STEPHANIE AND FRED SHUMAN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- STEPHANIE AND FRED SHUMAN FAMILY FOUNDATION (EIN 20-2026907)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202611339349102191
- Schema version
- 2025v4.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T11:59:14-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202026907 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHANIE& FRED SHUMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 2122010502 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO ALFRED SHUMAN 33 WINDMILL LANE | AddressLine1Txt |
| City | EAST HAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11937 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALFRED J SHUMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122010502 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VARUN VIG | PreparerPersonNm |
| PTIN | P00857078 | PTIN |
| Phone | 2129498700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,377,164 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $47,812 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,812 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,675 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $387,792 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $138,437 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $65,709 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $65,709 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $160,196 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $251,958 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,762 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,881 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,881 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $75 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,906 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,956 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $515,030 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $515,030 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $533,892 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,906 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $520,986 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$373,696 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $246,052 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,509 | CashBOYAmt |
| Cash EOY | $104,430 | CashEOYAmt |
| Cash EOYFMV | $104,430 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,508 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,053 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,053 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,187 | AcctRcvblAmt |
| Acct Rcvbl EOY | $4,187 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,187 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $202,135 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,253,037 | CorporateStockBOYAmt |
| Corporate Stock EOY | $947,969 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,332,648 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $720,229 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $784,083 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $921,846 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,228,418 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,854,722 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,377,164 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,228,418 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,854,722 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,228,418 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,854,722 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,228,418 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,854,722 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,228,418 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$373,696 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,854,722 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,854,722 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 200 SHARES OF ELI LILLY | D | 2025-03-06 | $183,447 | $57,738 | $125,709 | $125,709 | |
| 10204.08 SHARES OF BLACKROCK STRAT INCOME | P | 2002-12-03 | $100,000 | $95,137 | $4,863 | $4,863 | |
| 9555.66 SHARES OF JPMORGAN CORE BOND I | P | 2002-12-03 | $100,000 | $96,480 | $3,520 | $3,520 | |
| CHURCHILL CAP CORP III COM | P | 2002-09-25 | $70 | $70 | $70 | 2002-09-25 | |
| CAPITAL GAINS DIVIDENDS | P | $4,275 | $4,275 | $4,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $138,437 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,420 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,420 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,420 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,436 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,436 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,016 | OverpaymentAmt |
| Applied To ES Tax | $2,016 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SFO GROUP | IndividualWithBooksNm |
| Phone | 5168508252 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 GORDON PLACE | AddressLine1Txt |
| City | FREEPORT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALFRED J SHUMAN | ||||||||
| 33 WINDMILL LANE | EAST HAMPTON | NY | 11937 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| STEPHANIE SHUMAN | ||||||||
| 33 WINDMILL LANE | EAST HAMPTON | NY | 11937 | VICE PRESIDENT | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,545,771 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,359 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,093 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,619,223 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,619,223 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,288 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,579,935 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $128,997 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $128,997 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,420 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,420 | TotalTaxAmt |
| Distributable Before Adj | $125,577 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $125,577 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $125,577 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $520,986 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $520,986 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $125,577 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $854,665 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $638,999 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $183,464 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,470,321 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $331,160 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,478,609 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $520,986 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $125,577 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $395,409 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,874,018 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $854,665 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,019,353 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $638,999 | ExcessFromYear4Amt |
| Excess From Year3 | $183,464 | ExcessFromYear3Amt |
| Excess From Year2 | $1,470,321 | ExcessFromYear2Amt |
| Excess From Year1 | $331,160 | ExcessFromYear1Amt |
| Excess From Current Year | $395,409 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASSOCIATION TO BENEFIT CHILDREN | ||||||
| 419 EAST 86TH STREET | NEW YORK | NY | 10028 | PC | GENERAL SUPPORT | $20,005 |
| CENTRAL PARK CONSERVATORY | ||||||
| 717 FIFTH AVENUE | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $50,000 |
| LINCOLN CENTER THEATER | ||||||
| 150 W 65TH ST | NEW YORK | NY | 10023 | PC | GENERAL SUPPORT | $130,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PC | GENERAL SUPPORT | $100,000 |
| MUSIC ACADEMY OF THE WEST | ||||||
| 1070 FAIRWAY RD | SANTA BARBARA | CA | 93108 | PC | GENERAL SUPPORT | $35,000 |
| NATIONAL THEATRE OF AMERICA | ||||||
| 600 FIFTH AVENUE 2ND FLOOR | NEW YORK | NY | 10020 | PC | GENERAL SUPPORT | $10,000 |
| NEIGHBORHOOD COALITION FOR SHELTER | ||||||
| 50 BROADWAY 1301 | NEW YORK | NY | 10004 | PC | GENERAL SUPPORT | $35,000 |
| NEW YORK CITY BALLET | ||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GENERAL SUPPORT | $5,000 |
| NEW YORK CITY CENTER | ||||||
| 131 W 55TH ST | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $5,000 |
| NEW YORK UNIVERSITY HOSPITAL | ||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $25,000 |
| NYU LANGONE HEALTH | ||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $50,000 |
| PARRISH ART MUSEUM | ||||||
| 279 MONTAUK HIGHWAY | WATER MILL | NY | 11976 | PC | GENERAL SUPPORT | $5,000 |
| PUBLICOLOR | ||||||
| 20 W 36TH ST 9TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $25,025 |
| SANTA BARBARA MUSEUM OF ART | ||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 93101 | PC | GENERAL SUPPORT | $5,000 |
| THE METROPOLITAN OPERA | ||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GENERAL SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $515,030 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,812 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $65,709 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46,675 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $160,196 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $160,196 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,762 | Amt |
| Net Investment Income | $5,881 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,881 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK STRATEGIC INCO | $136,378 | $144,407 |
| JPMORGAN CORE BOND I: WOBDX | $134,741 | $139,817 |
| FIDELITY JAPAN | $86,876 | $110,069 |
| MORGAN STANLEY INST ASIA OPP | $155,699 | $178,696 |
| SPDR S&P 500 ETF | $434,275 | $759,659 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BBR ALO FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $784,083 | BookValueAmt |
| EOYFMV | $921,846 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DE CORP REPRESENTATION FEE | $75 | $0 | $75 |
| BANK FEES | $25 | $25 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM BBR ALO FUND | Desc |
| Revenue And Expenses Per Books | $65,709 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $65,709 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $7,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |