THE SIDNEY M EDELSTEIN FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE SIDNEY M EDELSTEIN FOUNDATION (EIN 13-3347784)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-12
- IRS object ID
- 201332249349100313
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-12T10:02:55-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411944416 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 6TH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133347784 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SIDNEY & MILDRED EDELSTEIN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SIDN | NameControl |
| Phone | 6468344110 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O J GROSSMAN - 57 TROY DRIVE | AddressLine1 |
| City | SHORT HILLS | City |
| State | NJ | State |
| ZIP Code | 07078 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY GROSSMAN | Name |
| Title | DIRECTOR | Title |
| Phone | 6468344110 | Phone |
| Date Signed | 2013-07-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD COHEN | Name |
| PTIN | P00029687 | PTIN |
| Phone | 2122970400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6246670 | 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 | 42 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 42 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 163897 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 163897 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 110775 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1776578 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 110775 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 274714 | TotalRevenueAndExpenses |
| Total Net Investment Income | 274714 | 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 |
| Other Prof Fees Rev And Expnss | 17955 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 17955 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3514 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1630 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 250 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 21469 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 19585 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 250 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 490500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 490500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 511969 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 19585 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 490750 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -237255 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 255129 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 29504 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 44388 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 44388 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1404891 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1252344 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1323541 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 5052892 | InvestmentsOtherBOY |
| Investments Other EOY | 4953538 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4878741 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 6487287 | TotalAssetsBOY |
| Total Assets EOY | 6250270 | TotalAssetsEOY |
| Total Assets EOYFMV | 6246670 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 6487287 | CapitalStockBOY |
| Capital Stock EOY | 6250270 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 6487287 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6250270 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6487287 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6250270 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6487287 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -237255 | ExcessOfRevenueOverExpenses |
| Other Increases | 238 | OtherIncreases |
| Subtotal | 6250270 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 6250270 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - SHORT TERM | 740265 | 727409 | 12856 | 12856 | |
| PUBLICLY TRADED SECURITIES - LONG TERM | 1018772 | 938394 | 80378 | 80378 | |
| CASH IN LIEU | 15 | 15 | 15 | ||
| CAPITAL GAINS DIVIDENDS | 17526 | 17526 | 17526 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 110775 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 445328 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6500830 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.068503 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 398423 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5554225 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.071733 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 396008 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3770717 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.105022 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 450365 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4053384 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.111108 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 75000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3230848 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.023214 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.379580 | TotalDistributionRatio |
| Average Distribution Ratio | 0.075916 | AverageDistributionRatio |
| Net Noncharitable Assets | 6264698 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 475591 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2551 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 478142 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 490750 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2551 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2551 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2551 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 2600 | TaxPaidWithExtension |
| Total Credits And Payments | 2600 | TotalCreditsAndPayments |
| Penalty For Underpayment | 57 | PenaltyForUnderpayment |
| Tax Due | 8 | 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 | 0 | UnrelatedBusIncomeOver1000 |
| 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 | J GROSSMAN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9733766711 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 TROY DRIVE | AddressLine1 |
| City | SHORT HILLS | City |
| State | NJ | State |
| ZIP Code | 07078 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| LEO GOLDBERG | ||||||||
| 10432 MILBURN LANE | BOCA RATON | FL | 33498 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| RICHARD FINKELSTEIN CO BERKOWITZ LI | ||||||||
| 443 NORTHFIELD AVENUE | WEST ORANGE | NJ | 07052 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| HARVEY REICH | ||||||||
| 15342 STRATHEARN DRIVE | DELRAY BEACH | FL | 33446 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| ROY JACOBS CO ROBINSON BROG | ||||||||
| 875 THIRD AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| JEFFREY GROSSMAN | ||||||||
| 57 TROY DRIVE | SHORT HILLS | NJ | 07078 | DIRECTOR | 0.25 | 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 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 6322527 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 37572 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6360099 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 6360099 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 95401 | CashDeemedCharitable |
| Net Noncharitable Assets | 6264698 | NetNoncharitableAssets |
| Minimum Investment Return | 313235 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 313235 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2551 | TaxBasedOnInvestmentIncome |
| Total Tax | 2551 | TotalTax |
| Distributable Amount Before Adj | 310684 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 310684 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 310684 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 490750 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 490750 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2551 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 488199 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 310684 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 250130 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 210326 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 124616 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 127130 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 712202 | TotalExcessDistriCarryover |
| Qualifying Distributions | 490750 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 310684 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 180066 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 892268 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 892268 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 250130 | ExcessFromYear4 |
| Excess From Year3 | 210326 | ExcessFromYear3 |
| Excess From Year2 | 124616 | ExcessFromYear2 |
| Excess From Year1 | 127130 | ExcessFromYear1 |
| Excess From Current Year | 180066 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN COMMITTEE FOR SHENKAR COLLEGE IN ISRAEL | |||||||
| 307 SEVENTH AVENUE SUITE 1805 | NEW YORK | NY | 10001 | NONE | 501(C)(3) | TO FURTHER ORGANIZATION'S EXEMPT PURPOSE | $78,000 |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||
| ONE BATTERY PARK PLAZA - 25TH FLOOR | NEW YORK | NY | 10004 | NONE | 501(C)(3) | TO FURTHER ORGANIZATION'S EXEMPT PURPOSE | $333,500 |
| CHEMICAL HERITAGE FOUNDATION | |||||||
| 315 CHESTNUT STREET | PHILADELPHIA | PA | 19106 | NONE | 501(C)(3) | TO FURTHER ORGANIZATION'S EXEMPT PURPOSE | $71,000 |
| HOSPICE BY THE SEA INC | |||||||
| 1531 WEST PALMETTO PARK ROAD | BOCA RATON | FL | 33486 | NONE | 501(C)(3) | TO FURTHER ORGANIZATION'S EXEMPT PURPOSE | $3,000 |
| MESILA INTERNTAIONAL INC | |||||||
| 1215 40TH ST | BROOKLYN | NY | 11218 | NONE | 501(C)(3) | TO FURTHER ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 490500 | 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 | $42 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $163,897 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $110,775 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $274,714 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 274714 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | PUBLICLY TRADED SECURITIES | NameOfStock |
| EOY Book Value | 1252344 | EOYBookValue |
| EOYFMV | 1323541 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | AT COST | 209673 | 289208 |
| PUBLICLY TRADED MUTUAL FUNDS | AT COST | 4743865 | 4589533 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON-DIVIDEND DISTRIBUTION | Description |
| Amount | $238 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SANFORD BERNSTEIN | Category |
| Amount | $17,955 | Amount |
| Net Investment Income | 17955 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| NYS FILING FEE | $250 | 0 | 250 |
| FOREIGN TAX PAID | $1,630 | 1630 | 0 |
| FEDERAL TAXES | $1,634 | 0 | 0 |