CHERNOW FUND INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CHERNOW FUND INC (EIN 13-6127968)
- Tax period
- 2011-11-01 to 2012-10-31
- Filed
- 2012-12-12
- IRS object ID
- 201223479349100002
- 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 | 2012-12-12T10:14:32-08:00 | Timestamp |
| Tax Period End Date | 2012-10-31 | 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 | 2011-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136127968 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHERNOW FUND INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHER | 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 | EDWARD STREIM | Name |
| Title | VICE PRESIDENT | Title |
| Phone | 9148341900 | Phone |
| Date Signed | 2012-12-06 | 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 | 858780 | 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 | 28 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 28 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 16329 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 16329 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 38663 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 16357 | TotalRevenueAndExpenses |
| Total Net Investment Income | 55020 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 10054 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 10054 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 11868 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 11868 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 286 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 93 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 156 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 16 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 140 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 22364 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 22031 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 140 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 66685 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 66685 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 89049 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 22031 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 66825 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -72692 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 32989 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 55651 | CashBOY |
| Cash EOY | 20279 | CashEOY |
| Cash EOYFMV | 20279 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1656 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3068 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3068 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 662363 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 663064 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 835237 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 966 | OtherAssetsBOY |
| Other Assets EOY | 196 | OtherAssetsEOY |
| Other Assets EOYFMV | 196 | OtherAssetsEOYFMV |
| Total Assets BOY | 720636 | TotalAssetsBOY |
| Total Assets EOY | 686607 | TotalAssetsEOY |
| Total Assets EOYFMV | 858780 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 720636 | CapitalStockBOY |
| Capital Stock EOY | 686607 | CapitalStockEOY |
| Total Net Assets BOY | 720636 | TotalNetAssetsBOY |
| Total Net Assets EOY | 686607 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 720636 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 686607 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 720636 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -72692 | ExcessOfRevenueOverExpenses |
| Other Increases | 38663 | OtherIncreases |
| Subtotal | 686607 | Subtotal |
| Total Net Assets Fund Balances EOY | 686607 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (15 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | DepreciationDepreciation | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | FMV As Of123169FMVAsOf123169 | Adjusted Basis As Of123169AdjustedBasisAsOf123169 | Excess Of FMV Over Adjusted BasisExcessOfFMVOverAdjustedBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 300 Activision Blizzard | P | 2009-11-16 | 2012-05-09 | 3691 | 0 | 3367 | 324 | 0 | 0 | 0 | 324 |
| 825 Carter's Inc | P | 2010-11-16 | 2012-07-03 | 39789 | 0 | 24449 | 15340 | 0 | 0 | 0 | 15340 |
| 300 Ebay | P | 2010-03-26 | 2012-07-24 | 13092 | 0 | 8097 | 4995 | 0 | 0 | 0 | 4995 |
| 200 Ecolab | P | 2009-05-19 | 2012-01-13 | 11805 | 0 | 7355 | 4450 | 0 | 0 | 0 | 4450 |
| 140 Goldman Sachs Group | P | 2011-05-18 | 2011-12-09 | 14101 | 0 | 19720 | -5619 | 0 | 0 | 0 | -5619 |
| 700 McDermott Intl | P | 1977-05-05 | 2012-04-20 | 7995 | 0 | 14128 | -6133 | 0 | 0 | 0 | -6133 |
| 250 McDonalds | P | 2009-11-02 | 2012-01-09 | 24857 | 0 | 14730 | 10127 | 0 | 0 | 0 | 10127 |
| 600 Microsoft | P | 2009-02-09 | 2012-01-24 | 17483 | 0 | 11609 | 5874 | 0 | 0 | 0 | 5874 |
| 100 News Corp | P | 2008-11-03 | 2012-06-30 | 2030 | 0 | 1489 | 541 | 0 | 0 | 0 | 541 |
| 150 Pepsico Inc | P | 2007-04-09 | 2011-12-15 | 9675 | 0 | 9588 | 87 | 0 | 0 | 0 | 87 |
| 50 Rockwell Automation Inc | P | 2009-06-18 | 2012-01-17 | 3885 | 0 | 2900 | 985 | 0 | 0 | 0 | 985 |
| 400 Thermo Fisher Scientific Inc | P | 2005-05-02 | 2012-10-15 | 22587 | 0 | 9904 | 12683 | 0 | 0 | 0 | 12683 |
| 140 Xerox Corp | P | 2011-02-01 | 2012-10-24 | 9992 | 0 | 15010 | -5018 | 0 | 0 | 0 | -5018 |
| CIL Kraft Foods & Comverse Corp | P | 2007-04-09 | 2012-10-17 | 31 | 0 | 0 | 31 | 0 | 0 | 0 | 31 |
| Reserve Fund | P | 2007-01-01 | 2011-12-31 | 0 | 0 | 4 | -4 | 0 | 0 | 0 | -4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 38663 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -5619 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 81597 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 931559 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.087592 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 76011 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 926544 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.082037 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 80067 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 901657 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.088800 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 162672 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1507539 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.107906 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 181910 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1659030 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.109648 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.475983 | TotalDistributionRatio |
| Average Distribution Ratio | 0.095197 | AverageDistributionRatio |
| Net Noncharitable Assets | 856681 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 81553 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 330 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 81883 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 66825 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 660 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 660 | Subtotal |
| Tax Based On Investment Income | 660 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 196 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 196 | TotalCreditsAndPayments |
| Tax Paid Original Return | 196 | TaxPaidOriginalReturn |
| Tax Due | 464 | TaxDue |
| Amount Credited To Next Year | 0 | 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 Person Name | GORDON S OPPENHEIMER ESQ | BooksInCareOfPersonName |
| 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| LYNN STREIM | ||||||||
| BOX 197 | LARCHMONT | NY | 10538 | Pres. | 3.00 | 0 | 0 | 0 |
| EDWARD STREIM | ||||||||
| BOX 197 | LARCHMONT | NY | 10538 | Vice-Pres | 3.00 | 0 | 0 | 0 |
| GORDON S OPPENHEIMER | ||||||||
| BOX 197 | LARCHMONT | NY | 10538 | Treas. | 8.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 823819 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 45908 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 869727 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 869727 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13046 | CashDeemedCharitable |
| Net Noncharitable Assets | 856681 | NetNoncharitableAssets |
| Minimum Investment Return | 42834 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 42834 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 660 | TaxBasedOnInvestmentIncome |
| Total Tax | 660 | TotalTax |
| Distributable Amount Before Adj | 42174 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 42174 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 42174 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 66825 | ExpensesAndContributions |
| Qualifying Distributions | 66825 | QualifyingDistributions |
| Adj Qualifying Distributions | 66825 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 42174 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 103678 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 87295 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 34984 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 30525 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 35405 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 291887 | TotalExcessDistriCarryover |
| Qualifying Distributions | 66825 | QualifyingDistributions |
| Applied To Current Year | 42174 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 24651 | RemainingDistriFromCorpus |
| Total Corpus | 316538 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 103678 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 212860 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 87295 | ExcessFromYear4 |
| Excess From Year3 | 34984 | ExcessFromYear3 |
| Excess From Year2 | 30525 | ExcessFromYear2 |
| Excess From Year1 | 35405 | ExcessFromYear1 |
| Excess From Current Year | 24651 | 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 PARTICULAR FORM | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (56 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ALLIANCE FOR LUPUS RESEARCH | ||||||
| 28 W 44 ST SUITE 501 | NEW YORK | NY | 10036 | T/E | General Charitable | $1,000 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | T/E | General Charitable | $500 |
| AMERICAN BALLET THEATRE | ||||||
| 890 BROADWAY | NEW YORK | NY | 10003 | T/E | General Charitable | $1,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 132 WEST 32ND STREET | NEW YORK | NY | 10001 | T/E | General Charitable | $1,500 |
| AMERICAN DIABETES ASSOC | ||||||
| 333 SEVENTH AVENUE 17TH FL | NEW YORK | NY | 10001 | T/E | General Charitable | $100 |
| AM FRIENDS OF THE IDF | ||||||
| 1430 BROADWAY | NEW YORK | NY | 10013 | T/E | General Charitable | $1,000 |
| ASCENT FUNDING | ||||||
| 6800 JERICHO TPKE SUITE 201W | SYOSSET | NY | 11791 | T/E | General Charitable | $500 |
| BARNES FOUNDATION | ||||||
| 300 NORTH LATCHS LANE | LOWER MERION | PA | 19066 | T/E | General Charitable | $250 |
| BOSTON SYMPHONY ORCHESTRA | ||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | T/E | General Charitable | $3,000 |
| BOYS & GIRLS CLUB OF BRATTLEBORO | ||||||
| 17 FLAT STREET | BRATTLEBORO | VT | 05301 | T/E | General Charitable | $250 |
| BROOKLYN MUSEUM | ||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 11238 | T/E | General Charitable | $350 |
| CCFA | ||||||
| 386 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | T/E | General Charitable | $1,500 |
| CENTRAL FUND OF ISRAEL | ||||||
| 980 AVENUE OF THE AMERICAS | NEW YORK | NY | 10018 | T/E | General Charitable | $1,500 |
| CITY OF HOPE | ||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | T/E | General Charitable | $1,100 |
| COLUMBIA BUSINESS SCHOOL | ||||||
| 3022 BROADWAY | NEW YORK | NY | 10027 | T/E | General Charitable | $2,500 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 2975 WESTCHESTER AVENUE | PURCHASE | NY | 10577 | T/E | General Charitable | $4,000 |
| FRIENDS OF HIGH LINE | ||||||
| 519 WEST 23RD STREET | NEW YORK | NY | 10011 | T/E | General Charitable | $150 |
| GLIMMERGLASS OPERA | ||||||
| BOX 191 | COOPERSTOWN | NY | 13326 | T/E | General Charitable | $1,500 |
| GREAT NECK ARTS CENTER | ||||||
| 113 MIDDLE NECK ROAD | GREAT NECK | NY | 11021 | T/E | General Charitable | $1,000 |
| HADASSAH OF GREAT NECK | ||||||
| 98 CUTTERMILL RD 243 | GREAT NECK | NY | 11021 | T/E | General Charitable | $500 |
| HADASSAH HOSPITAL | ||||||
| 50 WEST 58TH STREET | NEW YORK | NY | 10019 | T/E | General Charitable | $2,500 |
| HENRY KAUFMAN CAMPGROUND | ||||||
| 667 BLAUVELT ROAD | PEARL RIVER | NY | 10965 | T/E | General Charitable | $2,000 |
| HOBART COLLEGE | ||||||
| 300 PULTENEY STREET | GENEVA | NY | 14456 | T/E | General Charitable | $3,000 |
| INTERFAITH NUTRITIONAL NETWORK | ||||||
| 26 JERUSALEM AVENUE | HEMPSTEAD | NY | 11550 | T/E | General Charitable | $1,000 |
| ISRAEL AIR FORCE FOUNDATION | ||||||
| PO BOX 492 | WILLOW GROVE | PA | 19090 | T/E | General Charitable | $2,000 |
| JUVENILE DIABETES FOUNDATION | ||||||
| 30 GLENN STREET | WHITE PLAINS | NY | 10603 | T/E | General Charitable | $500 |
| L I CADDIE SCHOLARSHIP FUND | ||||||
| 114 OLD COUNTRY RD STE LL80 | MINEOLA | NY | 11501 | T/E | General Charitable | $500 |
| L I HEARING & SPEECH SOCIETY | ||||||
| 430 430 LAKEVILLE ROAD | NEW HYDE PARK | NY | 11042 | T/E | General Charitable | $1,000 |
| MACCABI USA - SPORTS FOR ISRAEL | ||||||
| 1926 ARCH STREET 4R | PHILADELPHIA | PA | 19103 | T/E | General Charitable | $250 |
| MANHASSET-LAKEVILLE FIRE DEPT | ||||||
| 170 EAST SHORE ROAD | GREAT NECK | NY | 11023 | T/E | General Charitable | $100 |
| MARCH OF DIMES | ||||||
| 1275 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | T/E | General Charitable | $1,000 |
| MASONIC BROTHERHOOD FUND | ||||||
| PO BOX 241 | OLD BETHPAGE | NY | 11804 | T/E | General Charitable | $1,500 |
| METROPOLITAN MUSEUM OF ART | ||||||
| 100 FIFTH AVENUE | NEW YORK | NY | 10028 | T/E | General Charitable | $1,200 |
| METROPOLITAN OPERA | ||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | T/E | General Charitable | $2,000 |
| MUSEUM OF MODERN ART | ||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | T/E | General Charitable | $960 |
| NORTH SHORE L I JEWISH HOSPITAL | ||||||
| 125 COMMUNITY DRIVE | GREAT NECK | NY | 11021 | T/E | General Charitable | $2,500 |
| NY BOTANICAL GARDENS | ||||||
| BRONX RIVER PARKWAY AT FORDHAM ROAD | BRONX | NY | 10458 | T/E | General Charitable | $250 |
| NYC OPERA | ||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | T/E | General Charitable | $1,500 |
| NYS HONORARY FIRE CHIEFS ASSN | ||||||
| 437 FIFTH AVENUE | NEW YORK | NY | 10016 | T/E | General Charitable | $5,500 |
| OPERA ORCHESTRA OF NY | ||||||
| 239 W 72 ST 2R | NEW YORK | NY | 10023 | T/E | General Charitable | $1,000 |
| OXALOSIS & HYPEROXALURIA FNDTN | ||||||
| 201 EAST 19TH STREET SUITE 12E | NEW YORK | NY | 10003 | T/E | General Charitable | $1,000 |
| FAMILIAL DYSAUTONOMIA NOW | ||||||
| 1170 GREEN KNOLLS DRIVE | BUFFALO GROVE | IL | 60089 | T/E | General Charitable | $1,500 |
| RED ROBIN COUNTRY CARES | ||||||
| 878 JERICHO TURNPIKE | WESTBURY | NY | 11590 | T/E | General Charitable | $500 |
| SIMON WEISENTHAL CENTER | ||||||
| 1399 SOUTH ROXBURY | LOS ANGELES | CA | 90035 | T/E | General Charitable | $2,000 |
| SO NASSAU COMMUNITY HOSPITAL | ||||||
| ONE HEALTHY WAY | OCEANSIDE | NY | 11572 | T/E | General Charitable | $1,000 |
| SPECIAL OLYMPICS NY | ||||||
| 819 GRAND BOULEVARD SUITE 3 | DEER PARK | NY | 11729 | T/E | General Charitable | $400 |
| ST JUDE'S HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | T/E | General Charitable | $200 |
| ST MARY'S HOSPITAL FOR CHILDREN | ||||||
| 29-01 216TH STREET | BAYSIDE | NY | 11360 | T/E | General Charitable | $2,000 |
| THE JEWISH MUSEUM | ||||||
| 1109 5TH AVENUE | NEW YORK | NY | 10128 | T/E | General Charitable | $200 |
| US OLYMPIC COMMITTEE | ||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | T/E | General Charitable | $1,000 |
| VALLEY HOSPITAL OF PARAMUS | ||||||
| 1 VETERANS WAY | PARAMUS | NJ | 07652 | T/E | General Charitable | $750 |
| VETERANS OF FOREIGN WARS | ||||||
| 155 SEARINGTON ROAD | ALBERTSTON | NY | 11507 | T/E | General Charitable | $100 |
| WAGNER SOCIETY OF NY | ||||||
| PO BOX 230949 | NEW YORK | NY | 10023 | T/E | General Charitable | $300 |
| WILDLIFE CONSERVATION SOCIETY | ||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | T/E | General Charitable | $275 |
| WILLIAM BRENNAN JEWISH HOME | ||||||
| 3150 HOWELL MILL ROAD NORTHWEST | ATLANTA | GA | 30327 | T/E | General Charitable | $1,000 |
| YAGP SCHOLARSHIP FUND | ||||||
| 304 PARK AVENUE SOUTH STE 1004 | NEW YORK | NY | 10010 | T/E | General Charitable | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 66685 | 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 | $28 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $16,329 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $38,664 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $55,021 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 55021 | 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. Legal and Accounting | Category |
| Amount | $10,054 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| Filing Fee | 100 | 100 | |
| Filing Notice | 40 | 40 | |
| Bank Fees | 16 | 16 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Gain on securities | Description |
| Amount | $38,663 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Neuberger & Berman Investment Advisory Fees | Category |
| Amount | $11,868 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Foreign Tax W/H | $93 | 93 |
| Excise Tax | $193 |