SHIKIAR FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SHIKIAR FAMILY FOUNDATION (EIN 13-7052572)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-06-02
- IRS object ID
- 201531539349100703
- Schema version
- 2013v4.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-02T10:38:00-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232628118 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRUCKER & SCACCETTI PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 MARKET STREET SUITE 3300 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137052572 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIKIAR FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIK | BusinessNameControlTxt |
| Phone | 2128886565 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 85TH STREET 24B | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10028 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART A SHIKIAR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128886565 | PhoneNum |
| Signature | 2015-05-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES G MCGRORY CPA | PreparerPersonNm |
| PTIN | P00179347 | PTIN |
| Phone | 2156653960 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | 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 | $2,635,415 | 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 | $377,279 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $220,688 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $218,342 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $455,472 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,889,858 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $459,767 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,053,439 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $678,109 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,357 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,898 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $171 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $168 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,880 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $306 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $290 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,698 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,122 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,402 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,402 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $172,100 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,122 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $115,652 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $881,339 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $636,987 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $133,136 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $297,735 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $297,735 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,270,932 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,353,661 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,363,816 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $513,582 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $964,501 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $973,864 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,917,650 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,615,897 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,635,415 | 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 | $1,917,650 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,615,897 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,917,650 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,615,897 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,917,650 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,615,897 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,917,650 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $881,339 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,798,989 | SubtotalAmt |
| Other Decreases | $183,092 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,615,897 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (106 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VIROPHARMA INC COM | P | 2013-03-19 | 2013-12-09 | $197,864 | $99,151 | $98,713 | $98,713 |
| VIROPHARMA INC COM | P | 2013-06-11 | 2013-12-09 | $74,199 | $42,075 | $32,124 | $32,124 |
| VIROPHARMA INC COM | P | 2013-08-21 | 2013-12-09 | $49,466 | $30,591 | $18,875 | $18,875 |
| GENERAC HOLDGS INC COM | P | 2014-01-16 | 2014-01-21 | $206,326 | $206,110 | $216 | $216 |
| SANDRIDGE ENERGY INC COM | P | 2013-01-29 | 2014-01-22 | $22,324 | $24,767 | -$2,443 | -$2,443 |
| SANDRIDGE ENERGY INC COM | P | 2013-01-30 | 2014-01-22 | $41,460 | $46,422 | -$4,962 | -$4,962 |
| SANDRIDGE ENERGY INC COM | P | 2013-11-06 | 2014-01-22 | $63,784 | $60,510 | $3,274 | $3,274 |
| SANDRIDGE ENERGY INC COM | P | 2014-01-07 | 2014-01-23 | $31,723 | $29,972 | $1,751 | $1,751 |
| AMERICAN AIRLS GROUP INC COM | P | 2014-01-06 | 2014-02-03 | $42,180 | $33,742 | $8,438 | $8,438 |
| CITIGROUP INC. | P | 2014-01-21 | 2014-02-03 | $46,700 | $51,910 | -$5,210 | -$5,210 |
| FREEPORT MCMORAN COOPER | P | 2014-01-22 | 2014-02-03 | $62,706 | $68,940 | -$6,234 | -$6,234 |
| GENERAC HOLDGS INC COM | P | 2014-01-17 | 2014-02-06 | $97,434 | $98,425 | -$991 | -$991 |
| GENERAC HOLDGS INC COM | P | 2014-01-24 | 2014-02-06 | $121,792 | $114,318 | $7,474 | $7,474 |
| INCYTE CORP | P | 2014-02-05 | 2014-02-21 | $32,104 | $31,296 | $808 | $808 |
| INCYTE CORP | P | 2014-02-19 | 2014-02-21 | $64,209 | $61,689 | $2,520 | $2,520 |
| VODAFONE GROUP PLC | P | 2013-03-08 | 2014-02-27 | $15 | $18 | -$3 | -$3 |
| VERIZON COMMUNICATION | P | 2014-02-27 | 2014-03-04 | $37,866 | $37,963 | -$97 | -$97 |
| TRIANGLE PETE CORP COM | P | 2013-08-21 | 2014-03-27 | $41,036 | $32,403 | $8,633 | $8,633 |
| INCYTE CORP | P | 2014-03-24 | 2014-04-01 | $55,425 | $53,670 | $1,755 | $1,755 |
| INCYTE CORP | P | 2014-03-25 | 2014-04-01 | $110,851 | $110,844 | $7 | $7 |
| DREAMWORKS ANIMATION | P | 2014-02-26 | 2014-04-22 | $27,762 | $30,560 | -$2,798 | -$2,798 |
| DREAMWORKS ANIMATION | P | 2014-03-27 | 2014-04-22 | $27,762 | $26,230 | $1,532 | $1,532 |
| ENTERCOM COMMUNICATIONS CORP | P | 2013-12-10 | 2014-04-22 | $21,509 | $19,148 | $2,361 | $2,361 |
| INCYTE CORP | P | 2014-04-10 | 2014-04-22 | $73,991 | $70,530 | $3,461 | $3,461 |
| NEWS CORP | P | 2013-09-10 | 2014-04-22 | $41,831 | $41,553 | $278 | $278 |
| CHICAGO BRIDGE & IRON CO | P | 2014-04-24 | 2014-05-01 | $80,887 | $83,310 | -$2,423 | -$2,423 |
| CHICAGO BRIDGE & IRON CO | P | 2014-04-25 | 2014-05-01 | $81,618 | $80,810 | $808 | $808 |
| CALAMOS ASSET MGMT INC | P | 2014-01-06 | 2014-05-05 | $30,334 | $29,609 | $725 | $725 |
| CALAMOS ASSET MGMT INC | P | 2014-01-06 | 2014-05-07 | $30,381 | $29,609 | $772 | $772 |
| INCYTE CORP | P | 2014-04-24 | 2014-05-07 | $77,773 | $69,506 | $8,267 | $8,267 |
| STEIN MART INC | P | 2014-04-22 | 2014-05-22 | $3,101 | $2,970 | $131 | $131 |
| CHICOS FAS INC | P | 2014-04-22 | 2014-05-29 | $37,925 | $39,935 | -$2,010 | -$2,010 |
| CHICOS FAS INC | P | 2014-05-05 | 2014-05-29 | $15,170 | $16,053 | -$883 | -$883 |
| ENTERCOM COMMUNICATIONS CORP | P | 2013-12-10 | 2014-05-29 | $25,940 | $23,935 | $2,005 | $2,005 |
| INCYTE CORP | P | 2014-05-15 | 2014-05-29 | $49,458 | $51,720 | -$2,262 | -$2,262 |
| QEP RES INC COM | P | 2014-01-14 | 2014-05-29 | $31,731 | $30,004 | $1,727 | $1,727 |
| STEIN MART INC | P | 2014-04-22 | 2014-05-29 | $43,502 | $43,024 | $478 | $478 |
| STEIN MART INC | P | 2014-05-05 | 2014-05-29 | $19,931 | $18,703 | $1,228 | $1,228 |
| INCYTE CORP | P | 2014-05-15 | 2014-05-30 | $49,709 | $51,720 | -$2,011 | -$2,011 |
| INCYTE CORP | P | 2014-05-16 | 2014-06-03 | $75,330 | $73,743 | $1,587 | $1,587 |
| INCYTE CORP | P | 2014-05-21 | 2014-06-03 | $50,220 | $46,870 | $3,350 | $3,350 |
| INCYTE CORP | P | 2014-06-02 | 2014-06-03 | $50,220 | $48,429 | $1,791 | $1,791 |
| VODAFONE GROUP PLC | P | 2013-09-03 | 2014-06-04 | $13,046 | $21,972 | -$8,926 | -$8,926 |
| VODAFONE GROUP PLC | P | 2014-03-04 | 2014-06-04 | $29,521 | $35,803 | -$6,282 | -$6,282 |
| QEP RES INC COM | P | 2014-01-14 | 2014-06-11 | $31,582 | $30,004 | $1,578 | $1,578 |
| TRIANGLE PETE CORP COM | P | 2013-09-10 | 2014-06-11 | $16,826 | $13,447 | $3,379 | $3,379 |
| WALGREEN CO | P | 2014-06-24 | 2014-06-25 | $133,135 | $130,572 | $2,563 | $2,563 |
| EXCEL TR INC COM | P | 2014-06-20 | 2014-07-01 | $133,797 | $132,075 | $1,722 | $1,722 |
| INCYTE CORP | D | 2014-04-24 | 2014-07-21 | $23,671 | $23,165 | $506 | $506 |
| INCYTE CORP | D | 2014-06-02 | 2014-07-22 | $48,013 | $49,030 | -$1,017 | -$1,017 |
| INCYTE CORP | P | 2014-07-31 | 2014-08-05 | $97,698 | $95,483 | $2,215 | $2,215 |
| ENTERCOM COMMUNICATIONS CORP | P | 2013-12-10 | 2014-08-06 | $4,920 | $4,787 | $133 | $133 |
| ENTERCOM COMMUNICATIONS CORP | P | 2014-01-09 | 2014-08-06 | $19,681 | $22,280 | -$2,599 | -$2,599 |
| NEWS CORP | P | 2013-09-11 | 2014-08-07 | $42,587 | $42,666 | -$79 | -$79 |
| NEWS CORP | P | 2013-09-12 | 2014-08-07 | $42,587 | $43,495 | -$908 | -$908 |
| RESOURCE CAPITAL CORP | P | 2013-09-11 | 2014-08-18 | $26,765 | $30,343 | -$3,578 | -$3,578 |
| RESOURCE CAPITAL CORP | P | 2014-04-10 | 2014-08-18 | $24,089 | $25,006 | -$917 | -$917 |
| GENERAC HOLDGS INC COM | P | 2014-07-01 | 2014-08-19 | $117,681 | $117,451 | $230 | $230 |
| APPLE COMPUTER INC | P | 2014-09-04 | 2014-09-10 | $50,499 | $49,195 | $1,304 | $1,304 |
| DREAMWORKS ANIMATION | P | 2014-06-16 | 2014-09-10 | $55,094 | $61,114 | -$6,020 | -$6,020 |
| TRIANGLE PETE CORP COM | P | 2013-09-10 | 2014-09-10 | $10,089 | $7,564 | $2,525 | $2,525 |
| APPLE COMPUTER INC | P | 2014-09-04 | 2014-09-11 | $50,604 | $49,195 | $1,409 | $1,409 |
| CHICOS FAS INC | P | 2014-07-01 | 2014-10-01 | $43,931 | $51,538 | -$7,607 | -$7,607 |
| TRIANGLE PETE CORP COM | P | 2013-12-10 | 2014-10-01 | $53,839 | $49,955 | $3,884 | $3,884 |
| AMERICAN AIRLS GROUP INC COM | P | 2014-01-06 | 2014-10-06 | $35,003 | $26,994 | $8,009 | $8,009 |
| INCYTE CORP | P | 2014-09-22 | 2014-10-16 | $51,112 | $47,331 | $3,781 | $3,781 |
| APPLE COMPUTER INC | P | 2014-10-16 | 2014-10-21 | $51,224 | $48,858 | $2,366 | $2,366 |
| INCYTE CORP | P | 2014-10-17 | 2014-10-21 | $52,499 | $50,465 | $2,034 | $2,034 |
| APPLE COMPUTER INC | P | 2014-10-16 | 2014-10-22 | $51,604 | $48,858 | $2,746 | $2,746 |
| INCYTE CORP | P | 2014-10-17 | 2014-10-22 | $53,209 | $50,465 | $2,744 | $2,744 |
| BANCO SANTANDER SA | P | 2014-01-15 | 2014-10-30 | $42,370 | $46,735 | -$4,365 | -$4,365 |
| BANCO SANTANDER SA | P | 2014-05-13 | 2014-10-30 | $898 | $1,029 | -$131 | -$131 |
| BANCO SANTANDER SA | P | 2014-08-11 | 2014-10-30 | $881 | $1,040 | -$159 | -$159 |
| INCYTE CORP | P | 2014-10-28 | 2014-10-30 | $30,949 | $29,100 | $1,849 | $1,849 |
| KITE PHARMACY INC | P | 2014-10-22 | 2014-10-30 | $36,179 | $34,385 | $1,794 | $1,794 |
| INCYTE CORP | P | 2014-10-28 | 2014-10-31 | $33,965 | $29,100 | $4,865 | $4,865 |
| KITE PHARMACY INC | P | 2014-10-22 | 2014-10-31 | $18,181 | $17,193 | $988 | $988 |
| KITE PHARMACY INC | P | 2014-10-23 | 2014-10-31 | $36,362 | $34,096 | $2,266 | $2,266 |
| WESTERN GAS PARTNERS LP | P | 2014-10-30 | 2014-11-13 | $205,816 | $207,480 | -$1,664 | -$1,664 |
| CALL 100 CHICOS FAS INC | P | 2014-11-24 | 2014-07-01 | $3,184 | $3,184 | $3,184 | |
| MGM RESORTS | D | 2013-11-05 | 2014-01-07 | $44,171 | $34,222 | $9,949 | $9,949 |
| ORACLE CORP. COMM | D | 2006-03-22 | 2014-01-22 | $95,189 | $34,870 | $60,319 | $60,319 |
| NEW YORK COMMUNITY BAN CORP | P | 2012-02-21 | 2014-02-03 | $7,842 | $6,456 | $1,386 | $1,386 |
| NEW YORK COMMUNITY BAN CORP | P | 2012-02-27 | 2014-02-03 | $47,051 | $39,148 | $7,903 | $7,903 |
| OPKO HEALTH INCORP. | P | 2012-03-19 | 2014-02-03 | $11,530 | $7,407 | $4,123 | $4,123 |
| VODAFONE GROUP PLC | P | 2013-03-08 | 2014-05-20 | $5,601 | $8,215 | -$2,614 | -$2,614 |
| VODAFONE GROUP PLC | P | 2013-03-08 | 2014-05-20 | $28,703 | $42,086 | -$13,383 | -$13,383 |
| VODAFONE GROUP PLC | P | 2013-03-08 | 2014-06-04 | $8,685 | $12,785 | -$4,100 | -$4,100 |
| CHESAPEAKE ENERGY 9.5% | P | 2009-02-10 | 2014-06-10 | $53,041 | $50,645 | $2,396 | $2,396 |
| RESOURCE CAPITAL CORP | P | 2013-03-18 | 2014-06-11 | $26,241 | $30,761 | -$4,520 | -$4,520 |
| INCYTE CORP | D | 2010-10-11 | 2014-07-21 | $47,342 | $17,020 | $30,322 | $30,322 |
| INCYTE CORP | D | 2010-10-11 | 2014-07-22 | $48,013 | $17,010 | $31,003 | $31,003 |
| INCYTE CORP | D | 2011-11-11 | 2014-07-22 | $72,020 | $18,870 | $53,150 | $53,150 |
| RESOURCE CAPITAL CORP | P | 2013-03-18 | 2014-08-14 | $29,481 | $37,597 | -$8,116 | -$8,116 |
| WHITEWAVE FOODS CO COM CL A | P | 2012-12-20 | 2014-09-04 | $88,774 | $38,325 | $50,449 | $50,449 |
| ZIONS BANCORP 7.75% | P | 2009-10-09 | 2014-09-23 | $75,000 | $66,730 | $8,270 | $8,270 |
| ZIONS BANCORP 7.75% | P | 2009-10-09 | 2014-09-23 | $25,000 | $22,243 | $2,757 | $2,757 |
| ACCESS MIDSTREAM PARTNERS LP | P | 2012-05-16 | 2014-10-01 | $31,742 | $3,707 | $28,035 | $28,035 |
| PRIVATE BAN CORP - PFD | P | 2010-03-03 | 2014-10-08 | $12,875 | $12,827 | $48 | $48 |
| PRIVATE BAN CORP - PFD | P | 2010-03-03 | 2014-10-08 | $4,625 | $4,608 | $17 | $17 |
| PRIVATE BAN CORP - PFD | P | 2010-03-08 | 2014-10-08 | $7,500 | $7,410 | $90 | $90 |
| PRIVATE BAN CORP - PFD | P | 2010-12-09 | 2014-10-08 | $775 | $834 | -$59 | -$59 |
| S/T CAPITAL GAIN - REPORTED ON FORM 990T | P | 2013-12-01 | 2014-11-30 | -$2,008 | -$2,008 | ||
| L/T CAPITAL GAIN - REPORTED ON FORM 990T | P | 2012-12-01 | 2014-11-30 | -$776 | -$776 | ||
| L/T CAPITAL GAIN DISTRIBUTIONS | P | $8,525 | $8,525 | ||||
| CASH IN LIEU | P | $17 | $17 | $17 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $459,767 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $88,405 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,023,550 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043688 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $65,215 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,367,586 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047686 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $67,865 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,513,766 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044832 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $81,181 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,364,126 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059511 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $66,795 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,009,191 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066187 | DistributionYr5Rt |
| Total Distribution | 0.261904 | TotalDistributionRt |
| Average Distribution | 0.052381 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,591,628 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $135,752 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,370 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $142,122 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $115,652 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,740 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,740 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,740 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $12,200 | AppliedToEsTaxAmt |
| Total Payments And Credits | $31,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $151 | EsPenaltyAmt |
| Overpayment | $18,309 | OverpaymentAmt |
| Applied To ES Tax | $6,109 | AppliedToESTaxAmt |
| Refund | $12,200 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | STUART A SHIKIAR | IndividualWithBooksNm |
| Phone | 2128886565 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 85TH ST | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10028 | ZIPCode |
| 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STUART A SHIKIAR | ||||||||
| 30 EAST 85TH ST 24B | NEW YORK | NY | 10028 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| SAMUEL M SHIKIAR | ||||||||
| 30 EAST 85TH ST 24B | NEW YORK | NY | 10028 | TRUSTEE | 5.00 | $10,000 | $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 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $2,472,723 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $158,371 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,631,094 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,631,094 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,466 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,591,628 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $129,581 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $129,581 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,740 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,740 | TotalTaxAmt |
| Distributable Before Adj | $116,841 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $116,841 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $116,841 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $115,652 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $115,652 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $115,652 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $116,841 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $47,136 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $115,652 | QualifyingDistributionsAmt |
| Applied To Year1 | $47,136 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $68,516 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $48,325 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STUART A SHIKIAR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STUART A SHIKIAR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 85TH ST APT 24B | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10028 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128886565 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT THE ABOVE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT THE ABOVE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT THE ABOVE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMPLEHARVESTORG INC | |||||||
| 24 CLOVER RD | NEWFOUNDLAND | NJ | 07435 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,000 |
| ANTI DEFAMATION LEAGUE | |||||||
| PO BOX 96226 | WASHINGTON | DC | 200906226 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| BARUCH COLLEGE FUND | |||||||
| ONE BERNARD BARUCH WAY | NEW YORK | NY | 10010 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,715 |
| DALTON SCHOOL | |||||||
| 108 EAST 89TH STREET | NEW YORK | NY | 10128 | NONE | PUBLIC | PROGRAM AND GENERAL OPERATING SUPPORT | $5,420 |
| HUMAN RIGHTS FIRST | |||||||
| 333 SEVENTH AVE 13TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $500 |
| ISEF FOUNDATION | |||||||
| 135 W 29TH ST SUITE 303 | NEW YORK | NY | 10001 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $2,000 |
| JEWISH CHILD CARE ASSOCIATION - EDENWALD CENTER | |||||||
| PO BOX 140 1075 BROADWAY | PLEASANTVILLE | NY | 10570 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,750 |
| SAMUEL WAXMAN CANCER RESEARCH FOUNDATION | |||||||
| 420 LEXINGTON AVENUE 825 | NEW YORK | NY | 10170 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $600 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,000 |
| STEPHEN WISE FREE SYNAGOGUE | |||||||
| 30 68TH STREET | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $22,417 |
| STREETSQUASH | |||||||
| 40 WEST 116TH STREET | NEW YORK | NY | 10026 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $500 |
| THE ACTOR'S FUND | |||||||
| 729 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $250 |
| THE PERLMAN MUSIC PROGRAM INC | |||||||
| 19 WEST 69TH STREET | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $3,000 |
| THE YOUNG MEN'S AND YOUNG WOMEN'S HEBREW ASSN | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,750 |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| PO BOX 3306 | BOSTON | MA | 022413306 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,000 |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $11,000 |
| WF ALBRIGHT INSTITUTE | |||||||
| PO BOX 40151 | PHILADELPHIA | PA | 19106 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $2,000 |
| WORLD RESOURCES INSTITUTE | |||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 20002 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,000 |
| THE EDUCATION ALLIANCE | |||||||
| 197 EAST BROADWAY | NEW YORK | NY | 10128 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $7,450 |
| NATIONAL PARKINSON FOUNDATION | |||||||
| 330 S 9TH ST 3RD FLOOR | PHILADELPHIA | PA | 19107 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $500 |
| THE SASS FOUNDATION FOR MEDICAL RESEARCH | |||||||
| 1025 NORTHERN BLVD | ROSLYN | NY | 11576 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,000 |
| GODS LOVE WE DELIVER | |||||||
| 630 FLUSHING AVE | BROOKLYN | NY | 11206 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $700 |
| SOLOMON R GUGGENHEIM FOUNDATION | |||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $500 |
| THE FRICK COLLECTION | |||||||
| 1 E 70TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $500 |
| THE NEW YORK PUBLIC LIBRARY | |||||||
| 5TH AVENUE AT 42ND STREET | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $750 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,900 |
| LEHIGH UNIVERSITY | |||||||
| 27 MEMORIAL DRIVE W | BETHLEHEM | PA | 18015 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,500 |
| CROHN'S & COLITIS FOUNDATION | |||||||
| 733 THIRD AVE SUITE 510 | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,000 |
| MULTIPLE SCLEROSIS RESEARCH CENTER OF NEW YORK | |||||||
| 521 W 57TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,200 |
| MISCELLANEOUS ORGANIZED CHARITIES | |||||||
| 30 E 85TH STREET 24B | NEW YORK | NY | 10028 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,402 | 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) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,382 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $218,306 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,784 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $452,688 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,166 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $670,994 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $676,160 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| STUART A SHIKIAR | |||||||
| 1 | 30 EAST 85TH STREET 24B | NEW YORK | NY | 10028 | $41,634 | Yes (X) | Yes (X) |
| STUART A SHIKIAR | |||||||
| 2 | 30 EAST 85TH STREET 24B | NEW YORK | NY | 10028 | $95,000 | Yes (X) | Yes (X) |
| STUART A SHIKIAR | |||||||
| 3 | 30 EAST 85TH STREET 24B | NEW YORK | NY | 10028 | $70,860 | Yes (X) | Yes (X) |
| STUART A SHIKIAR | |||||||
| 4 | 30 EAST 85TH STREET 24B | NEW YORK | NY | 10028 | $169,785 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,800 SHARES OF MGM RESORTS INTERNATIONAL | $41,634 | 2013-12-27 |
| 2 | 2,500 SHARES OF ORACLE CORPORATION | $95,000 | 2013-12-27 |
| 3 | 1,500 SHARES OF INCYTE CORPORATION | $70,860 | 2014-07-21 |
| 4 | 3,500 SHARES OF INCYTE CORPORATION | $169,785 | 2014-07-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION | CategoryTxt |
| Amt | $13,000 | Amt |
| Net Investment Income | $9,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLEGHENY TECHNOLOGIES 9.375% | $76,520 | $87,239 |
| ATLAS RESOURCE ESCROW CORP | $101,750 | $94,000 |
| CHESAPEAKE ENERGY 9.5% | $0 | $0 |
| NAVISTAR INTL CORP 8.250% | $195,693 | $206,000 |
| ZIONS BANCORP 7.75% | $0 | $0 |
| GASTAR EXPLORATION INC 8.625% | $155,250 | $139,500 |
| PENNEY JC INC FIXED 8.125% | $196,225 | $186,500 |
| PENNEY JC INC 6.875% | $239,063 | $260,625 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCESS MIDSTREAM PARTNERS, LP | $45,680 | $156,700 |
| AK STEEL HOLDING CORP | $111,605 | $79,920 |
| AMERICAN AIRLS GROUP INC | $35,916 | $60,663 |
| BANCO SANTANDER SA | $976 | $1,006 |
| GASTAR EXPLORATION INC | $113,789 | $59,000 |
| MEDLEY CAP CORP COM | $155,082 | $111,600 |
| MEMORIAL PRODUCTION PARTNERS LP | $150,832 | $103,200 |
| MORGAN STANLEY | $39,162 | $75,660 |
| NEW CASTLE | $113,063 | $30,688 |
| NEW MEDIA INVESTMENT GROUP INC | $141,354 | $203,200 |
| NEW SR INVT GROUP INC | $112,625 | $110,250 |
| NEW YORK COMMUNITY BAN CORP | $88,849 | $103,285 |
| NEWS CORP NEW CL B | $0 | $0 |
| NORTHSTAR RLTY FIN CORP PFD | $35,978 | $35,798 |
| OPKO HEALTH INCORP | $24,689 | $41,900 |
| PRIVATE BAN CORP | $26,085 | $25,921 |
| RESOURCE CAP CORP COM | $0 | $0 |
| SANDRIDGE ENERGY INC COM | $104,125 | $79,500 |
| STAG INDL INC 9% PFD | $30,736 | $30,580 |
| TRIANGLE PETE CORP COM | $0 | $0 |
| VIROPHARMA INC COM | $0 | $0 |
| VODAPHONE GROUP PLC | $0 | $0 |
| WHITEWAVE FOODS CO COM | $23,115 | $54,945 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FMV OF CONTRIBUTED SECURITIES IN EXCESS OF DONOR'S BASIS | Description |
| Amount | $183,092 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NEW YORK ANNUAL REGISTRATION | $250 | $0 | $250 |
| BANK CHARGES | $40 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $26,357 | Amt |
| Net Investment Income | $25,898 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $56 | $56 | $0 |
| NYS UBI TAX | $250 | $250 | $0 |
| EXCISE TAX ON NET INVSTMNT INC | $11,574 | $0 | $0 |