MARC GALLER RESEARCH FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MARC GALLER RESEARCH FOUNDATION INC (EIN 23-7013433)
- Tax period
- 2012-11-01 to 2013-10-31
- Filed
- 2014-03-03
- IRS object ID
- 201410629349100006
- Schema version
- 2012v2.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-03T14:45:23-06:00 | Timestamp |
| Tax Period End Date | 2013-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUART I BREISBLATT CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 HIDDEN OAK ROAD | AddressLine1 |
| City | ARMONK | City |
| State | NY | State |
| ZIP Code | 10504 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237013433 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARC GALLER RESEARCH FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARC | NameControl |
| Phone | 2128773326 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O L GALLER 115 CENTRAL PARK WEST | AddressLine1 |
| Address Line2 | NO 7-E | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100232005 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LYNNE GALLER PRESIDENT | Name |
| Title | PRESIDENT | Title |
| Phone | 2128773326 | Phone |
| Date Signed | 2014-03-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STUART I BREISBLATT | Name |
| PTIN | P00018133 | PTIN |
| Phone | 2126610921 | Phone |
| Date Prepared | 2014-03-03 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 10812961 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 23279 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 23279 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 94931 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 94931 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 15600 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 15600 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | -53816 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | -4608 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2305590 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 129202 | TotalRevenueAndExpenses |
| Total Net Investment Income | 133810 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 62127 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 58475 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 10591 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 10591 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 1500 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 350 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 350 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 77568 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 69416 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 233555 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 233555 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 311123 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 69416 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 233555 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -181921 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 64394 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2431422 | CashBOY |
| Cash EOY | 4567802 | CashEOY |
| Cash EOYFMV | 4567802 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 7527561 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 5225050 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 5225050 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 118874 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 116792 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 910133 | InvestmentsCorpStockEOYFMV |
| Investments Land Etc Basis | 358880 | InvestmentsLandEtcBasis |
| Accum Deprec Investments Land Etc | 248904 | AccumDeprecInvestmentsLandEtc |
| Investments Land Etc BOY | 120567 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 109976 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 109976 | InvestmentsLandEtcEOYFMV |
| Total Assets BOY | 10198424 | TotalAssetsBOY |
| Total Assets EOY | 10019620 | TotalAssetsEOY |
| Total Assets EOYFMV | 10812961 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 6752577 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 6752577 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 3445847 | RetainedEarningsBOY |
| Retained Earnings EOY | 3267043 | RetainedEarningsEOY |
| Total Net Assets BOY | 10198424 | TotalNetAssetsBOY |
| Total Net Assets EOY | 10019620 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 10198424 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 10019620 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 10198424 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -181921 | ExcessOfRevenueOverExpenses |
| Other Increases | 3117 | OtherIncreases |
| Subtotal | 10019620 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 10019620 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 35 SHARES MEDIA BISTRON INC | P | 1999-06-28 | 2013-10-25 | 52 | 3116 | -3064 | -3064 |
| 225,000 PRIVATE BANK & CO CD | P | 2012-04-18 | 2013-10-28 | 225000 | 225000 | 0 | 0 |
| 225,000 KEY BANK NATL CD | P | 2011-12-01 | 2013-06-07 | 225000 | 225000 | 0 | 0 |
| 6,000 BANK OF AMERICA CD | P | 2008-04-29 | 2013-05-28 | 150000 | 150000 | 0 | 0 |
| 225,000 SAFRA NAT'L BANK CD | P | 2012-06-28 | 2013-04-17 | 225000 | 225000 | 0 | 0 |
| 225,000 TEXAS EXCHANGE CO CD | P | 2010-09-15 | 2013-03-28 | 225000 | 225000 | 0 | 0 |
| 225,000 WRIGHT EXPRESS CD | P | 2011-03-17 | 2013-03-25 | 225000 | 225000 | 0 | 0 |
| 225,000 AMBOY NATIONAL CD | P | 2012-01-31 | 2013-02-22 | 225000 | 225000 | 0 | 0 |
| 225,000 BANCO BILBOA CD | P | 2010-07-15 | 2013-01-23 | 225000 | 225000 | 0 | 0 |
| 225,000 CITIZENS BANK CD | P | 2010-07-19 | 2013-01-28 | 225000 | 225000 | 0 | 0 |
| 130,000 GE CAP RET BK CD | P | 2010-07-12 | 2013-01-16 | 130000 | 130000 | 0 | 0 |
| 225,000 BANK BARODA CD | P | 2011-12-23 | 2012-12-28 | 225000 | 225000 | 0 | 0 |
| 1,362 SHARES TANDY BRANDS | P | 2000-11-15 | 2013-10-25 | 538 | 2082 | -1544 | -1544 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -4608 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 224230 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5289065 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.042395 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 245556 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2181613 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.112557 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 178539 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4229149 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.042216 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 183299 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3355087 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.054633 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 71430 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2938839 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.024306 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.276107 | TotalDistributionRatio |
| Average Distribution Ratio | 0.055221 | AverageDistributionRatio |
| Net Noncharitable Assets | 9329463 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 515182 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 644 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 515826 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 233555 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1288 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1288 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1288 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2200 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 912 | Overpayment |
| Amount Credited To Next Year | 912 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 0 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | LYNNE GALLER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2128773326 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 CENTRAL PARK WEST APT 7-E | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10023 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| LYNNE GALLER | ||||||||
| 115 CENTRAL PARK WEST | NEW YORK | NY | 10023 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| HEZZY DATTNER | ||||||||
| 115 CENTRAL PARK WEST | NEW YORK | NY | 10023 | SCRY/TREAS | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2283901 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 7187635 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9471536 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9471536 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 142073 | CashDeemedCharitable |
| Net Noncharitable Assets | 9329463 | NetNoncharitableAssets |
| Minimum Investment Return | 466473 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 466473 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1288 | TaxBasedOnInvestmentIncome |
| Total Tax | 1288 | TotalTax |
| Distributable Amount Before Adj | 465185 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 465185 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 465185 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 233555 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 233555 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 233555 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 465185 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 16742 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 137343 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 154085 | TotalExcessDistriCarryover |
| Qualifying Distributions | 233555 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 233555 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 154085 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 154085 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 77545 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | LYNNE GALLER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 CENTRAL PARK WEST | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10023 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2128773326 | RecipientPhoneNumber |
| Form And Info And Materials | IN WRITING | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| RIMONBERKSHIRES | |||||||
| 55 MAIN STREET | LENOX | MA | 01230 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| BOSTON SYMPHONY ORCHESTRA | |||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| CLOSE ENCOUNTER WITH MUSIC | |||||||
| PO BOX 34 | GREAT BARRINGTON | MA | 01230 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $1,395 |
| CONGREGATION OR ZARUA | |||||||
| 127 EAST 82ND STREET | NEW YORK | NY | 10028 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $9,760 |
| DRISHNA INSTITUTE FOR JEWISH EDUCATION | |||||||
| 37 WEST 65TH STREET | NEW YORK | NY | 10023 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $400 |
| CAMP RAMAH | |||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 317 MADISON AVENUE | NEW YORK | NY | 10017 | 501 (C) (3) | OTHER CHARITY | UNRESTRICTED | $170,000 |
| THE SCHECHTER INSTITUTES | |||||||
| PO BOX 8500 | PHILADELPHIA | PA | 19178 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $36,000 |
| JACOBS PILLOW | |||||||
| 358 GEORGE CARTER ROAD | BECKET | MA | 01223 | 501 (C) (3) | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 233555 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 23279 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 94931 | RelatedOrExemptFunctionIncome |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 531190 | BusinessCode |
| Unrelated Business Income | -$53,816 | UnrelatedBusinessIncomeAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -4608 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | -$53,816 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 113602 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 59786 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | INTEREST INCOME ON CASH AND DIVIDENDS ON STOCKS AND INVESTMENTS |
| 4 | INTEREST INCOME ON CASH AND DIVIDENDS ON STOCKS AND INVESTMENTS |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $3,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (3 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| BUILDING | 1981-09-01 | 24380 | 24380 | SL | 20.000000000000 | 0 | 0 |
| BUILDING IMPROVEMENTS | 1991-12-01 | 330000 | 213899 | SL | 31.500000000000 | 10476 | 10476 |
| BUILDING IMPROVEMENTS | 2012-07-24 | 4500 | 34 | SL | 39.000000000000 | 115 | 115 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (5 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 600 SH ABBOTT LABORATORIES | 29063 | 21930 |
| 4906 SH BOMBAY INC | 24666 | 0 |
| 16000 SH MICRO SYSTEMS INC | 61363 | 868000 |
| 300 SH WALGREEN | 514 | 17772 |
| 60 SH HOSPIRA INC | 1186 | 2431 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLand (3 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| BUILDING | 24380 | 24380 | 0 |
| BUILDING IMPROVEMENTS | 330000 | 224375 | 105625 |
| BUILDING IMPROVEMENTS | 4500 | 149 | 4351 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REPAIRS | Description |
| Revenue And Expenses Per Books | 350 | RevenueAndExpensesPerBooks |
| Net Investment Income | 350 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZE DEPRECIATION OF STOCK CONTIBUTED AND NOW DONATED | Description |
| Amount | $3,117 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| ESTATE OF BEATRICE GALLER | |||
| 115 CENTRAL PARK WEST | NEW YORK | NY | 10023 |
| LYNNE GALLER | |||
| 115 CENTRAL PARK WEST | NEW YORK | NY | 10023 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX | $2,152 | 0 | 0 |
| NEW YORK STATE TAX | $1,500 | 0 | 0 |
| PROPERTY TAXES | $58,475 | 58475 | 0 |