CHERNOW FUND INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CHERNOW FUND INC (EIN 13-6127968)
- Tax period
- 2013-11-01 to 2014-10-31
- Filed
- 2014-12-20
- IRS object ID
- 201403549349100200
- Schema version
- 2013v3.1
- 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
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-12-20T12:33:35-08:00 | ReturnTs |
| Tax Period End | 2014-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORDON S OPPENHEIMER | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 HOWELL AVENUE | AddressLine1 |
| City | LARCHMONT | City |
| State | NY | State |
| ZIP Code | 105383249 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136127968 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Chernow Fund Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHER | BusinessNameControlTxt |
| Phone | 9148341900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 197 | AddressLine1 |
| City | Larchmont | City |
| State | NY | State |
| ZIP Code | 105380197 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD STREIM | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 9148341900 | PhoneNum |
| Signature | 2014-12-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GORDON S OPPENHEIMER | PreparerPersonNm |
| Phone | 9148341900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,356,538 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $31 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,748 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,748 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $65,022 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,779 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $85,801 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $16,304 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,304 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $15,735 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,735 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,664 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $240 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,424 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $325 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $290 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,028 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,314 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,714 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,878 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,314 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,814 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$63,099 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,487 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,193 | CashBOYAmt |
| Cash EOY | $23,269 | CashEOYAmt |
| Cash EOYFMV | $23,269 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $94,482 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,032 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,032 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $603,372 | CorporateStockBOYAmt |
| Corporate Stock EOY | $694,768 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,317,636 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $700 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,601 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,601 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $731,747 | TotalAssetsBOYAmt |
| Total Assets EOY | $733,670 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,356,538 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $731,747 | CapitalStockBOYAmt |
| Capital Stock EOY | $733,670 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $731,747 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $733,670 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $731,747 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $733,670 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $731,747 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$63,099 | ExcessRevenueOverExpensesAmt |
| Other Increases | $65,022 | OtherIncreasesAmt |
| Subtotal | $733,670 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $733,670 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | See Schedule Attached | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2010-10-10 | AcquiredDt |
| Sold | 2014-10-10 | SoldDt |
| Gross Sales Price | $227,884 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $162,862 | CostOrOtherBasisAmt |
| Gain Or Loss | $65,022 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $65,022 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,022 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $26,050 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $974,277 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.026738 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $66,825 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $856,681 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.078005 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $81,597 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $931,559 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.087592 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $76,011 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $926,544 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.082037 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $80,067 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $901,657 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.088800 | DistributionYr5Rt |
| Total Distribution | 0.363172 | TotalDistributionRt |
| Average Distribution | 0.072634 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,140,176 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $82,816 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $535 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $83,351 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $55,814 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,070 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,070 | SubtotalAmt |
| Tax Based On Investment Income | $1,070 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,500 | OriginalReturnOverpaymentAmt |
| Overpayment | $430 | OverpaymentAmt |
| Applied To ES Tax | $430 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GORDON S OPPENHEIMER ESQ | IndividualWithBooksNm |
| Phone | 9148341900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Howell Avenue | AddressLine1 |
| City | Larchmont | City |
| State | NY | State |
| ZIP Code | 105383249 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| LYNN STREIM | ||||||||
| Box 197 | Larchmont | NY | 10538 | Pres. | 3.00 | $0 | $0 | $0 |
| EDWARD STREIM | ||||||||
| Box 197 | Larchmont | NY | 10538 | Vice-Pres | 3.00 | $0 | $0 | $0 |
| GORDON S OPPENHEIMER | ||||||||
| Box 197 | Larchmont | NY | 10538 | Treas. | 8.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,087,189 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,350 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,157,539 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,157,539 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,363 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,140,176 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,009 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,009 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,070 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,070 | TotalTaxAmt |
| Distributable Before Adj | $55,939 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $55,939 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $55,939 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,814 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $55,814 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $55,814 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,939 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $34,984 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $30,525 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,405 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $24,651 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $125,565 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,814 | QualifyingDistributionsAmt |
| Applied To Current Year | $55,814 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $125 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $125 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $125,440 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $34,859 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $90,581 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30,525 | ExcessFromYear4Amt |
| Excess From Year3 | $35,405 | ExcessFromYear3Amt |
| Excess From Year2 | $24,651 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GORDON S OPPENHEIMER ESQ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 197 | AddressLine1 |
| City | Larchmont | City |
| State | NY | State |
| ZIP Code | 105380197 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9148341900 | RecipientPhoneNum |
| Form And Info And Materials | NO PARTICULAR FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Alex's Lemonade Stand Foundation | ||||||
| 333 E Lancaster Ave 414 | Wynnewood | PA | 19096 | T/E | General Charitable | $350 |
| American Ballet Theatre | ||||||
| 890 Broadway | New York | NY | 10003 | T/E | General Charitable | $1,000 |
| American Jewish Committee | ||||||
| 165 E 56th St | New York | NY | 10022 | T/E | General Charitable | $2,000 |
| Barnes Foundation | ||||||
| 300 North Latchs Lane | Lower Merion | PA | 19066 | T/E | General Charitable | $225 |
| Boston Symphony Orchestra | ||||||
| 301 Massachusetts Avenue | Boston | MA | 02115 | T/E | General Charitable | $3,500 |
| Canavan Foundation | ||||||
| 450 West End Avenue 6A | New York | NY | 10024 | T/E | General Charitable | $1,000 |
| Caramoor Foundation | ||||||
| 149 Girdle Ridge Road | Katonah | NY | 10536 | T/E | General Charitable | $1,500 |
| Carnegie Hall Foundation | ||||||
| 881 Seventh Avenue | New York | NY | 10019 | T/E | General Charitable | $5,000 |
| CCFA | ||||||
| 386 Park Avenue South 14th Fl | New York | NY | 10016 | T/E | General Charitable | $1,000 |
| City of Hope | ||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | T/E | General Charitable | $1,200 |
| Cure Dystonia Now | ||||||
| PO Box 9040 | Farmingdale | NY | 11735 | T/E | General Charitable | $1,000 |
| Ellen Hermanson Foundation | ||||||
| 200 West End Avenue Suite 12G | New York | NY | 10023 | T/E | General Charitable | $1,000 |
| F D Now | ||||||
| 1170 Green Knolls Drive | Buffalo Grove | IL | 60089 | T/E | General Charitable | $500 |
| Friends of Lincoln Center | ||||||
| 70 Lincoln Center Plaza | New York | NY | 10023 | T/E | General Charitable | $500 |
| Garden City Fire Department | ||||||
| 347 Stewart Avenue | Garden City | NY | 11530 | T/E | General Charitable | $100 |
| Gilbert and Sullivan Players | ||||||
| 302 W 91st St | New York | NY | 10024 | T/E | General Charitable | $1,550 |
| Hadassah Hospital | ||||||
| 10 New King Street | W Harrison | NY | 10604 | T/E | General Charitable | $250 |
| Holocaust Memorial and Tolerance Ctr | ||||||
| 100 Crescent Beach Rd | Glen Cover | NY | 11542 | T/E | General Charitable | $1,000 |
| Interfaith Nutritional Network | ||||||
| 211 Fulton Ave | Hempstead | NY | 11550 | T/E | General Charitable | $1,000 |
| KING-FM | ||||||
| 10 Harrison St Suite 100 | Seattle | WA | 98109 | T/E | General Charitable | $250 |
| March of Dimes | ||||||
| 1275 Mamaroneck Avenue | White Plains | NY | 10605 | T/E | General Charitable | $1,000 |
| Marty Lyons Foundation | ||||||
| 354 Veterans Memorial Highway 2nd F | Commack | NY | 11725 | T/E | General Charitable | $1,000 |
| Masonic Medical Research | ||||||
| 2150 Bleecker Street | Utica | NY | 13501 | T/E | General Charitable | $500 |
| Museum of Modern Art | ||||||
| 11 West 53 Street | New York | NY | 10019 | T/E | General Charitable | $600 |
| Muscular Dystrophy Association | ||||||
| 5 Dakota Dr | New Hyde Park | NY | 11042 | T/E | General Charitable | $100 |
| New York Botanical Gardens | ||||||
| 2900 Southern Blvd | Bronx | NY | 10458 | T/E | General Charitable | $250 |
| NY Philharmonic | ||||||
| 10 Lincoln Center Plaza | New York | NY | 10023 | T/E | General Charitable | $2,000 |
| NY Public Radio | ||||||
| 160 Varick St | New York | NY | 10013 | T/E | General Charitable | $200 |
| NYC Center | ||||||
| 130 W 56th Street | New York | NY | 10019 | T/E | General Charitable | $300 |
| NYS Honorary Fire Chiefs | ||||||
| 388 2nd Ave 437 | New York | NY | 10010 | T/E | General Charitable | $1,600 |
| NYUHJD Musculoskeletal Research | ||||||
| 301 East 17th Street | New York | NY | 10003 | T/E | General Charitable | $1,000 |
| Opera Orchestra of NY | ||||||
| 344 East 63rd Street Suite B-1 | New York | NY | 10065 | T/E | General Charitable | $1,500 |
| Oxalosis & Hyperoxaluria Fndtn | ||||||
| 201 East 19th Street Suite 12E | New York | NY | 10003 | T/E | General Charitable | $500 |
| Race to Erase MS | ||||||
| 1875 Century Park East Suite 980 | Los Angeles | CA | 90067 | T/E | General Charitable | $850 |
| Red Robin Cares Foundation | ||||||
| 878 Jericho Turnpike | Westbury | NY | 11590 | T/E | General Charitable | $500 |
| Sid Jacobson JCC | ||||||
| 300 Forest Dr | East Hills | NY | 11548 | T/E | General Charitable | $1,000 |
| Simon Weisenthal Center | ||||||
| 1399 Roxbury Drive | Los Angeles | CA | 90035 | T/E | General Charitable | $1,000 |
| So Nassau Community Hospital | ||||||
| One Healthy Way | Oceanside | NY | 11572 | T/E | General Charitable | $1,000 |
| Special Olympics of NY | ||||||
| 504 Balltown Road | Schenectady | NY | 12304 | T/E | General Charitable | $200 |
| Sports for Israel | ||||||
| 1511 Walnut Street Suite 401 | Philadelphia | PA | 19102 | T/E | General Charitable | $250 |
| St Mary's Hospital | ||||||
| 29-01 216th Street | Bayside | NY | 11360 | T/E | General Charitable | $1,500 |
| Temple Beth El of Great Neck | ||||||
| 5 Old Mill Rd | Great Neck | NY | 11023 | T/E | General Charitable | $4,000 |
| US Olympic Committee | ||||||
| 1 Olympic Plaza | Colorado Springs | CO | 80909 | T/E | General Charitable | $400 |
| US Olympic Ski Team | ||||||
| 1 Victory Lane Box 100 | Park City | UT | 84060 | T/E | General Charitable | $100 |
| Valley Hospital of Paramus | ||||||
| 1 Veterans Way | Paramus | NJ | 07652 | T/E | General Charitable | $2,000 |
| Wagner Society of NY | ||||||
| PO Box 230949 | New York | NY | 10023 | T/E | General Charitable | $350 |
| Wildlife Conservation Society | ||||||
| 2300 Southern Boulevard | Bronx | NY | 10460 | T/E | General Charitable | $225 |
| WNET Foundation | ||||||
| 825 Eighth Avenue | New York | NY | 10119 | T/E | General Charitable | $1,500 |
| Youth America Grand Prix | ||||||
| 304 Park Avenue South Ste 1004 | New York | NY | 10010 | T/E | General Charitable | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,748 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $65,022 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $85,801 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $85,801 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Gordon S. Oppenheimer, Esq. Legal and Accounting | CategoryTxt |
| Amt | $16,304 | Amt |
| Net Investment Income | $16,304 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Excise Tax Prepayments | $700 | $1,500 | $1,500 |
| Reserve Fund in liguidation | $101 | $101 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Excise Tax Prepayments | $700 | $1,500 | $1,500 |
| Reserve Fund in liguidation | $101 | $101 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Excise Tax Prepayments | $700 | $1,500 | $1,500 |
| Reserve Fund in liguidation | $101 | $101 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Filing Fee | $250 | $250 | |
| Filing Notice | $40 | $40 | |
| Bank Fees | $32 | $32 | |
| Adm Expenses Reserve Fund | $3 | $3 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Gain on securities | Description |
| Amount | $65,022 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Neuberger & Berman Investment Advisory Fees | CategoryTxt |
| Amt | $15,735 | Amt |
| Net Investment Income | $15,735 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax W/H | $240 | $240 | |
| Excise Tax | $1,424 | $1,424 |