JOSEPH H GLUCK FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH H GLUCK FOUNDATION (EIN 13-6154141)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201521349349101622
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T11:33:01-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132907212 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRENDEL BROWN & WEISSMAN LLP CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 THIRD AVE-SUITE 1400 | 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 | 136154141 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH GLUCK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 2129491830 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 EAST 42ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANFORD GLUCK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2129491830 | PhoneNum |
| Signature | 2015-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN P CIFICHIELLO | PreparerPersonNm |
| PTIN | P00046244 | PTIN |
| Phone | 2128679630 | PhoneNum |
| Preparation | 2015-05-14 | PreparationDt |
| 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 | $573,036 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,939 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,939 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $111,533 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $182,448 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $111,533 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $581 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $137,058 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $136,477 | 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 | $456 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $150 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $150 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $706 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,240 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,240 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,946 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,490 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $69,112 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $136,477 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,115 | CashBOYAmt |
| Cash EOY | $20,828 | CashEOYAmt |
| Cash EOYFMV | $20,828 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,092 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,338 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,338 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $317,395 | CorporateStockBOYAmt |
| Corporate Stock EOY | $373,992 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $543,870 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $334,602 | TotalAssetsBOYAmt |
| Total Assets EOY | $403,158 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $573,036 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $556 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $556 | 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 | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $69,112 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $334,046 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $403,158 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $334,602 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $403,158 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $334,046 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $69,112 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $403,158 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $403,158 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| RBC 300-24114 SCHEDULE AVAILABLE | P | $181,870 | $70,915 | $110,955 | $110,955 |
| CAPITAL GAINS DIVIDENDS | P | $578 | $578 | $578 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $111,533 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $68,252 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $582,046 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.117262 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $73,784 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $572,512 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.128878 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $64,653 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $595,019 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.108657 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $63,627 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $611,326 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.104080 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $68,365 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $603,458 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.113289 | DistributionYr5Rt |
| Total Distribution | 0.572166 | TotalDistributionRt |
| Average Distribution | 0.114433 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $584,018 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $66,831 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,365 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $68,196 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $67,490 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,730 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,730 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,730 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $2,741 | 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 |
| 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 | SANFORD GLUCK | IndividualWithBooksNm |
| Phone | 2129491830 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 EAST 42ND STREET SUITE 2023 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | 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 | SANFORD O GLUCK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 EAST 42ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 3.00 | 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 | $569,725 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,187 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $592,912 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $592,912 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,894 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $584,018 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,201 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,201 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,730 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,730 | TotalTaxAmt |
| Distributable Before Adj | $26,471 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $26,471 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $26,471 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,490 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $67,490 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $67,490 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,471 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $38,808 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $33,507 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,380 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $45,672 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $40,062 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $193,429 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $67,490 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,471 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,019 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $234,448 | 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 | $38,808 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $195,640 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $33,507 | ExcessFromYear4Amt |
| Excess From Year3 | $35,380 | ExcessFromYear3Amt |
| Excess From Year2 | $45,672 | ExcessFromYear2Amt |
| Excess From Year1 | $40,062 | ExcessFromYear1Amt |
| Excess From Current Year | $41,019 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | PUBLIC | CHARITABLE | $100 |
| AMERICAN COLLEGE OF PHYSICIANS | ||||||
| 190 NORTH INDEPENDENCE MALL WEST | PHILADELPHIA | PA | 19106 | PUBLIC | EDUCATIONAL,CHARITABLE | $600 |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||
| CENTRAL PARK WEST AT 79TH STREET | NEW YORK | NY | 10024 | PUBLIC | EDUCATIONAL, CHARITABLE | $130 |
| AMFAR CONCENTRATION | ||||||
| 120 WALL STREET 13TH FLOOR | NEW YORK | NY | 10005 | PUBLIC | SCIENTIFIC,CHARITABLE | $500 |
| ANDERSON RANCH ARTS FOUNDATION | ||||||
| PO BOX 5598 | SNOWMASS VILLAGE | CO | 81615 | PUBLIC | EDUCATIONAL, CHARITABLE | $100 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | PUBLIC | EDUCATIONAL, CHARITABLE | $100 |
| AMERICAN JEWISH HERITAGE FOUNDATION | ||||||
| 1317 3RD AVENUE 100 | NEW YORK | NY | 10021 | PUBLIC | RELIGIOUS, CHARITABLE | $100 |
| BNAI BIRTH YOUTH ORGANIZATION | ||||||
| 2020 K ST NW 7TH FLOOR | WASHINGTON | DC | 20006 | PUBLIC | RELIGIOUS, CHARITABLE | $50 |
| DOCTORS WITHOUT BORDERS | ||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | PUBLIC | EDUCATIONAL, CHARITABLE | $100 |
| BRANDEIS UNIVERSITY | ||||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | PUBLIC | EDUCATIONAL, CHARITABLE | $2,500 |
| CENTRAL PARK CONSERVANCY | ||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | PUBLIC | CHARITABLE | $125 |
| CENTRAL SYNAGOGUE | ||||||
| 652 LEXINGTON AVENUE | NEW YORK | NY | 10022 | PUBLIC | RELIGIOUS, CHARITABLE | $1,000 |
| DOE FUND | ||||||
| 232 EAST 84TH STREET | NEW YORK | NY | 10028 | PUBLIC | CHARITABLE,RELIGIOUS | $100 |
| ELDER HOSTEL | ||||||
| 11 AVENUE DE LAFAYETTE | BOSTON | MA | 02111 | PUBLIC | CHARITABLE | $35 |
| HELP ME SEE | ||||||
| 20 WEST 36TH STREET SUITE 701 | NEW YORK | NY | 10018 | PUBLIC | SCIENTIFIC,CHARITABLE | $1,000 |
| HORACE MANN SCHOOL | ||||||
| 231 WEST 246TH STREET | BRONX | NY | 10471 | PUBLIC | EDUCATIONAL,CHARITABLE | $500 |
| JEWISH ADOPTION AND FOSTER CARE OPTIONS | ||||||
| 234 S BRYN MAWR AVE STE 100 | BRYN MAWR | PA | 19010 | PUBLIC | RELIGIOUS, CHARITABLE | $1,000 |
| JUNIOR ACHIEVEMENT | ||||||
| 420 LEXINGTON AVENUE SUITE 204-05 | NEW YORK | NY | 10170 | PUBLIC | EDUCATIONAL, CHARITABLE | $500 |
| LENOX HILL HOSPITAL | ||||||
| 100 E 77TH STREET | NEW YORK | NY | 10075 | PUBLIC | CHARITABLE | $300 |
| LINCOLN CENTER THEATRE | ||||||
| 150 WEST 65TH STREET | NEW YORK | NY | 10023 | PUBLIC | EDUCATIONAL, CHARITABLE | $110 |
| MACULAR DEGENERATION | ||||||
| PO BOX 531313 | HENDERSON | NV | 89053 | PUBLIC | EDUCATIONAL, SCIENTIFIC, CHARITABLE | $50 |
| MANHATTAN COUNTRY SCHOOL | ||||||
| 7 E 96TH STREET | NEW YORK | NY | 10128 | PUBLIC | EDUCATIONAL, CHARITABLE | $1,500 |
| MANHATTAN THEATRE CLUB | ||||||
| 131 WEST 55TH STREET | NEW YORK | NY | 10019 | PUBLIC | EDUCATIONAL, CHARITABLE | $480 |
| METROPOLITAN MUSEUM OF ART | ||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PUBLIC | EDUCATIONAL, CHARITABLE | $750 |
| MIKAELA LAUREN TICK (MLT) FOUNDATION | ||||||
| 1 HOLLOW LANE | LAKE SUCCESS | NY | 11042 | PUBLIC | CHARITABLE | $5,000 |
| MUSEUM OF MODERN ART | ||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | PUBLIC | EDUCATIONAL, CHARITABLE | $140 |
| NYU SCHOOL OF MEDICINE | ||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | PUBLIC | EDUCATIONAL, CHARITABLE | $100 |
| NATIONAL JEWISH HOSPITAL | ||||||
| 1400 JACKSON STREET | DENVER | CO | 80206 | PUBLIC | CHARITABLE | $20,000 |
| SPANISH RIVER HIGH SCHOOL FUND | ||||||
| 5100 JOG ROAD | BOCA RATON | FL | 33496 | PUBLIC | EDUCATIONAL, CHARITABLE | $200 |
| TEMPLE UNIVERSITY | ||||||
| 1801 N BROAD STREET | PHILADELPHIA | PA | 19122 | PUBLIC | EDUCATIONAL, CHARITABLE | $500 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||
| 2600 VIRGINIA AVENUE SUITE 1000 | WASHINGTON | DC | 20037 | PUBLIC | EDUCATIONAL, CHARITABLE | $75 |
| WOUNDED WARRIOR PROJECT | ||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | PUBLIC | CHARITABLE | $45 |
| NY PUBLIC RADIO | ||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | PUBLIC | EDUCATIONAL, CHARITABLE | $50 |
| NYU LANGONE MEDICAL CENTER | ||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | PUBLIC | CHARITABLE | $20,000 |
| PUBLIC THEATER | ||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | PUBLIC | CHARITABLE | $800 |
| SOLOMON R GUGGENHEIM FOUNDATION | ||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | PUBLIC | CHARITABLE | $125 |
| SPECIAL OLYMPICS NEW YORK INC | ||||||
| 504 BALLTOWN ROAD | SCHENECTADY | NY | 12304 | PUBLIC | CHARITABLE | $100 |
| TANGLEWOOD ANNUAL FUND | ||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | PUBLIC | CHARITABLE | $500 |
| THIRTEEN ASSOCIATES | ||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | PUBLIC | EDUCATIONAL,CHARITABLE | $450 |
| UJA FEDERATION | ||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PUBLIC | CHARITABLE,RELIGIOUS | $7,000 |
| WEST POINT JEWISH CHAPEL FUND | ||||||
| 750 MERRITT ROAD | WEST POINT | NY | 10996 | PUBLIC | CHARITABLE | $100 |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||
| 945 MADISON AVENUE | NEW YORK | NY | 10021 | PUBLIC | CHARITABLE | $125 |
| WILDLIFE CONSERVATION SOCIETY | ||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PUBLIC | EDUCATIONAL, CHARITABLE | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,240 | 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 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,939 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $581 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $111,533 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $137,058 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $137,058 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $373,992 | EOYBookValueAmt |
| EOYFMV | $543,870 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NEW YORK STATE FEE | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WRITE DOWN OF LIABILITY | Desc |
| Revenue And Expenses Per Books | $581 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $581 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $456 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |