HOWARD AND MARYAM NEWMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD AND MARYAM NEWMAN FAMILY FOUNDATION INC (EIN 20-1999992)
- Tax period
- 2011-12-01 to 2012-11-30
- Filed
- 2013-10-15
- IRS object ID
- 201342889349100724
- Schema version
- 2011v1.5
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-15T17:16:55-05:00 | Timestamp |
| Tax Period End Date | 2012-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berdon LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 Madison Ave | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201999992 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOWARD AND MARYAM NEWMAN | BusinessNameLine1 |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MARYAM NEWMAN | InCareOfName |
| Name Control | HOWA | NameControl |
| Phone | 2126998821 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 PINE BROOK ROAD | AddressLine1 |
| City | BEDFORD | City |
| State | NY | State |
| ZIP Code | 10506 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HOWARD NEWMAN | Name |
| Title | PRESIDENT | Title |
| Phone | 2126998821 | Phone |
| Date Signed | 2013-10-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH KRANZ | Name |
| Phone | 2128320400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 7688876 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1782808 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1522 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1522 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 156673 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 156673 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -1567 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1781242 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1612260 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1939436 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1770455 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Taxes Rev And Expnss | 63000 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 266 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 266 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 63266 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 266 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 970195 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 970195 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1033461 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 266 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 970195 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 905975 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1770189 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 908899 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 543102 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 543102 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 5187552 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 6459324 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 6833529 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 299481 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 299481 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 312245 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 6395932 | TotalAssetsBOY |
| Total Assets EOY | 7301907 | TotalAssetsEOY |
| Total Assets EOYFMV | 7688876 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 6395932 | RetainedEarningsBOY |
| Retained Earnings EOY | 7301907 | RetainedEarningsEOY |
| Total Net Assets BOY | 6395932 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7301907 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6395932 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7301907 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6395932 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 905975 | ExcessOfRevenueOverExpenses |
| Subtotal | 7301907 | Subtotal |
| Total Net Assets Fund Balances EOY | 7301907 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 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 |
|---|---|---|---|---|---|---|---|
| 24,275 BANK OF NY MELLON | D | 1988-07-25 | 2011-12-27 | 486994 | 86642 | 400352 | 400352 |
| 20,000 GILEAD SCIENCES | D | 1999-11-29 | 2011-12-27 | 782175 | 13 | 782162 | 782162 |
| 9,480 ARCH CPITAL GROUP LTD | D | 2001-11-20 | 2012-11-30 | 425130 | 72363 | 352767 | 352767 |
| 1,515 INTERMUNE INC | D | 2012-11-30 | 13788 | 1182 | 12606 | 12606 | |
| 1,785 POLYPORE INTL INC | D | 2012-11-30 | 73155 | 8782 | 64373 | 64373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1612260 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 900336 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6643660 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.135518 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 519601 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4752590 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.10933 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 119057 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3987311 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.029859 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 352030 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3499238 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.100602 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 19525 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2568130 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.007603 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.382912 | TotalDistributionRatio |
| Average Distribution Ratio | 0.076582 | AverageDistributionRatio |
| Net Noncharitable Assets | 7478798 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 572741 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 17702 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 590443 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 970195 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 17702 | InvestmentIncomeExciseTax |
| Subtotal | 17702 | Subtotal |
| Tax Based On Investment Income | 17702 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 36225 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 20000 | TaxPaidWithExtension |
| Total Credits And Payments | 56225 | TotalCreditsAndPayments |
| Overpayment | 38523 | Overpayment |
| Amount Credited To Next Year | 38523 | 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 |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| 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 | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | NOT APPLICABLE | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARYAM NEWMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2125738000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 PINE BROOK ROAD | AddressLine1 |
| City | BEDFORD | City |
| State | NY | State |
| ZIP Code | 10506 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| HOWARD H NEWMAN | ||||||||
| 346 PINE BROOK ROAD | BEDFORD | NY | 10506 | PRESIDENT | 1.5 | 0 | 0 | 0 |
| ZEENA M MEURER | ||||||||
| 80 CENTRAL PARK WEST | NEW YORK | NY | 10023 | VICE PRESIDENT | 1.0 | 0 | 0 | 0 |
| ELIZABETH V NEWMAN | ||||||||
| 1225 PARK AVENUE | NEW YORK | NY | 10028 | SECRETARY | 1.0 | 0 | 0 | 0 |
| MARYAM R NEWMAN | ||||||||
| 346 PINE BROOK ROAD | BEDFORD | NY | 10506 | TREASURER | 2.0 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 6779765 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 812923 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7592688 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 7592688 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 113890 | CashDeemedCharitable |
| Net Noncharitable Assets | 7478798 | NetNoncharitableAssets |
| Minimum Investment Return | 373940 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 373940 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 17702 | TaxBasedOnInvestmentIncome |
| Total Tax | 17702 | TotalTax |
| Distributable Amount Before Adj | 356238 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 356238 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 356238 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 970195 | 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 | 970195 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 17702 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 952493 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 356238 | DistributableAmountAsAdjusted |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 29896 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 936500 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 966396 | TotalExcessDistriCarryover |
| Qualifying Distributions | 970195 | QualifyingDistributions |
| Treated As Distri From Corpus | 970195 | TreatedAsDistriFromCorpus |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 356238 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 356238 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1580353 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 1580353 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 610148 | ExcessFromYear1 |
| Excess From Current Year | 970195 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HOWARD NEWMAN | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| SEE ATTACHED STATEMENT | ||||||||
| SEE ATTACHED STATEMENT | VARIOUS | NEW YORK | NY | 10017 | NONE | 170 (B)(1)(A) | TO SUPPORT HIGHER EDUCATION, MEDICAL INSTITUTIONS, THE ARTS, AND LOCAL EXEMPT ORGANIZATIONS, ETC. | $270,195 |
| SALK INSTITUTE FOR BIOLOGICAL STUDY | ||||||||
| PO BOX 85800 | SAN DIEGO | CA | 921865800 | TO PROMOTE BIOLOGICAL RESEARCH | $350,000 | |||
| YALE UNIVERSITY | ||||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | EDUCATIONAL | $350,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 970195 | 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 | $1,522 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $156,673 | 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 | -$1,567 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $156,628 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 156628 | 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) |
|---|---|---|
| Organization501c | X | Organization501c |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (5 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | HOWARD H NEWMAN | 346 PINE BROOK ROAD | BEDFORD | NY | 10506 | 490112 | X | X |
| 2 | HOWARD H NEWMAN | 346 PINE BROOK ROAD | BEDFORD | NY | 10506 | 780700 | X | X |
| 3 | HOWARD H NEWMAN | 346 PINE BROOK RD | BEDFORD | NY | 10506 | 424135 | X | X |
| 4 | HOWARD H NEWMAN | 346 PINE BROOK ROAD | BEDFORD | NY | 10506 | 14105 | X | X |
| 5 | HOWARD H NEWMAN | 346 PINE BROOK ROAD | BEDFORD | NY | 10506 | 73756 | X | X |
Noncash Property NoncashProperty (5 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 24,475 SHARES BANK OF NEW YORK | 490112 | 2011-12-23 |
| 2 | 20,000 SHARES GILEAD SCIENCES | 780700 | 2011-12-23 |
| 3 | 9,480 SHARES ARCH CAPITAL GRP | 424135 | 2012-11-30 |
| 4 | 1,515 SHARES INTERMUNE INC | 14105 | 2012-11-30 |
| 5 | 1,785 SHARES POLYPORE INTL INC | 73756 | 2012-11-30 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (3 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ANHEUSER BUSCH 1/15/14 | 99452 | 104798 |
| GOLDMAN SACHS 4/1/13 | 100029 | 101440 |
| HSBC FIN CORP 11/15/14 | 100000 | 106007 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (7 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MORGAN STANLEY CAP VIII | 99744 | 108557 |
| STANDARD AND POORS DEPOSIT RCT | 1272045 | 1451971 |
| ISHARES RUSSELL 1000 GROWTH | 583400 | 751296 |
| ISHARES RUSSELL 1000 VALUE | 962291 | 1080053 |
| ISHARES MSCI EAFE | 1285497 | 1243481 |
| ISHARES RUSSELL 2000 VALUE | 949586 | 1031910 |
| ISHARES MSCI EMERGING MKTS | 1306761 | 1166261 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| INVESTMENT MGT FEES | 150 | 150 |
| FILING FEE | 116 | 116 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTERNAL REVENUE SERVICE | Description |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INV. INCOME | Category |
| Amount | $63,000 | Amount |