DAVID DONNER FAMILY CHARITABLE: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DAVID DONNER FAMILY CHARITABLE (EIN 05-0548804)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-05
- IRS object ID
- 201423099349100432
- 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
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-05T20:31:04-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE M REISMAN CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 BROADWAY - SUITE 803 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100071182 | 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 | 050548804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID DONNER FAMILY CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 9172827968 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1440 54TH STREET NO 1H | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 112194238 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID A DONNER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9172827968 | PhoneNum |
| Signature | 2014-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE M REISMAN | PreparerPersonNm |
| PTIN | P01261876 | PTIN |
| Phone | 2125130024 | 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 | $601,891 | 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 | $355,320 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,500 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,500 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $170,149 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,684,983 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $523,738 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $559,988 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $558,257 | 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 | $500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,866 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,666 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $654,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $654,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $663,966 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $654,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$103,978 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $558,257 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,964 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $83,591 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $83,591 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $694,682 | CorporateStockBOYAmt |
| Corporate Stock EOY | $532,077 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $518,300 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $719,646 | TotalAssetsBOYAmt |
| Total Assets EOY | $615,668 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $601,891 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,028,863 | CapitalStockBOYAmt |
| Capital Stock EOY | $615,668 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$309,217 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $719,646 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $615,668 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $719,646 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $615,668 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $719,646 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$103,978 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $615,668 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $615,668 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FRONTIER COMMUNICATIONS - 25,000 SHARES | P | 2013-02-14 | 2013-07-09 | $100,038 | $105,998 | -$5,960 | -$5,960 |
| BALCHEM - 1,000 SHARES | D | 1987-11-04 | 2013-10-29 | $58,659 | $288 | $58,371 | $58,371 |
| FRONTIER COMMUNICATIONS - 25,000 SHARES | P | 2013-02-14 | 2013-12-04 | $114,997 | $105,998 | $8,999 | $8,999 |
| FRONTIER COMMUNICATIONS - 15,000 SHARES | P | 2013-02-14 | 2014-01-15 | $70,726 | $63,599 | $7,127 | $7,127 |
| BALCHEM - 1,000 SHARES | D | 1987-11-04 | 2014-01-22 | $56,982 | $288 | $56,694 | $56,694 |
| BALCHEM - 1,000 SHARES | D | 1987-11-04 | 2014-01-22 | $51,255 | $289 | $50,966 | $50,966 |
| BALCHEM - 1,000 SHARES | D | 1987-11-04 | 2014-03-14 | $53,985 | $288 | $53,697 | $53,697 |
| FRONTIER COMMUNICATIONS - 10,000 SHARES | P | 2013-02-14 | 2014-03-03 | $49,486 | $42,339 | $7,147 | $7,147 |
| FRONTIER COMMUNICATIONS - 90,000 SHARES | P | 2013-02-15 | 2014-03-24 | $468,483 | $376,749 | $91,734 | $91,734 |
| BALCHEM - 2,000 SHARES | D | 1987-11-04 | 2014-04-02 | $126,096 | $577 | $125,519 | $125,519 |
| SEADRILL - 13,500 SHARES | P | 2014-03-21 | 2014-06-12 | $534,276 | $464,832 | $69,444 | $69,444 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $523,738 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $684,400 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $804,686 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.850518 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $54,952 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $775,143 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070893 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $209,092 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $796,946 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.262367 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $677,583 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.005165 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 1.188943 | TotalDistributionRt |
| Average Distribution | 0.237789 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $652,827 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $155,235 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,583 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $160,818 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $654,800 | 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 | $5,583 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,583 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,583 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $2,715 | 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LAWRENCE M REISMAN CPA | IndividualWithBooksNm |
| Phone | 2125130024 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 BROADWAY - SUITE 803 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100071182 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID A DONNER | ||||||||
| 1440 54TH STREET - APT 1H | BROOKLYN | NY | 11219 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| SHULAMITH DONNER | ||||||||
| 1440 54TH STREET - APT 1H | BROOKLYN | NY | 11219 | TRUSTEE | 0.05 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GIFTS TO DOMESTIC PUBLIC CHARITIES | Description1Txt |
| Expenses1 | $654,300 | Expenses1Amt |
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 | $567,500 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $95,269 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $662,769 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $662,769 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,942 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $652,827 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,641 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,641 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,583 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,583 | TotalTaxAmt |
| Distributable Before Adj | $27,058 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,058 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,058 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $654,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $654,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,583 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $649,217 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,058 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $590,446 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $590,446 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $654,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,058 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $627,742 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,218,188 | 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 | $355,320 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $862,868 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $235,126 | ExcessFromYear1Amt |
| Excess From Current Year | $627,742 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID A DONNER | ContributingManagerNm |
| Contributing Manager | SHULAMITH DONNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE BRISKER YESHIVA | |||||||
| 38 SADDLE RIVER ROAD | MONSEY | NY | 10952 | NONE | PUBLIC CHARITY | GENERAL FUND | $145,000 |
| AMERICAN FRIENDS OF YESHIVA TORAS MOSHE | |||||||
| 1412 EAST 7TH STREET | BROOKLYN | NY | 11230 | NONE | PUBLIC CHARITY | GENERAL FUND | $33,000 |
| BETH MEDRASH GAVOHA | |||||||
| 601 6TH STREET | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | GENERAL FUND | $7,500 |
| CONGREGATION ANSHEI RIDGE | |||||||
| 5 SHOSHANNA DRIVE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | GENERAL FUND | $4,000 |
| CONGREGATION BETH MEDRASH GAVOHA | |||||||
| 5113 16TH AVENUE | BROOKLYN | NY | 11204 | NONE | PUBLIC CHARITY | GENERAL FUND | $6,500 |
| CONGREGATION MIKDASH DOVID | |||||||
| 2 HILLTOP LANE | MONSEY | NY | 10952 | NONE | PUBLIC CHARITY | GENERAL FUND | $250 |
| CONGREGATION SHAAREI ORAH | |||||||
| 1465 51ST STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| CONGREGATION SIMCHAT TZION | |||||||
| 428 CLIFTON AVENUE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | GENERAL FUND | $8,000 |
| CONREGATION SHAAREI RACHAMIM | |||||||
| 1244 EAST 7TH STREET | BROOKLYN | NY | 11230 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| EIN OD MILVADO | |||||||
| 621 5TH ST SUITE 2 | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| EZRA LEMARPEI | |||||||
| 1564 39TH STREET | BROOKLYN | NY | 11218 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| CONGREGATION TIFERES YAAKOV | |||||||
| 1185 EAST 8TH STREET | BROOKLYN | NY | 11230 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,800 |
| SUPPORTERS OF TORAH | |||||||
| 463 EAST 9TH STREET | BROOKLYN | NY | 11218 | NONE | PUBLIC CHARITY | GENERAL FUND | $36,000 |
| YESHIVA ETZ CHAIM | |||||||
| 555 MADISON AVENUE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | GENERAL FUND | $55,500 |
| YESHIVA GEDOLA ZICHRON MOSHE | |||||||
| 84 LAUREL PARK ROAD | FALLSBURG | NY | 12733 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,500 |
| YESHIVA NEFESH HACHAIM | |||||||
| 4000 3RD STREET | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | GENERAL FUND | $9,000 |
| YESHIVA TIFERES ELIMELECH | |||||||
| 1650 56TH STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC CHARITY | GENERAL FUND | $8,000 |
| YESHIVA TORAH ORE | |||||||
| 3006 AVENUE M | BROOKLYN | NY | 11210 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,800 |
| YESHIVA ZICHRON MEILECH | |||||||
| 510 DAHILL ROAD | BROOKLYN | NY | 11218 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| ZICHRON ELIYAHU | |||||||
| 657 EAST 8TH STREET | BROOKLYN | NY | 11218 | NONE | PUBLIC CHARITY | GENERAL FUND | $6,000 |
| ZICHRON MENACHEM | |||||||
| 39 WEST 37TH STREET - 3D FL | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| AGUDATH ISRAEL OF BORO PARK | |||||||
| 1559 50TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| AHAVAS TORAH VCHESED | |||||||
| 1347 42ND STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | GENERAL FUND | $6,000 |
| AMERICAN FRIENDS OF GATESHEAD YESHIVA | |||||||
| 5359 N BERNARD STREET | CHICAGO | IL | 60625 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| AMERICAN FRIENDS OF SFATH EMETH YESHIVA | |||||||
| 4608 10TH AVE | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 |
| BAYIT LEPLETOT INC | |||||||
| 1362 EAST 21ST STREET | BROOKLYN | NY | 11210 | NONE | PUBLIC CHARITY | GENERAL FUND | $77,000 |
| COMMUNITY KOLLEL OF TOMS RIVER | |||||||
| C/O ZUPNICK 421 PRINCETON AVENUE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | GENERAL FUND | $12,000 |
| CONGREGATION ATERES ROSH | |||||||
| 16 CHARLOTTE DR | SPRING VALLEY | NY | 10977 | NONE | PUBLIC CHARITY | GENERAL FUND | $30,000 |
| CONGREGATION BETH TEFILOH | |||||||
| PO BOX 107 | MONSEY | NY | 10952 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| CONGREGATION SHAAREI TEFILOH | |||||||
| 29 PARKER BOULEVARD | MONSEY | NY | 10952 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| CONGREGATION KEHAL PREMSHILAN | |||||||
| 510 AVENUE M | BROOKLYN | NY | 11230 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| AMERICAN FRIENDS OF THE JERUSALEM KOLLEL | |||||||
| C/O LEIBOWITZ 190 GLEN AVENUE SOUTH | LAKEWOOD | NJ | 10952 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| CONGREGATION ZICHRON PINCHAS | |||||||
| 145 FLINTLOCK DRIVE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | GENERAL FUND | $250 |
| LEV BEREL | |||||||
| 111 MADISON AVENUE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 |
| MESHI CHILDREN'S REHABILITATION CENTER | |||||||
| 666 W 188TH STREET - SUITE 4D | NEW YORK | NY | 10040 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| TALMUD TORAH CHOCHMAS SHLOMO | |||||||
| C/O WEINREB 271 RIVERSIDE DRIVE | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| VAAD HARABBANIM | |||||||
| 221 REGENT DR | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | GENERAL FUND | $36,000 |
| YESHIVA INSTITUTE DIVREI SHMUEL | |||||||
| 2 PHYLLIS TERRACE | MONSEY | NY | 10952 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| YESHIVA OHR SAMEACH | |||||||
| PO BOX 301133 | BROOKLYN | NY | 11230 | NONE | PUBLIC CHARITY | GENERAL FUND | $35,000 |
| ZICHRON AVOT | |||||||
| 2119 79TH ST | BROOKLYN | NY | 11214 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| ZICHRON AVRAHAM V'ESTHER | |||||||
| PO BOX 724 | TALLMAN | NY | 10982 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,200 |
| ZOHAR HATORAH | |||||||
| 4 EAST 34TH STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| OHR NAVA | |||||||
| 2207 EAST 23RD STREET | BROOKLYN | NY | 11229 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $654,300 | 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 | $19 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,500 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $170,149 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $204,668 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $204,668 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID A DONNER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1440 54TH STREET - APT 1H | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 112194230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $355,320 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | BALCHEM COMMON STOCK - 7,600 SHARES RECEIVED BETWEEN 10/29/13 AND 4/2/14. | NoncashPropertyDesc |
| Fair Market Value | $355,320 | FairMarketValueAmt |
| Received | 2014-04-02 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LAWRENCE M. REISMAN | CategoryTxt |
| Amt | $4,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION ELECTS TO TREAT $355,320 OF DISTRIBUTIONS CARRYOVER FROM THE YEAR ENDED JUNE 30, 2013 AS MADE OUT OF CORPUS TO SATISFY THE REQUIREMENTS OF CODE SECTION 170(B)(1)(F). THIS ELECTION IS SIGNED BY DAVID DONNER, FOUNDATION TRUSTEE. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEADRILL | StockNm |
| EOY Book Value | $532,077 | EOYBookValueAmt |
| EOYFMV | $518,300 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JUDAH SEPTIMUS | CategoryTxt |
| Legal Fees | $500 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEE | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS EXCISE TAX | CategoryTxt |
| Amt | $4,866 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |