STEVEN B SCHONFELD FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- STEVEN B SCHONFELD FOUNDATION (EIN 13-4166757)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201341339349100234
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T09:01:40-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNICK GARBER & SANDLER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 THIRD AVENUE 4TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100229524 | 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 | 134166757 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEVEN B SCHONFELD FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % STEVEN B SCHONFELD FOUNDATI | InCareOfName |
| Name Control | STEV | NameControl |
| Phone | 5168220202 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 JERICHO PLAZA | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | JERICHO | City |
| State | NY | State |
| ZIP Code | 11753 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN B SCHONFELD | Name |
| Title | PRESIDENT | Title |
| Phone | 5168220202 | Phone |
| Date Signed | 2013-05-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHELE ROSENBERG | Name |
| Phone | 2125573900 | Phone |
| Date Prepared | 2013-05-08 | DatePrepared |
| 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 | 776434 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 340000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 23 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 23 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 6374 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6374 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2408 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2408 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2408 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 5354 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 5354 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 354159 | TotalRevenueAndExpenses |
| Total Net Investment Income | 14159 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Taxes Rev And Expnss | 725 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 596 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 150 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 446 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1321 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 150 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 446 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 340335 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 340335 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 341656 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 150 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 340781 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 12503 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 14009 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 15878 | CashBOY |
| Cash EOY | 14372 | CashEOY |
| Cash EOYFMV | 14372 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 36515 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 47445 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 47445 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 642887 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 645966 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 714617 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 695280 | TotalAssetsBOY |
| Total Assets EOY | 707783 | TotalAssetsEOY |
| Total Assets EOYFMV | 776434 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 695280 | RetainedEarningsBOY |
| Retained Earnings EOY | 707783 | RetainedEarningsEOY |
| Total Net Assets BOY | 695280 | TotalNetAssetsBOY |
| Total Net Assets EOY | 707783 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 695280 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 707783 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 695280 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 12503 | ExcessOfRevenueOverExpenses |
| Subtotal | 707783 | Subtotal |
| Total Net Assets Fund Balances EOY | 707783 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2408 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 134915 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 703865 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.191677 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 237431 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 611055 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.388559 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1089014 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 500947 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 2.173911 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 279638 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 619589 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.451328 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 249052 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 717316 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.3472 | DistributionRatioYear5 |
| Total Distribution Ratio | 3.552675 | TotalDistributionRatio |
| Average Distribution Ratio | 0.710535 | AverageDistributionRatio |
| Net Noncharitable Assets | 738724 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 524889 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 140 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 525029 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 340781 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 280 | InvestmentIncomeExciseTax |
| Subtotal | 280 | Subtotal |
| Tax Based On Investment Income | 280 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 520 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 520 | TotalCreditsAndPayments |
| Overpayment | 240 | Overpayment |
| Amount Credited To Next Year | 240 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | DE | StatesFiledWith |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN B SCHONFELD FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5168220202 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN B SCHONFELD | ||||||||
| 1 JERICHO PLAZA | JERICHO | NY | 11753 | PRESIDENT | 2.0 | 0 | 0 | 0 |
| HARRIET SUE SCHONFELD | ||||||||
| 1 JERICHO PLAZA | JERICHO | NY | 11753 | VICE PRESIDENT | 1.0 | 0 | 0 | 0 |
| KATHRYN LICURSI | ||||||||
| 1 JERICHO PLAZA | JERICHO | NY | 11753 | VICE PRESIDENT | 1.0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 687410 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 62564 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 749974 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 749974 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 11250 | CashDeemedCharitable |
| Net Noncharitable Assets | 738724 | NetNoncharitableAssets |
| Minimum Investment Return | 36936 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 36936 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 280 | TaxBasedOnInvestmentIncome |
| Total Tax | 280 | TotalTax |
| Distributable Amount Before Adj | 36656 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 36656 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 36656 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 340781 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 340781 | QualifyingDistributions |
| Adj Qualifying Distributions | 340781 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 36656 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year5 | 214222 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 248895 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1064091 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 207131 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 100207 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1834546 | TotalExcessDistriCarryover |
| Qualifying Distributions | 340781 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 36656 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 304125 | RemainingDistriFromCorpus |
| Total Corpus | 2138671 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 214222 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1924449 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 248895 | ExcessFromYear4 |
| Excess From Year3 | 1064091 | ExcessFromYear3 |
| Excess From Year2 | 207131 | ExcessFromYear2 |
| Excess From Year1 | 100207 | ExcessFromYear1 |
| Excess From Current Year | 304125 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN B SCHONFELD | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 132 WEST 32ND STREET | NEW YORK | NY | 10001 | NONE | EXEMPT | CHARITABLE | $2,775 |
| OLD WESTBURY PBA | |||||||
| PO BOX 417 | OLD WESTBURY | NY | 11568 | NONE | EXEMPT | CHARITABLE | $11,000 |
| GLEN OAKS CLUB PHILANTHROPIC FUND | |||||||
| PO BOX 249 | OLD WESTBURY | NY | 11568 | NONE | EXEMPT | CHARITABLE | $1,000 |
| ALZHEIMER'S FOUNDATION OF AMERICA | |||||||
| 322 EIGHTH AVENUE 7TH FLOOR | NEW YORK | NY | 10001 | NONE | EXEMPT | CHARITABLE | $125 |
| HELP FUNDING INC | |||||||
| 5 HANOVER SQUARE | NEW YORK | NY | 10004 | NONE | EXEMPT | CHARITABLE | $75,750 |
| CHILDREN'S MEDICAL FUND | |||||||
| 3000 MARCUS AVENUE SUITE LI09 | NEW HYDE PARK | NY | 11042 | NONE | EXEMPT | CHARITABLE | $60,940 |
| CATHERINE'S HOPE FOR A CURE | |||||||
| 566 NW 7TH AVENUE | BOCA RATON | FL | 33486 | NONE | EXEMPT | CHARITABLE | $1,000 |
| JERICHO UNION FREE SCHOOL DISTRICT | |||||||
| 99 Cedar Swamp Road | JERICHO | NY | 11753 | NONE | EXEMPT | CHARITABLE | $25,000 |
| Long Island Metropolitan Lacrosse Foundation | |||||||
| 706 WILLIAMS STREET | BALDWIN | NY | 11550 | NONE | EXEMPT | CHARITABLE | $2,500 |
| UJA - FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | EXEMPT | CHARITABLE | $101,500 |
| SID JACOBSON JEWISH COMMUNITY CENTER | |||||||
| 300 FOREST DRIVE | EAST HILLS | NY | 11548 | NONE | EXEMPT | CHARITABLE | $17,500 |
| JERICHO ATHLETIC ASSOCIATION | |||||||
| PO BOX 152 | JERICHO | NY | 11753 | NONE | EXEMPT | CHARITABLE | $1,500 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 1430 Broadway | NEW YORK | NY | 10018 | NONE | EXEMPT | CHARITABLE | $1,220 |
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY | |||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | NONE | EXEMPT | CHARITABLE | $5,000 |
| MOUNT SINAI SCHOOL OF MEDICINE | |||||||
| 1468 MADISON AVENUE | NEW YORK | NY | 10029 | NONE | EXEMPT | CHARITABLE | $250 |
| THE NEEDLERS FOUNDATION | |||||||
| 1384 BROADWAY | NEW YORK | NY | 10018 | NONE | EXEMPT | CHARITABLE | $8,200 |
| NATIONAL JEWISH HEALTH | |||||||
| 1400 Jackson Street Suite 5723 | DENVER | CO | 80206 | NONE | EXEMPT | CHARITABLE | $150 |
| SERAPHIM 12 FOUNDATION | |||||||
| PO BOX 674 | LOCUST VALLEY | NY | 11560 | NONE | EXEMPT | CHARITABLE | $1,000 |
| THE FRIARS CLUB FOUNDATION | |||||||
| 148 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | EXEMPT | CHARITABLE | $12,000 |
| UNITED CEREBRAL PALSY OF NASSAU COUNTY | |||||||
| 380 WASHINGTON AVENUE | ROOSEVELT | NY | 11575 | NONE | EXEMPT | CHARITABLE | $600 |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | |||||||
| PO BOX 27963 | NEW YORK | NY | 10087 | NONE | EXEMPT | CHARITABLE | $25 |
| THE FEINSTEIN INSTITUTE FOR MEDICAL RESEARCH | |||||||
| 125 Community Drive | GREAT NECK | NY | 11021 | NONE | EXEMPT | CHARITABLE | $10,000 |
| WINTHROP UNIVERSITY HOSPITAL | |||||||
| 290 Old Country Road Suite 22 | MINEOLA | NY | 11501 | NONE | EXEMPT | CHARITABLE | $1,000 |
| YOUTH RENEWAL FUND | |||||||
| 250 West 57th Street SUITE 632 | NEW YORK | NY | 10017 | NONE | EXEMPT | CHARITABLE | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 340335 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $23 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,374 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $2,408 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ML - SECURITIES SALES CHARGE CREDITED | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $5,354 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,159 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 14159 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | STEVEN B SCHONFELD | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 340000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| STANDARD & POORS DEP RCPT | 219240 | 284820 |
| FIDELITY ADVISOR INT'L SM CAP | 102304 | 97130 |
| FIDELITY ADVISOR MID CAP | 154390 | 154452 |
| FIDELITY ADVISOR SM CAP | 170032 | 178215 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT ACCOUNT FEE | 150 | 150 | |
| CORPORATE FILING FEES | 446 | 446 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FIDELITY ADVISORS SALES CHARGE CREDIT | Description |
| Revenue And Expenses Per Books | 5354 | RevenueAndExpensesPerBooks |
| Net Investment Income | 5354 | NetInvestmentIncome |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | STEVEN B SCHONFELD | PersonName |
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 Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $725 | Amount |