MICHAEL CHERNOW TRUST FBO CHARITY CCC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL CHERNOW TRUST FBO CHARITY CCC (EIN 13-6758226)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-10-15
- IRS object ID
- 201422889349100412
- 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 Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-15T11:07:35-07:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136758226 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael Chernow Trust fbo Charity CCC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | 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 | MARTIN P KRASNER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9148341900 | PhoneNum |
| Signature | 2014-09-06 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GORDON S OPPENHEIMER | PreparerPersonNm |
| Phone | 9148341900 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $5,360,729 | 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 |
| Dividends Rev And Expnss | $96,938 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,938 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $608,013 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $96,938 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $704,951 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,410 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,964 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,446 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $45,420 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,168 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,252 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,515 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,515 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,066 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,265 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,801 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,534 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,534 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $453 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $160 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $293 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $159,398 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $102,072 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $57,326 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $626,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $626,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $785,798 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $102,072 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $683,726 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$688,860 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $602,879 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $90 | CashBOYAmt |
| Cash EOY | $90 | CashEOYAmt |
| Cash EOYFMV | $90 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $36,001 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,259 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,259 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $7,000 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $3,271,441 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,226,931 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,351,576 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,400 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,804 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,804 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,316,932 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,236,084 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,360,729 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,316,932 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,236,084 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,316,932 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,236,084 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,316,932 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,236,084 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,316,932 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$688,860 | ExcessRevenueOverExpensesAmt |
| Other Increases | $608,012 | OtherIncreasesAmt |
| Subtotal | $3,236,084 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,236,084 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | See attached schedule | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2010-10-10 | AcquiredDt |
| Sold | 2014-06-30 | SoldDt |
| Gross Sales Price | $1,431,133 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $823,120 | CostOrOtherBasisAmt |
| Gain Or Loss | $608,013 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $608,013 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $608,013 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $529,790 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,576,953 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.115752 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $564,076 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,566,191 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.123533 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $562,230 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,677,483 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.120199 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $681,148 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,998,954 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.136258 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $256,998 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,519,873 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046559 | DistributionYr5Rt |
| Total Distribution | 0.542301 | TotalDistributionRt |
| Average Distribution | 0.108460 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,274,041 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $572,022 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,029 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $578,051 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $683,726 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,029 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,029 | SubtotalAmt |
| Tax Based On Investment Income | $6,029 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,804 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,804 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,804 | OriginalReturnTaxPaidAmt |
| Tax Due | $3,225 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gordon S Oppenheimer Esq | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| MARTIN P KRASNER | ||||||||
| Box 197 | Larchmont | NY | 10538 | Trustee | 5.00 | $3,482 | $0 | $0 |
| EDWARD STREIM | ||||||||
| Box 197 | Larchmont | NY | 10538 | Trustee | 10.00 | $6,964 | $0 | $16,534 |
| LYNN STREIM | ||||||||
| Box 197 | Larchmont | NY | 10538 | Trustee | 10.00 | $6,964 | $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 | $5,284,271 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,085 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,354,356 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,354,356 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,315 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,274,041 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $263,702 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $263,702 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,029 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,029 | TotalTaxAmt |
| Distributable Before Adj | $257,673 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $257,673 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $257,673 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $683,726 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $683,726 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,029 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $677,697 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $257,673 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $436,962 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $336,836 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $340,448 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $306,544 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,420,790 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $683,726 | QualifyingDistributionsAmt |
| Applied To Current Year | $257,673 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $426,053 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,846,843 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,846,843 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $436,962 | ExcessFromYear4Amt |
| Excess From Year3 | $336,836 | ExcessFromYear3Amt |
| Excess From Year2 | $340,448 | ExcessFromYear2Amt |
| Excess From Year1 | $306,544 | ExcessFromYear1Amt |
| Excess From Current Year | $426,053 | ExcessFromCurrentYearAmt |
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 REQUIRED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Ballet Theatre | ||||||
| 890 Broadway | New York | NY | 10003 | T/E | Gen'l Charitable | $12,000 |
| Carnegie Hall Foundation | ||||||
| 881 Seventh Avenue | New York | NY | 10019 | T/E | Gen'l Charitable | $5,000 |
| Crohn's and Colitis Foundtn | ||||||
| 386 Park Ave S 17 Floor | New York | NY | 10016 | T/E | Gen'l Charitable | $25,000 |
| Children's Health Fund | ||||||
| 215 west 125th Street Suite 301 | New York | NY | 10027 | T/E | Gen'l Charitable | $5,000 |
| City of Hope | ||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | T/E | Gen'l Charitable | $30,000 |
| Collegiate Chorale | ||||||
| 115 East 57th Street 11th Floor | New York | NY | 10022 | T/E | Gen'l Charitable | $3,000 |
| Columbia Business School | ||||||
| 3022 Broadway | New York | NY | 10027 | T/E | Gen'l Charitable | $2,500 |
| Damon Runyon Cancer Research Fndtn | ||||||
| 55 Broadway Suite 302 | New York | NY | 10006 | T/E | Gen'l Charitable | $2,000 |
| Dystonia Foundation | ||||||
| One East Wacker Drive Suite 2810 | Chicago | IL | 60601 | T/E | Gen'l Charitable | $2,500 |
| Ellen Hermanson Breast Center | ||||||
| 240 Meeting House Lane | Southampton | NY | 11968 | T/E | Gen'l Charitable | $1,000 |
| Feinstein Institute | ||||||
| 350 Community Drive | Manhasset | NY | 11030 | T/E | Gen'l Charitable | $50,000 |
| Glimmerglass Opera Fndtn | ||||||
| Box 191 | Cooperstown | NY | 13326 | T/E | Gen'l Charitable | $3,000 |
| Hadassah Medical Relief | ||||||
| 50 West 58th Street | New York | NY | 10019 | T/E | Gen'l Charitable | $50,000 |
| Henry Kaufman Campgrounds | ||||||
| 667 Blauvelt Rd | Pearl River | NY | 10965 | T/E | Gen'l Charitable | $8,000 |
| Hobart College | ||||||
| 300 Pulteney Street | Geneva | NY | 14456 | T/E | Gen'l Charitable | $2,500 |
| Holocaust Memorial Museum | ||||||
| 60 E 42nd St 2540 | New York | NY | 10165 | T/E | Gen'l CharitableGen'l Charitable | $5,500 |
| LI Hearing & Speech Society | ||||||
| 430 Lakeville Road | New Hyde Park | NY | 11042 | T/E | Gen'l Charitable | $2,000 |
| Love Heals Foundation | ||||||
| 2 Fifth Avenue 2Q | New York | NY | 10011 | T/E | Gen'l Charitable | $750 |
| LUNGevity Foundation | ||||||
| 218 Wabash Avenue Suite 540 | Chicago | IL | 60604 | T/E | Gen'l Charitable | $2,500 |
| Marty Lyons Foundation | ||||||
| 326 W 48 Street | New York | NY | 10036 | T/E | Gen'l Charitable | $1,000 |
| Metropolitan Opera Association | ||||||
| Lincoln Center | New York | NY | 10023 | T/E | Gen'l Charitable | $44,000 |
| Mid-Island YMHA | ||||||
| 45 Manetto Hill Road | Plainview | NY | 11803 | T/E | Gen'l Charitable | $1,500 |
| New Israel Fund | ||||||
| 330 Seventh Ave 11th Fl | New York | NY | 10001 | T/E | Gen'l Charitable | $10,000 |
| No Shore LIJ Health System | ||||||
| 300 Community Drive | Manhasset | NY | 11030 | T/E | Gen'l Charitable | $2,600 |
| NYU Hospital for Joint Diseases | ||||||
| 301 East 17th Street | New York | NY | 10003 | T/E | Gen'l Charitable | $3,000 |
| NYU-HJG Orthopedics | ||||||
| 301 East 17th Street | New York | NY | 10003 | T/E | Gen'l Charitable | $10,000 |
| Richard Tucker Music Fndtn | ||||||
| 1790 Broadway Suite 715 | New York | NY | 10019 | T/E | Gen'l Charitable | $2,500 |
| So Nassau Community Hsptl | ||||||
| 1 Heathly Way | Oceanside | NY | 11572 | T/E | Gen'l Charitable | $12,000 |
| St Mary's Hospital | ||||||
| 29-01 Little Neck Pkwy | Bayside | NY | 11360 | T/E | Gen'l Charitable | $8,000 |
| Arthur Smith Kidney Stone Research Fund | ||||||
| 450 Lakeville Road | New Hyde Park | NY | 11042 | T/E | Gen'l Charitable | $25,000 |
| Suffolk County JCC | ||||||
| 74 Hauppauge Rd | Commack | NY | 11725 | T/E | Gen'l Charitable | $2,000 |
| Temple Beth-El of Great Neck | ||||||
| 5 Old Mill Road | Great Neck | NY | 11023 | T/E | Gen'l Charitable | $28,500 |
| Temple Emanuel of Great Neck | ||||||
| 150 Hicks Lane | Great Neck | NY | 11024 | T/E | Gen'l Charitable | $25,000 |
| The Salk Institute | ||||||
| 10010 North Torrey Pines Road | La Jolla | CA | 92037 | T/E | Gen'l Charitable | $100,000 |
| Trustees of Columbia University | ||||||
| 127 W 127th Street | New York | NY | 10027 | T/E | Gen'l Charitable | $100,000 |
| US Holocaust Memorial Museum | ||||||
| 100 Raoul Wallenberg Pl SW | Washington | DC | 20024 | T/E | Gen'l Charitable | $10,000 |
| Valley Hospital of Paramus | ||||||
| 1 Veterans Way | Paramus | NJ | 07652 | T/E | Gen'l Charitable | $28,000 |
| YAI Network for Autism | ||||||
| 460 West 34th St | New York | NY | 10001 | T/E | Gen'l Charitable | $1,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $626,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96,938 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $608,013 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $704,951 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $704,951 | 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 Accounting & Legal | CategoryTxt |
| Amt | $45,420 | Amt |
| Net Investment Income | $18,168 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,252 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| NYS-annual filing | $250 | $250 | |
| Required notice | $43 | $43 | |
| Bank Fees | $160 | $160 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Capital Gain on Securities | $608,013 |
| Rounding Adjustment | -$1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Neuberger Berman Investment Advice | CategoryTxt |
| Amt | $75,515 | Amt |
| Net Investment Income | $75,515 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Excise Tax | $2,801 | $2,801 | |
| Foreign Tax W/H | $1,265 | $1,265 |