GROSSMAN FAMILY PHILANTHROPIC FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GROSSMAN FAMILY PHILANTHROPIC FOUNDATION (EIN 20-5147463)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-25
- IRS object ID
- 201411159349100111
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-25T13:42:21-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 CANAL STREET 4TH FLOOR | AddressLine1 |
| City | STAMFORD | City |
| State | CT | State |
| ZIP Code | 06902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205147463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GROSSMAN FAMILY PHILANTHROPIC FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROS | BusinessNameControlTxt |
| Phone | 2127727042 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O RONALD GROSSMAN860 FIFTH AVENUE | AddressLine1 |
| Address Line2 | NO 6K | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10065 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD GROSSMAN | PersonNm |
| Person Title | DIRECTOR/ CHAIR | PersonTitleTxt |
| Phone | 2127727042 | PhoneNum |
| Signature | 2014-02-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES L ARATA | PreparerPersonNm |
| PTIN | P00934880 | PTIN |
| Phone | 2033273112 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $9,215,551 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11,681 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,681 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $146,493 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $146,493 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,018 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $2,018 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $160,192 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $160,192 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,455 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,271 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,776 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $418 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,252 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,168 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $401,540 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $401,540 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $443,792 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $406,708 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$283,600 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $160,192 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,482,828 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,050,716 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,050,716 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,148,512 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,164,835 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,482,828 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,199,228 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,215,551 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,482,828 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,199,228 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,482,828 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,199,228 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,482,828 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,199,228 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,482,828 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$283,600 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,199,228 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,199,228 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | JPM FLOAT RATE INCOME FD CAPITAL GAIN DIST'S | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2013-12-12 | SoldDt |
| Gain Or Loss | $2,018 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,018 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,018 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $403,918 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,547,087 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042308 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $131,323 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,722,740 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.076229 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $122,157 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $236,992 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.515448 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $74,050 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $146,032 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.507081 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $103,013 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $89,007 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.157358 | DistributionYr5Rt |
| Total Distribution | 2.298424 | TotalDistributionRt |
| Average Distribution | 0.459685 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,206,876 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,232,263 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,602 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,233,865 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $406,708 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,204 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,204 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,204 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,604 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RONALD GROSSMAN | IndividualWithBooksNm |
| Phone | 2127727042 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 FIFTH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10065 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RONALD GROSSMAN | ||||||||
| 860 FIFTH AVE APT 6K | NEW YORK | NY | 10065 | DIRECTOR/CHAIR | 8.00 | $0 | $0 | $0 |
| MARILYNN P GROSSMAN | ||||||||
| 860 FIFTH AVE APT 6K | NEW YORK | NY | 10065 | DIRECTOR/SECRETARY | 1.00 | $0 | $0 | $0 |
| BRUCE D GROSSMAN | ||||||||
| 24 WRIGHTS MILL RD | ARMONK | NY | 10504 | DIRECTOR/VICE CHAIR | 1.00 | $0 | $0 | $0 |
| DIANNE M GROSSMAN | ||||||||
| 24 WRIGHTS MILL RD | ARMONK | NY | 10504 | DIRECTOR/TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,084,037 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,263,045 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,347,082 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,347,082 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $140,206 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,206,876 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $460,344 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $460,344 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,204 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,204 | TotalTaxAmt |
| Distributable Before Adj | $457,140 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $457,140 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $457,140 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $406,708 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $406,708 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $406,708 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $457,140 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $98,563 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $66,749 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $110,307 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $45,249 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $320,868 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $406,708 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $406,708 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $50,432 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $50,432 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $270,436 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $48,131 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $222,305 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,749 | ExcessFromYear4Amt |
| Excess From Year3 | $110,307 | ExcessFromYear3Amt |
| Excess From Year2 | $45,249 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD GROSSMAN | ContributingManagerNm |
| Contributing Manager | MARILYNN P GROSSMAN | ContributingManagerNm |
| Contributing Manager | BRUCE D GROSSMAN | ContributingManagerNm |
| Contributing Manager | DIANNE M GROSSMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| 911 MEMORIAL | |||||
| ONE LIBERTY PLAZA 20TH FLOOR | NEW YORK | NY | 10006 | FOR CHARITABLE PURPOSES | $1,000 |
| ALZHEIMER'S ASSOCIATION- 2012 WALK TO END ALZHEIMER'S | |||||
| 225 NORTH MICHIGAN AVENUE FLOOR 17 | CHICAGO | IL | 60601 | FOR CHARITABLE PURPOSES | $500 |
| AMERICA SHARES | |||||
| 15 WEST 26TH STREET | NEW YORK | NY | 10016 | FOR CHARITABLE PURPOSES | $4,290 |
| AMERICAN CANCER SOCIETY | |||||
| 132 WEST 32ND STREET | NEW YORK | NY | 10001 | FOR CHARITABLE PURPOSES | $1,000 |
| AMERICAN HEART ASSOCIATION | |||||
| PO BOX 18851 | PHOENIX | AZ | 85062 | FOR CHARITABLE PURPOSES | $3,000 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | |||||
| 711 3RD AVE 900 | NEW YORK | NY | 10022 | FOR CHARITABLE PURPOSES | $10,000 |
| AUTISM SPEAKS | |||||
| 21 BLOOMINGDALE ROAD | WHITE PLAINS | NY | 10605 | FOR CHARITABLE PURPOSES | $500 |
| BYRAM HILLS EDUCATION FOUNDATION | |||||
| PO BOX 872 | ARMONK | NY | 11530 | FOR CHARITABLE PURPOSES | $10,000 |
| CONGREGATION B'NAI YISRAEL ARMONK | |||||
| 21 BANKSVILLE ROAD BOX 7 | ARMONK | NY | 10504 | FOR CHARITABLE PURPOSES | $6,100 |
| DISABLED AMERICAN VETERANS | |||||
| PO BOX 14301 | CINCINNATTI | OH | 45250 | FOR CHARITABLE PURPOSES | $500 |
| FOOD ALLERGY INITIATIVE | |||||
| 515 MADISON AVENUE SUITE 1912 | NEW YORK | NY | 10022 | FOR CHARITABLE PURPOSES | $5,000 |
| FRIENDS OF PORT ROWING INC | |||||
| 666 OLD COUNTRY ROAD SUITE 711 | GARDEN CITY | NY | 11530 | FOR CHARITABLE PURPOSES | $6,300 |
| GLOBAL KIDS | |||||
| 137 EAST 25TH STREET | NEW YORK | NY | 10010 | FOR CHARITABLE PURPOSES | $2,000 |
| HOPE AND HEROES | |||||
| 161 FORT WASHINGTON AVE | NEW YORK | NY | 10032 | FOR CHARITABLE PURPOSES | $15,000 |
| JEWISH CHILDCARE ASSOCIATION | |||||
| 120 WALL STREET | NEW YORK | NY | 10005 | FOR CHARITABLE PURPOSES | $30,000 |
| MAKE-A-WISH FOUNDATION | |||||
| 4742 N 24TH STREET SUITE 400 | PHOENIX | AZ | 85016 | FOR CHARITABLE PURPOSES | $750 |
| MERCY HEALTH FOUNDATION | |||||
| 301 ST PAUL PLACE | BALTIMORE | MD | 21202 | FOR CHARITABLE PURPOSES | $10,000 |
| PARALYZED VETERANS OF AMERICA | |||||
| 801 EIGHTEENTH STREET NW | WASHINGTON | DC | 20006 | FOR CHARITABLE PURPOSES | $500 |
| SMILE TRAIN | |||||
| 41 MADISON AVE 28TH FLOOR | NEW YORK | NY | 10010 | FOR CHARITABLE PURPOSES | $2,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | FOR CHARITABLE PURPOSES | $10,000 |
| THE ABRAHAM FUND | |||||
| 9 EAST 45H STREET | NEW YORK | NY | 10017 | FOR CHARITABLE PURPOSES | $5,000 |
| THE JEWISH FOUNDATION OF THE RIGHTEOUS | |||||
| 305 SEVENTH AVENUE 19TH FLOOR | NEW YORK | NY | 10001 | FOR CHARITABLE PURPOSES | $1,000 |
| TUFTS UNIVERSITY UNIVERSITY DEVELOPMENT | |||||
| 80 GEORGE STREET | MEDFORD | MA | 02155 | FOR CHARITABLE PURPOSES | $100,000 |
| USO | |||||
| PO BOX 96322 | WASHINGTON | DC | 20090 | FOR CHARITABLE PURPOSES | $500 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||
| 595 ELM PLACE | HIGHLAND PARK | IL | 60035 | FOR CHARITABLE PURPOSES | $7,500 |
| UJA FEDERATION OF NY | |||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | FOR CHARITABLE PURPOSES | $44,000 |
| WOUNDED WARRIOR FAMILY SUPPORT | |||||
| 920 S 107TH AVE SUITE 250 | OMAHA | NE | 68114 | FOR CHARITABLE PURPOSES | $3,000 |
| WOUNDED WARRIOR PROJECT | |||||
| 1120 G STREET NW SUITE 700 | WASHINGTON | DC | 20005 | FOR CHARITABLE PURPOSES | $100,000 |
| THE ISRAEL PROJECT | |||||
| 2020 K STREET NW SUITE 7600 | WASHINGTON | DC | 20006 | FOR CHARITABLE PURPOSES | $5,000 |
| SLOAN KETTERING HOSPITAL | |||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | FOR CHARITABLE PURPOSES | $1,000 |
| ROSENTHAL JCC | |||||
| 600 BEAR RIDGE ROAD | PLEASANTVILLE | NY | 10570 | FOR CHARITABLE PURPOSES | $1,000 |
| CAMERA | |||||
| PO BOX 35040 | BOSTON | MA | 02135 | FOR CHARITABLE PURPOSES | $2,000 |
| INTERNATIONAL CHILDREN'S FUND | |||||
| PO BOX 97191 | WASHINGTON | DC | 20090 | FOR CHARITABLE PURPOSES | $500 |
| VALERIE FUND | |||||
| 2100 MILBURN AVENUE | MAPLEWOOD | NJ | 07040 | FOR CHARITABLE PURPOSES | $2,500 |
| NATIONAL MS SOCIETY | |||||
| 1700 OWENS STREET | SAN FRANCISCO | CA | 94158 | FOR CHARITABLE PURPOSES | $1,000 |
| BE THE MATCH | |||||
| 3001 NE BROADWAY STREET SUITE 601 | MINNEAPOLIS | MN | 55413 | FOR CHARITABLE PURPOSES | $1,800 |
| CYSTIC FIBROSIS | |||||
| 424 MADISON AVENUE | NEW YORK | NY | 10017 | FOR CHARITABLE PURPOSES | $1,000 |
| NORTHERN WESTCHESTER HOSPITAL | |||||
| 400 EAST MAIN STREET | MOUNT KISCO | NY | 10549 | FOR CHARITABLE PURPOSES | $1,000 |
| FAMILY REACH FOUNDATION | |||||
| 2001 US 46 310 | PARSIPPANYTROY HILLS | NJ | 07054 | FOR CHARITABLE PURPOSES | $500 |
| PROJECT MORRY | |||||
| 350 EXECUTIVE BLVD SUITE 125 | ELMSFORD | NY | 10523 | FOR CHARITABLE PURPOSES | $1,000 |
| 202020 BLINDNESS RESTORATION FUND | |||||
| PO BOX 96669 | WASHINGTON | DC | 20090 | FOR CHARITABLE PURPOSES | $1,300 |
| FOOD FOR THE POOR | |||||
| 6501 LYONS ROAD | COCONUT CREEK | FL | 33073 | FOR CHARITABLE PURPOSES | $250 |
| ADOPT A PLATOON | |||||
| PO BOX 234 | LOZANO | TX | 78568 | FOR CHARITABLE PURPOSES | $1,500 |
| CROHN'S & COLITIS FOUNDATION OF AMERICA | |||||
| 30 GLENN STREET | WHITE PLAINS | NY | 10603 | FOR CHARITABLE PURPOSES | $250 |
| TUBBS ROMP TO STOMP | |||||
| 5 VILLAGE LODGE ROAD | SOUTH LONDONBERRY | VT | 05155 | FOR CHARITABLE PURPOSES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $401,540 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,681 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $146,493 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,018 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $160,192 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $160,192 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $4,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,750 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JP MORGAN - US FIXED INCOME | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,148,512 | BookValueAmt |
| EOYFMV | $4,164,835 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAN | CategoryTxt |
| Legal Fees | $3,455 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | $32,152 | $0 | $0 |
| DELAWARE STATUTORY REPRESENTATION | $168 | $0 | $168 |
| POSTAGE | $111 | $0 | $0 |
| NEW YORK STATUTORY REPORT FEE | $250 | $0 | $250 |
| CREDIT CARD FEE | $95 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $1,169 | $0 | $0 |
| DELAWARE FRANCHISE TAX | $102 | $0 | $0 |