
| PALM BEACH UNITED WAY | |||||
| 44 COCOANUT ROW M-201 | PALM BEACH | FL | 33480 | DONATION | $1,000 |
| PARK AVENUE SYNAGOGUE | |||||
| 50 EAST 87TH STREET | NEW YORK | NY | 10128 | DONATION | $20,691 |
| RANDALL'S ISLAND SPORTS FOUNDATION INC | |||||
| 24 WEST 61ST STREET 4TH FL | NEW YORK | NY | 10023 | DONATION | $2,000 |
| SLE LUPUS FOUNDATION | |||||
| 149 MADISON AVE | NEW YORK | NY | 10016 | DONATION | $40,375 |
| SOLOMON R GUGGENHEIM FOUNDATION | |||||
| 1071 FIFTH AVE | NEW YORK | NY | 10128 | DONATION | $15,000 |
| STARLIGHT CHILDRENS FOUNDATION | |||||
| 2049 CENTURY PARK EAST SUITE 4320 | LOS ANGELES | CA | 90067 | DONATION | $625 |
| UJA FEDERATION OF NEW YORK | |||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | DONATION | $1,500 |
| WATER MILL MUSEUM | |||||
| 41 OLD MILL ROAD | WATER MILL | NY | 11976 | DONATION | $150 |
| WHITNEY OF MUSEUM OF AMERICAN ART | |||||
| 945 MADISON AVE | NEW YORK | NY | 10021 | DONATION | $1,000 |
| VARIOUS OTHER CHARITIES | |||||
| 521 FIFTH AVE | NEW YORK | NY | 10175 | DONATION | $13,235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $233,156 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,312 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $67,754 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $80,066 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $80,066 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,025 | Amt |
| Net Investment Income | $2,025 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HSBC - INVESTMENTS | $0 | $0 |
| SCHWAB - INVESTMENTS | $562,539 | $562,539 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $188 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILLING FEE | $100 | $0 | $100 |
| BANK CHARGES | $220 | $220 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN(LOSS) | Desc |
| Amt | $5,409 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |