THE BENJAMIN M ROSEN FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE BENJAMIN M ROSEN FAMILY FOUNDATION (EIN 13-4034465)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-05
- IRS object ID
- 201423099349100402
- 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
- General Explanation Attachment
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-05T08:43:29-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 465669095 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLYNN FAMILY OFFICE LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 WEST 50TH STREET 19TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10020 | 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 | 134034465 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BENJAMIN M ROSEN FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O MR BENJAMIN M ROSEN | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENJ | BusinessNameControlTxt |
| Phone | 2123150383 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CENTRAL PARK WEST | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10023 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENJAMIN M ROSEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2123150383 | PhoneNum |
| Signature | 2014-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN KUFELD | PreparerPersonNm |
| PTIN | P00173728 | PTIN |
| Phone | 2122023230 | 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 | $1,824,993 | 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 | $69 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $69 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $34,428 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,428 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $34,428 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,231 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $401,971 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $30,266 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,497 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $34,497 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,166 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $20,334 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $2,750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,250 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,250 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,416 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,834 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $505,202 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $505,202 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $538,452 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,416 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $526,036 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$508,186 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,081 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $34,497 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $210,669 | CashBOYAmt |
| Cash EOY | $204,656 | CashEOYAmt |
| Cash EOYFMV | $204,656 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,982,433 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,612,534 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,605,764 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $46,847 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $14,573 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $14,573 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $100,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Total Assets BOY | $2,339,949 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,831,763 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,824,993 | 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 | $2,339,949 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,831,763 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,339,949 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,831,763 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,339,949 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,831,763 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,339,949 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$508,186 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,831,763 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,831,763 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 19138.756 GNMA FUND ADMIRAL SHARES | P | 2012-01-01 | 2013-12-23 | $200,000 | $206,917 | -$6,917 | -$6,917 |
| 18501.388 SHORT-TERM INVEST-GR ADM | P | 2012-01-01 | 2013-05-14 | $200,000 | $199,285 | $715 | $715 |
| CAPITAL GAINS DIVIDENDS | P | $1,971 | $1,971 | $1,971 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,231 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $501,554 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,380,527 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.210690 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $603,690 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,106,506 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.194331 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $685,094 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,057,016 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.168866 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $722,514 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,336,071 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.135402 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,790,834 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,151,231 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.723452 | DistributionYr5Rt |
| Total Distribution | 1.432741 | TotalDistributionRt |
| Average Distribution | 0.286548 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,994,194 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $571,432 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $221 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $571,653 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $526,036 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $442 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $442 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $442 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,464 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $34,464 | TotalPaymentsAndCreditsAmt |
| Overpayment | $34,022 | OverpaymentAmt |
| Applied To ES Tax | $34,022 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KELLEY DRYE WARREN LLP | IndividualWithBooksNm |
| Phone | 2128087581 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 PARK AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10178 | 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 | Yes (1) | 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 |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| BENJAMIN M ROSEN | |||||||||
| 1 CENTRAL PARK WEST APT 43A | NEW YORK | NY | 10023 | TRUSTEE | 2.00 | $0 | $0 | $0 | |
| DONNA ROSEN | |||||||||
| 1 CENTRAL PARK WEST APT 43A | NEW YORK | NY | 10023 | TRUSTEE | 2.00 | $0 | $0 | $0 | |
| FREDERIC A RUBENSTEIN | |||||||||
| C/O KELLEY DRYE WARREN 101 PARK | NEW YORK | NY | 10017 | TRUSTEE | 2.00 | $0 | $0 | $0 | AVENUE |
| 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 | $1,510,555 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $483,094 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $30,913 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,024,562 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,024,562 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,368 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,994,194 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,710 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,710 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $442 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $442 | TotalTaxAmt |
| Distributable Before Adj | $99,268 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $99,268 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $99,268 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $526,036 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $526,036 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $526,036 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,268 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,218,258 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $458,297 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $482,243 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $449,529 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $383,147 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,991,474 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $526,036 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $99,268 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $426,768 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,418,242 | 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 | $8,218,258 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,199,984 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $458,297 | ExcessFromYear4Amt |
| Excess From Year3 | $482,243 | ExcessFromYear3Amt |
| Excess From Year2 | $449,529 | ExcessFromYear2Amt |
| Excess From Year1 | $383,147 | ExcessFromYear1Amt |
| Excess From Current Year | $426,768 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BENJAMIN M ROSEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATES OF THE NATIONAL THEATRE | ||||||||
| 214 WEST 29TH STREET SUITE 701 | NEW YORK | NY | 10001 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $1,000 | |
| AMERICAN FRIENDS OF DONMAR | ||||||||
| NEW YORK | NEW YORK | NY | 10022 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $4,420 | |
| AMERICAN FRIENDS OF THE BRITISH MUSEUM | ||||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $5,000 | |
| AMERICAN LEGION BUILDING | ||||||||
| 2624 ALBERTSON LANE | GREENPORT | NY | 11944 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $250 | |
| ARCHIVES OF AMERICAN ART | ||||||||
| 1285 AVENUE OF THE AMERICAS | NEW YORK | NY | 10019 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $2,500 | |
| ARTS COUNCIL OF NEW ORLEANS | ||||||||
| 935 GRAVIER ST STE 850 | NEW ORLEANS | LA | 70112 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $10,000 | |
| ART PRODUCTION FUND | ||||||||
| 299 WEST HOUSTON STREET | NEW YORK | NY | 10014 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $1,000 | |
| ARTS CONNECTION | ||||||||
| 520 EIGHTH AVENUE SUITE 321 | NEW YORK | NY | 10018 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $500 | |
| ASTEP | ||||||||
| 165 WEST 46TH STREET NO 1308 | NEW YORK | NY | 10036 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $500 | |
| BARROW NEUROLOGICAL FOUNDATION | ||||||||
| 350 W THOMAS RD | PHOENIX | AZ | 85013 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $1,000 | |
| BENETECH | ||||||||
| 480 S CALIFORNIA AVENUE | PALO ALTO | CA | 94306 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $5,000 | |
| BREAST CANCER RESEARCH FOUNDATION | ||||||||
| 60 EAST 56TH STREET 8TH FLOOR | NEW YORK | NY | 10022 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $2,500 | |
| CALTECH Y | ||||||||
| 505 S WILSON AVENUE | PASADENA | CA | 91125 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $500 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $6,350 | |
| CLASSIC STAGE COMPANY | ||||||||
| 136 E 13TH STREET | NEW YORK | NY | 10003 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $9,955 | |
| COMMON CAUSE EDUCATION FUND NY | ||||||||
| 74 TRINITY PLACE SUITE 901 | NEW YORK | NY | 10006 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $1,000 | |
| COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||||
| 535 WEST 116TH STREET MC 4321 | NEW YORK | NY | 10027 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $1,000 | |
| DIA ART FOUNDATION | ||||||||
| 535 W 22ND STREET 4 | NEW YORK | NY | 10011 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $2,140 | |
| FELICITY REDEVELOPMENT INC | ||||||||
| 1134 BARONNE STREET | NEW ORLEANS | LA | 70113 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $440 | |
| FOUNDATION FOR CONTEMPORARY ARTS | ||||||||
| 820 GREENWICH STREET | NEW YORK | NY | 10014 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $15,000 | |
| FRIENDS OF THE BUDAPEST FESTIVAL ORCHESTRA | ||||||||
| FDR STATION PO BOX 1642 | NEW YORK | NY | 10150 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $500 | |
| GUILD HALL OF EAST HAMPTON INC | ||||||||
| 158 MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $3,000 | |
| HASTINGS COLLEGE FOUNDATION | ||||||||
| 11422 MIRACLE HILLS DRIVE | OMAHA | NE | 68154 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $250 | |
| HOSPITAL FOR SPECIAL SURGERY | ||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $10,000 | |
| HUDSON WEST PRODUCTIONS INC | ||||||||
| 6 GLENGARY ROAD | CROTON HDSN | NY | 10520 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $1,000 | |
| INTERNATIONAL CENTER OF PHOTOGRAPHY | ||||||||
| 1114 AVENUE OF AMERICAS | NEW YORK | NY | 10036 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $500 | |
| KCSSF | ||||||||
| PO BOX 794 | KENT | CT | 06757 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $100 | |
| KENT LAND TRUST | ||||||||
| PO BOX 888 | KENT | CT | 06757 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $500 | |
| KENT LIBRARY ASSOCIATION | ||||||||
| PO BOX 127 | KENT | CT | 06757 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $3,000 | |
| KENT VOLUNTEER FIRE DEPARTMENT | ||||||||
| PO BOX 355 | KENT | CT | 06757 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $100 | |
| LOUISIANA PHILHARMONIC ORCHESTRA | ||||||||
| 1010 COMMON STREET SUITE 2120 | NEW ORLEANS | LA | 70112 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $600 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 77 MASSACHUSETTS AVENUE NE 49-3131 | CAMBRIDGE | MA | 02139 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $500 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $25,000 | |
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $4,242 | |
| MUSEUM OF ARTS AND DESIGN | ||||||||
| 2 COLUMBIS CIRCLE 1 | NEW YORK | NY | 10019 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $2,450 | |
| MUSEUM OF MODERN ART | ||||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $5,000 | |
| NATIONAL ALOPECIA AREATA FOUNDATION | ||||||||
| 14 MITCHELL BLVD | SAN RAFAEL | CA | 94903 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $500 | |
| NEW ORLEANS MUSEUM OF ART | ||||||||
| 1 COLLIN DIBOLL CIR NEW ORLEANS | NEW ORLEANS | LA | 70119 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $23,000 | MUSEUM OF ART |
| NEW YORK CITY BALLET INC | ||||||||
| 20 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $1,000 | |
| NEW YORK PUBLIC RADIO | ||||||||
| 160 VARICK STREET 9TH FLOOR | NEW YORK | NY | 10013 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $6,000 | |
| NEW YORK PHILHARMONIC | ||||||||
| 10 LINCOLN CENTER AVERY FISHER HALL | NEW YORK | NY | 10023 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $5,200 | |
| NY CITY CENTER | ||||||||
| 130 WEST 56TH STREET | NEW YORK | NY | 10019 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $4,120 | |
| PEN AMERICAN CENTER | ||||||||
| 588 BROADWAY SUITE 303 | NEW YORK | NY | 10012 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $1,050 | |
| ROUNDABOUT THEATRE COMPANY | ||||||||
| 231 WEST 39TH STREET | NEW YORK | NY | 10018 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $2,500 | |
| SAN FRANCISCO FILM SOCIETY | ||||||||
| 39 MESA ST STE 110 | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $500 | |
| SCULPTURE CENTER | ||||||||
| 44-19 PURVES STREET | LONG ISLAND CITY | NY | 11101 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $500 | |
| SECOND STAGE THEATRE | ||||||||
| 305 WEST 43RD STREET | NEW YORK | NY | 10036 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $62,500 | |
| STANLEY ISAACS NEIGHBORHOOD CENTER | ||||||||
| 415 EAST 93RD STREET | NEW YORK | NY | 10128 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $2,500 | |
| STORYCORPS | ||||||||
| 80 HANSON PLACE 2ND FLOOR | BROOKLYN | NY | 11217 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $1,000 | |
| STUDIO IN A SCHOOL | ||||||||
| 410 WEST 59TH STREET | NEW YORK | NY | 10019 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $500 | |
| THE ACTORS FUND | ||||||||
| 729 SEVENTH AVE 10TH FLOOR | NEW YORK | NY | 10019 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $100 | |
| THE EDIBLE SCHOOLYARD NEW ORLEANS | ||||||||
| 2319 VALENCE STREET | NEW ORLEANS | LA | 70115 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $1,000 | |
| THE INTERNATIONAL HOSPITAL FOR KIDS | ||||||||
| 2213 VALENTINE CT | NEW ORLEANS | LA | 70114 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $1,000 | |
| THE PUBLIC THEATER | ||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $1,000 | |
| THE ROCKEFELLER UNIVERSITY | ||||||||
| 1230 YORK AVE | NEW YORK | NY | 10065 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $375 | |
| THE SHIELD INSTITUTE | ||||||||
| 14461 ROOSEVELT AVE | FLUSHING | NY | 11354 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $1,500 | |
| THE SOCIETY OF MSKCC | ||||||||
| 1233 YORK AVENUE | NEW YORK | NY | 10065 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $10,360 | |
| THE SOCIETY OF ANNUAL APPEAL FOR THYROID CANCER | ||||||||
| PO BOX 1545 | NEW YORK | NY | 10159 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $5,000 | |
| THE URBAN ASSEMBLY | ||||||||
| 90 BROAD STREET SUITE 2101 | NEW YORK | NY | 10004 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $500 | |
| TURNAROUND FOR CHILDREN | ||||||||
| 25 WEST 45TH STREET | NEW YORK | NY | 10036 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $1,000 | |
| VENETIAN HERITAGE INC | ||||||||
| 475 PARK AVENUE | NEW YORK | NY | 10022 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $2,500 | |
| WEANTINOGE HERITAGE LAND TRUST | ||||||||
| PO BOX 821 | KENT | CT | 06757 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $8,200 | |
| WHITNEY MUSEUM OF ART | ||||||||
| 945 MADISON AVENUE | NEW YORK | NY | 10021 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $135,000 | |
| US BIENNIAL | ||||||||
| 401 BROADWAY STE 2313 | NEW YORK | NY | 10013 | NONE | 501(C)(3) | UNRESTRICTED GRANT FOR THE DONEE'S EXEMPT PURPOSE | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $505,202 | 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 | $69 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,428 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$6,202 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,971 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$6,202 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $36,468 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,266 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 | ROTHSTEIN KASS | CategoryTxt |
| Amt | $30,500 | Amt |
| Net Investment Income | $10,166 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $20,334 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | NONDEDECTABLE PORTION OF CHARITABLE CONTRIBUTIONS | FormAndLineReferenceDesc |
| Medium Explanation | BENJAMIN M. ROSEN A DISQUALIFIED PERSON, REPAID THE FOUNDATION IN THE AMOUNTOF $41,507. THIS AMOUNT REPRESENTS THE NONDEDUCTABLE PORTION OF SOME OF THE CHARITABLE CONTRIBUTION PAID BY THE FOUNDATION. AT YEAR END, THE AMOUNT DUE WAS $14,573. | MediumExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $2,250 | $2,250 | $0 | $0 |
| FILING FEES | $500 | $0 | $0 | $500 |
| DUES & MEMBERSHIPS | $0 | $0 | $0 | $0 |