MICHAEL CHERNOW TRUST FBO CHARITY CCC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL CHERNOW TRUST FBO CHARITY CCC (EIN 13-6758226)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-10-29
- IRS object ID
- 201203039349100300
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-29T06:20:37-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORDON S OPPENHEIMER | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 HOWELL AVENUE | AddressLine1 |
| City | LARCHMONT | City |
| State | NY | State |
| ZIP Code | 105383249 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136758226 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL CHERNOW TRUST FBO CHARITY CCC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MICH | NameControl |
| Phone | 9148341900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 197 | AddressLine1 |
| City | LARCHMONT | City |
| State | NY | State |
| ZIP Code | 105380197 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTIN P KRASNER | Name |
| Title | TRUSTEE | Title |
| Phone | 9148341900 | Phone |
| Date Signed | 2012-10-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GORDON S OPPENHEIMER | Name |
| Phone | 9148341900 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 4403514 | 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 | 2 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 96712 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 96712 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 228357 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 96714 | TotalRevenueAndExpenses |
| Total Net Investment Income | 325071 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 13400 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 5360 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 8040 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 45660 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 18264 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 27396 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 66830 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 66830 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 4669 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 429 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 24688 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 24688 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 397 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 104 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 293 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 155644 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 90987 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 60417 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 506000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 506000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 661644 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 90987 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 566417 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -564930 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 234084 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 90 | CashBOY |
| Cash EOY | 90 | CashEOY |
| Cash EOYFMV | 90 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 4887 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2540 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2540 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 45460 | AccountsReceivable |
| Accounts Receivable EOY | 45460 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 45460 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 3897980 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3516794 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4350924 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 3000 | OtherAssetsBOY |
| Other Assets EOY | 4500 | OtherAssetsEOY |
| Other Assets EOYFMV | 4500 | OtherAssetsEOYFMV |
| Total Assets BOY | 3905957 | TotalAssetsBOY |
| Total Assets EOY | 3569384 | TotalAssetsEOY |
| Total Assets EOYFMV | 4403514 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 3905957 | CapitalStockBOY |
| Capital Stock EOY | 3569384 | CapitalStockEOY |
| Total Net Assets BOY | 3905957 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3569384 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3905957 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3569384 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3905957 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -564930 | ExcessOfRevenueOverExpenses |
| Other Increases | 228357 | OtherIncreases |
| Subtotal | 3569384 | Subtotal |
| Total Net Assets Fund Balances EOY | 3569384 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | See schedule attached | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2001-01-01 | DateAcquired |
| Date Sold | 2012-06-30 | DateSold |
| Gross Sales Price | 1455314 | GrossSalesPrice |
| Depreciation | 0 | Depreciation |
| Cost Or Other Basis | 1226957 | CostOrOtherBasis |
| Gain Or Loss | 228357 | GainOrLoss |
| FMV As Of123169 | 0 | FMVAsOf123169 |
| Adjusted Basis As Of123169 | 0 | AdjustedBasisAsOf123169 |
| Excess Of FMV Over Adjusted Basis | 0 | ExcessOfFMVOverAdjustedBasis |
| Gains Minus Excess Or Losses | 228357 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 228357 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 562230 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4677483 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.120199 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 681148 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4998954 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.136258 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 256998 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5519873 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.046559 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 528608 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 8585115 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.061573 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 385267 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 8048710 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047867 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.412456 | TotalDistributionRatio |
| Average Distribution Ratio | 0.082491 | AverageDistributionRatio |
| Net Noncharitable Assets | 4566191 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 376670 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2341 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 379011 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 566417 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2341 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2341 | Subtotal |
| Tax Based On Investment Income | 2341 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4500 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4500 | TotalCreditsAndPayments |
| Original Return Overpayment | -4500 | OriginalReturnOverpayment |
| Overpayment | 2159 | Overpayment |
| Amount Credited To Next Year | 2159 | 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 | 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 | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORDON S OPPENHEIMER ESQ | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9148341900 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 HOWELL AVENUE | AddressLine1 |
| City | LARCHMONT | City |
| State | NY | State |
| ZIP Code | 105383249 | 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 |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| 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 |
|---|---|---|---|---|---|---|---|---|
| MARTIN P KRASNER | ||||||||
| BOX 197 | LARCHMONT | NY | 10538 | Trustee | 5.00 | 2680 | 0 | 0 |
| EDWARD STREIM | ||||||||
| BOX 197 | LARCHMONT | NY | 10538 | Trustee | 10.00 | 5360 | 0 | 15688 |
| LYNN STREIM | ||||||||
| BOX 197 | LARCHMONT | NY | 10538 | Trustee | 10.00 | 5360 | 0 | 9000 |
| 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 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4551457 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 84270 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4635727 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 4635727 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 69536 | CashDeemedCharitable |
| Net Noncharitable Assets | 4566191 | NetNoncharitableAssets |
| Minimum Investment Return | 228310 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 228310 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2341 | TaxBasedOnInvestmentIncome |
| Total Tax | 2341 | TotalTax |
| Distributable Amount Before Adj | 225969 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 225969 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 225969 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 566417 | ExpensesAndContributions |
| Qualifying Distributions | 566417 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2341 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 564076 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 225969 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 121314 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 436962 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 336836 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 895112 | TotalExcessDistriCarryover |
| Qualifying Distributions | 566417 | QualifyingDistributions |
| Applied To Current Year | 225969 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 340448 | RemainingDistriFromCorpus |
| Total Corpus | 1235560 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 1235560 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 121314 | ExcessFromYear4 |
| Excess From Year2 | 436962 | ExcessFromYear2 |
| Excess From Year1 | 336836 | ExcessFromYear1 |
| Excess From Current Year | 340448 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | GORDON S OPPENHEIMER ESQ | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 197 | AddressLine1 |
| City | LARCHMONT | City |
| State | NY | State |
| ZIP Code | 105380197 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9148341900 | RecipientPhoneNumber |
| Form And Info And Materials | NO REQUIRED FORM | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AMERICAN BALLET THEATRE | ||||||
| 890 BROADWAY | NEW YORK | NY | 10003 | ExT/E | Gen'l CharitableEx | $5,000 |
| CARNEGIE HALL FOUNDATION | ||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | T/E | Gen'l Charitable | $9,000 |
| CROHN'S AND COLITIS FOUNDTN | ||||||
| 386 PARK AVE S 17 FLOOR | NEW YORK | NY | 10016 | T/E | Gen'l Charitable | $19,000 |
| CITY OF HOPE | ||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | T/E | Gen'l Charitable | $25,000 |
| COLLEGIATE CHORALE | ||||||
| 115 EAST 57TH STREET 11TH FLOOR | NEW YORK | NY | 10022 | T/E | Gen'l Charitable | $5,000 |
| CYSTIC FIBROSIS | ||||||
| 6931 ARLINGTON ROAD SUITE 200 | BETHESDA | MD | 20814 | T/E | Gen'l Charitable | $10,000 |
| BENSON UROLOGICALCOLUMBIA | ||||||
| 630 WEST 168TH STREET | NEW YORK | NY | 10032 | T/E | Gen'l Charitable | $100,000 |
| FEINSTEIN INSTITUTE | ||||||
| 350 COMMUNITY DRIVE | MANHASSET | NY | 11030 | T/E | Gen'l Charitable | $50,000 |
| HENRY KAUFMAN CAMPGROUNDS | ||||||
| 667 BLAUVELT RD | PEARL RIVER | NY | 10965 | ExT/E | Gen'l CharitableEx | $11,500 |
| HOSPITAL FOR SPECIAL SURGERY | ||||||
| 535 EAST 70 STREET | NEW YORK | NY | 10021 | T/E | Gen'l CharitableGen'l Charitable | $1,000 |
| MARTY LYONS FOUNDATION | ||||||
| 326 W 48 STREET | NEW YORK | NY | 10036 | T/E | Gen'l Charitable | $4,000 |
| METROPOLITAN OPERA ASSOCIATION | ||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | ExT/E | Gen'l Charitable | $45,000 |
| NEW ISRAEL FUND | ||||||
| 330 SEVENTH AVE 11TH FL | NEW YORK | NY | 10001 | T/E | Gen'l Charitable | $15,000 |
| NO SHORE LIJ HEALTH SYSTEM | ||||||
| 300 COMMUNITY DRIVE | MANHASSET | NY | 11030 | ExT/E | Gen'l CharitableGen'l Charitable | $3,000 |
| NY PHILHARMONIC SOCIETY | ||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | T/E | Gen'l Charitable | $2,000 |
| NYU HOSPITAL FOR JOINT DISEASES | ||||||
| 301 EAST 17 STREET | NEW YORK | NY | 10003 | ExT/E | Gen'l Charitable | $3,000 |
| NYU-HJG ORTHOPEDICS | ||||||
| 301 E 17 ST STE 1400 | NEW YORK | NY | 10003 | T/E | Gen'l Charitable | $10,000 |
| SIMON WIESENTHAL CENTER | ||||||
| 226 EAST 42ND STREET | NEW YORK | NY | 10017 | T/E | Gen'l Charitable | $1,000 |
| SO NASSAU COMMUNITY HSPTL | ||||||
| 1 HEATHLY WAY | OCEANSIDE | NY | 11572 | T/E | Gen'l Charitable | $12,500 |
| ST MARY'S HOSPITAL | ||||||
| 29-01 LITTLE NECK PKWY | BAYSIDE | NY | 11360 | T/E | Gen'l Charitable | $18,000 |
| TEMPLE BETH-EL OF GREAT NECK | ||||||
| 5 OLD MILL ROAD | GREAT NECK | NY | 11023 | T/E | Gen'l Charitable | $40,000 |
| TEMPLE EMANUEL OF GREAT NECK | ||||||
| 150 HICKS LANE | GREAT NECK | NY | 11024 | ExT/E | Gen'l Charitable | $25,000 |
| THE SALK INSTITUTE | ||||||
| 10010 NORTH TORREY PINES ROAD | LA JOLLA | CA | 92037 | T/E | Gen'l Charitable | $75,000 |
| UJA FEDERATION | ||||||
| 130 E 59 STREET | NEW YORK | NY | 10022 | ExT/E | Gen'l Charitable | $10,000 |
| VALLEY HOSPITAL AUXILLIARY | ||||||
| 1 VETERANS WAY | PARAMUS | NJ | 07652 | ExT/E | Gen'l Charitable | $3,500 |
| WNET FOUNDATION | ||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | T/E | Gen'l Charitable | $4,500 |
| YOUTH AMERICA GRAND PRIX | ||||||
| 304 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | T/E | Gen'l Charitable | $1,000 |
| STOP PAYMENT ON ICE HOCKEY | ||||||
| IN HARLEM PREVIOUS YEAR | NEW YORK | NY | 10029 | T/E | Gen'l Charitable | -$4,000 |
| HOBART COLLEGE | ||||||
| 300 PULTENEY STREET | GENEVA | NY | 14456 | T/E | Gen'l Charitable | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 506000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $96,712 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $228,357 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $325,071 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 325071 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Gordon S. Oppenheimer, Esq Accounting & Legal | Category |
| Amount | $45,660 | Amount |
| Net Investment Income | 18264 | NetInvestmentIncome |
| Disbursements Charitable Prps | 27396 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| NYS-annual filing | 43 | 43 | |
| Required notice | 250 | 250 | |
| Bank Fees | 104 | 104 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Capital Gain on Securities | Description |
| Amount | $228,357 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Neuberger Berman Investment Advice | Category |
| Amount | $66,830 | Amount |
| Net Investment Income | 66830 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Excise Tax | $4,240 | |
| Foreign Tax W/H | $429 | 429 |