STRATEGY STUDIO / PUBLIC DATA EXPLORER

GROSSMAN FAMILY PHILANTHROPIC FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
GROSSMAN FAMILY PHILANTHROPIC FOUNDATION (EIN 20-5147463)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-06-29
IRS object ID
201211819349100001
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-06-29T07:30:35-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN420714325EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1850 CANAL STREET 4TH FLOORAddressLine1
CitySTAMFORDCity
StateCTState
ZIP Code06902ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN205147463EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE GROSSMAN FAMILY PHILANTHROPIC FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlGROSNameControl
Phone2127727042Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O RONALD GROSSMAN860 FIFTH AVENUEAddressLine1
Address Line2NO 6KAddressLine2
CityNEW YORKCity
StateNYState
ZIP Code10065ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRONALD GROSSMANName
TitleDIRECTOR/ CHAIRTitle
Phone2127727042Phone
Date Signed2012-06-28DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJAMES L ARATAName
PTINP00934880PTIN
Phone2033273112Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY9891065FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss9000000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss3154InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm3154InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses9003154TotalRevenueAndExpenses
Total Net Investment Income3154TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Other Expenses Rev And Expnss32424OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps273OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss32424TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps273TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss131050ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps131050ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss163474TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps131323TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses8839680ExcessOfRevenueOverExpenses
Net Investment Income3154NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY1051385SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY9891065SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV9891065SavingsAndTempCashInvstEOYFMV
Total Assets BOY1051385TotalAssetsBOY
Total Assets EOY9891065TotalAssetsEOY
Total Assets EOYFMV9891065TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY1051385RetainedEarningsBOY
Retained Earnings EOY9891065RetainedEarningsEOY
Total Net Assets BOY1051385TotalNetAssetsBOY
Total Net Assets EOY9891065TotalNetAssetsEOY
Total Liabilities Net Assets BOY1051385TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY9891065TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1051385TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses8839680ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal9891065Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY9891065TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1122157QualifyingDistributionsYear1
Noncharitable Assets Year1236992NoncharitableAssetsYear1
Distribution Ratio Year10.515448DistributionRatioYear1
Qualifying Distributions Year274050QualifyingDistributionsYear2
Noncharitable Assets Year2146032NoncharitableAssetsYear2
Distribution Ratio Year20.507081DistributionRatioYear2
Qualifying Distributions Year3103013QualifyingDistributionsYear3
Noncharitable Assets Year389007NoncharitableAssetsYear3
Distribution Ratio Year31.157358DistributionRatioYear3
Qualifying Distributions Year4140060QualifyingDistributionsYear4
Noncharitable Assets Year4134289NoncharitableAssetsYear4
Distribution Ratio Year41.042974DistributionRatioYear4
Qualifying Distributions Year59290QualifyingDistributionsYear5
Noncharitable Assets Year542473NoncharitableAssetsYear5
Distribution Ratio Year50.218727DistributionRatioYear5
Total Distribution Ratio3.441588TotalDistributionRatio
Average Distribution Ratio0.688318AverageDistributionRatio
Net Noncharitable Assets1722740NetNoncharitableAssets
Adjusted Noncharitable Assets1185793AdjustedNoncharitableAssets
One Percent Net Investment Income32OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One1185825AdjNonchrtblAssetsAndOnePct
Qualifying Distributions131323QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax63InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal63Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income63TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment32EstTaxPaymentsAndOverpayment
Total Credits And Payments32TotalCreditsAndPayments
Tax Due31TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameRONALD GROSSMANBooksInCareOfPersonName
Books In Care Of Phone Number2127727042BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1860 FIFTH AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10065ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
RONALD GROSSMAN
860 FIFTH AVE APT 6KNEW YORKNY10065DIRECTOR/CHAIR1.00000
MARILYNN P GROSSMAN
860 FIFTH AVE APT 6KNEW YORKNY10065DIRECTOR/SECRETARY0.00000
BRUCE D GROSSMAN
24 WRIGHTS MILL RDARMONKNY10504DIRECTOR/VICE CHAIR1.00000
DIANNE M GROSSMAN
24 WRIGHTS MILL RDARMONKNY10504DIRECTOR/TREASURER0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances1748975AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1748975TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets1748975AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable26235CashDeemedCharitable
Net Noncharitable Assets1722740NetNoncharitableAssets
Minimum Investment Return86137MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return86137MinimumInvestmentReturn
Tax Based On Investment Income63TaxBasedOnInvestmentIncome
Total Tax63TotalTax
Distributable Amount Before Adj86074DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded86074DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted86074DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions131323ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions131323QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions131323AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted86074DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year57166ExcessDistriCarryoverYear5
Excess Distri Carryover Year4133346ExcessDistriCarryoverYear4
Excess Distri Carryover Year398563ExcessDistriCarryoverYear3
Excess Distri Carryover Year266749ExcessDistriCarryoverYear2
Excess Distri Carryover Year1110307ExcessDistriCarryoverYear1
Total Excess Distri Carryover416131TotalExcessDistriCarryover
Qualifying Distributions131323QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year86074AppliedToCurrentYear
Remaining Distri From Corpus45249RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus461380TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year57166ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year454214ExcessDistriCyovToNextYear
Excess From Year4133346ExcessFromYear4
Excess From Year398563ExcessFromYear3
Excess From Year266749ExcessFromYear2
Excess From Year1110307ExcessFromYear1
Excess From Current Year45249ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerBRUCE D GROSSMANContributingManager
Contributing ManagerDIANNE M GROSSMANContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE JAPAN DISASTER RELIEF
711 3RD AVE 900NEW YORKNY10022FOR CHARITABLE PURPOSES$2,000
SMILE TRAIN
41 MADISON AVE 28TH FLOORNEW YORKNY10010FOR CHARITABLE PURPOSES$1,000
HOPE AND HEROES
161 FORT WASHINGTON AVENEW YORKNY10032FOR CHARITABLE PURPOSES$1,000
AMERICAN RED CROSS DISASTER RELIEF
2025 E STREET NWWASHINGTONDC20006FOR CHARITABLE PURPOSES$5,000
TEACH FOR AMERICA
300 W ADAMS STREET 1000CHICAGOIL60606FOR CHARITABLE PURPOSES$5,000
GLOBAL KIDS
137 EAST 25TH STREETNEW YORKNY10010FOR CHARITABLE PURPOSES$2,000
US HOLOCAUST MEMORIAL MUSEUM
595 ELM PLACEHIGHLAND PARKIL60035FOR CHARITABLE PURPOSES$5,000
HELP HOSPITALIZED VETS
36585 PENFIELD LANEWINCHESTERCA92596FOR CHARITABLE PURPOSES$500
HELP OUR WOUNDED
402 W PALM VALLEY BLVD SUITE AROUND ROCKTX78664FOR CHARITABLE PURPOSES$250
MILITARY FAMILY ASSISTANCE PAKS (HELP THE CHILDREN)
PO BOX 911607LOS ANGELESCA90091FOR CHARITABLE PURPOSES$250
PARALYZED VETERANS OF AMERICA
801 EIGHTEENTH STREET NWWASHINGTONDC20006FOR CHARITABLE PURPOSES$250
SOLDIER'S ANGELS
1792 E WASHINGTON BLVDPASADENACA91104FOR CHARITABLE PURPOSES$250
USO
PO BOX 96322WASHINGTONDC20090FOR CHARITABLE PURPOSES$250
WOUNDED WARRIOR PROJECT
1120 G STREET NW SUITE 700WASHINGTONDC20005FOR CHARITABLE PURPOSES$3,000
MERCY CORPS- HUNGER CRISIS AFRICA
PO BOX 2669 DEPT WPORTLANDOR97208FOR CHARITABLE PURPOSES$1,000
THE ABRAHAM FUND
9 EAST 45H STREETNEW YORKNY10017FOR CHARITABLE PURPOSES$5,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
711 3RD AVE 900NEW YORKNY10022FOR CHARITABLE PURPOSES$96,300
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158FOR CHARITABLE PURPOSES$3,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year131050TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$3,154ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$3,154ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA3154TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualBRUCE AND DIANNE M GROSSMANContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line124 WRIGHTS MILL ROADAddressLine1
CityARMONKCity
StateNYState
ZIP Code10504ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions9000000AggregateContributions
Person Contribution TypeXPersonContributionType

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
JOHN HANCOCK LIFE INSURANCE COMPANY3215100
POSTAGE23023
NEW YORK STATE FILING FEE2500250