THE SIDNEY M EDELSTEIN FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE SIDNEY M EDELSTEIN FOUNDATION (EIN 13-3347784)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-10
- IRS object ID
- 201132229349100403
- Schema version
- 2010v3.4
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-10T09:43:45-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JH COHN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 6TH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133347784 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SIDNEY & MILDRED EDELSTEIN FOUNDATIO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SIDN | NameControl |
| Phone | 6468344110 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O J GROSSMAN - 57 TROY DRIVE | AddressLine1 |
| City | SHORT HILLS | City |
| State | NJ | State |
| ZIP Code | 07078 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY GROSSMAN | Name |
| Title | DIRECTOR | Title |
| Phone | 6468344110 | Phone |
| Date Signed | 2011-08-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD COHEN | Name |
| Phone | 2122970400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 6010383 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 480532 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 52 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 52 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 218652 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 218652 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -166265 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3274203 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 532971 | TotalRevenueAndExpenses |
| Total Net Investment Income | 218704 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3564 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3314 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 250 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 20327 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 20202 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 125 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 23891 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 23516 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 375 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 400000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 400000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 423891 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 23516 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 400375 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 109080 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 195188 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 28387 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 22504 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 22504 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1573453 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1267173 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1361845 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 4149524 | InvestmentsOtherBOY |
| Investments Other EOY | 4574826 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4626034 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 4059 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 5755423 | TotalAssetsBOY |
| Total Assets EOY | 5864503 | TotalAssetsEOY |
| Total Assets EOYFMV | 6010383 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 5755423 | CapitalStockBOY |
| Capital Stock EOY | 5864503 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 5755423 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5864503 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5755423 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5864503 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5755423 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 109080 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 5864503 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5864503 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - SHORT TERM | 1270492 | 1231583 | 38909 | 38909 |
| PUBLICLY TRADED SECURITIES - LONG TERM | 2003616 | 2208885 | -205269 | -205269 |
| SECURITIES LAWSUIT | 95 | 95 | 95 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -166265 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 396008 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3770717 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.105022 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 450365 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4053384 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.111108 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 75000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3230848 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.023214 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 0 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 673849 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.0 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 0 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 449383 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.0 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.239344 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047869 | AverageDistributionRatio |
| Net Noncharitable Assets | 5554225 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 265875 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1952 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 267827 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 400375 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1952 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1952 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1952 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1244 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2500 | TaxPaidWithExtension |
| Total Credits And Payments | 3744 | TotalCreditsAndPayments |
| Penalty For Underpayment | 2 | PenaltyForUnderpayment |
| Overpayment | 1790 | Overpayment |
| Amount Credited To Next Year | 1790 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | J GROSSMAN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9733766711 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 TROY DRIVE | AddressLine1 |
| City | SHORT HILLS | City |
| State | NJ | State |
| ZIP Code | 07078 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 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 |
|---|---|---|---|---|---|---|---|---|
| LEO GOLDBERG | ||||||||
| 10432 MILBURN LANE | BOCA RATON | FL | 33498 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| RICHARD FINKELSTEIN CO BERKOWITZ LI | ||||||||
| 443 NORTHFIELD AVENUE | WEST ORANGE | NJ | 07052 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| HARVEY REICH | ||||||||
| 15342 STRATHEARN DRIVE | DELRAY BEACH | FL | 33446 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| ROY JACOBS CO ROBINSON BROG | ||||||||
| 875 THIRD AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| JEFFREY GROSSMAN | ||||||||
| 57 TROY DRIVE | SHORT HILLS | NJ | 07078 | DIRECTOR | 1.00 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION ONLY DONATES FUNDS TO PRESELECTED CHARITABLE ORGANIZATIONS. | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION ONLY DONATES TO PRESELECTED CHARITABLE ORGANIZATIONS. | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5581634 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 57173 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5638807 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5638807 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 84582 | CashDeemedCharitable |
| Net Noncharitable Assets | 5554225 | NetNoncharitableAssets |
| Minimum Investment Return | 277711 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 277711 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1952 | TaxBasedOnInvestmentIncome |
| Total Tax | 1952 | TotalTax |
| Distributable Amount Before Adj | 275759 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 275759 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 275759 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 400375 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 400375 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1952 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 398423 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 275759 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 250130 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 210326 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 460456 | TotalExcessDistriCarryover |
| Qualifying Distributions | 400375 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 275759 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 124616 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 585072 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 585072 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 250130 | ExcessFromYear2 |
| Excess From Year1 | 210326 | ExcessFromYear1 |
| Excess From Current Year | 124616 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN COMMITTEE FOR SHENKAR COLLEGE IN ISRAEL | |||||||
| 307 SEVENTH AVENUE SUITE 1805 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | CHARITABLE | $67,500 |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||
| ONE BATTERY PARK PLAZA - 25TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | CHARITABLE | $250,000 |
| CHEMICAL HERITAGE FOUNDATION | |||||||
| 315 CHESTNUT STREET | PHILADELPHIA | PA | 19106 | NONE | PUBLIC CHARITY | CHARITABLE | $71,000 |
| HELEN KELLER INSTITUTE | |||||||
| 37 DUNES LANE | PORT WASHINGTON | NY | 11050 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| SOCIETY FOR THE HISTORY OF TECHNOLOGY | |||||||
| 307 E BARAGA AVE | HOUGHTON | MI | 49931 | NONE | PUBLIC CHARITY | CHARITABLE | $4,000 |
| RABBINICAL COLLEGE OF AMERICA | |||||||
| 226 SUSSEX AVENUE | MORRISTOWN | NJ | 07960 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 400000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $52 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $218,652 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$166,265 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $52,439 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 52439 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | MILDRED EDELSTEIN REVOCABLE TRUST | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 443 NORTHFIELD AVE | AddressLine1 |
| City | WEST ORANGE | City |
| State | NJ | State |
| ZIP Code | 07052 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 480532 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | PUBLICLY TRADED SECURITIES | NameOfStock |
| EOY Book Value | 1267173 | EOYBookValue |
| EOYFMV | 1361845 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ALLIANCEBERNSTEIN GLOBAL REAL ESTATE INVT FD II CL I | AT COST | 216649 | 246872 |
| PUBLICLY TRADED MUTUAL FUNDS | AT COST | 4358177 | 4379162 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE FROM BROKERAGE | Description |
| BOY Book Value | 4059 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | 20202 | 20202 | 0 |
| ADVERTISING | 125 | 0 | 125 |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| NYS FILING FEE | $250 | 0 | 250 |
| FOREIGN TAX PAID | $303 | 303 | 0 |
| RECLAIMABLE WITHHOLDING TAX | $11 | 11 | 0 |
| FEDERAL TAXES | $3,000 | 3000 | 0 |