STEVEN B SCHONFELD FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- STEVEN B SCHONFELD FOUNDATION (EIN 13-4166757)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201441339349102259
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T14:50:37-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132620561 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNICK GARBER & SANDLER LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | 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 | 134166757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEVEN B SCHONFELD FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEV | BusinessNameControlTxt |
| Phone | 5168220202 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 JERICHO PLAZA | AddressLine1 |
| City | JERICHO | City |
| State | NY | State |
| ZIP Code | 11753 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN B SCHONFELD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5168220202 | PhoneNum |
| Signature | 2014-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE ROSENBERG | PreparerPersonNm |
| PTIN | P01346138 | PTIN |
| Phone | 2125573900 | PhoneNum |
| Preparation | 2014-05-06 | PreparationDt |
| 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 | $1,015,736 | 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 | $175,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,785 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,785 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,995 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,995 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,995 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $211,790 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,790 | 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 |
| Taxes Rev And Expnss | $40 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $612 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $462 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $652 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $462 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $174,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $174,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $175,402 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $175,212 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $36,388 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,640 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,372 | CashBOYAmt |
| Cash EOY | $14,120 | CashEOYAmt |
| Cash EOYFMV | $14,120 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $47,445 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,091 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,091 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $645,966 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $675,960 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $947,525 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $707,783 | TotalAssetsBOYAmt |
| Total Assets EOY | $744,171 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,015,736 | 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 | $707,783 | RetainedEarningBOYAmt |
| Retained Earning EOY | $744,171 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $707,783 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $744,171 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $707,783 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $744,171 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $707,783 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $36,388 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $744,171 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $744,171 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $29,995 | GrossSalesPriceAmt |
| Gain Or Loss | $29,995 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $29,995 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,995 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $340,781 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $738,724 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.461310 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $134,915 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $703,865 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.191677 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $237,431 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $611,055 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.388559 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,089,014 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $500,947 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.173911 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $279,638 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $717,316 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.389839 | DistributionYr5Rt |
| Total Distribution | 3.605296 | TotalDistributionRt |
| Average Distribution | 0.721059 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $881,328 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $635,489 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $366 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $635,855 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $175,212 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $733 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $733 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $733 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $280 | TotalPaymentsAndCreditsAmt |
| Tax Due | $453 | 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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN B SCHONFELD FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5168220202 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 JERICHO PLAZA | AddressLine1 |
| City | JERICHO | City |
| State | NY | State |
| ZIP Code | 11753 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN B SCHONFELD | ||||||||
| 1 JERICHO PLAZA | JERICHO | NY | 11753 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| HARRIET SUE SCHONFELD | ||||||||
| 1 JERICHO PLAZA | JERICHO | NY | 11753 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| KATHRYN LICURSI | ||||||||
| 1 JERICHO PLAZA | JERICHO | NY | 11753 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $830,526 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,223 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $894,749 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $894,749 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,421 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $881,328 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,066 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,066 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $733 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $733 | TotalTaxAmt |
| Distributable Before Adj | $43,333 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,333 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,333 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $175,212 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $175,212 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $175,212 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,333 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $248,895 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,064,091 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $207,131 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $100,207 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $304,125 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,924,449 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $175,212 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,333 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $131,879 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,056,328 | 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 | $248,895 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,807,433 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,064,091 | ExcessFromYear4Amt |
| Excess From Year3 | $207,131 | ExcessFromYear3Amt |
| Excess From Year2 | $100,207 | ExcessFromYear2Amt |
| Excess From Year1 | $304,125 | ExcessFromYear1Amt |
| Excess From Current Year | $131,879 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN B SCHONFELD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 132 WEST 32ND STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) | CHARITABLE | $2,650 |
| OLD WESTBURY PBA | |||||||
| PO BOX 417 | OLD WESTBURY | NY | 11568 | NONE | EXEMPT | CHARITABLE | $11,000 |
| CHILDREN'S MEDICAL FUND OF NEW YORK | |||||||
| 3000 MARCUS AVENUE SUITE LI09 | NEW HYDE PARK | NY | 11042 | NONE | 501(C)(3) | CHARITABLE | $5,300 |
| GLEN OAKS CLUB PHILANTHROPIC FUND | |||||||
| PO BOX 249 | OLD WESTBURY | NY | 11568 | NONE | EXEMPT | CHARITABLE | $500 |
| HELP FUNDING INC | |||||||
| 5 HANOVER SQUARE | NEW YORK | NY | 10004 | NONE | 501(C)(3) | CHARITABLE | $110,500 |
| JERICHO ATHLETIC ASSOCIATION | |||||||
| PO BOX 152 | JERICHO | NY | 11753 | NONE | EXEMPT | CHARITABLE | $2,400 |
| JERICHO UNION FREE SCHOOL DISTRICT | |||||||
| 99 CEDAR SWAMP ROAD | JERICHO | NY | 11753 | NONE | EXEMPT | CHARITABLE | $10,000 |
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY | |||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | NONE | 501(C)(3) | CHARITABLE | $500 |
| LONG ISLAND METROPOLITAN LACROSSE FOUNDATION | |||||||
| 706 WILLIAMS STREET | BALDWIN | NY | 11550 | NONE | EXEMPT | CHARITABLE | $500 |
| SID JACOBSON JEWISH COMMUNITY CENTER | |||||||
| 300 FOREST DRIVE | EAST HILLS | NY | 11548 | NONE | 501(C)(3) | CHARITABLE | $10,000 |
| THE NEEDLERS FOUNDATION | |||||||
| 1410 BROADWAY | NEW YORK | NY | 10018 | NONE | 501(C)(3) | CHARITABLE | $10,800 |
| UNITED CEREBRAL PALSY OF NASSAU COUNTY | |||||||
| 380 WASHINGTON AVENUE | ROOSEVELT | NY | 11575 | NONE | 501(C)(3) | CHARITABLE | $600 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | 501(C)(3) | CHARITABLE | $25 |
| BOCA RATON REGIONAL HOSPITAL FOUNDATION | |||||||
| 745 MEADOWS ROAD | BOCA RATON | FL | 33486 | NONE | 501(C)(3) | CHARITABLE | $25 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | 501(C)(3) | CHARITABLE | $50 |
| MISSION IN PINK | |||||||
| 900 S BRYAN ROAD | MISSION | TX | 78572 | NONE | 501(C)(3) | CHARITABLE | $300 |
| NATIONAL JEWISH MEDICAL & RESEARCH CENTER | |||||||
| 1400 JACKSON STREET | DENVER | CO | 80206 | NONE | 501(C)(3) | CHARITABLE | $50 |
| NORTH SHORE - LIJ | |||||||
| 300 COMMUNITY DRIVE | MANHASSET | NY | 11030 | NONE | 501(C)(3) | CHARITABLE | $550 |
| WE CARE FUND - NASSAU COUNTY BAR ASSOCIATION | |||||||
| 15TH WEST STREET | MINEOLA | NY | 11501 | NONE | EXEMPT | CHARITABLE | $7,500 |
| CROHN'S & COLITIS FOUNDATION OF AMERICA | |||||||
| 585 STEWART AVENUE SUITE 304 | GARDEN CITY | NY | 11530 | NONE | 501(C)(3) | CHARITABLE | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $174,750 | 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 | $10 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,785 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,995 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $36,790 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,790 | 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 | STEVEN B SCHONFELD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 JERICHO PLAZA | AddressLine1 |
| City | JERICHO | City |
| State | NY | State |
| ZIP Code | 11753 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $175,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STANDARD & POORS DEP RCPT | AT COST | $219,240 | $369,380 |
| FIDELITY ADVISOR INT'L SM CAP | AT COST | $105,194 | $130,546 |
| FIDELITY ADVISOR MID CAP | AT COST | $154,390 | $201,771 |
| FIDELITY ADVISOR SM CAP | AT COST | $197,136 | $245,828 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ACCOUNT FEE | $150 | $150 | $0 |
| CORPORATE FILING FEES | $462 | $0 | $462 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN B SCHONFELD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 JERICHO PLAZA | AddressLine1 |
| City | JERICHO | City |
| State | NY | State |
| ZIP Code | 11753 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $40 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |