GROSSMAN FAMILY PHILANTHROPIC FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: GROSSMAN FAMILY PHILANTHROPIC FOUNDATION (EIN 20-5147463)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-04-06
IRS object ID: 201520969349100807
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 Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-04-06T19:11:26-05:00	ReturnTs
Tax Period End	2014-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	420714325	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MCGLADREY LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	850 CANAL STREET 4TH FLOOR	AddressLine1Txt
City	STAMFORD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06902	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	205147463	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE GROSSMAN FAMILY PHILANTHROPIC FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	GROS	BusinessNameControlTxt
Phone	2127727042	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O RONALD GROSSMAN860 FIFTH AVENUE	AddressLine1Txt
Address Line2	NO 6K	AddressLine2Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10065	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RONALD GROSSMAN	PersonNm
Person Title	DIRECTOR/ CHAIR	PersonTitleTxt
Phone	2127727042	PhoneNum
Signature	2015-04-04	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JAMES L ARATA	PreparerPersonNm
PTIN	P00934880	PTIN
Phone	2033273112	PhoneNum

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$8,883,228	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
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$5,504	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$5,504	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$195,035	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$195,035	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$689	NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm	$689	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$201,228	TotalRevAndExpnssAmt
Total Net Invst Incm	$201,228	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	$2,375	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$2,375	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$7,232	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$38,472	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$418	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$48,079	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,793	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$396,228	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$396,228	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$444,307	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$399,021	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$243,079	ExcessRevenueOverExpensesAmt
Net Investment Income	$201,228	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$5,050,716	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$4,367,776	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$4,367,776	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$4,148,512	OtherInvestmentsBOYAmt
Other Investments EOY	$4,661,455	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$4,515,452	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$9,199,228	TotalAssetsBOYAmt
Total Assets EOY	$9,029,231	TotalAssetsEOYAmt
Total Assets EOYFMV	$8,883,228	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	$9,199,228	RetainedEarningBOYAmt
Retained Earning EOY	$9,029,231	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$9,199,228	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$9,029,231	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$9,199,228	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$9,029,231	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$9,199,228	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$243,079	ExcessRevenueOverExpensesAmt
Other Increases	$73,149	OtherIncreasesAmt
Subtotal	$9,029,298	SubtotalAmt
Other Decreases	$67	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$9,029,231	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	SoldSoldDt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
K-1 LAZARUS ISRAEL OPPS FUND	P	2014-12-31	-$3,473	-$3,473
K-1 LAZARUS ISRAEL OPPS FUND	P	2014-12-31	$4,162	$4,162

Field	Value	IRS element (for citing)
Capital Gain Net Income	$689	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$406,708	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$9,206,876	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.044174	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$403,918	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$9,547,087	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.042308	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$131,323	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$1,722,740	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.076229	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$122,157	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$236,992	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.515448	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$74,050	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$146,032	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.507081	DistributionYr5Rt
Total Distribution	1.185240	TotalDistributionRt
Average Distribution	0.237048	AverageDistributionRt
Net Vl Noncharitable Assets	$8,969,510	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$2,126,204	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$2,012	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$2,128,216	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$399,021	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$4,025	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$4,025	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$4,025	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$4,050	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$4,050	TotalPaymentsAndCreditsAmt
Overpayment	$25	OverpaymentAmt
Applied To ES Tax	$25	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	0	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	RONALD GROSSMAN	IndividualWithBooksNm
Phone	2127727042	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	860 FIFTH AVENUE	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10065	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 (4 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
RONALD GROSSMAN
860 FIFTH AVE APT 6K	NEW YORK	NY	10065	DIRECTOR/CHAIR	8.00	$0	$0	$0
MARILYNN P GROSSMAN
860 FIFTH AVE APT 6K	NEW YORK	NY	10065	DIRECTOR/SECRETARY	1.00	$0	$0	$0
BRUCE D GROSSMAN
24 WRIGHTS MILL RD	ARMONK	NY	10504	DIRECTOR/VICE CHAIR	1.00	$0	$0	$0
DIANNE M GROSSMAN
24 WRIGHTS MILL RD	ARMONK	NY	10504	DIRECTOR/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	$4,450,478	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$4,655,624	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$9,106,102	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$9,106,102	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$136,592	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$8,969,510	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$448,476	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$448,476	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$4,025	TaxBasedOnInvestmentIncomeAmt
Total Tax	$4,025	TotalTaxAmt
Distributable Before Adj	$444,451	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$444,451	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$444,451	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$399,021	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$399,021	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$399,021	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$444,451	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$66,749	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$110,307	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$45,249	ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov	$222,305	TotalExcessDistributionCyovAmt
Qualifying Distributions	$399,021	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$399,021	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$45,430	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$45,430	ExcessDistributionCyovAppCYAmt
Total Corpus	$176,875	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	$21,319	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$155,556	ExcessDistriCyovToNextYrAmt
Excess From Year4	$110,307	ExcessFromYear4Amt
Excess From Year3	$45,249	ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	RONALD GROSSMAN	ContributingManagerNm
Contributing Manager	MARILYNN P GROSSMAN	ContributingManagerNm
Contributing Manager	BRUCE D GROSSMAN	ContributingManagerNm
Contributing Manager	DIANNE M GROSSMAN	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
911 MEMORIAL
ONE LIBERTY PLAZA 20TH FLOOR	NEW YORK	NY	10006	FOR CHARITABLE PURPOSES	$2,000
ADOPT A PLATOON
PO BOX 234	LOZANO	TX	78568	FOR CHARITABLE PURPOSES	$250
ALZHEIMER'S ASSOCIATION- 2012 WALK TO END ALZHEIMER'S
225 NORTH MICHIGAN AVENUE FLOOR 17	CHICAGO	IL	60601	FOR CHARITABLE PURPOSES	$500
AMERICA SHARES
15 WEST 26TH STREET	NEW YORK	NY	10016	FOR CHARITABLE PURPOSES	$3,160
AMERICAN CANCER SOCIETY
132 WEST 32ND STREET	NEW YORK	NY	10001	FOR CHARITABLE PURPOSES	$1,500
AMERICAN HEART ASSOCIATION
PO BOX 18851	PHOENIX	AZ	85062	FOR CHARITABLE PURPOSES	$3,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
711 3RD AVE 900	NEW YORK	NY	10022	FOR CHARITABLE PURPOSES	$28,000
ANTI-DEFAMATION LEAGUE
605 3RD AVENUE	NEW YORK	NY	10158	FOR CHARITABLE PURPOSES	$5,000
AUTISM SPEAKS
21 BLOOMINGDALE ROAD	WHITE PLAINS	NY	10605	FOR CHARITABLE PURPOSES	$500
BIRTHRIGHT ISRAEL
33 EAST 33RD STREET	NEW YORK	NY	10016	FOR CHARITABLE PURPOSES	$3,000
AVON WALK FOR BREAST CANCER
777 3RD AVENUE	NEW YORK	NY	10017	FOR CHARITABLE PURPOSES	$500
CAMERA
PO BOX 35040	BOSTON	MA	02135	FOR CHARITABLE PURPOSES	$1,000
CONGREGATION B'NAI YISRAEL ARMONK
21 BANKSVILLE ROAD BOX 7	ARMONK	NY	10504	FOR CHARITABLE PURPOSES	$2,500
CROHN'S & COLITIS FOUNDATION OF AMERICA
30 GLENN STREET	WHITE PLAINS	NY	10603	FOR CHARITABLE PURPOSES	$250
DISABLED AMERICAN VETERANS
PO BOX 14301	CINCINNATTI	OH	45250	FOR CHARITABLE PURPOSES	$250
FEED THE POOR
6401 LYONS ROAD	COCONUT CREEK	FL	33073	FOR CHARITABLE PURPOSES	$250
FOOD ALLERGY INITIATIVE
515 MADISON AVENUE SUITE 1912	NEW YORK	NY	10022	FOR CHARITABLE PURPOSES	$5,000
FOOD PANTRY
PO BOX 181	EAST HAMPTON	NY	11937	FOR CHARITABLE PURPOSES	$1,500
FOR THE TROOPS
PO BOX 96873	WASHINGTON	DC	20098	FOR CHARITABLE PURPOSES	$250
FRIENDS OF PORT ROWING INC
666 OLD COUNTRY ROAD SUITE 711	GARDEN CITY	NY	11530	FOR CHARITABLE PURPOSES	$5,000
HER JUSTICE
100 BROADWAY	NEW YORK	NY	10005	FOR CHARITABLE PURPOSES	$10,000
HILLEL
800 8TH STREET NW	WASHINGTON	DC	20001	FOR CHARITABLE PURPOSES	$1,000
HOPE AND HEROES
161 FORT WASHINGTON AVE	NEW YORK	NY	10032	FOR CHARITABLE PURPOSES	$20,000
IMPACT 100
PO BOX 607	PALATINE	IL	60078	FOR CHARITABLE PURPOSES	$1,500
ISRAEL CHILDREN'S CENTER
432 PARK AVENUE SOUTH	NEW YORK	NY	10016	FOR CHARITABLE PURPOSES	$360
J TEEN LEADERSHIP
701 WESTCHESTER AVENUE	WHITE PLAINS	NY	10604	FOR CHARITABLE PURPOSES	$500
JACOB BURNS THEATRE
405 MANVILLE ROAD	PLEASANTVILLE	NY	10570	FOR CHARITABLE PURPOSES	$2,500
JEWISH CHILDCARE ASSOCIATION
120 WALL STREET	NEW YORK	NY	10005	FOR CHARITABLE PURPOSES	$17,358
MERCY HEALTH FOUNDATION
301 ST PAUL PLACE	BALTIMORE	MD	21202	FOR CHARITABLE PURPOSES	$20,000
NATIONAL MS SOCIETY
1700 OWENS STREET	SAN FRANCISCO	CA	94158	FOR CHARITABLE PURPOSES	$1,000
NAVY SEAL FOUNDATION
1619 D STREET	VIRGINIA BEACH	VA	23455	FOR CHARITABLE PURPOSES	$2,000
NORTHERN WESTCHESTER HOSPITAL
400 EAST MAIN STREET	MOUNT KISCO	NY	10549	FOR CHARITABLE PURPOSES	$10,000
OPERATION FINALLY HOME
PO BOX 1218	MERRIFIELD	VA	22116	FOR CHARITABLE PURPOSES	$10,000
PARALYZED VETERANS OF AMERICA
801 EIGHTEENTH STREET NW	WASHINGTON	DC	20006	FOR CHARITABLE PURPOSES	$500
BROADWAY CARES
165 WEST 46TH STREET SUITE 1300	NEW YORK	NY	10036	FOR CHARITABLE PURPOSES	$7,500
SOUTHAMPTON VILLAGE POLICE BENEVOLENT ASSOCATION
PO BOX 759	SOUTHAMPTON	NY	11969	FOR CHARITABLE PURPOSES	$500
PLAY FOR PINK
175 EAST 74TH STREET	NEW YORK	NY	10021	FOR CHARITABLE PURPOSES	$1,000
ROSENTHAL JCC
600 BEAR RIDGE ROAD	PLEASANTVILLE	NY	10570	FOR CHARITABLE PURPOSES	$10,000
SMILE TRAIN
41 MADISON AVE 28TH FLOOR	NEW YORK	NY	10010	FOR CHARITABLE PURPOSES	$1,000
SMILES ARE CONTAGIOUS
800 2ND AVENUE SUITE 301	NEW YORK	NY	10017	FOR CHARITABLE PURPOSES	$1,000
STREET SQUASH HARLEM
40 WEST 116TH STREET	NEW YORK	NY	10026	FOR CHARITABLE PURPOSES	$2,000
THE JEWISH FOUNDATION OF THE RIGHTEOUS
305 SEVENTH AVENUE 19TH FLOOR	NEW YORK	NY	10001	FOR CHARITABLE PURPOSES	$1,000
TROOPS NEED YOU
PO BOX 2812	RESTON	VA	20195	FOR CHARITABLE PURPOSES	$250
TUFTS UNIVERSITY UNIVERSITY DEVELOPMENT
80 GEORGE STREET	MEDFORD	MA	02155	FOR CHARITABLE PURPOSES	$100,000
USO
PO BOX 96322	WASHINGTON	DC	20090	FOR CHARITABLE PURPOSES	$500
UJA FEDERATION OF NY
130 E 59TH ST	NEW YORK	NY	10022	FOR CHARITABLE PURPOSES	$3,600
US HOLOCAUST MEMORIAL MUSEUM
595 ELM PLACE	HIGHLAND PARK	IL	60035	FOR CHARITABLE PURPOSES	$5,000
WOUNDED WARRIOR FAMILY SUPPORT
920 S 107TH AVE SUITE 250	OMAHA	NE	68114	FOR CHARITABLE PURPOSES	$2,000
WOUNDED WARRIOR PROJECT
1120 G STREET NW SUITE 700	WASHINGTON	DC	20005	FOR CHARITABLE PURPOSES	$100,000
FOOD FOR THE POOR
6501 LYONS ROAD	COCONUT CREEK	FL	33073	FOR CHARITABLE PURPOSES	$250
B&F FOUNDATION
BEAVER STREET 2ND FLOOR	NEW YORK	NY	10005	FOR CHARITABLE PURPOSES	$500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$396,228	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	$5,504	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$195,035	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$689	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$201,228	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$201,228	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARATION FEES	CategoryTxt
Amt	$2,375	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$2,375	DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
JP MORGAN - US FIXED INCOME	AT COST	$4,342,236	$4,196,236
LAZARUS ISRAEL FUND	AT COST	$319,219	$319,216

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	K-1 LAZARUS OPPS FUND - AMORTIZATION	Desc
Amt	$67	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
JOHN HANCOCK LIFE INSURANCE COMPANY	$32,151	$0	$0
DELAWARE STATUTORY REPRESENTATION	$168	$0	$168
POSTAGE	$98	$0	$0
NEW YORK STATUTORY REPORT FEE	$250	$0	$250
CREDIT CARD FEE	$95	$0	$0
K-1 LAZARUS OPPS FUND	$5,710	$0	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	K-1 LAZARUS OPPS FUND - UNREALIZED GAIN	Desc
Amt	$73,149	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX	$6,804	$0	$0
DELAWARE FRANCHISE TAX	$108	$0	$0
K-1 LAZARUS OPPS FUND - FOREIGN TAX	$320	$0	$0