THE KALTMAN FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE KALTMAN FAMILY FOUNDATION (EIN 11-2773179)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-03-31
- IRS object ID
- 201440909349100209
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-31T08:58:22-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100362602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112773179 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KALTMAN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KALT | NameControl |
| Phone | 5163337788 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 COACHMANS CT | AddressLine1 |
| City | OLD WESTBURY | City |
| State | NY | State |
| ZIP Code | 115681324 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ERIC KALTMAN | Name |
| Title | TRUSTEE | Title |
| Phone | 5163337788 | Phone |
| Date Signed | 2014-03-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NANCY BLUME | Name |
| PTIN | P00185943 | PTIN |
| Phone | 2123721000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 876012 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 8 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 8 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 46446 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 46446 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 15832 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 604555 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 15832 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -780 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 8392 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 61506 | TotalRevenueAndExpenses |
| Total Net Investment Income | 70678 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2500 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2500 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3487 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3487 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1187 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 100 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 100 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9774 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5987 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2600 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 85724 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 85724 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 95498 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5987 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 88324 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -33992 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 64691 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 18675 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 175270 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 175270 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 25030 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 56354 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 48527 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 359467 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 52504 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 51571 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 520627 | InvestmentsOtherBOY |
| Investments Other EOY | 605664 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 600644 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 923799 | TotalAssetsBOY |
| Total Assets EOY | 889792 | TotalAssetsEOY |
| Total Assets EOYFMV | 876012 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 923799 | RetainedEarningsBOY |
| Retained Earnings EOY | 889792 | RetainedEarningsEOY |
| Total Net Assets BOY | 923799 | TotalNetAssetsBOY |
| Total Net Assets EOY | 889792 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 923799 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 889792 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 923799 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -33992 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 889807 | Subtotal |
| Other Decreases | 15 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 889792 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (18 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 25,000 BANK OF AMER CORP SET UP CALL NTS 5/27/26 | P | 2011-05-25 | 2012-11-27 | 25000 | 25000 | 0 | 0 |
| 25,000 GE CAPITAL INTERNOTES 12/15/24 | P | 2007-06-11 | 2012-12-15 | 25000 | 25263 | -263 | -263 |
| 25,000 MORGAN STANLEY STEP-UP MED TERM 6/11/25 | P | 2011-06-27 | 2012-12-11 | 25000 | 25005 | -5 | -5 |
| 525 WILLIAM PARTNERS LP UNIT LTD | P | 2011-01-27 | 2012-12-06 | 25347 | 25947 | -600 | -600 |
| 60,000 JP MORGAN CHASE 1/2/13 | P | 2002-12-17 | 2013-01-02 | 60000 | 60549 | -549 | -549 |
| 25,000 GE CAPITAL INTERNOTES 2/15/21 | P | 2006-01-27 | 2013-02-15 | 25000 | 25000 | 0 | 0 |
| 140 ISHARES FTSE CHINA 25 INDEX | P | 2012-11-14 | 2013-02-12 | 5561 | 5118 | 443 | 443 |
| 9,963.98 PRINCIPAL HIGH YIELD FUND CLASS A | P | 2012-04-30 | 2013-02-15 | 78715 | 75652 | 3063 | 3063 |
| 40,000 MERRILL LYNCH & CO 7/15/18 | P | 2006-04-03 | 2013-03-06 | 47579 | 43190 | 4389 | 4389 |
| 25,000 MERRILL LYNCH & CO 7/15/18 | P | 2009-12-21 | 2013-03-06 | 29737 | 26782 | 2955 | 2955 |
| 25,000 MERRILL LYNCH & CO 7/15/18 | P | 2010-06-10 | 2013-03-06 | 29737 | 26175 | 3562 | 3562 |
| 1,250 BALCKSTONE/GSO SENIOR FLOATING RATE FUND | P | 2010-10-20 | 2013-05-07 | 26793 | 24787 | 2006 | 2006 |
| 8,904.72 DOUBLE LINE TOTAL RETURN FUND N | P | 2012-05-15 | 2013-05-29 | 100890 | 100000 | 890 | 890 |
| 1,000 QUEST CORP 7.500% | P | 2011-09-23 | 2013-04-30 | 27646 | 24945 | 2701 | 2701 |
| 50,000 GENERAL MTRS ACCEPT 10/15/17 | P | 2012-04-30 | 2013-08-15 | 50000 | 50000 | 0 | 0 |
| 1,250 BALCKSTONE/GSO LONG SHORT CREDIT INCOME FUND | P | 2011-03-09 | 2013-09-03 | 22550 | 25392 | -2842 | -2842 |
| THRU ENTERPRISE PRODUCTS, LP | P | 2012-01-01 | 2012-12-31 | 79 | 79 | ||
| THRU WILLIAMS PARTNERS, LP | P | 2012-01-01 | 2012-12-31 | 3 | 3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 15832 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 57259 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 917297 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.062421 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 59346 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 936377 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.063378 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 33062 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 934590 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.035376 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 149063 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 880565 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.169281 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 155796 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 995153 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.156555 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.487011 | TotalDistributionRatio |
| Average Distribution Ratio | 0.097402 | AverageDistributionRatio |
| Net Noncharitable Assets | 923164 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 89918 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 647 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 90565 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 88324 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1294 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1294 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1294 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1080 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1080 | TotalCreditsAndPayments |
| Penalty For Underpayment | 5 | PenaltyForUnderpayment |
| Tax Due | 219 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 1 | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | 1 | Form990TFiled |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | ERIC KALTMAN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5163337788 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 COACHMANS CT | AddressLine1 |
| City | OLD WESTBURY | City |
| State | NY | State |
| ZIP Code | 115681324 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ERIC KALTMAN | ||||||||
| 8 COACHMANS COURT | OLD WESTBURY | NY | 11568 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| MARNEE KALTMAN | ||||||||
| 8 COACHMANS COURT | OLD WESTBURY | NY | 11568 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 857157 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 80065 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 937222 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 937222 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14058 | CashDeemedCharitable |
| Net Noncharitable Assets | 923164 | NetNoncharitableAssets |
| Minimum Investment Return | 46158 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 46158 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1294 | TaxBasedOnInvestmentIncome |
| Total Tax | 1294 | TotalTax |
| Distributable Amount Before Adj | 44864 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 44864 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 44864 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 88324 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 88324 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 88324 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 44864 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 106663 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 106207 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 13614 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 12442 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 238926 | TotalExcessDistriCarryover |
| Qualifying Distributions | 88324 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 44864 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 43460 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 282386 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 106663 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 175723 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 106207 | ExcessFromYear4 |
| Excess From Year2 | 13614 | ExcessFromYear2 |
| Excess From Year1 | 12442 | ExcessFromYear1 |
| Excess From Current Year | 43460 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ERIC KALTMAN | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ERIC KALTMAN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 COACHMANS CT | AddressLine1 |
| City | OLD WESTBURY | City |
| State | NY | State |
| ZIP Code | 11568 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5163337788 | RecipientPhoneNumber |
| Form And Info And Materials | LETTER REQUEST SETTING FORTH PURPOSE IN DETAIL. | FormAndInfoAndMaterials |
| Submission Deadlines | NO | SubmissionDeadlines |
| Restrictions On Awards | QUALIFIED EXEMPT CHARITABLE ORGANIZATIONS INCLUDING THE SCIENCE OF HORTICULTURE, THE PROMOTION OF MEDICAL RESEARCH AMD THE APPRECIATION OF CLASSICAL MUSIC... | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (40 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAM STREET NW | ATLANTA | GA | 30303 | NONE | PUBLIC | EXEMPT PURPOSE | $5,000 | |
| BROOKLYN TECH ALUMNI FDN | ||||||||
| 29 FORT GREENE PL | BROOKLYN | NY | 11217 | NONE | PUBLIC | EXEMPT PURPOSE | $1,000 | |
| CARNEGIE HALL SOCIETY INC | ||||||||
| 881 7TH AVE | NEW YORK | NY | 10019 | NONE | PUBLIC | EXEMPT PURPOSE | $2,500 | |
| CORNELL UNIVERSITY | ||||||||
| 341 PINE TREE ROAD | ITHACA | NY | 14850 | NONE | PUBLIC | EXEMPT PURPOSE | $500 | |
| EAST END HOSPICE | ||||||||
| 481 WESTHAMPTON-RIVERHEAD ROAD PO | WESTHAMPTON BEACH | NY | 119787048 | NONE | PUBLIC | EXEMPT PURPOSE | $100 | BOX 1048 |
| HENDRICKS COUNTY COALITION AGAINST DOMESTIC VIOLENCE | ||||||||
| C/O KALTMAN FAMILY FOUNDATION | OLD WESTBURY | NY | 11568 | NONE | PUBLIC | EXEMPT PURPOSE | $500 | |
| HIAS INC | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC | EXEMPT PURPOSE | $360 | |
| HONORABLE ORDER OF KENTUCKY COLONELS INC | ||||||||
| 1717 ALLIANT AVE STE 14 | LOUISVILLE | KY | 40299 | NONE | PUBLIC | EXEMPT PURPOSE | $100 | |
| JAZZ AT LINCOLN CENTER INC | ||||||||
| 33 WEST 60TH STREET | NEW YORK | NY | 10023 | NONE | PUBLIC | EXEMPT PURPOSE | $1,000 | |
| JEWISH CTR KEW GARDENS HILL | ||||||||
| 71-25 MAIN STREET | FLUSHING | NY | 11367 | NONE | PUBLIC | EXEMPT PURPOSE | $300 | |
| LINCOLN CENTER FOR PERFORMANCE ARTS | ||||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC | EXEMPT PURPOSE | $3,000 | |
| LONG ISLAND CARES INC | ||||||||
| 144-61 38TH AVENUE | FLUSHING | NY | 11354 | NONE | PUBLIC | EXEMPT PURPOSE | $1,200 | |
| MATTHEW J DEMOOR FOUNDATION | ||||||||
| C/O KALTMAN FAMILY FOUNDATION | OLD WESTBURY | NY | 11568 | NONE | PUBLIC | EXEMPT PURPOSE | $200 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVE | NEW YORK | NY | 10021 | NONE | PUBLIC | EXEMPT PURPOSE | $1,000 | |
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | NONE | PUBLIC | EXEMPT PURPOSE | $550 | |
| NASSAU COUNTY POLICE ACTIVITY LEAGUE INC | ||||||||
| 167 BROADWAY ROUTE 107 | HICKSVILLE | NY | 11801 | NONE | PUBLIC | EXEMPT PURPOSE | $200 | |
| NYU STERN COLLEGE | ||||||||
| 40 WEST FOURTH STREET | NEW YORK | NY | 10012 | NONE | PUBLIC | EXEMPT PURPOSE | $4,000 | |
| OLD WESTBURY GARDENS | ||||||||
| 71 OLD WESTBURY RD | OLD WESTBURY | NY | 11590 | NONE | PUBLIC | EXEMPT PURPOSE | $100 | |
| OLD WESTBURY HORSEMEN'S FDN | ||||||||
| 203 STORE HILL ROAD | OLD WESTBURY | NY | 11568 | NONE | PUBLIC | EXEMPT PURPOSE | $155 | |
| OLD WESTBURY PBA | ||||||||
| 125 BROAD ST 11 | NEW YORK | NY | 10004 | NONE | PUBLIC | EXEMPT PURPOSE | $200 | |
| QUEENS BOTANICAL GARDEN | ||||||||
| 43-50 MAIN STREET | NEW YORK | NY | 11355 | NONE | PUBLIC | EXEMPT PURPOSE | $37,500 | |
| SEMESTER AT SEA | ||||||||
| 2410 OLD IVY ROAD | CHARLOTTESVILLE | VA | 22903 | NONE | PUBLIC | EXEMPT PURPOSE | $500 | |
| SOLOMON R GUGGENHEIM FDN | ||||||||
| 1071 5TH AVE | NEW YORK | NY | 10128 | NONE | PUBLIC | EXEMPT PURPOSE | $500 | |
| ST FRANCIS HOSPITAL FOUNDATION INC | ||||||||
| PO BOX 7000 | COLUMBUS | GA | 31908 | NONE | PUBLIC | EXEMPT PURPOSE | $10,000 | |
| SWIM ACROSS AMERICA | ||||||||
| PO BOX NO 217 | LARCHMONT | NY | 105380217 | NONE | PUBLIC | EXEMPT PURPOSE | $200 | |
| TEMPLE SINAI | ||||||||
| 425 ROSLYN ROAD | ROSLYN HEIGHTS | NY | 11577 | NONE | PUBLIC | EXEMPT PURPOSE | $300 | |
| THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | ||||||||
| 711 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC | EXEMPT PURPOSE | $360 | |
| THE DE ROSA FOUNDATION | ||||||||
| 160 PLANDOME RD | MANHASSET | NY | 11030 | NONE | PUBLIC | EXEMPT PURPOSE | $200 | |
| THE JEWISH MUSEUM | ||||||||
| 1109 5TH AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC | EXEMPT PURPOSE | $500 | |
| THIRTEENWNET NEW YORK AND WLIW 21 | ||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | PUBLIC | EXEMPT PURPOSE | $100 | |
| UNION FOR REFORM JUDAISM | ||||||||
| 633 3RD AVE FL 7 | NEW YORK | NY | 10017 | NONE | PUBLIC | EXEMPT PURPOSE | $1,000 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | PUBLIC | EXEMPT PURPOSE | $36 | |
| WEILL CORNELL MEDICAL COLLEGE | ||||||||
| 1300 YORK AVENUE BOX 61 | NEW YORK | NY | 10065 | NONE | PUBLIC | EXEMPT PURPOSE | $1,000 | |
| WESTBURY FIRE DEPT | ||||||||
| 355 MAPLE AVENUE | WESTBURY | NY | 11590 | NONE | PUBLIC | EXEMPT PURPOSE | $200 | |
| WFUV FORDHAM UNIVERSITY | ||||||||
| 441 EAST FORDHAM ROAD | BRONX | NY | 10458 | NONE | PUBLIC | EXEMPT PURPOSE | $240 | |
| WHEATLEY SCHOLARSHIP FUND | ||||||||
| 1 BACON RD | OLD WESTBURY | NY | 11568 | NONE | PUBLIC | EXEMPT PURPOSE | $200 | |
| WHITNEY MUSEUM OF ART | ||||||||
| 945 MADISON AVENUE | NEW YORK | NY | 10021 | NONE | PUBLIC | EXEMPT PURPOSE | $500 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | NONE | PUBLIC | EXEMPT PURPOSE | $248 | |
| WILSHIRE BOULEVARD TEMPLE | ||||||||
| 3663 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PUBLIC | EXEMPT PURPOSE | $9,675 | |
| WOUNDED WARRIOR PROJECT INC | ||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PUBLIC | EXEMPT PURPOSE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 85724 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $46,446 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $15,832 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Unrelated Business IncomeUnrelatedBusinessIncomeAmount | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|---|---|
| THRU ENTERPRISE PRODUCTS PARTNERS, LP | 900099 | -$2,200 | 14 | -$48 |
| THRU ENERGY TRANSFER PARTNERS, LP | 900099 | -$3,177 | 14 | -$253 |
| THRU WILLIAMS PARTNERS, LP | 900099 | -$2,874 | 14 | -$35 |
| THRU QR ENERGY, LP | 900099 | -$921 | ||
| THRU WILLIAMS PARTNERS, LP | 14 | $8,728 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | -$9,172 | UnrelatedBusinessIncomeAmount |
| Exclusion | $70,678 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 61506 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MCGLADREY LLP | Category |
| Amount | $5,000 | Amount |
| Net Investment Income | 2500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2500 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
| Amount | $0 | Amount |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| PAINE WEBBER GROUP INC.2/15/14 | 27504 | 25563 |
| UBS AG JERSEY BRANCH 08/04/20 | 25000 | 26008 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| QWEST CORPORATION (CTL) 6.125% SR NTS | 50000 | 42320 |
| NORTEL NETWORKS CORP. | 85 | 0 |
| ARES CAPITAL CORP | 6269 | 6207 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (16 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| DOUBLE LINE TOTAL RETURN FUND N | AT COST | 100000 | 87800 |
| BLACKROCK MULTI SECTOR INCOME | AT COST | 50000 | 41675 |
| ENERGY TRANSFER PARTNERS LP LP | AT COST | 29615 | 44260 |
| ENTERPRISE PRODUCTS PARTNER LP MLP | AT COST | 15526 | 33572 |
| QR ENERGY LP | AT COST | 31614 | 32560 |
| BLACKROCK BUILD AMER BOND | AT COST | 34499 | 35400 |
| LORD ABBETT INFLATION FOCUSED FUND CLASS A | AT COST | 100000 | 95565 |
| LORD ABETTT FLOATING INFLATION RATE FUND A | AT COST | 50000 | 50915 |
| PRINCIPAL INVESTORS PREFERRED SECURITIES FUND A | AT COST | 50301 | 50989 |
| NUVEEN PFD & INCOME TERM FD | AT COST | 25255 | 22680 |
| VIRTUS GLOBAL MULTI-SECTOR INC | AT COST | 16465 | 14620 |
| VIRTUS GLOBAL MULTI-SECTOR INC | AT COST | 12275 | 10880 |
| ISHARES INC MSCI JAPAN INDEX FD | AT COST | 6658 | 7820 |
| ISHARES INC MSCI JAPAN INDEX FD | AT COST | 3657 | 3910 |
| FORWARD EM CORPORATE DEBT FUND CLASS INV | AT COST | 50000 | 46614 |
| LINN ENERGY LLC UNITS RESPSTG | AT COST | 29799 | 21384 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON DEDUCTIBLE EXPENSE THRU PARTNERSHIPS | Description |
| Amount | $15 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NYS DEPT. OF LAW | Description |
| Revenue And Expenses Per Books | 100 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 100 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| THRU ENTERPRISE PRODUCTS PARTNERS, LP | -2248 | -48 | -2248 |
| THRU ENERGY TRANSFER PARTNERS, LP | -3430 | -253 | -3430 |
| THRU WILLIAMS PARTNERS, LP | -2909 | -35 | -2909 |
| THRU QR ENERGY, LP | -921 | 0 | -921 |
| THRU WILLIAMS PARTNERS, LP | 8728 | 8728 | 8728 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $3,487 | Amount |
| Net Investment Income | 3487 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX | $928 | 0 | 0 |
| NYS CORP TAX | $259 | 0 | 0 |